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STOCK COMPARISON

O’Reilly Automotive vs Subros: Fair Value & Quality

Both stocks run through our valuation models. Here is how O’Reilly Automotive (ORLY) and Subros (SUBROS) compare, as of Oct 2, 2026.

As of Oct 2, 2026, Fair Value Calculator sees Subros as the less overvalued of the two: O’Reilly Automotive trades at $85.03 versus a fair value of $49.20 (−42.1%), while Subros trades at ₹685 versus ₹462 (−32.6%).
O’Reilly Automotive
ORLY · USD · Consumer Discretionary
−42.1%
upside to fair value
overvalued
Price$85.03
Fair Value$49.20
Quality69/100
Subros
SUBROS.NSE · INR · Consumer Discretionary
−32.6%
upside to fair value
overvalued
Price₹685
Fair Value₹462
Quality51/100
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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 AutomotiveSubros
Valuation
26.8×P/E (TTM)26.9×
23.3×Forward P/E18.7×
3.80×P/S (TTM)1.14×
Negative equityP/B3.59×
18.3×EV/EBITDA13.5×
1.61×PEGn/a
−42.1%Fair value upside−32.6%
n/aDividend yield0.4%
n/aDividend per share₹3.00
Profitability
20.2%Operating margin5.0%
0.93×EBIT margin trend (5Y)1.47×
Negative equityReturn on equity14.9%
13.7%Return on assets6.2%
Growth
8.1%Revenue growth (YoY)17.5%
7.3%Avg. growth/yr (3Y)10.2%
8.9%Avg. growth/yr (5Y)15.9%
+12.5%Value creation/yr+47.9%
Balance & size
14.7×Interest coverage (EBIT/interest)20.7×
Negative equityDebt / equity0.02×
$70BMarket cap$464M
healthyGrowth qualityexpensive
Forward P/E: price divided by the analyst consensus for the first fiscal year that has not started yet. The current year carries special items from quarters already reported.

Subros leads: 4 to 8 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 67 · market factors 41 Subrosof which business quality 52 · market factors 31
ProfitabilityMargins and returns on capital today
83
56
Quality GrowthAre margins and returns improving?
43
33
CashflowEarnings quality: real cash, not paper profit
46
11
Fin. StrengthBalance sheet, leverage, solvency risk
68
78
InvestmentDisciplined investing over empire-building
64
56
Low VolatilityCalm price path (market factor)
87
71
MomentumPrice trend over the last 3–12 months (market factor)
28
21
52W MomentumDistance to the 52-week high (market factor)
10
5
Net IssuanceShare count: buybacks or dilution?
100
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 $85.03SubrosPrice ₹685
DCF Models−39.8%below the price$51.16−45.2%below the price₹375
Earnings-Based−58.9%below the price$34.95−61.1%below the price₹266
Dividend Discountn/a−94.9%below the price₹34.83
Multiples−39.2%below the price$51.72−28.2%below the price₹492
Asset-Basedn/a−81.3%below the price₹128
Growth DCF−59.5%below the price$34.42n/a
Economic Profit−56.5%below the price$36.99−69.7%below the price₹207
Growth Earnings−30.7%below the price$58.93−32.6%below the price₹462
Minimum−59.5%below the price$34.42−94.9%below the price₹34.83
Maximum−30.7%below the price$58.93−28.2%below the price₹492
Median−48.2%below the price$44.08−61.1%below the price₹266
Geometric mean−48.6%below the price$43.67−68.7%below the price₹215

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.

Subros: 16 of 17 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 $85.03
Fair Value $49.20
Bear $31.32Bull $76.61
Subros
Price ₹685
Fair Value ₹462
Bear ₹323Bull ₹600

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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 score69 · Top 25%
Fair value upside−42.1% · below median

Subros · Consumer Discretionary

Quality score51 · below median
Fair value upside−32.6% · below median

Bottom line

As of Oct 2, 2026, Fair Value Calculator sees Subros as the less overvalued of the two: O’Reilly Automotive trades at $85.03 versus a fair value of $49.20 (−42.1%), while Subros trades at ₹685 versus ₹462 (−32.6%).

O’Reilly Automotive has the higher quality score (69/100).

Open Subros live 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.