O'Reilly Automotive (BSP:ORLY34) Cyclically Adjusted PB Ratio: (As of Aug. 28, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BSP:ORLY34 O'Reilly Automotive Inc BSP:ORLY34
92 GF Score
Price R$1.47
GF Value R$1.63
Valuation Modestly Undervalued
! 3 Warning Signs
View Full Analysis

What is O'Reilly Automotive Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation

O'Reilly Automotive  (BSP:ORLY34) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.

O'Reilly Automotive Cyclically Adjusted PB Ratio Related Terms

O'Reilly Automotive Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for O'Reilly Automotive's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

O'Reilly Automotive Cyclically Adjusted PB Ratio Chart

O'Reilly Automotive Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 49.34 75.95 153.00 960.50 0.00

O'Reilly Automotive Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

BSP:ORLY34 vs AZO, GPC, BWA: Cyclically Adjusted PB Ratio Comparison

For the Auto Parts subindustry, O'Reilly Automotive's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

O'Reilly Automotive Cyclically Adjusted PB Ratio vs Vehicles & Parts Industry

For the Vehicles & Parts industry and Consumer Cyclical sector, O'Reilly Automotive's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where O'Reilly Automotive's Cyclically Adjusted PB Ratio falls into.


BSP:ORLY34
92GF Score
O'Reilly Automotive Inc BSP:ORLY34
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

O'Reilly Automotive Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

O'Reilly Automotive's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, O'Reilly Automotive's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=-0.037/333.9520*333.9520
=-0.037

Current CPI (Jun. 2026) = 333.9520.

O'Reilly Automotive Quarterly Data

Book Value per Share CPI Adj_Book
201609 0.014 241.428 0.019
201612 0.013 241.432 0.018
201703 0.010 243.801 0.014
201706 0.007 244.955 0.010
201709 0.005 246.819 0.007
201712 0.005 246.524 0.007
201803 0.004 249.554 0.005
201806 0.004 251.989 0.005
201809 0.005 252.439 0.007
201812 0.004 251.233 0.005
201903 0.004 254.202 0.005
201906 0.002 256.143 0.003
201909 0.002 256.759 0.003
201912 0.005 256.974 0.006
202003 0.002 258.115 0.003
202006 0.009 257.797 0.012
202009 0.011 260.280 0.014
202012 0.002 260.474 0.003
202103 0.000 264.877 0.000
202106 0.003 271.696 0.004
202109 -0.002 274.310 -0.002
202112 -0.001 278.802 -0.001
202203 -0.005 287.504 -0.006
202206 -0.019 296.311 -0.021
202209 -0.022 296.808 -0.025
202212 -0.019 296.797 -0.021
202303 -0.030 301.836 -0.033
202306 -0.028 305.109 -0.031
202309 -0.031 307.789 -0.034
202312 -0.031 306.746 -0.034
202403 -0.025 312.332 -0.027
202406 -0.031 314.175 -0.033
202409 -0.030 315.301 -0.032
202412 -0.031 315.605 -0.033
202503 -0.029 319.799 -0.030
202506 -0.026 322.561 -0.027
202509 -0.018 324.800 -0.019
202512 -0.016 324.054 -0.016
202603 -0.022 330.213 -0.022
202606 -0.037 333.952 -0.037

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

Is O'Reilly Automotive (BSP:ORLY34) Overvalued in 2026?

Based on GuruFocus' analysis, O'Reilly Automotive stock appears to be undervalued. The current stock price of R$1.47 is trading 9.8% below its estimated GF Value™ of R$1.63. GuruFocus considers O'Reilly Automotive to be Modestly Undervalued.

Key valuation signals for BSP:ORLY34:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: R$1.63 vs. price of R$1.47 (9.8% below fair value)
  • GF Score™: 92/100 with 3 warning signs

No single metric tells the full story. See the BSP:ORLY34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

O'Reilly Automotive Business Description

Address 233 South Patterson Avenue, Springfield, MO, USA, 65802
Founded in 1957, O'Reilly Auto Parts is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories, serving both DIY and professional customers. The company operates nearly 6,600 stores across 48 US states, Puerto Rico, Mexico, and Canada. In fiscal 2025, O'Reilly generated nearly $18 billion in sales, with its dual market strategy yielding a balanced revenue mix, split between retail DIY customers (49%) and professional service orders (49%). The balance of its sales is derived from noncore categories, including wholesale distribution to independent parts distributors, heavy-shop equipment sales, and value-added services.
92GF Score

Get the complete analysis for BSP:ORLY34

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$1.47
Price
R$1.63
GF Value