Allison Transmission Holdings, Inc. (ALSN) vs O'Reilly Automotive, Inc. (ORLY)

Allison Transmission Holdings, Inc. and O'Reilly Automotive, Inc. are both Auto Parts companies. O'Reilly Automotive, Inc. is the larger, with a market value of $69.6B against $9.3B — 7.5× the size. Allison Transmission Holdings, Inc. trades at the lower P/E: 17.9× against 27.2×. Allison Transmission Holdings, Inc. grew revenue faster over the last twelve months: 37.6% against 8.47%. O'Reilly Automotive, Inc. has the higher net margin (14.3% vs 12.0%) and the higher return on invested capital (46.2% vs 9.45%). Across the 20 metrics below, Allison Transmission Holdings, Inc. leads on 13 and O'Reilly Automotive, Inc. on 7.

Valuation

Metric ALSN ORLY Auto Parts median
P/E 17.93 27.17 17.92
P/S 2.15 3.83 0.64
P/B 4.78 n/m 1.15
Price to free cash flow 12.82 32.46 12.82
EV/EBITDA 11.89 18.72 7.66
EV/Sales 2.99 4.21 0.73
Earnings yield 5.58% 3.68% 2.73%
Free cash flow yield 7.80% 3.08% 3.47%

Profitability

Metric ALSN ORLY Auto Parts median
Gross margin 36.42% 51.64% 22.64%
Operating margin 19.56% 19.56% 3.67%
Net margin 12.02% 14.27% 1.68%
Free cash flow margin 16.74% 11.79% 2.31%
Return on equity 28.35% (172.80%) 2.35%
Return on assets 7.49% 15.96% 0.89%
Return on invested capital 9.45% 46.17% 4.55%

Growth

Metric ALSN ORLY Auto Parts median
Revenue growth (TTM) 37.56% 8.47% 5.00%
EPS growth (last fiscal year) (11.79%) 9.57% —
Revenue growth, 5-year CAGR 7.66% 8.91% 7.78%
Net income growth, 5-year CAGR 15.81% 7.69% 0.00%

Health

Metric ALSN ORLY Auto Parts median
Debt to equity 2.08 (3.82) 0.38
Current ratio 1.81 0.75 1.78
Net debt to EBITDA 1.38 1.46 1.26

Dividend

Metric ALSN ORLY Auto Parts median
Dividend yield 1.46% — 2.37%
Payout ratio 0.13 0.00 0.00

Size

Metric ALSN ORLY Auto Parts median
Market cap 9.31b 69.64b 914.31m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack