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STOCK COMPARISON

O’Reilly Automotive vs TVS Holdings: Fair Value & Quality

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

As of Oct 2, 2026, Fair Value Calculator sees TVS Holdings as the less overvalued of the two: O’Reilly Automotive trades at $85.03 versus a fair value of $49.20 (−42.1%), while TVS Holdings trades at ₹11,886 versus ₹7,008 (−41.0%).
O’Reilly Automotive
ORLY · USD · Consumer Discretionary
−42.1%
upside to fair value
overvalued
Price$85.03
Fair Value$49.20
Quality69/100
TVS Holdings
TVSHLTD.NSE · INR · Consumer Discretionary
−41.0%
upside to fair value
overvalued
Price₹11,886
Fair Value₹7,008
Quality43/100
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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 AutomotiveTVS Holdings
Valuation
26.8×P/E (TTM)12.2×
23.3×Forward P/E (FY2027)n/a
3.80×P/S (TTM)0.89×
Negative equityP/B3.72×
18.3×EV/EBITDA117.3×
1.61×PEGn/a
−42.1%Fair value upside−41.0%
n/aDividend yield0.7%
n/aDividend per share₹86.00
Profitability
20.2%Operating margin0.2%
0.93×EBIT margin trend (5Y)2.38×
Negative equityReturn on equity29.4%
13.7%Return on assets-0.3%
Growth
8.1%Revenue growth (YoY)35.7%
7.3%Avg. growth/yr (3Y)25.0%
8.9%Avg. growth/yr (5Y)23.4%
+12.5%Value creation/yr+38.9%
Balance & size
14.7×Interest coverage (EBIT/interest)3.0×
Negative equityDebt / equity5.59×
$70BMarket cap$2B
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.

TVS Holdings leads: 5 to 7 metric wins.

Group holding company: TVSHLTD (50 %) consolidates subsidiaries in full but owns only the stated share. Revenue, EBITDA and margin ratios are therefore restated for its own shareholders; earnings per share, P/E and return on equity already were.

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 TVS Holdingsof which business quality 41 · market factors 40
ProfitabilityMargins and returns on capital today
83
52
Quality GrowthAre margins and returns improving?
43
81
CashflowEarnings quality: real cash, not paper profit
46
6
Fin. StrengthBalance sheet, leverage, solvency risk
68
17
InvestmentDisciplined investing over empire-building
64
31
Low VolatilityCalm price path (market factor)
87
85
MomentumPrice trend over the last 3–12 months (market factor)
28
27
52W MomentumDistance to the 52-week high (market factor)
10
11
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 $85.03TVS HoldingsPrice ₹11,886
DCF Models−39.8%below the price$51.16+38.2%above the price₹16,423
Earnings-Based−58.9%below the price$34.95+16.4%above the price₹13,837
Dividend Discountn/a−84.5%below the price₹1,845
Multiples−39.2%below the price$51.72+37.5%above the price₹16,343
Asset-Basedn/a−82.0%below the price₹2,141
Growth DCF−59.5%below the price$34.42n/a
Economic Profit−56.5%below the price$36.99−7.9%close to the price₹10,942
Growth Earnings−30.7%below the price$58.93+73.3%above the price₹20,604
Minimum−59.5%below the price$34.42−84.5%below the price₹1,845
Maximum−30.7%below the price$58.93+73.3%above the price₹20,604
Median−48.2%below the price$44.08+16.4%above the price₹13,837
Geometric mean−48.6%below the price$43.67−28.2%below the price₹8,538

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.

TVS Holdings: 6 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
TVS Holdings
Price ₹11,886
Fair Value ₹7,008
Bear ₹4,859Bull ₹8,760

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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

TVS Holdings · Consumer Discretionary

Quality score43 · bottom 25%
Fair value upside−41.0% · below median

Bottom line

As of Oct 2, 2026, Fair Value Calculator sees TVS Holdings as the less overvalued of the two: O’Reilly Automotive trades at $85.03 versus a fair value of $49.20 (−42.1%), while TVS Holdings trades at ₹11,886 versus ₹7,008 (−41.0%).

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

Open TVS Holdings live analysis →

More comparisons

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

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