O'Reilly Automotive, Inc.Opportunity Rank #187(ORLY) Intrinsic Value & DCF Analysis (2026)
Current Price
$86.28
Last updated: Jul 13, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
+5 vs previous
Trend Score
As of 2026-07-10
The intrinsic value of O'Reilly Automotive, Inc. (ORLY) is estimated at $92.04 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $86.28, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 5.55% long-term growth rate and an 8.50% discount rate (calculated: 7.39%), reflecting expected future free cash flow and cost of capital.
The intrinsic value of O'Reilly Automotive, Inc. (ORLY) is estimated at $92.04 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $86.28, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 5.55% long-term growth rate and an 8.50% discount rate (calculated: 7.39%), reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning a higher return on invested capital than it costs to raise that capital — a sign of strong, efficient value creation.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moves to at least a mid-teens discount to fair value.
- ROIC remains above the cost of capital over coming quarters.
- Narrative trend shows meaningful shifts in score direction.
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates O'Reilly Automotive, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
O'Reilly Automotive, Inc.Consumer Cyclical
O'Reilly Automotive, Inc., along with its subsidiary companies, functions as a leading retail and wholesale provider of automotive aftermarket products, specialized tools, supplies, and accessories across the United States. The company's comprehensive inventory includes both new and reconditioned vehicle hard parts and essential maintenance items. This expansive selection covers critical components such as alternators, batteries, brake system parts, belts, chassis and driveline components, engine parts, fuel pumps, hoses, starters, temperature control systems, and water pumps. Additionally, they supply consumables like antifreeze, appearance products, engine additives, filters, various fluids, lighting solutions, oil, and wiper blades. Their accessory range features items like floor mats, seat covers, and specific truck enhancements. Beyond just parts, O'Reilly's outlets also stock auto body paint and related materials, a wide array of automotive tools, and specialized equipment catering to professional service providers. Customers can also benefit from a suite of value-added services and programs offered in-store. These include recycling initiatives for used oil, oil filters, and batteries; complimentary installation services for batteries, wiper blades, and light bulbs; comprehensive diagnostic testing for batteries, electrical systems, and vehicle modules; retrieval of check engine light codes; a convenient loaner tool program; resurfacing services for brake drums and rotors; custom hydraulic hose fabrication; and professional-grade paint shop mixing with associated materials. O'Reilly's stores serve a diverse clientele, providing an extensive product assortment for both individual do-it-yourself (DIY) mechanics and professional auto repair facilities, covering domestic and imported automobiles, vans, and trucks. As of December 31, 2021, the company maintained a significant retail presence, operating 5,759 stores throughout the United States and an additional 25 locations in Mexico. Established in 1957, O'Reilly Automotive, Inc. is headquartered in Springfield, Missouri.