O'Reilly Automotive (MEX:ORLY) Cyclically Adjusted PB Ratio: (As of Aug. 06, 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.

MEX:ORLY O'Reilly Automotive Inc MEX:ORLY
93 GF Score
Price MXN1,615.51
GF Value MXN1,674.47
Valuation Fairly Valued
! 3 Warning Signs
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What is O'Reilly Automotive Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


O'Reilly Automotive  (MEX:ORLY) 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

MEX:ORLY 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.


MEX:ORLY
93GF Score
O'Reilly Automotive Inc MEX:ORLY
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)
=-39.246/333.9520*333.9520
=-39.246

Current CPI (Jun. 2026) = 333.9520.

O'Reilly Automotive Quarterly Data

Book Value per Share CPI Adj_Book
201609 25.865 241.428 35.777
201612 24.086 241.432 33.316
201703 19.555 243.801 26.786
201706 11.904 244.955 16.229
201709 8.707 246.819 11.781
201712 10.142 246.524 13.739
201803 6.240 249.554 8.350
201806 6.227 251.989 8.252
201809 7.735 252.439 10.233
201812 5.857 251.233 7.785
201903 6.153 254.202 8.083
201906 2.416 256.143 3.150
201909 2.889 256.759 3.758
201912 6.607 256.974 8.586
202003 2.293 258.115 2.967
202006 12.234 257.797 15.848
202009 14.255 260.280 18.290
202012 2.615 260.474 3.353
202103 -0.136 264.877 -0.171
202106 4.179 271.696 5.137
202109 -2.853 274.310 -3.473
202112 -1.355 278.802 -1.623
202203 -6.610 287.504 -7.678
202206 -23.298 296.311 -26.258
202209 -25.741 296.808 -28.962
202212 -22.111 296.797 -24.879
202303 -31.992 301.836 -35.396
202306 -30.795 305.109 -33.706
202309 -34.289 307.789 -37.204
202312 -33.318 306.746 -36.273
202403 -26.097 312.332 -27.903
202406 -33.206 314.175 -35.296
202409 -32.660 315.301 -34.592
202412 -33.161 315.605 -35.089
202503 -32.416 319.799 -33.851
202506 -27.270 322.561 -28.233
202509 -19.381 324.800 -19.927
202512 -16.326 324.054 -16.825
202603 -23.119 330.213 -23.381
202606 -39.246 333.952 -39.246

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 (MEX:ORLY) Overvalued in 2026?

Based on GuruFocus' analysis, O'Reilly Automotive stock appears to be undervalued. The current stock price of MXN1,615.51 is trading 3.5% below its estimated GF Value™ of MXN1,674.47. GuruFocus considers O'Reilly Automotive to be Fairly Valued.

Key valuation signals for MEX:ORLY:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: MXN1,674.47 vs. price of MXN1,615.51 (3.5% below fair value)
  • GF Score™: 93/100 with 3 warning signs

No single metric tells the full story. See the MEX:ORLY 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.
93GF Score

Get the complete analysis for MEX:ORLY

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

MXN1,615.51
Price
MXN1,674.47
GF Value