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STOCK COMPARISON

O Reilly Automotive vs ZF Commercial Vehicle Control Systems India: Fair Value & Quality

Both stocks run through our valuation models. Here is how O Reilly Automotive (ORLY) and ZF Commercial Vehicle Control Systems India (ZFCVINDIA) compare, as of Oct 3, 2026.

As of Oct 3, 2026, Fair Value Calculator sees ZF Commercial Vehicle Control Systems India as the less overvalued of the two: O Reilly Automotive trades at $85.03 versus a fair value of $49.20 (−42.1%), while ZF Commercial Vehicle Control Systems India trades at ₹2,241 versus ₹1,738 (−22.5%).
O Reilly Automotive
ORLY · USD · Consumer Discretionary
−42.1%
upside to fair value
overvalued
Price$85.03
Fair Value$49.20
Quality69/100
ZF Commercial Vehicle Control Systems India
ZFCVINDIA.NSE · INR · Consumer Discretionary
−22.5%
upside to fair value
overvalued
Price₹2,241
Fair Value₹1,738
Quality67/100
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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 AutomotiveZF Commercial Vehicle Control Systems India
Valuation
26.8×P/E (TTM)2.5×
23.3×Forward P/E33.7×
3.80×P/S (TTM)0.06×
Negative equityP/B0.07×
18.3×EV/EBITDAn/a
1.61×PEGn/a
−42.1%Fair value upside−22.5%
n/aDividend yield0.2%
n/aDividend per share₹4.00
Profitability
20.2%Operating margin9.9%
0.93×EBIT margin trend (5Y)1.92×
Negative equityReturn on equity15.0%
13.7%Return on assets8.2%
Growth
8.1%Revenue growth (YoY)9.3%
7.3%Avg. growth/yr (3Y)6.4%
8.9%Avg. growth/yr (5Y)17.5%
+12.5%Value creation/yr+29.7%
Balance & size
14.7×Interest coverage (EBIT/interest)97.9×
Negative equityDebt / equityn/a
$70BMarket cap$3B
healthyGrowth qualityhealthy
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.

ZF Commercial Vehicle Control Systems India leads: 3 to 7 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 ZF Commercial Vehicle Control Systems Indiaof which business quality 70 · market factors 53
ProfitabilityMargins and returns on capital today
83
58
Quality GrowthAre margins and returns improving?
43
32
CashflowEarnings quality: real cash, not paper profit
46
80
Fin. StrengthBalance sheet, leverage, solvency risk
68
100
InvestmentDisciplined investing over empire-building
64
49
Low VolatilityCalm price path (market factor)
87
83
MomentumPrice trend over the last 3–12 months (market factor)
28
44
52W MomentumDistance to the 52-week high (market factor)
10
35
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 $85.03ZF Commercial Vehicle Control Systems IndiaPrice ₹2,241
DCF Models−39.8%below the price$51.16−49.2%below the price₹1,139
Earnings-Based−58.9%below the price$34.95−76.6%below the price₹523
Dividend Discountn/a−97.7%below the price₹51.66
Multiples−39.2%below the price$51.72−64.2%below the price₹803
Asset-Basedn/a−90.3%below the price₹217
Growth DCF−59.5%below the price$34.42−46.9%below the price₹1,189
Economic Profit−56.5%below the price$36.99−78.8%below the price₹476
Growth Earnings−30.7%below the price$58.93−61.2%below the price₹869
Minimum−59.5%below the price$34.42−97.7%below the price₹51.66
Maximum−30.7%below the price$58.93−46.9%below the price₹1,189
Median−48.2%below the price$44.08−70.4%below the price₹663
Geometric mean−48.6%below the price$43.67−78.8%below the price₹476

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.

ZF Commercial Vehicle Control Systems India: 26 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 $85.03
Fair Value $49.20
Bear $31.32Bull $76.61
ZF Commercial Vehicle Control Systems India
Price ₹2,241
Fair Value ₹1,738
Bear ₹1,312Bull ₹2,259

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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

ZF Commercial Vehicle Control Systems India · Consumer Discretionary

Quality score67 · Top 25%
Fair value upside−22.5% · below median

Bottom line

As of Oct 3, 2026, Fair Value Calculator sees ZF Commercial Vehicle Control Systems India as the less overvalued of the two: O Reilly Automotive trades at $85.03 versus a fair value of $49.20 (−42.1%), while ZF Commercial Vehicle Control Systems India trades at ₹2,241 versus ₹1,738 (−22.5%).

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

Open ZF Commercial Vehicle Control Systems India live analysis →

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