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ORLY vs. TSCO: O'Reilly Automotive vs. Tractor Supply Stock Comparison

How do O'Reilly Automotive (ORLY) and Tractor Supply (TSCO) 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 Tractor Supply (TSCO) both belong to the Specialty Retail industry, though ORLY is classified under Automotive Retail while TSCO falls under Other Specialty Retail.

Company profile comparison for O'Reilly Automotive (ORLY) and Tractor Supply (TSCO)
Profile ItemORLYTSCO
NameO'Reilly Automotive Inc.Tractor Supply Company
Country/RegionUnited StatesUnited States
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustrySpecialty RetailSpecialty Retail
GICS Sub-IndustryAutomotive RetailOther Specialty Retail
Market Capitalization72.33 billion USD18.85 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateApril 23, 1993February 17, 1994
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ORLY
TSCO
GSPC
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO), 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 Tractor Supply (TSCO). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for O'Reilly Automotive (ORLY) and Tractor Supply (TSCO). 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 Tractor Supply (TSCO)
MetricORLYTSCO
Total Return (1Y)-7.41%-28.95%
Total Return (3Y, Annualized)11.29%0.75%
Total Return (5Y, Annualized)15.95%-1.33%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for O'Reilly Automotive (ORLY) and Tractor Supply (TSCO)
MetricORLYTSCO
Volatility (1Y, Annualized)26.15%34.78%
Beta (5Y)0.550.45
Max Drawdown (5Y)-23.27%-52.69%
Avg. Volume (3M)5.82M11.58M

Risk-Adjusted Performance

Risk-Return Positioning

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ORLY and TSCO 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 Tractor Supply (TSCO)
MetricORLYTSCO
Sharpe Ratio (1Y)-0.45-0.96
Sortino Ratio (1Y)-0.65-1.26

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Tractor Supply (TSCO) earns 37.35% 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
--

TSCO

Consumer Discretionary Distribution & Retail industry group

37.35%

Max
62.17%
TSCO
37.35%
Q3
29.44%
Median
15.69%
Q1
6.73%
Min
-12.16%
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): ORLY does not report ROE, so it has no value marker; TSCO is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

O'Reilly Automotive (ORLY) at 14.27% retains a top-quartile share of revenue as profit, ahead of Tractor Supply (TSCO) at 6.13%, which keeps about the industry-typical 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%

TSCO

Consumer Discretionary Distribution & Retail industry group

6.13%

Max
16.94%
Q3
8.69%
TSCO
6.13%
Median
3.55%
Q1
1.14%
Min
-9.41%
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

O'Reilly Automotive (ORLY) at 21.45% operates in the top operating margin quartile, ahead of Tractor Supply (TSCO) at 7.87%, which runs around its industry’s norm.

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%

TSCO

Consumer Discretionary Distribution & Retail industry group

7.87%

Max
21.45%
Q3
10.89%
TSCO
7.87%
Median
5.57%
Q1
2.28%
Min
-7.12%
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): 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 Tractor Supply (TSCO)
MetricORLYTSCO
ROE (TTM)--37.35%
ROA (TTM)13.85%7.50%
Net Margin (TTM)14.27%6.13%
Operating Margin (TTM)21.45%7.87%
Gross Margin (TTM)51.79%36.29%

Growth

Revenue Growth

Both O'Reilly Automotive (ORLY) at 6.43% and Tractor Supply (TSCO) at 4.31% 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. Tractor Supply (TSCO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both O'Reilly Automotive (ORLY) at 9.57% and Tractor Supply (TSCO) at 0.98% 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. Tractor Supply (TSCO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for O'Reilly Automotive (ORLY) and Tractor Supply (TSCO)
MetricORLYTSCO
Revenue Growth (YoY)6.43%4.31%
Revenue Growth (3Y CAGR)7.26%3.00%
EPS Growth (YoY)9.57%0.98%
EPS Growth (3Y CAGR)10.03%1.99%

Financial Strength

Current Ratio (MRQ)

Tractor Supply (TSCO) at 1.38 keeps current ratio within its industry’s typical mid-range, while O'Reilly Automotive (ORLY) at 0.77 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ORLY.

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

TSCO

Consumer Discretionary Distribution & Retail industry group

1.38

Max
2.62
Q3
1.75
TSCO
1.38
Median
1.35
Q1
1.00
Min
0.48
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): 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: Tractor Supply (TSCO) carries debt-to-equity ratio of 2.53 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
--

TSCO

Consumer Discretionary Distribution & Retail industry group

2.53

Max
3.93
TSCO
2.53
Q3
2.14
Median
1.25
Q1
0.73
Min
0.01
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): ORLY does not report debt-to-equity ratio, so it has no value marker; TSCO is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for O'Reilly Automotive (ORLY) and Tractor Supply (TSCO)
MetricORLYTSCO
Current Ratio (MRQ)0.771.38
Debt / Equity (MRQ)--2.53
Net Debt / EBITDA2.353.42

Dividends

Dividend Yield (TTM)

O'Reilly Automotive (ORLY) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Tractor Supply (TSCO) reports a yield of 2.59%, ranking against industry peers normally.

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%

TSCO

Consumer Discretionary Distribution & Retail industry group

2.59%

Max
5.84%
TSCO
2.59%
Q3
2.50%
Median
0.00%
Q1
0.00%
Min
0.00%
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

O'Reilly Automotive (ORLY) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Tractor Supply (TSCO) reports a payout of 51.08%, ranking against industry peers normally.

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%

TSCO

Consumer Discretionary Distribution & Retail industry group

51.08%

Max
72.73%
TSCO
51.08%
Q3
32.44%
Median
0.00%
Q1
0.00%
Min
0.00%
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O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): 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 Tractor Supply (TSCO)
MetricORLYTSCO
Dividend Yield (TTM)0.00%2.59%
Dividend Payout Ratio (TTM)0.00%51.08%

Valuation

P/E Ratio (TTM)

Tractor Supply (TSCO) at 19.54 is near its industry’s usual P/E ratio, while O'Reilly Automotive (ORLY) at 27.57 sits in the richer quartile — ORLY needs stronger growth or earnings quality to justify the premium.

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

TSCO

Consumer Discretionary Distribution & Retail industry group

19.54

Max
40.50
Q3
24.26
TSCO
19.54
Median
19.23
Q1
12.64
Min
4.67
Loading chart…
O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Tractor Supply (TSCO) at 1.18 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.

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

TSCO

Consumer Discretionary Distribution & Retail industry group

1.18

Max
4.32
Q3
1.99
TSCO
1.18
Median
0.70
Q1
0.26
Min
0.03
Loading chart…
O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): 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 Tractor Supply (TSCO) reports 7.10, 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

TSCO

Consumer Discretionary Distribution & Retail industry group

7.10

Max
10.96
TSCO
7.10
Q3
5.26
Median
2.16
Q1
1.08
Min
-4.45
Loading chart…
O'Reilly Automotive (ORLY) vs. Tractor Supply (TSCO): 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 Tractor Supply (TSCO)
MetricORLYTSCO
P/E Ratio (TTM)27.5719.54
P/S Ratio (TTM)3.811.18
P/B Ratio (MRQ)-34.567.10
Free Cash Flow Yield (TTM)2.23%0.67%