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STOCK COMPARISON

Mando vs O’Reilly Automotive: Fair Value & Quality

Both stocks run through our valuation models. Here is how Mando (204320) and O’Reilly Automotive (ORLY) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Mando as the less overvalued of the two: Mando trades at KRW 48,500 versus a fair value of KRW 40,427 (-17%), while O’Reilly Automotive trades at $87.38 versus $47.50 (-46%).
Mando
204320.KO · KRW · Consumer Discretionary
-17%
upside to fair value
overvalued
PriceKRW 48,500
Fair ValueKRW 40,427
Quality60/100
O’Reilly Automotive
ORLY · USD · Consumer Discretionary
-46%
upside to fair value
overvalued
Price$87.38
Fair Value$47.50
Quality66/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

MandoO’Reilly Automotive
Valuation
P/E (TTM)27.7×
P/S (TTM)3.92×
1.3×EV/EBITDA18.9×
PEG1.84×
−16.6%Fair value upside−45.6%
1.5%Dividend yield
KRW 750Dividend per share
Profitability
4%Operating margin18%
2.00×EBIT margin trend (5Y)0.93×
5%Return on equity59%
3%Return on assets14%
Growth
2%Revenue growth (YoY)10%
7.9%Avg. growth/yr (3Y)7.3%
5.7%Avg. growth/yr (5Y)8.9%
Value creation/yr+12.5%
Balance & size
Interest coverage (EBIT/interest)14.7×
0.74×Debt / equity
$1BMarket cap$71B
mixedGrowth qualityhealthy

Even match: 4 to 4 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Mandoof which business quality 57 · market factors 43 O’Reilly Automotiveof which business quality 64 · market factors 45
ProfitabilityMargins and returns on capital today
44
83
Quality GrowthAre margins and returns improving?
62
43
CashflowEarnings quality: real cash, not paper profit
44
46
Fin. StrengthBalance sheet, leverage, solvency risk
45
68
InvestmentDisciplined investing over empire-building
97
64
Low VolatilityCalm price path (market factor)
38
88
MomentumPrice trend over the last 3–12 months (market factor)
38
33
52W MomentumDistance to the 52-week high (market factor)
57
17
Net IssuanceBuybacks instead of dilution
80
80

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyMandoPrice KRW 48,500O’Reilly AutomotivePrice $87.38
DCF Models-29%below the priceKRW 34,663-47%below the price$46.44
Earnings-Based-60%below the priceKRW 19,613-61%below the price$34.12
Dividend Discount-60%below the priceKRW 19,395n/a
Multiples-8%close to the priceKRW 44,501-42%below the price$50.49
Asset-Based-56%below the priceKRW 21,569n/a
Growth DCFn/a-65%below the price$30.58
Economic Profit-62%below the priceKRW 18,307-59%below the price$36.11
Growth Earnings-26%below the priceKRW 35,994-34%below the price$57.52
Minimum-62%below the priceKRW 18,307-65%below the price$30.58
Maximum-8%close to the priceKRW 44,501-34%below the price$57.52
Median-56%below the priceKRW 21,569-53%below the price$41.27
Geometric mean-46%below the priceKRW 26,140-53%below the price$41.46

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Mando: 17 of 22 models see the stock below the current price.

O’Reilly Automotive: 20 of 21 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Mando
Bear KRW 26,067Fair Value KRW 40,427Bull KRW 57,563
KRW 48,500 = current price (white tick)
O’Reilly Automotive
Bear $30.59Fair Value $47.50Bull $61.88
$87.38 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Mando · Consumer Discretionary

Quality score60 · above median
Fair value upside-17% · below median

O’Reilly Automotive · Consumer Discretionary

Quality score66 · Top 25%
Fair value upside-46% · below median

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Mando as the less overvalued of the two: Mando trades at KRW 48,500 versus a fair value of KRW 40,427 (-17%), while O’Reilly Automotive trades at $87.38 versus $47.50 (-46%).

O’Reilly Automotive has the higher quality score (66/100).

See the full analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.