ORLY
O'Reilly Automotive, Inc.
ORLY has the edge over TSLA overall, supported by lower modeled downside and stronger valuation.
TSLA
Tesla, Inc.
TSLA's outlook is improving, though it still trails on the overall score.
ORLY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Unavailable | |
| Healthy |
ORLY's profitability and balance sheet are currently healthy, and its revenue is stable. There isn't enough data to rate its cash flow.
TSLA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Under pressure | |
| Strong |
TSLA's revenue and balance sheet are currently healthy, and its profitability is stable, but its cash flow is under pressure.
ORLY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 22x | $70.95 | -23% |
| Fair | 26x | $83.95 | -8.3% |
| Forward | 26x | $91.56 | — |
| Current | 28x | $91.56 | — |
| Expensive | 31x | $102 | +12% |
Historical ranges are pointers, not guarantees.
ORLY has the edge over TSLA in the historical PE scenario, which offers more potential upside but is not a forecast.
TSLA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 60x | $54.70 | -86% |
| Fair | 174x | $158 | -60% |
| Forward | 196x | $397 | — |
| Expensive | 415x | $378 | -4.9% |
| Current | 437x | $397 | — |
Historical ranges are pointers, not guarantees.
TSLA's PE is in its expensive range at 437x. If earnings grow as analysts expect, today's price would be 196x next year's earnings, in its fair range.
ORLY Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
ORLY has the edge over TSLA on the outlook, with more favorable profitability expectations.
TSLA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for TSLA, with profitability holding steady. However, they disagree widely on these estimates.
ORLY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.57 | +9.2% |
| Q3 2026 | $3.27 | +13% |
| Q2 2026 | $3.15 | +13% |
| Q1 2026 | $3.07 | +13% |
| Q4 2025 | $2.97 | +9.6% |
| Q3 2025 | $2.89 | +7.4% |
| Q2 2025 | $2.80 | +5.7% |
| Q1 2025 | $2.72 | +3.4% |
| Q4 2024 | $2.71 | +5.4% |
ORLY has the edge over TSLA on earnings, with more consistent year-over-year improvement.
TSLA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.03 | +123% |
| Q3 2026 | $0.91 | -39% |
| Q2 2026 | $1.08 | -38% |
| Q1 2026 | $1.09 | -40% |
| Q4 2025 | $1.08 | -47% |
| Q3 2025 | $1.50 | -59% |
| Q2 2025 | $1.73 | -51% |
| Q1 2025 | $1.82 | -53% |
| Q4 2024 | $2.04 | -53% |
TSLA's earnings per share have fallen from their peak: $0.91 over the past year, against $4.30 in late 2023.
ORLY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2025 | $4.7B | +7.8% |
| Q2 2025 | $4.5B | +5.9% |
| Q1 2025 | $4.1B | +4% |
| Q4 2024 | $4.1B | +6.9% |
| Q3 2024 | $4.4B | +3.8% |
| Q2 2024 | $4.3B | +5% |
| Q1 2024 | $4B | +7.2% |
| Q4 2023 | $3.8B | +5.1% |
ORLY has the stronger quarterly revenue trend. Revenue is up 7.8% for ORLY versus down 0.2% for TSLA.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2025 | 21% | +0.2 points |
| Q2 2025 | 20% | 0 points |
| Q1 2025 | 18% | -1 points |
| Q4 2024 | 18% | -0.7 points |
| Q3 2024 | 21% | -0.8 points |
| Q2 2024 | 20% | -0.8 points |
| Q1 2024 | 19% | -0.4 points |
| Q4 2023 | 19% | 0 points |
ORLY's operating margin was 21% last quarter, about level with the same quarter a year ago.
TSLA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $28B | -0.2% |
| Q2 2026 | $28.2B | +26% |
| Q1 2026 | $22.4B | +16% |
| Q4 2025 | $24.9B | -3.1% |
| Q3 2025 | $28.1B | +12% |
| Q2 2025 | $22.5B | -12% |
| Q1 2025 | $19.3B | -9.2% |
| Q4 2024 | $25.7B | +2.1% |
TSLA's revenue has picked up after two years of holding roughly level: $28B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.6% | -3.2 points |
| Q2 2026 | 1.4% | -2.7 points |
| Q1 2026 | 4.2% | +2.1 points |
| Q4 2025 | 5.7% | -0.5 points |
| Q3 2025 | 5.8% | -5 points |
| Q2 2025 | 4.1% | -2.2 points |
| Q1 2025 | 2.1% | -3.4 points |
| Q4 2024 | 6.2% | -2 points |
TSLA's operating margin was 2.6% last quarter, down 3.2 points from the same quarter a year ago, near the bottom of its range since 2019.
ORLY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $250.5M | -18% |
| Q2 2026 | $698.9M | +53% |
| Q1 2026 | $788.5M | +68% |
| Q4 2025 | $364.5M | +9.1% |
| Q3 2025 | $304.4M | -41% |
| Q2 2025 | $456.1M | -37% |
| Q1 2025 | $468.2M | +2.9% |
| Q4 2024 | $334M | +26% |
ORLY has the edge over TSLA on cash flow, with more consistent year-over-year improvement.
TSLA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.5B | -62% |
| Q2 2026 | -$1.1B | -848% |
| Q1 2026 | $1.4B | +117% |
| Q4 2025 | $1.4B | -30% |
| Q3 2025 | $4B | +46% |
| Q2 2025 | $146M | -89% |
| Q1 2025 | $664M | +$3.2B |
| Q4 2024 | $2B | -1.6% |
TSLA still generates free cash flow, though less than at its 2025 peak: $3.3B over the past year.
ORLY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2% | -16.7M shares |
| 1 year | -4.7% | -40.5M shares |
| 3 years | -11% | -96.6M shares |
| 5 years | -22% | -226M shares |
| Available history | -30% | -355M shares |
ORLY has the edge over TSLA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1B |
| Q2 2026 | $1.5B |
| Q1 2026 | $922.9M |
| Q4 2025 | $500.3M |
| Q3 2025 | $420M |
| Q2 2025 | $617.2M |
| Q1 2025 | $559.4M |
| Q4 2024 | $472M |
ORLY spent $4B buying back its own shares over the past year, up 92% from the year before.
TSLA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +1M shares |
| 1 year | +0.4% | +15M shares |
| 3 years | +1.4% | +48M shares |
| 5 years | +5.1% | +172M shares |
| Available history | +33% | +886M shares |
TSLA has 3.5B diluted shares, about the same as a year ago.
ORLY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.8x | Healthy |
| Q2 2026 | 1.6x | Healthy |
| Q1 2026 | 1.5x | Healthy |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 1.5x | Healthy |
ORLY's net debt is about 1.8 years of its operating earnings (EBITDA), up from 1.5 years a year ago.
TSLA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -0.9x | Net Cash |
| Q4 2025 | -1.1x | Net Cash |
| Q3 2025 | -1.4x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -1.1x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
TSLA has the edge over ORLY on leverage, with a lower net debt burden relative to earnings.
ORLY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.6 | Neutral |
| Stochastic | 62.9 | Neutral |
ORLY's weekly RSI is 55 (neutral) and its Stochastic is 63 (neutral).
TSLA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.3 | Neutral |
| Stochastic | 72.6 | Neutral |
TSLA's weekly RSI is 54 (neutral) and its Stochastic is 73 (neutral).
ORLY PE vs Consumer Cyclical Sector
| Metric | ORLY | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 18x | 56% above |
| PE % | 67 | 47 | 20 pts above |
ORLY has the edge over TSLA on valuation relative to its sector.
TSLA PE vs Consumer Cyclical Sector
| Metric | TSLA | Sector median | Relative |
|---|---|---|---|
| PE | 437x | 18x | 2,324% above |
| PE % | 84 | 47 | 37 pts above |
TSLA is trading at 437x earnings, a 2324% premium to the Consumer Cyclical sector's median of 18x.
ORLY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $88.3 | 3.7% above |
| 20 week MA | $88.3 | 3.7% above |
| 50 week MA | $90.9 | 0.7% above |
| 100 week MA | $92.2 | 0.7% below |
| 200 week MA | $79.6 | 15% above |
ORLY's trend is mixed: it's above four of its five weekly moving averages, and 15% above its 200-week average.
TSLA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $376.0 | 5.7% above |
| 20 week MA | $364.0 | 9.2% above |
| 50 week MA | $393.6 | 1% above |
| 100 week MA | $372.1 | 6.8% above |
| 200 week MA | $296.9 | 34% above |
TSLA has the edge over ORLY on trend strength, trading above more of its moving averages.
ORLY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $29.2 | $30.8 | +5.6% |
| 2021 | $30.8 | $45.3 | +47% |
| 2022 | $45.3 | $55.6 | +23% |
| 2023 | $55.6 | $63.3 | +14% |
| 2024 | $63.3 | $79.8 | +26% |
| 2025 | $79.8 | $92.3 | +16% |
| 2026 YTD | $92.3 | $91.6 | -0.7% |
ORLY has the edge over TSLA on returns for 2026, with the stronger performance.
TSLA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $28.7 | $220.6 | +669% |
| 2021 | $220.6 | $355.7 | +61% |
| 2022 | $355.7 | $123.2 | -65% |
| 2023 | $123.2 | $248.5 | +102% |
| 2024 | $248.5 | $431.7 | +74% |
| 2025 | $431.7 | $475.2 | +10% |
| 2026 YTD | $475.2 | $397.5 | -16% |
TSLA's yearly returns have swung widely, from +669% in 2020 to −65% in 2022. It's down 16% so far in 2026.