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STOCK COMPARISON

Hesai Group Class B vs O’Reilly Automotive: Fair Value & Quality

Both stocks run through our valuation models. Here is how Hesai Group Class B (2525) and O’Reilly Automotive (ORLY) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees O’Reilly Automotive as the less overvalued of the two: Hesai Group Class B trades at HK$18.19 versus a fair value of HK$5.20 (-71%), while O’Reilly Automotive trades at $87.38 versus $47.50 (-46%).
Hesai Group Class B
2525.HK · HKD · Information Technology
-71%
upside to fair value
overvalued
PriceHK$18.19
Fair ValueHK$5.20
Quality36/100
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).

Hesai Group Class BO’Reilly Automotive
Valuation
36.9×P/E (TTM)27.7×
6.77×P/S (TTM)3.92×
2.41×P/B—
—EV/EBITDA18.9×
0.58×PEG1.84×
−71.4%Fair value upside−45.6%
1.4%Dividend yield—
Profitability
-1%Operating margin18%
—EBIT margin trend (5Y)0.93×
7%Return on equity59%
0%Return on assets14%
Growth
30%Revenue growth (YoY)10%
36.0%Avg. growth/yr (3Y)7.3%
109.2%Avg. growth/yr (5Y)8.9%
—Value creation/yr+12.5%
Balance & size
6.5×Interest coverage (EBIT/interest)14.7×
0.03×Debt / equity—
$3BMarket cap$71B
expensiveGrowth qualityhealthy
Valuation multiples (P/E, P/S, P/B, EV/EBITDA) are shown but not scored here: the two companies sit in different sectors, and multiples only compare fairly between similar business models. PEG stays scored, as it relates the P/E to growth.

O’Reilly Automotive leads: 3 to 5 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.

Hesai Group Class Bof which business quality 39 · market factors 15 O’Reilly Automotiveof which business quality 64 · market factors 45
ProfitabilityMargins and returns on capital today
32
83
Quality GrowthAre margins and returns improving?
71
43
CashflowEarnings quality: real cash, not paper profit
6
46
Fin. StrengthBalance sheet, leverage, solvency risk
82
68
InvestmentDisciplined investing over empire-building
24
64
Low VolatilityCalm price path (market factor)
18
88
MomentumPrice trend over the last 3–12 months (market factor)
21
33
52W MomentumDistance to the 52-week high (market factor)
0
17
Net IssuanceBuybacks instead of dilution
14
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 familyHesai Group Class BPrice HK$18.19O’Reilly AutomotivePrice $87.38
DCF Models-60%below the priceHK$7.26-47%below the price$46.44
Earnings-Based-33%below the priceHK$12.11-61%below the price$34.12
Dividend Discount-78%below the priceHK$4.09n/a
Multiples-71%below the priceHK$5.26-42%below the price$50.49
Asset-Based-74%below the priceHK$4.76n/a
Growth DCFn/a-65%below the price$30.58
Economic Profit-79%below the priceHK$3.75-59%below the price$36.11
Growth Earnings-4%close to the priceHK$17.48-34%below the price$57.52
Minimum-79%below the priceHK$3.75-65%below the price$30.58
Maximum-4%close to the priceHK$17.48-34%below the price$57.52
Median-71%below the priceHK$5.26-53%below the price$41.27
Geometric mean-63%below the priceHK$6.67-53%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%.

Hesai Group Class B: 17 of 17 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.

Hesai Group Class B
Bear HK$5.19Fair Value HK$5.20Bull HK$5.20
HK$18.19 = 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.

Hesai Group Class B · Information Technology

Quality score36 · bottom 25%
Fair value upside-71% · bottom 25%

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 O’Reilly Automotive as the less overvalued of the two: Hesai Group Class B trades at HK$18.19 versus a fair value of HK$5.20 (-71%), 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 →
Hesai Group Class B · O’Reilly Automotive

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