AutoZone vs O'Reilly Automotive
AutoZone and O'Reilly Automotive are similar in size: $20.34bn and $17.78bn of revenue in their latest fiscal years. AutoZone grew faster (7.4% against 6.4%). O'Reilly Automotive kept more of each dollar of sales as profit: a net margin of 14.3% against 12.6%.
| Latest fiscal year | AutoZoneAZO, 2026 | O'Reilly AutomotiveORLY, 2025 |
|---|---|---|
| Revenue | $20.34bn | $17.78bn |
| Revenue growth | 7.4% | 6.4% |
| Net income | $2.57bn | $2.54bn |
| Operating margin | — | 19.5% |
| Net margin | 12.6% | 14.3% |
| Return on equity | — | — |
| Free cash flow | $1.82bn | $1.59bn |
| Cash | $326m | $194m |
| Total debt | $9.13bn | $6.04bn |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $2.01bn | $2.10bn |
| Employees | — | 92,923 |
| Market value | $51.70bn | $73.54bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 85 (Strong) | 85 (Strong) |
| Insider trades, 12 months | 4 buys, 7 sales | 0 buys, 13 sales |