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STOCK COMPARISON

O’Reilly Automotive vs Schaeffler: Fair Value & Quality

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

As of Sep 5, 2026, Fair Value Calculator sees Schaeffler as the more attractively valued of the two: O’Reilly Automotive trades at $87.38 versus a fair value of $47.50 (-46%), while Schaeffler trades at $8.55 versus $11.63 (+36%).
O’Reilly Automotive
ORLY · USD · Consumer Discretionary
-46%
upside to fair value
overvalued
Price$87.38
Fair Value$47.50
Quality66/100
Schaeffler
SFFLY · USD · Consumer Discretionary
+36%
upside to fair value
undervalued
Price$8.55
Fair Value$11.63
Quality30/100
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Head-to-head numbers

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

O’Reilly AutomotiveSchaeffler
Valuation
27.7×P/E (TTM)
3.92×P/S (TTM)0.43×
P/B3.42×
18.9×EV/EBITDA9.0×
1.84×PEG
−45.6%Fair value upside+36.0%
Dividend yield3.5%
Dividend per share$0.30
Profitability
18%Operating margin4%
0.93×EBIT margin trend (5Y)0.68×
59%Return on equity-11%
14%Return on assets0%
Growth
10%Revenue growth (YoY)-3%
7.3%Avg. growth/yr (3Y)12.6%
8.9%Avg. growth/yr (5Y)12.4%
+12.5%Value creation/yr
Balance & size
14.7×Interest coverage (EBIT/interest)2.3×
Debt / equity2.26×
$71BMarket cap$10B
healthyGrowth qualitymixed

Even match: 5 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.

O’Reilly Automotiveof which business quality 64 · market factors 45 Schaefflerof which business quality 29 · market factors 43
ProfitabilityMargins and returns on capital today
83
26
Quality GrowthAre margins and returns improving?
43
69
CashflowEarnings quality: real cash, not paper profit
46
18
Fin. StrengthBalance sheet, leverage, solvency risk
68
13
InvestmentDisciplined investing over empire-building
64
70
Low VolatilityCalm price path (market factor)
88
8
MomentumPrice trend over the last 3–12 months (market factor)
33
50
52W MomentumDistance to the 52-week high (market factor)
17
71
Net IssuanceBuybacks instead of dilution
80
0

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 familyO’Reilly AutomotivePrice $87.38SchaefflerPrice $8.55
DCF Models-47%below the price$46.44-38%below the price$5.32
Earnings-Based-61%below the price$34.12n/a
Dividend Discountn/a-54%below the price$3.92
Multiples-42%below the price$50.49-14%close to the price$7.35
Asset-Basedn/a-76%below the price$2.06
Growth DCF-65%below the price$30.58-43%below the price$4.88
Economic Profit-59%below the price$36.11n/a
Growth Earnings-34%below the price$57.52n/a
Minimum-65%below the price$30.58-76%below the price$2.06
Maximum-34%below the price$57.52-14%close to the price$7.35
Median-53%below the price$41.27-43%below the price$4.88
Geometric mean-53%below the price$41.46-49%below the price$4.34

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%.

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

Schaeffler: 11 of 14 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.

O’Reilly Automotive
Bear $30.59Fair Value $47.50Bull $61.88
$87.38 = current price (white tick)
Schaeffler
Bear $6.63Fair Value $11.63Bull $16.63
$8.55 = 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.

O’Reilly Automotive · Consumer Discretionary

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

Schaeffler · Consumer Discretionary

Quality score30 · bottom 25%
Fair value upside+36% · above median

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Schaeffler as the more attractively valued of the two: O’Reilly Automotive trades at $87.38 versus a fair value of $47.50 (-46%), while Schaeffler trades at $8.55 versus $11.63 (+36%).

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

See the full analysis →

More comparisons

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