O'Reilly Automotive vs Sonic Automotive
O'Reilly Automotive is the larger business, with $17.78bn of revenue in fiscal 2025 against $15.15bn for Sonic Automotive (1.2 times as much). Sonic Automotive grew faster (6.5% against 6.4%). O'Reilly Automotive kept more of each dollar of sales as profit: a net margin of 14.3% against 0.8%.
| Latest fiscal year | O'Reilly AutomotiveORLY, 2025 | Sonic AutomotiveSAH, 2025 |
|---|---|---|
| Revenue | $17.78bn | $15.15bn |
| Revenue growth | 6.4% | 6.5% |
| Net income | $2.54bn | $119m |
| Operating margin | 19.5% | 2.4% |
| Net margin | 14.3% | 0.8% |
| Return on equity | — | 11.1% |
| Free cash flow | $1.59bn | $717m |
| Cash | $194m | $6.3m |
| Total debt | $6.04bn | $1.64bn |
| Debt to equity | — | 153.1% |
| Dividend per share | — | — |
| Dividend yield | — | -2.3% |
| Share buybacks | $2.10bn | −$82.4m |
| Employees | 92,923 | 11,000 |
| Market value | $73.54bn | $1.98bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 85 (Strong) | 41 (Weak) |
| Insider trades, 12 months | 0 buys, 13 sales | 11 buys, 5 sales |