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BorgWarner Inc. (BWA) vs O'Reilly Automotive, Inc. (ORLY)

BorgWarner Inc. and O'Reilly Automotive, Inc. are both Auto Parts companies. O'Reilly Automotive, Inc. is the larger, with a market value of $71.6B against $12.0B — 6.0× the size. O'Reilly Automotive, Inc. trades at the lower P/E: 28.2× against 28.7×. O'Reilly Automotive, Inc. grew revenue faster over the last twelve months: 8.47% against 2.16%. O'Reilly Automotive, Inc. has the higher net margin (14.3% vs 2.89%) and the higher return on invested capital (46.2% vs 6.20%). Across the 21 metrics below, O'Reilly Automotive, Inc. leads on 13 and BorgWarner Inc. on 8.

Valuation

Metric BWA ORLY Auto Parts median
P/E 28.68 28.16 17.38
P/S 0.82 3.97 0.50
P/B 2.03 n/m 1.13
Price to free cash flow 9.16 33.64 12.54
EV/EBITDA 9.45 19.32 7.70
EV/Sales 0.92 4.35 0.70
Earnings yield 3.49% 3.55% 3.07%
Free cash flow yield 10.92% 2.97% 3.19%

Profitability

Metric BWA ORLY Auto Parts median
Gross margin 19.47% 51.64% 22.64%
Operating margin 4.99% 19.56% 3.67%
Net margin 2.89% 14.27% 1.68%
Free cash flow margin 8.95% 11.79% 2.31%
Return on equity 6.99% (172.80%) 2.35%
Return on assets 2.93% 15.96% 0.89%
Return on invested capital 6.20% 46.17% 4.55%

Growth

Metric BWA ORLY Auto Parts median
Revenue growth (TTM) 2.16% 8.47% 5.00%
EPS growth (last fiscal year) (14.67%) 9.57% 5.56%
Revenue growth, 5-year CAGR 7.09% 8.91% 7.71%
Net income growth, 5-year CAGR (11.14%) 7.69% 0.00%

Health

Metric BWA ORLY Auto Parts median
Debt to equity 0.67 (3.82) 0.44
Current ratio 2.13 0.75 1.78
Net debt to EBITDA 1.26 1.46 1.26

Dividend

Metric BWA ORLY Auto Parts median
Dividend yield 1.17% — 2.02%
Payout ratio 0.34 — 0.34

Size

Metric BWA ORLY Auto Parts median
Market cap 11.95b 71.59b 915.23m

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