LEN vs. ORLY: A Head-to-Head Stock Comparison

Updated on August 24, 2025

Here’s a clear look at LEN and ORLY, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Symbol	LEN	ORLY
Company Name	Lennar Corporation	O'Reilly Automotive, Inc.
Country	United States	United States
GICS Sector	Consumer Discretionary	Consumer Discretionary
GICS Industry	Household Durables	Specialty Retail
Market Capitalization	33.57 billion USD	88.24 billion USD
Exchange	NYSE	NasdaqGS
Listing Date	March 17, 1980	April 23, 1993
Security Type	Common Stock	Common Stock

Historical Performance

This chart compares the performance of LEN and ORLY by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

LEN vs. ORLY: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

Symbol	LEN	ORLY
5-Day Price Return	-0.10%	2.46%
13-Week Price Return	17.23%	11.91%
26-Week Price Return	5.31%	16.79%
52-Week Price Return	-22.71%	39.09%
Month-to-Date Return	16.17%	5.78%
Year-to-Date Return	-0.55%	31.56%
10-Day Avg. Volume	3.40M	4.70M
3-Month Avg. Volume	2.93M	5.45M
3-Month Volatility	38.35%	19.56%
Beta	1.41	0.59

Profitability

Return on Equity (TTM)

LEN

12.95%

Household Durables Industry

Max: 26.99%
Q3: 17.28%
Median: 12.66%
Q1: 7.34%
Min: 0.07%

LEN’s Return on Equity of 12.95% is on par with the norm for the Household Durables industry, indicating its profitability relative to shareholder equity is typical for the sector.

ORLY

423.35%

Specialty Retail Industry

Max: 61.19%
Q3: 37.24%
Median: 18.81%
Q1: 8.92%
Min: -13.03%

ORLY’s Return on Equity of 423.35% is exceptionally high, placing it well beyond the typical range for the Specialty Retail industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

LEN vs. ORLY: A comparison of their Return on Equity (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Net Profit Margin (TTM)

LEN

9.20%

Household Durables Industry

Max: 15.50%
Q3: 8.99%
Median: 6.57%
Q1: 4.33%
Min: -0.49%

A Net Profit Margin of 9.20% places LEN in the upper quartile for the Household Durables industry, signifying strong profitability and more effective cost management than most of its peers.

ORLY

14.16%

Specialty Retail Industry

Max: 21.28%
Q3: 10.68%
Median: 6.08%
Q1: 2.43%
Min: -4.54%

A Net Profit Margin of 14.16% places ORLY in the upper quartile for the Specialty Retail industry, signifying strong profitability and more effective cost management than most of its peers.

LEN vs. ORLY: A comparison of their Net Profit Margin (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Operating Profit Margin (TTM)

LEN

12.25%

Household Durables Industry

Max: 20.22%
Q3: 12.29%
Median: 9.54%
Q1: 6.30%
Min: -1.92%

LEN’s Operating Profit Margin of 12.25% is around the midpoint for the Household Durables industry, indicating that its efficiency in managing core business operations is typical for the sector.

ORLY

19.22%

Specialty Retail Industry

Max: 33.35%
Q3: 15.84%
Median: 9.34%
Q1: 3.83%
Min: -8.97%

An Operating Profit Margin of 19.22% places ORLY in the upper quartile for the Specialty Retail industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

LEN vs. ORLY: A comparison of their Operating Profit Margin (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Profitability at a Glance

Symbol	LEN	ORLY
Return on Equity (TTM)	12.95%	423.35%
Return on Assets (TTM)	8.66%	16.00%
Net Profit Margin (TTM)	9.20%	14.16%
Operating Profit Margin (TTM)	12.25%	19.22%
Gross Profit Margin (TTM)	13.73%	51.40%

Financial Strength

Current Ratio (MRQ)

LEN

7.62

Household Durables Industry

Max: 9.23
Q3: 4.50
Median: 2.35
Q1: 1.29
Min: 0.70

LEN’s Current Ratio of 7.62 is in the upper quartile for the Household Durables industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.

ORLY

0.72

Specialty Retail Industry

Max: 2.83
Q3: 1.89
Median: 1.39
Q1: 1.11
Min: 0.64

ORLY’s Current Ratio of 0.72 falls into the lower quartile for the Specialty Retail industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

LEN vs. ORLY: A comparison of their Current Ratio (MRQ) against their respective Household Durables and Specialty Retail industry benchmarks.

Debt-to-Equity Ratio (MRQ)

LEN

0.19

Household Durables Industry

Max: 1.84
Q3: 0.90
Median: 0.34
Q1: 0.19
Min: 0.00

LEN’s Debt-to-Equity Ratio of 0.19 is typical for the Household Durables industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

ORLY

17.55

Specialty Retail Industry

Max: 3.02
Q3: 1.57
Median: 0.64
Q1: 0.20
Min: 0.00

With a Debt-to-Equity Ratio of 17.55, ORLY operates with exceptionally high leverage compared to the Specialty Retail industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

LEN vs. ORLY: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Household Durables and Specialty Retail industry benchmarks.

Interest Coverage Ratio (TTM)

LEN

11.93

Household Durables Industry

Max: 140.40
Q3: 77.14
Median: 24.53
Q1: 5.69
Min: -17.01

LEN’s Interest Coverage Ratio of 11.93 is positioned comfortably within the norm for the Household Durables industry, indicating a standard and healthy capacity to cover its interest payments.

ORLY

15.63

Specialty Retail Industry

Max: 48.12
Q3: 35.95
Median: 14.13
Q1: 3.61
Min: -36.00

ORLY’s Interest Coverage Ratio of 15.63 is positioned comfortably within the norm for the Specialty Retail industry, indicating a standard and healthy capacity to cover its interest payments.

LEN vs. ORLY: A comparison of their Interest Coverage Ratio (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Financial Strength at a Glance

Symbol	LEN	ORLY
Current Ratio (MRQ)	7.62	0.72
Quick Ratio (MRQ)	1.02	0.11
Debt-to-Equity Ratio (MRQ)	0.19	17.55
Interest Coverage Ratio (TTM)	11.93	15.63

Growth

Revenue Growth

LEN vs. ORLY: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

LEN vs. ORLY: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

LEN

1.58%

Household Durables Industry

Max: 8.95%
Q3: 4.19%
Median: 1.88%
Q1: 0.03%
Min: 0.00%

LEN’s Dividend Yield of 1.58% is consistent with its peers in the Household Durables industry, providing a dividend return that is standard for its sector.

ORLY

0.00%

Specialty Retail Industry

Max: 6.53%
Q3: 2.69%
Median: 1.08%
Q1: 0.00%
Min: 0.00%

ORLY currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

LEN vs. ORLY: A comparison of their Dividend Yield (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Dividend Payout Ratio (TTM)

LEN

16.45%

Household Durables Industry

Max: 125.12%
Q3: 62.43%
Median: 39.18%
Q1: 5.55%
Min: 0.00%

LEN’s Dividend Payout Ratio of 16.45% is within the typical range for the Household Durables industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

ORLY

0.00%

Specialty Retail Industry

Max: 165.81%
Q3: 80.94%
Median: 31.61%
Q1: 0.00%
Min: 0.00%

ORLY has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

LEN vs. ORLY: A comparison of their Dividend Payout Ratio (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Dividend at a Glance

Symbol	LEN	ORLY
Dividend Yield (TTM)	1.58%	0.00%
Dividend Payout Ratio (TTM)	16.45%	0.00%

Valuation

Price-to-Earnings Ratio (TTM)

LEN

10.41

Household Durables Industry

Max: 29.75
Q3: 18.88
Median: 13.25
Q1: 9.26
Min: 6.32

LEN’s P/E Ratio of 10.41 is within the middle range for the Household Durables industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

ORLY

36.29

Specialty Retail Industry

Max: 48.56
Q3: 29.15
Median: 22.00
Q1: 15.46
Min: 7.95

A P/E Ratio of 36.29 places ORLY in the upper quartile for the Specialty Retail industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

LEN vs. ORLY: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Price-to-Sales Ratio (TTM)

LEN

0.96

Household Durables Industry

Max: 2.12
Q3: 1.21
Median: 0.83
Q1: 0.51
Min: 0.18

LEN’s P/S Ratio of 0.96 aligns with the market consensus for the Household Durables industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

ORLY

5.14

Specialty Retail Industry

Max: 5.08
Q3: 2.69
Median: 1.23
Q1: 0.48
Min: 0.09

With a P/S Ratio of 5.14, ORLY trades at a valuation that eclipses even the highest in the Specialty Retail industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

LEN vs. ORLY: A comparison of their Price-to-Sales Ratio (TTM) against their respective Household Durables and Specialty Retail industry benchmarks.

Price-to-Book Ratio (MRQ)

LEN

1.20

Household Durables Industry

Max: 4.21
Q3: 2.29
Median: 1.34
Q1: 0.98
Min: 0.59

LEN’s P/B Ratio of 1.20 is within the conventional range for the Household Durables industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

ORLY

182.03

Specialty Retail Industry

Max: 16.93
Q3: 7.98
Median: 3.69
Q1: 1.79
Min: 0.21

At 182.03, ORLY’s P/B Ratio is at an extreme premium to the Specialty Retail industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

LEN vs. ORLY: A comparison of their Price-to-Book Ratio (MRQ) against their respective Household Durables and Specialty Retail industry benchmarks.

Valuation at a Glance

Symbol	LEN	ORLY
Price-to-Earnings Ratio (TTM)	10.41	36.29
Price-to-Sales Ratio (TTM)	0.96	5.14
Price-to-Book Ratio (MRQ)	1.20	182.03
Price-to-Free Cash Flow Ratio (TTM)	15.19	49.63