O'Reilly Automotive (MEX:ORLY) Cyclically Adjusted PS Ratio: (As of Jul. 30, 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.
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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
94 GF Score
Price MXN1,613.97
GF Value MXN1,700.87
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is O'Reilly Automotive Cyclically Adjusted PS Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


O'Reilly Automotive  (MEX:ORLY) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue 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 PS Ratio should give similar results to regular PS Ratio.


O'Reilly Automotive Cyclically Adjusted PS Ratio Related Terms


O'Reilly Automotive Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for O'Reilly Automotive's Cyclically Adjusted PS 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 PS Ratio Chart

O'Reilly Automotive Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.11 6.07 5.87 6.38 6.47

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 PS 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 6.76 7.82 6.47 6.27 0.00

MEX:ORLY vs AZO, GPC, BWA: Cyclically Adjusted PS Ratio Comparison

For the Auto Parts subindustry, O'Reilly Automotive's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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 PS Ratio vs Vehicles & Parts Industry

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

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


MEX:ORLY
94GF Score
O'Reilly Automotive Inc MEX:ORLY
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

O'Reilly Automotive Cyclically Adjusted PS Ratio Calculation

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

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

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

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=102.984/333.9520*333.9520
=102.984

Current CPI (Jun. 2026) = 333.9520.

O'Reilly Automotive Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 29.784 241.428 41.198
201612 30.388 241.432 42.033
201703 28.950 243.801 39.655
201706 30.237 244.955 41.223
201709 32.160 246.819 43.513
201712 33.588 246.524 45.500
201803 32.710 249.554 43.772
201806 38.981 251.989 51.660
201809 38.029 252.439 50.309
201812 37.598 251.233 49.977
201903 39.313 254.202 51.647
201906 42.297 256.143 55.146
201909 45.596 256.759 59.304
201912 40.814 256.974 53.040
202003 51.164 258.115 66.197
202006 63.573 257.797 82.353
202009 63.336 260.280 81.263
202012 51.551 260.474 66.093
202103 59.312 264.877 74.779
202106 65.454 271.696 80.452
202109 68.888 274.310 83.866
202112 66.274 278.802 79.384
202203 65.116 287.504 75.636
202206 74.950 296.311 84.471
202209 79.767 296.808 89.749
202212 75.010 296.797 84.400
202303 71.406 301.836 79.004
202306 75.784 305.109 82.948
202309 80.561 307.789 87.409
202312 72.686 306.746 79.133
202403 73.996 312.332 79.118
202406 88.372 314.175 93.935
202409 98.211 315.301 104.020
202412 98.193 315.605 103.901
202503 97.919 319.799 102.252
202506 99.254 322.561 102.759
202509 101.234 324.800 104.087
202512 93.694 324.054 96.556
202603 97.611 330.213 98.716
202606 102.984 333.952 102.984

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue 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 MXN1,613.97 is trading 5.1% below its estimated GF Value™ of MXN1,700.87. GuruFocus considers O'Reilly Automotive to be Fairly Valued.

Key valuation signals for MEX:ORLY:

  • Cyclically Adjusted PS Ratio:
  • GF Value™: MXN1,700.87 vs. price of MXN1,613.97 (5.1% below fair value)
  • GF Score™: 94/100 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.
94GF Score

Get the complete analysis for MEX:ORLY

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

MXN1,613.97
Price
MXN1,700.87
GF Value