O Reilly Automotive Inc

ORLY · Consumer Discretionary · $72.0B mkt cap · FY2025 filings · Wide moat

On the watchlist

Wide moat

The four filters

Pricing power88

Median gross margin 52.5% over 10y, very stable.

Returns on capital100

Median ROIC 51.4%, above the 9% hurdle in 100% of years.

Balance-sheet safety67

Net debt/EBITDA 1.5x, interest coverage 15x.

Capital discipline95

Owner earnings +10.4%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

70% above value

Owner earnings (normalized): $2.3B
Est. intrinsic value / share: $50.17
Recent price: $85.53
Discount to value: 70% above value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

Embed this score on your site

One iframe, no script. The badge shows ORLY’s live Moat Score, updates itself as new filings are scored, and links back here. How it works.

<iframe
  src="https://buylikebuffett.com/embed/ORLY"
  width="340" height="150" style="border:0"
  title="ORLY Moat Score — The Moat Index"
  loading="lazy"></iframe>

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ORLY. See the disclaimer.