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ORLY vs. W: O'Reilly Automotive vs. Wayfair Stock Comparison

How do O'Reilly Automotive (ORLY) and Wayfair (W) 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 Wayfair (W) both belong to the Specialty Retail industry, though ORLY is classified under Automotive Retail while W falls under Homefurnishing Retail.

Company profile comparison for O'Reilly Automotive (ORLY) and Wayfair (W)
Profile ItemORLYW
NameO'Reilly Automotive Inc.Wayfair Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustrySpecialty RetailSpecialty Retail
GICS Sub-IndustryAutomotive RetailHomefurnishing Retail
Market Capitalization72.33 billion USD15.29 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateApril 23, 1993October 2, 2014
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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Calendar-year total returns for O'Reilly Automotive (ORLY) and Wayfair (W). 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 Wayfair (W)
MetricORLYW
Total Return (1Y)-7.41%11.13%
Total Return (3Y, Annualized)11.29%40.48%
Total Return (5Y, Annualized)15.95%-13.87%

Risk Profile

Drawdown History

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

Risk Metrics

Wayfair (W) has a highly aggressive beta of 3.07, indicating much higher sensitivity to broad-market moves, while O'Reilly Automotive (ORLY) is defensive at 0.55 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for O'Reilly Automotive (ORLY) and Wayfair (W)
MetricORLYW
Volatility (1Y, Annualized)26.15%69.34%
Beta (5Y)0.553.07
Max Drawdown (5Y)-23.27%-91.36%
Avg. Volume (3M)5.82M2.27M

Risk-Adjusted Performance

Risk-Return Positioning

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ORLY and W 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 Wayfair (W)
MetricORLYW
Sharpe Ratio (1Y)-0.450.10
Sortino Ratio (1Y)-0.650.16

Profitability

ROE (TTM)

Neither O'Reilly Automotive (ORLY) nor Wayfair (W) reports a ROE value for this period, so a direct comparison isn’t possible.

ORLY

Consumer Discretionary Distribution & Retail industry group

--

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

W

Consumer Discretionary Distribution & Retail industry group

--

Max
62.17%
Q3
29.44%
Median
15.69%
Q1
6.73%
Min
-12.16%
W
--
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O'Reilly Automotive (ORLY) vs. Wayfair (W): Neither stock reports ROE, so the chart shows available benchmark boxes without value markers.

Net Margin (TTM)

Wayfair (W) reports a negative net margin of -1.21%, usually indicating a net loss over the period. Meanwhile O'Reilly Automotive (ORLY) reports 14.27%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

-1.21%

Max
16.94%
Q3
8.69%
Median
3.55%
Q1
1.14%
W
-1.21%
Min
-9.41%
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O'Reilly Automotive (ORLY) vs. Wayfair (W): 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 Wayfair (W) at 3.10%, 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%

W

Consumer Discretionary Distribution & Retail industry group

3.10%

Max
21.45%
Q3
10.89%
Median
5.57%
W
3.10%
Q1
2.28%
Min
-7.12%
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O'Reilly Automotive (ORLY) vs. Wayfair (W): 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 Wayfair (W)
MetricORLYW
ROE (TTM)----
ROA (TTM)13.85%5.86%
Net Margin (TTM)14.27%-1.21%
Operating Margin (TTM)21.45%3.10%
Gross Margin (TTM)51.79%29.95%

Growth

Revenue Growth

Both O'Reilly Automotive (ORLY) at 6.43% and Wayfair (W) at 5.11% 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. Wayfair (W): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: O'Reilly Automotive (ORLY) reports EPS growth of 9.57%, ranked against its industry; Wayfair (W) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for O'Reilly Automotive (ORLY) and Wayfair (W)
MetricORLYW
Revenue Growth (YoY)6.43%5.11%
Revenue Growth (3Y CAGR)7.26%0.65%
EPS Growth (YoY)9.57%--
EPS Growth (3Y CAGR)10.03%--

Financial Strength

Current Ratio (MRQ)

Both O'Reilly Automotive (ORLY) at 0.77 and Wayfair (W) at 0.67 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

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

W

Consumer Discretionary Distribution & Retail industry group

0.67

Max
2.62
Q3
1.75
Median
1.35
Q1
1.00
W
0.67
Min
0.48
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O'Reilly Automotive (ORLY) vs. Wayfair (W): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Neither O'Reilly Automotive (ORLY) nor Wayfair (W) reports a debt-to-equity ratio value for this period, so a direct comparison isn’t possible.

ORLY

Consumer Discretionary Distribution & Retail industry group

--

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

W

Consumer Discretionary Distribution & Retail industry group

--

Max
3.93
Q3
2.14
Median
1.25
Q1
0.73
Min
0.01
W
--
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O'Reilly Automotive (ORLY) vs. Wayfair (W): Neither stock reports debt-to-equity ratio, so the chart shows available benchmark boxes without value markers.

Financial Strength Metrics

Financial strength metrics for O'Reilly Automotive (ORLY) and Wayfair (W)
MetricORLYW
Current Ratio (MRQ)0.770.67
Debt / Equity (MRQ)----
Net Debt / EBITDA2.356.93

Dividends

Dividend Yield (TTM)

Neither O'Reilly Automotive (ORLY) nor Wayfair (W) 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%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.84%
Q3
2.50%
W
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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O'Reilly Automotive (ORLY) vs. Wayfair (W): 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 Wayfair (W) 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%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
72.73%
Q3
32.44%
W
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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O'Reilly Automotive (ORLY) vs. Wayfair (W): 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 Wayfair (W)
MetricORLYW
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 Wayfair (W) has no P/E ratio this period.

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

W

Consumer Discretionary Distribution & Retail industry group

--

Max
40.50
Q3
24.26
Median
19.23
Q1
12.64
Min
4.67
W
--
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O'Reilly Automotive (ORLY) vs. Wayfair (W): W 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)

Wayfair (W) at 1.16 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

W

Consumer Discretionary Distribution & Retail industry group

1.16

Max
4.32
Q3
1.99
W
1.16
Median
0.70
Q1
0.26
Min
0.03
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O'Reilly Automotive (ORLY) vs. Wayfair (W): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

Both O'Reilly Automotive (ORLY) at -34.56 and Wayfair (W) at -5.43 report negative P/B ratio values, meaning both companies have negative book equity — neither multiple is meaningful for valuation.

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

W

Consumer Discretionary Distribution & Retail industry group

-5.43

Max
10.96
Q3
5.26
Median
2.16
Q1
1.08
Min
-4.45
W
-5.43
Loading chart…
O'Reilly Automotive (ORLY) vs. Wayfair (W): 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 Wayfair (W)
MetricORLYW
P/E Ratio (TTM)27.57--
P/S Ratio (TTM)3.811.16
P/B Ratio (MRQ)-34.56-5.43
Free Cash Flow Yield (TTM)2.23%3.12%