Pricing Log in Create free account

Lear Corporation (LEA) vs O'Reilly Automotive, Inc. (ORLY)

Lear Corporation 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 $5.5B — 13.4× the size. Lear Corporation trades at the lower P/E: 10.0× against 27.8×. O'Reilly Automotive, Inc. grew revenue faster over the last twelve months: 8.73% against 3.52%. O'Reilly Automotive, Inc. has the higher net margin (14.3% vs 2.46%) and the higher return on invested capital (43.3% vs 7.85%). Across the 21 metrics below, Lear Corporation leads on 11 and O'Reilly Automotive, Inc. on 10.

Valuation

Metric LEA ORLY Auto Parts median
P/E 9.97 27.82 14.81
P/S 0.24 3.89 0.55
P/B 1.09 n/m 1.16
Price to free cash flow 8.03 34.79 10.18
EV/EBITDA 4.82 19.55 7.39
EV/Sales 0.31 4.30 0.67
Earnings yield 10.03% 3.59% 3.46%
Free cash flow yield 12.46% 2.87% 2.74%

Profitability

Metric LEA ORLY Auto Parts median
Gross margin 6.91% 51.79% 22.13%
Operating margin 3.68% 19.77% 3.50%
Net margin 2.46% 14.27% 1.89%
Free cash flow margin 2.95% 11.18% 1.43%
Return on equity 11.26% (181.44%) 0.96%
Return on assets 3.84% 16.00% 1.20%
Return on invested capital 7.85% 43.26% 4.41%

Growth

Metric LEA ORLY Auto Parts median
Revenue growth (TTM) 3.52% 8.73% 4.32%
EPS growth (last fiscal year) (9.14%) 9.57% 5.72%
Revenue growth, 5-year CAGR 6.41% 8.91% 7.66%
Net income growth, 5-year CAGR 22.48% 7.69% 0.00%

Health

Metric LEA ORLY Auto Parts median
Debt to equity 0.53 (3.69) 0.43
Current ratio 1.18 0.77 1.73
Net debt to EBITDA 1.16 1.46 1.26

Dividend

Metric LEA ORLY Auto Parts median
Dividend yield 2.70% — 1.97%
Payout ratio 0.27 — 0.27

Size

Metric LEA ORLY Auto Parts median
Market cap 5.50b 73.61b 1.03b

Compare with another peer

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