EN DE
STOCK COMPARISON

O’Reilly Automotive vs Supply Network: Fair Value & Quality

Both stocks run through our valuation models. Here is how O’Reilly Automotive (ORLY) and Supply Network (SNL) compare, as of Sep 24, 2026.

As of Sep 24, 2026, Fair Value Calculator sees Supply Network as the less overvalued of the two: O’Reilly Automotive trades at $85.90 versus a fair value of $48.08 (-44%), while Supply Network trades at A$34.48 versus A$21.60 (-37%).
O’Reilly Automotive
ORLY · USD · Consumer Discretionary
-44%
upside to fair value
overvalued
Price$85.90
Fair Value$48.08
Quality65/100
Supply Network
SNL.AU · AUD · Consumer Discretionary
-37%
upside to fair value
overvalued
PriceA$34.48
Fair ValueA$21.60
Quality66/100
Get comparisons like this free by email every month: the most undervalued quality stocks.

Head-to-head numbers

Green is the better side of a row, red the weaker one (for valuation multiples: lower = cheaper). Grey rows are for reference only and are not scored.

betterweakerfor reference, not scored

O’Reilly AutomotiveSupply Network
Valuation
28.0×P/E (TTM)31.6×
4.04×P/S (TTM)2.64×
Negative equityP/B6.63×
19.4×EV/EBITDA14.5×
1.84×PEGn/a
−44.0%Fair value upside−37.4%
n/aDividend yield2.3%
n/aDividend per shareA$0.80
Profitability
18%Operating margin18%
0.93×EBIT margin trend (5Y)1.32×
Negative equityReturn on equity32%
14%Return on assets17%
Growth
10%Revenue growth (YoY)14%
7.3%Avg. growth/yr (3Y)16.9%
8.9%Avg. growth/yr (5Y)19.9%
+12.5%Value creation/yr+28.5%
Balance & size
14.7×Interest coverage (EBIT/interest)32.2×
Negative equityDebt / equity0.04×
$74BMarket cap$1B
healthyGrowth qualitymixed

Supply Network leads: 2 to 9 metric wins.

n/a = 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 Supply Networkof which business quality 66 · market factors 57
ProfitabilityMargins and returns on capital today
83
84
Quality GrowthAre margins and returns improving?
43
63
CashflowEarnings quality: real cash, not paper profit
46
48
Fin. StrengthBalance sheet, leverage, solvency risk
68
83
InvestmentDisciplined investing over empire-building
64
42
Low VolatilityCalm price path (market factor)
87
78
MomentumPrice trend over the last 3–12 months (market factor)
34
47
52W MomentumDistance to the 52-week high (market factor)
14
48
Net IssuanceShare count: buybacks or dilution?
80
64

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 $85.90Supply NetworkPrice A$34.48
DCF Models-42%below the price$49.94-38%below the priceA$21.25
Earnings-Based-60%below the price$34.12-58%below the priceA$14.43
Dividend Discountn/a-80%below the priceA$6.82
Multiples-41%below the price$50.49-46%below the priceA$18.55
Asset-Basedn/a-93%below the priceA$2.45
Growth DCF-61%below the price$33.60-59%below the priceA$14.15
Economic Profit-58%below the price$36.11-70%below the priceA$10.40
Growth Earnings-33%below the price$57.52-35%below the priceA$22.48
Minimum-61%below the price$33.60-93%below the priceA$2.45
Maximum-33%below the price$57.52-35%below the priceA$22.48
Median-50%below the price$43.03-59%below the priceA$14.29
Geometric mean-50%below the price$42.63-67%below the priceA$11.54

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.

Supply Network: 25 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear scenario to the optimistic bull scenario. The white tick is the current price (value above it), the green tick the fair value (value below it): if the price sits left of the fair value, there is room to rise.

O’Reilly Automotive
Price $85.90
Fair Value $48.08
Bear $30.59Bull $74.78
Supply Network
Price A$34.48
Fair Value A$21.60
Bear A$12.33Bull A$27.87

Compare two other stocks

Tap a field and type again, ticker or company name.

Free, no sign-up

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 score65 · Top 25%
Fair value upside-44% · bottom 25%

Supply Network · Consumer Discretionary

Quality score66 · Top 25%
Fair value upside-37% · below median

Bottom line

As of Sep 24, 2026, Fair Value Calculator sees Supply Network as the less overvalued of the two: O’Reilly Automotive trades at $85.90 versus a fair value of $48.08 (-44%), while Supply Network trades at A$34.48 versus A$21.60 (-37%).

Supply Network has the higher quality score (66/100).

Open Supply Network live analysis →

More comparisons

Popular match-ups from the same sectors, all with fair value and quality score.

Free · Top-25 report

See the undervalued quality stocks every month

Just your email for the monthly Top-25 report of the most undervalued quality stocks, with fair value, quality and price target. Plus 14 days of Pro to try, no card.

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.

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