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STOCK COMPARISON

O’Reilly Automotive vs Sumitomo Electric Industries Ltd: Fair Value & Quality

Both stocks run through our valuation models. Here is how O’Reilly Automotive (ORLY) and Sumitomo Electric Industries Ltd (SMTOY) compare, as of Sep 8, 2026.

As of Sep 8, 2026, Fair Value Calculator sees Sumitomo Electric Industries Ltd as the less overvalued of the two: O’Reilly Automotive trades at $87.89 versus a fair value of $47.50 (-46%), while Sumitomo Electric Industries Ltd trades at $6.89 versus $3.90 (-43%).
O’Reilly Automotive
ORLY · USD · Consumer Discretionary
-46%
upside to fair value
overvalued
Price$87.89
Fair Value$47.50
Quality66/100
Sumitomo Electric Industries Ltd
SMTOY · USD · Consumer Discretionary
-43%
upside to fair value
overvalued
Price$6.89
Fair Value$3.90
Quality60/100
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Head-to-head numbers

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

O’Reilly AutomotiveSumitomo Electric Industries Ltd
Valuation
27.9×P/E (TTM)30.4×
3.92×P/S (TTM)
18.9×EV/EBITDA
1.84×PEG1.36×
−46.0%Fair value upside−43.4%
Dividend yield0.8%
Dividend per share$154
Profitability
18%Operating margin10%
0.93×EBIT margin trend (5Y)2.10×
59%Return on equity15%
14%Return on assets6%
Growth
10%Revenue growth (YoY)15%
7.3%Avg. growth/yr (3Y)10.6%
8.9%Avg. growth/yr (5Y)13.2%
+12.5%Value creation/yr+40.8%
Balance & size
14.7×Interest coverage (EBIT/interest)17.6×
Debt / equity0.12×
$71BMarket cap$70B
healthyGrowth qualitymixed

Sumitomo Electric Industries Ltd leads: 4 to 7 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 Sumitomo Electric Industries Ltdof which business quality 60 · market factors 10
ProfitabilityMargins and returns on capital today
83
55
Quality GrowthAre margins and returns improving?
43
72
CashflowEarnings quality: real cash, not paper profit
46
33
Fin. StrengthBalance sheet, leverage, solvency risk
68
70
InvestmentDisciplined investing over empire-building
64
63
Low VolatilityCalm price path (market factor)
88
35
MomentumPrice trend over the last 3–12 months (market factor)
32
0
52W MomentumDistance to the 52-week high (market factor)
18
0
Net IssuanceBuybacks instead of dilution
80
82

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 $87.89Sumitomo Electric Industries LtdPrice $6.89
DCF Models-47%below the price$46.44-44%below the price$3.87
Earnings-Based-61%below the price$34.12-72%below the price$1.92
Multiples-43%below the price$50.49-34%below the price$4.52
Asset-Basedn/a-83%below the price$1.15
Growth DCF-65%below the price$30.58-59%below the price$2.83
Economic Profit-59%below the price$36.11-66%below the price$2.33
Growth Earnings-35%below the price$57.52-31%below the price$4.73
Minimum-65%below the price$30.58-83%below the price$1.15
Maximum-35%below the price$57.52-31%below the price$4.73
Median-53%below the price$41.27-59%below the price$2.83
Geometric mean-53%below the price$41.46-60%below the price$2.75

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.

Sumitomo Electric Industries Ltd: 24 of 24 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
$87.89 = current price (white tick)
Sumitomo Electric Industries Ltd
Bear $2.27Fair Value $3.90Bull $6.10
$6.89 = 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

Sumitomo Electric Industries Ltd · Consumer Discretionary

Quality score60 · above median
Fair value upside-43% · below median

Bottom line

As of Sep 8, 2026, Fair Value Calculator sees Sumitomo Electric Industries Ltd as the less overvalued of the two: O’Reilly Automotive trades at $87.89 versus a fair value of $47.50 (-46%), while Sumitomo Electric Industries Ltd trades at $6.89 versus $3.90 (-43%).

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.