CPNG vs. ORLY: Coupang vs. O'Reilly Automotive Stock Comparison

November 11, 2026

How do Coupang (CPNG) and O'Reilly Automotive (ORLY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Coupang (CPNG) and O'Reilly Automotive (ORLY) both fall under the Consumer Discretionary Distribution & Retail industry group, but CPNG is classified in Broadline Retail while ORLY is classified in Specialty Retail.

O'Reilly Automotive (ORLY) has more than two decades of public-market history since April 23, 1993, whereas Coupang (CPNG) listed on March 11, 2021 and has a much shorter record to draw on.

Company profile comparison for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Profile Item	CPNG	ORLY
Name	Coupang, Inc. Class A Common Stock	O'Reilly Automotive Inc.
Country/Region	United States	United States
GICS Sector	Consumer Discretionary	Consumer Discretionary
GICS Industry Group	Consumer Discretionary Distribution & Retail	Consumer Discretionary Distribution & Retail
GICS Industry	Broadline Retail	Specialty Retail
GICS Sub-Industry	Broadline Retail	Automotive Retail
Market Capitalization	29.20 billion USD	72.33 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	March 11, 2021	April 23, 1993
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

CPNG

ORLY

GSPC

Coupang (CPNG) vs. O'Reilly Automotive (ORLY), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Coupang (CPNG) and O'Reilly Automotive (ORLY). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Coupang (CPNG) and O'Reilly Automotive (ORLY). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
Total Return (1Y)	-44.02%	-7.41%
Total Return (3Y, Annualized)	2.15%	11.29%
Total Return (5Y, Annualized)	-11.45%	15.95%

Risk Profile

Drawdown History

CPNG

ORLY

GSPC

Coupang (CPNG) vs. O'Reilly Automotive (ORLY), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Coupang (CPNG) and O'Reilly Automotive (ORLY). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
Volatility (1Y, Annualized)	49.06%	26.15%
Beta (5Y)	1.09	0.55
Max Drawdown (5Y)	-69.07%	-23.27%
Avg. Volume (3M)	15.76M	5.82M

Risk-Adjusted Performance

Risk-Return Positioning

CPNG and ORLY are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
Sharpe Ratio (1Y)	-0.98	-0.45
Sortino Ratio (1Y)	-1.37	-0.65

Profitability

ROE (TTM)

O'Reilly Automotive (ORLY) has no ROE value reported for this period; Coupang (CPNG) reports a negative figure of -35.97%, which needs context because negative ROE can reflect losses or negative shareholders’ equity.

CPNG

Consumer Discretionary Distribution & Retail industry group

-35.97%

Max: 62.17%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
Min: -12.16%
CPNG: -35.97%

ORLY

Consumer Discretionary Distribution & Retail industry group

Max: 62.17%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
Min: -12.16%
ORLY: --

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): ORLY does not report ROE, so it has no value marker; CPNG is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

Coupang (CPNG) reports a negative net margin of -3.77%, usually indicating a net loss over the period. Meanwhile O'Reilly Automotive (ORLY) reports 14.27%, ranking against industry peers normally.

CPNG

Consumer Discretionary Distribution & Retail industry group

-3.77%

Max: 16.94%
Q3: 8.69%
Median: 3.55%
Q1: 1.14%
CPNG: -3.77%
Min: -9.41%

ORLY

Consumer Discretionary Distribution & Retail industry group

14.27%

Max: 16.94%
ORLY: 14.27%
Q3: 8.69%
Median: 3.55%
Q1: 1.14%
Min: -9.41%

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Coupang (CPNG) reports a negative operating margin of -2.03%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile O'Reilly Automotive (ORLY) reports 21.45%, ranking against industry peers normally.

CPNG

Consumer Discretionary Distribution & Retail industry group

-2.03%

Max: 21.45%
Q3: 10.89%
Median: 5.57%
Q1: 2.28%
CPNG: -2.03%
Min: -7.12%

ORLY

Consumer Discretionary Distribution & Retail industry group

21.45%

ORLY: 21.45%
Max: 21.45%
Q3: 10.89%
Median: 5.57%
Q1: 2.28%
Min: -7.12%

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
ROE (TTM)	-35.97%	--
ROA (TTM)	-3.27%	13.85%
Net Margin (TTM)	-3.77%	14.27%
Operating Margin (TTM)	-2.03%	21.45%
Gross Margin (TTM)	27.63%	51.79%

Growth

Revenue Growth

Coupang (CPNG) at 14.09% sits in the top revenue growth quartile, while O'Reilly Automotive (ORLY) at 6.43% is closer to the peer norm — faster top-line expansion for CPNG.

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their Revenue Growth across different time periods.

EPS Growth

Coupang (CPNG) at 37.50% sits in the top EPS growth quartile, while O'Reilly Automotive (ORLY) at 9.57% is closer to the peer norm — faster per-share earnings growth for CPNG.

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
Revenue Growth (YoY)	14.09%	6.43%
Revenue Growth (3Y CAGR)	18.83%	7.26%
EPS Growth (YoY)	37.50%	9.57%
EPS Growth (3Y CAGR)	--	10.03%

Financial Strength

Current Ratio (MRQ)

Both Coupang (CPNG) at 0.80 and O'Reilly Automotive (ORLY) at 0.77 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

CPNG

Consumer Discretionary Distribution & Retail industry group

0.80

Max: 2.62
Q3: 1.75
Median: 1.35
Q1: 1.00
CPNG: 0.80
Min: 0.48

ORLY

Consumer Discretionary Distribution & Retail industry group

0.77

Max: 2.62
Q3: 1.75
Median: 1.35
Q1: 1.00
ORLY: 0.77
Min: 0.48

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Coupang (CPNG) carries debt-to-equity ratio of 1.78 against its industry range, while O'Reilly Automotive (ORLY) reports no figure this period.

CPNG

Consumer Discretionary Distribution & Retail industry group

1.78

Max: 3.93
Q3: 2.14
CPNG: 1.78
Median: 1.25
Q1: 0.73
Min: 0.01

ORLY

Consumer Discretionary Distribution & Retail industry group

Max: 3.93
Q3: 2.14
Median: 1.25
Q1: 0.73
Min: 0.01
ORLY: --

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): ORLY does not report debt-to-equity ratio, so it has no value marker; CPNG is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
Current Ratio (MRQ)	0.80	0.77
Debt / Equity (MRQ)	1.78	--
Net Debt / EBITDA	--	2.35

Dividends

Dividend Yield (TTM)

Neither Coupang (CPNG) nor O'Reilly Automotive (ORLY) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

CPNG

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 5.84%
Q3: 2.50%
CPNG: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

ORLY

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 5.84%
Q3: 2.50%
ORLY: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Coupang (CPNG) nor O'Reilly Automotive (ORLY) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

CPNG

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 32.44%
CPNG: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

ORLY

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 32.44%
ORLY: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
Dividend Yield (TTM)	0.00%	0.00%
Dividend Payout Ratio (TTM)	0.00%	0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: O'Reilly Automotive (ORLY) trades at 27.57 times trailing earnings, ranked against its peers, while Coupang (CPNG) has no P/E ratio this period.

CPNG

Consumer Discretionary Distribution & Retail industry group

Max: 40.50
Q3: 24.26
Median: 19.23
Q1: 12.64
Min: 4.67
CPNG: --

ORLY

Consumer Discretionary Distribution & Retail industry group

27.57

Max: 40.50
ORLY: 27.57
Q3: 24.26
Median: 19.23
Q1: 12.64
Min: 4.67

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): CPNG does not report P/E ratio, so it has no value marker; ORLY is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

P/S Ratio (TTM)

Coupang (CPNG) at 0.81 is priced about in line with its industry on P/S ratio, while O'Reilly Automotive (ORLY) at 3.81 sits in the pricier quartile — ORLY costs more per dollar of sales.

CPNG

Consumer Discretionary Distribution & Retail industry group

0.81

Max: 4.32
Q3: 1.99
CPNG: 0.81
Median: 0.70
Q1: 0.26
Min: 0.03

ORLY

Consumer Discretionary Distribution & Retail industry group

3.81

Max: 4.32
ORLY: 3.81
Q3: 1.99
Median: 0.70
Q1: 0.26
Min: 0.03

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

O'Reilly Automotive (ORLY) reports a negative P/B ratio of -34.56, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Coupang (CPNG) reports 10.26, ranking against industry peers normally.

CPNG

Consumer Discretionary Distribution & Retail industry group

10.26

Max: 10.96
CPNG: 10.26
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45

ORLY

Consumer Discretionary Distribution & Retail industry group

-34.56

Max: 10.96
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45
ORLY: -34.56

Coupang (CPNG) vs. O'Reilly Automotive (ORLY): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Coupang (CPNG) and O'Reilly Automotive (ORLY)
Metric	CPNG	ORLY
P/E Ratio (TTM)	--	27.57
P/S Ratio (TTM)	0.81	3.81
P/B Ratio (MRQ)	10.26	-34.56
Free Cash Flow Yield (TTM)	1.80%	2.23%