Aptiv PLC (APTV) vs O'Reilly Automotive, Inc. (ORLY)

Aptiv PLC and O'Reilly Automotive, Inc. are both Auto Parts companies. O'Reilly Automotive, Inc. is the larger, with a market value of $73.6B against $8.3B — 8.9× the size. Aptiv PLC trades at the lower P/E: 11.3× against 27.8×. Aptiv PLC grew revenue faster over the last twelve months: 15.2% against 8.73%. O'Reilly Automotive, Inc. has the higher net margin (14.3% vs 3.70%) and the higher return on invested capital (43.3% vs 8.31%). Across the 21 metrics below, Aptiv PLC leads on 11 and O'Reilly Automotive, Inc. on 10.

Valuation

Metric APTV ORLY Auto Parts median
P/E 11.29 27.82 14.81
P/S 0.41 3.89 0.55
P/B 0.96 n/m 1.16
Price to free cash flow 25.14 34.79 10.18
EV/EBITDA 4.61 19.55 7.39
EV/Sales 0.63 4.30 0.67
Earnings yield 8.86% 3.59% 3.46%
Free cash flow yield 3.98% 2.87% 2.74%

Profitability

Metric APTV ORLY Auto Parts median
Gross margin 18.81% 51.79% 22.13%
Operating margin 8.60% 19.77% 3.50%
Net margin 3.70% 14.27% 1.89%
Free cash flow margin 1.96% 11.18% 1.43%
Return on equity 8.43% (181.44%) 0.96%
Return on assets 3.70% 16.00% 1.20%
Return on invested capital 8.31% 43.26% 4.41%

Growth

Metric APTV ORLY Auto Parts median
Revenue growth (TTM) 15.16% 8.73% 4.32%
EPS growth (last fiscal year) (89.22%) 9.57% 5.72%
Revenue growth, 5-year CAGR 9.32% 8.91% 7.66%
Net income growth, 5-year CAGR (37.78%) 7.69% 0.00%

Health

Metric APTV ORLY Auto Parts median
Debt to equity 0.61 (3.69) 0.43
Current ratio 1.97 0.77 1.73
Net debt to EBITDA 2.01 1.46 1.26

Dividend

Metric APTV ORLY Auto Parts median
Dividend yield — — 1.97%
Payout ratio — — 0.27

Size

Metric APTV ORLY Auto Parts median
Market cap 8.27b 73.61b 1.03b

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