Valued at a market cap of $78.2 billion, O'Reilly Automotive, Inc. (ORLY) is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. It serves both professional service providers and do-it-yourself customers, offering a wide range of automotive parts and services. 

Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and ORLY fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the specialty retail industry. The company’s strong brand recognition, vast inventory, and in-store services like battery testing and loaner tools enhance customer loyalty and convenience. Its efficient hub-and-spoke distribution model supports rapid product availability, while consistent strategic acquisitions have fueled growth and international expansion.

ORLY is currently trading 5.9% below its 52-week high of $1,458.37, reached recently on Apr. 3. Shares of O'Reilly have gained 2.4% over the past three months, outpacing the broader Consumer Discretionary Select Sector SPDR Fund’s (XLY) marginal decline during the same time frame.

On a YTD basis, shares of ORLY are up 15.7%, compared to XLY’s 6.6% loss over the same time frame. In the longer term, ORLY has soared 40.4% over the past 52 weeks, surpassing XLY’s 18.3% return. 

While ORLY has been trading above its 200-day moving average for the past year, it has dipped below its 50-day moving average since the end of May. 

Shares of O'Reilly Automotive fell 2.1% on Apr. 23 after the company reported Q1 2025 results. It posted revenue of $4.14 billion, marking a 4% increase compared to the same period in 2024. Comparable store sales grew by 3.6%, and the company opened 38 new stores during the quarter, expanding its total store count to 6,416 across the U.S., Mexico, and Canada. 

For the full year 2025, O'Reilly projects revenue between $17.4 billion and $17.7 billion, with earnings per share expected to range from $42.90 to $43.40. 

Its top competitor, Advance Auto Parts, Inc. (AAP), has declined 19.8% over the past 52 weeks and has soared 10.6% on a YTD basis, trailing ORLY. 

Looking at ORLY’s recent outperformance, analysts remain very bullish about its prospects. The stock has a consensus rating of “Strong Buy” from the 26 analysts covering it, and the mean price target of $1499.50 suggests a modest 9.3% premium to its current levels.