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ORLY vs. PDD: O'Reilly Automotive vs. PDD Stock Comparison

How do O'Reilly Automotive (ORLY) and PDD (PDD) 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

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

O'Reilly Automotive (ORLY) trades as ordinary local shares, while PDD (PDD) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for O'Reilly Automotive (ORLY) and PDD (PDD)
Profile ItemORLYPDD
NameO'Reilly Automotive Inc.PDD Holdings Inc. American Depositary Receipt
Country/RegionUnited StatesIreland
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustrySpecialty RetailBroadline Retail
GICS Sub-IndustryAutomotive RetailBroadline Retail
Market Capitalization72.33 billion USD118.18 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateApril 23, 1993July 26, 2018
Security TypeCommon StockADR

Price Performance

Cumulative Growth

ORLY
PDD
GSPC
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O'Reilly Automotive (ORLY) vs. PDD (PDD), 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 O'Reilly Automotive (ORLY) and PDD (PDD). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
Total Return (1Y)-7.41%-40.88%
Total Return (3Y, Annualized)11.29%-9.51%
Total Return (5Y, Annualized)15.95%-0.72%

Risk Profile

Drawdown History

ORLY
PDD
GSPC
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O'Reilly Automotive (ORLY) vs. PDD (PDD), 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 O'Reilly Automotive (ORLY) and PDD (PDD). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

PDD (PDD) reports a negative beta of -0.08, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. O'Reilly Automotive (ORLY) has a non-negative beta of 0.55.

Risk profile metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
Volatility (1Y, Annualized)26.15%33.85%
Beta (5Y)0.55-0.08
Max Drawdown (5Y)-23.27%-73.13%
Avg. Volume (3M)5.82M6.15M

Risk-Adjusted Performance

Risk-Return Positioning

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ORLY and PDD 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 O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
Sharpe Ratio (1Y)-0.45-1.33
Sortino Ratio (1Y)-0.65-1.75

Profitability

ROE (TTM)

Capital efficiency shows on one side only: PDD (PDD) earns 22.75% on shareholders’ equity, ranked against its industry; O'Reilly Automotive (ORLY) has no ROE this period.

ORLY

Consumer Discretionary Distribution & Retail industry group

--

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

PDD

Consumer Discretionary Distribution & Retail industry group

22.75%

Max
62.17%
Q3
29.44%
PDD
22.75%
Median
15.69%
Q1
6.73%
Min
-12.16%
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O'Reilly Automotive (ORLY) vs. PDD (PDD): ORLY does not report ROE, so it has no value marker; PDD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

PDD (PDD) at 20.43% keeps the most of each sales dollar — above its industry’s net margin range — and O'Reilly Automotive (ORLY) at 14.27% also retains a top-quartile share.

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%

PDD

Consumer Discretionary Distribution & Retail industry group

20.43%

PDD
20.43%
Max
16.94%
Q3
8.69%
Median
3.55%
Q1
1.14%
Min
-9.41%
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O'Reilly Automotive (ORLY) vs. PDD (PDD): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

PDD (PDD) at 24.71% shows unusually strong operating efficiency — above its industry’s operating margin range — and O'Reilly Automotive (ORLY) at 21.45% also operates in the top quartile.

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%

PDD

Consumer Discretionary Distribution & Retail industry group

24.71%

PDD
24.71%
Max
21.45%
Q3
10.89%
Median
5.57%
Q1
2.28%
Min
-7.12%
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O'Reilly Automotive (ORLY) vs. PDD (PDD): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
ROE (TTM)--22.75%
ROA (TTM)13.85%10.01%
Net Margin (TTM)14.27%20.43%
Operating Margin (TTM)21.45%24.71%
Gross Margin (TTM)51.79%56.32%

Growth

Revenue Growth

Both O'Reilly Automotive (ORLY) at 6.43% and PDD (PDD) at 9.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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

EPS Growth

Both O'Reilly Automotive (ORLY) at 9.57% and PDD (PDD) at -11.79% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
Revenue Growth (YoY)6.43%9.65%
Revenue Growth (3Y CAGR)7.26%49.00%
EPS Growth (YoY)9.57%-11.79%
EPS Growth (3Y CAGR)10.03%45.15%

Financial Strength

Current Ratio (MRQ)

PDD (PDD) at 2.62 carries current ratio above its industry’s typical mid-range, while O'Reilly Automotive (ORLY) at 0.77 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

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

PDD

Consumer Discretionary Distribution & Retail industry group

2.62

PDD
2.62
Max
2.62
Q3
1.75
Median
1.35
Q1
1.00
Min
0.48
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O'Reilly Automotive (ORLY) vs. PDD (PDD): 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: PDD (PDD) carries debt-to-equity ratio of 0.01 against its industry range, while O'Reilly Automotive (ORLY) reports no figure this period.

ORLY

Consumer Discretionary Distribution & Retail industry group

--

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

PDD

Consumer Discretionary Distribution & Retail industry group

0.01

Max
3.93
Q3
2.14
Median
1.25
Q1
0.73
PDD
0.01
Min
0.01
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O'Reilly Automotive (ORLY) vs. PDD (PDD): ORLY does not report debt-to-equity ratio, so it has no value marker; PDD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
Current Ratio (MRQ)0.772.62
Debt / Equity (MRQ)--0.01
Net Debt / EBITDA2.35-4.56

Dividends

Dividend Yield (TTM)

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

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%

PDD

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.84%
Q3
2.50%
PDD
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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O'Reilly Automotive (ORLY) vs. PDD (PDD): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

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

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%

PDD

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
72.73%
Q3
32.44%
PDD
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
O'Reilly Automotive (ORLY) vs. PDD (PDD): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

PDD (PDD) at 9.34 sits in the cheaper P/E ratio quartile, while O'Reilly Automotive (ORLY) at 27.57 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

PDD

Consumer Discretionary Distribution & Retail industry group

9.34

Max
40.50
Q3
24.26
Median
19.23
Q1
12.64
PDD
9.34
Min
4.67
Loading chart…
O'Reilly Automotive (ORLY) vs. PDD (PDD): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

PDD (PDD) at 0.26 looks cheap on sales in the lower P/S ratio quartile, while O'Reilly Automotive (ORLY) at 3.81 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

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

PDD

Consumer Discretionary Distribution & Retail industry group

0.26

Max
4.32
Q3
1.99
Median
0.70
Q1
0.26
PDD
0.26
Min
0.03
Loading chart…
O'Reilly Automotive (ORLY) vs. PDD (PDD): 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 PDD (PDD) reports 1.74, ranking against industry peers normally.

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

PDD

Consumer Discretionary Distribution & Retail industry group

1.74

Max
10.96
Q3
5.26
Median
2.16
PDD
1.74
Q1
1.08
Min
-4.45
Loading chart…
O'Reilly Automotive (ORLY) vs. PDD (PDD): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for O'Reilly Automotive (ORLY) and PDD (PDD)
MetricORLYPDD
P/E Ratio (TTM)27.579.34
P/S Ratio (TTM)3.810.26
P/B Ratio (MRQ)-34.561.74
Free Cash Flow Yield (TTM)2.23%63.15%