Comparison

ADVANCE AUTO PARTS INC (AAP) vs O REILLY AUTOMOTIVE INC (ORLY)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AAP

ADVANCE AUTO PARTS INC

Specialty Retail

Revenue, FY26: $8.6B
Net income: $44M
Operating cash flow: −$46M
Free cash flow: −$298M
Net margin: 0.51%
Operating margin: −0.50%
Gross margin: 43.40%

ORLY

O REILLY AUTOMOTIVE INC

Specialty Retail

Revenue, FY25: $17.78B
Net income: $2.54B
Operating cash flow: $2.76B
Free cash flow: $1.59B
Net margin: 14.27%
Operating margin: 19.46%
Gross margin: 51.59%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AAP	ORLY
Revenue growth, latest filed year	-	+6.42%
Piotroski F-score	-	7 of 9
P/E against its own history	56.74% above	100.51% above

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AAP

Debt covenants
Litigation
Supply chain
Tariffs
AI and its regulation
Inflation

And 13 more.

ORLY

Litigation
Currency moves
Key people
Climate
Pandemic
Debt covenants

And 11 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.01% · 0.06%

Updated Aug 20, 2026 · the newer of the two companies' filings