ABCDEFGHIJKLMNOPQRSTUVWXYZAAABAC
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O'Reilly Automotive Inc
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Fisacal Year (End of December) (in million)20072008200920102011201220132014201520162017201820192020202120222023
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Revenue from DIYnana53.00%62.00%59.00%59.00%58.00%58.00%58.00%58.00%58.00%57.00%56.00%59.00%59.00%56.00%53.00%
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Revenue from professional servicenana47.00%38.00%41.00%41.00%42.00%42.00%42.00%42.00%42.00%43.00%44.00%41.00%41.00%44.00%47.00%
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Revenue2522.33576.64847.15397.55788.86182.26649.247216.087966.678593.108977.739536.4310149.9911604.4913327.5614409.8615812.25
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Revenue growth41.80%35.52%11.36%7.25%6.80%7.55%8.52%10.40%7.86%4.48%6.22%6.43%14.33%14.85%8.12%9.73%
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Cost of revenue1401.861948.632520.532776.532951.473084.773280.243507.183804.034084.094257.044496.464755.295518.806307.617028.157707.45
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Gross profit1120.461627.932326.532620.992837.353097.423369.003708.904162.644509.014720.685039.975394.696085.697019.957381.718104.800.000.000.000.000.00
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Gross margin44.42%45.52%48.00%48.56%49.01%50.10%50.67%51.40%52.25%52.47%52.58%52.85%53.15%52.44%52.67%51.23%51.26%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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SG&A815.311292.311788.911887.321973.382120.032265.522438.532648.622809.812995.283224.783473.973666.364102.784427.224918.43
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Former CSK officer crawback-2.80
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CSK DOJ charge20.90
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Operating expense815.311292.311788.911908.221970.582120.032265.522438.532648.622809.812995.283224.783473.973666.364102.784427.224918.430.000.000.000.000.00
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% to Revenue32.32%36.13%36.91%35.35%34.04%34.29%34.07%33.79%33.25%32.70%33.36%33.82%34.23%31.59%30.78%30.72%31.11%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Operating income305.15335.62537.62712.78866.77977.391103.491270.371514.021699.211725.401815.181920.732419.342917.172954.493186.380.000.000.000.000.00
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% to Revenue12.10%9.38%11.09%13.21%14.97%15.81%16.60%17.60%19.00%19.77%19.22%19.03%18.92%20.85%21.89%20.50%20.15%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Interest expense-3.72-26.14-45.18-39.27-28.17-40.20-49.07-53.29-57.13-70.93-91.35-122.13-139.98-161.13-144.77-157.72-201.67
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interest income4.083.191.541.942.252.441.992.302.344.222.352.522.552.491.974.764.90
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Charge-off debt issurance cost0.00-21.63
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Termination swap agreement0.00-4.24
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Other1.98-10.132.9113.930.791.892.542.801.134.691.41-1.497.035.707.54-2.8815.14
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Total other income2.34-33.09-40.72-23.40-50.99-35.87-44.54-48.19-53.66-62.02-87.60-121.10-130.40-152.93-135.25-155.84-181.630.000.000.000.000.00
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Income before tax307.49302.53496.90689.37815.77941.521058.941222.181460.371637.191637.801694.091790.332266.412781.912798.663004.750.000.000.000.000.00
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Income tax113.5116.3189.4270.0308.1355.8388.65444.00529.15599.50504.00369.60399.29514.10617.23626.01658.17
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Net income193.99186.23307.50419.37507.67585.75670.29778.18931.221037.691133.801324.491391.041752.302164.692172.652346.580.000.000.000.000.00
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Net margin7.69%5.21%6.34%7.77%8.77%9.47%10.08%10.78%11.69%12.08%12.63%13.89%13.70%15.10%16.24%15.08%14.84%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Earning per share1.671.482.232.953.714.756.037.349.1710.7312.6716.1017.8823.5331.1033.4438.47#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Earning per share growth-11.14%50.18%32.43%25.48%28.17%27.01%21.64%25.00%16.96%18.07%27.07%11.09%31.60%32.14%7.55%15.02%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Common stock (diluted)116.08125.41137.88141.99136.98123.31111.10106.04101.5196.7289.5082.2877.7974.4669.6164.9661.00
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Comparison ORLY - AZO - AAP
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Revenue of ORLY2522.323576.554847.065397.535788.826182.186649.247216.087966.678593.108977.739536.4310149.9911604.4913327.5614409.8615812.25
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7-year CAGR14.9%10.5%7.4%6.9%6.5%6.4%6.2%7.0%7.6%7.7%8.4%-100.0%-100.0%-100.0%-100.0%-100.0%
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Revenue of AZO6169.806522.716816.827362.628072.978603.869147.539475.3110187.3410635.6810888.6811221.0811863.7412631.9714629.5916252.2317457.21
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7-year CAGR5.8%5.5%5.9%5.4%4.4%3.9%3.8%4.2%5.3%6.2%7.0%-100.0%-100.0%-100.0%-100.0%-100.0%
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revenue difference: ORLY - AZO-3647.49-2946.15-1969.76-1965.09-2284.16-2421.68-2498.29-2259.23-2220.67-2042.58-1910.95-1684.65-1713.76-1027.47-1302.02-1842.37-1644.960.000.000.000.000.00
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Revenue of AAP4844.405142.265412.625925.206170.466205.006493.819843.869737.029567.689373.789580.559709.0010106.3010998.0011154.7211287.61
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7-year CAGR4.3%9.7%8.8%7.1%6.2%6.4%5.9%0.4%1.8%2.2%2.7%-100.0%-100.0%-100.0%-100.0%-100.0%
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revenue difference: ORLY - AAP-2322.09-1565.70-565.56-527.68-381.65-22.82155.42-2627.78-1770.34-974.58-396.06-44.13440.991498.192329.563255.144524.640.000.000.000.000.00
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ORLY EPS (diluted)1.671.482.232.953.714.756.037.349.1710.7312.6716.1017.8823.5331.1033.4438.47#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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7-year CAGR20.1%25.6%22.4%20.2%19.2%19.0%16.8%18.1%19.1%17.6%17.2%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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AZO EPS (diluted)8.5310.0411.7314.9719.4723.4827.7931.5736.0340.7044.0748.7763.4371.9395.19117.19132.36
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7-year CAGR18.4%17.8%17.4%15.4%12.4%11.0%12.5%12.5%14.9%16.3%17.0%-100.0%-100.0%-100.0%-100.0%-100.0%
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AAP EPS (diluted)2.282.502.834.005.115.225.326.716.406.206.425.736.847.149.257.650.50
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7-year CAGR12.9%15.1%12.4%6.5%3.3%1.3%3.7%0.9%5.4%3.0%-30.6%-100.0%-100.0%-100.0%-100.0%-100.0%
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Price at yearend (never assume price will back to previous high)
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P/E0.000.000.000.000.000.000.000.000.000.00#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Assets (excluding right-to-use)2279.744193.324781.475047.835500.505749.196067.216532.086676.687204.197571.897980.798788.799601.529736.2310515.7111672.44
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Cash and cash equivalents 47.5631.3026.9429.72361.55248.13231.32250.56116.30146.6046.3531.3240.41465.64362.11108.58279.13
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Account receivables84.24105.99107.89121.81135.15122.99131.50143.90161.08197.27216.25192.03214.92229.68272.56343.16375.05
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Account receivables from suppliers48.2659.8363.1161.8568.6058.1966.6269.3172.6182.1176.2478.1679.49100.62113.11127.019140.443
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Debt100.47732.70790.75358.70797.571095.961396.211388.421390.021887.022978.393417.123890.534123.223826.984371.655570.13
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Equity1592.482282.222685.873209.692844.852108.311966.322018.421961.311627.14653.05353.67397.34140.26-66.42-1060.73-1739.28
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Liabilities (excluding lease operating liability)687.261911.102095.611838.142655.653640.884100.892889.054715.375287.676918.847627.128348.469414.929745.5411515.3513341.39
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Invested Capital1692.953014.913476.613568.393642.433204.263362.533406.843351.333514.163631.443770.794287.874263.483760.563310.933830.850.000.000.000.000.00
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Cash flow from operation 1284.37335.77533.75681.56756.98746.40855.76995.501149.671293.701397.121637.131716.442111.332544.462632.212838.46
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CapEx280.33340.43410.49363.27325.60297.68394.15427.11411.26471.23461.48499.48620.94449.81433.36548.54988.58
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Acquisition3.4732.515.350.5223.8958.922.7534.82142.03
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Intellecture properties
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Equity investment
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Total of CapEx + Acquisition + investment 2283.80372.94410.49368.61326.12321.56394.15427.11411.26530.15464.22534.30762.97449.81433.36548.54988.580.000.000.000.000.00
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Free Cash Flow0.58-37.17123.26312.95430.86424.84461.61568.39738.40763.55932.901102.82953.481661.522111.102083.671849.880.000.000.000.000.00
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Free cash flow/cash flow from operation0.20%-11.07%23.09%45.92%56.92%56.92%53.94%57.10%64.23%59.02%66.77%67.36%55.55%78.70%82.97%79.16%65.17%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Stock compensation12.7813.5513.4516.9720.5822.0321.7223.1021.9018.8619.4020.1821.9222.7524.6626.4627.51
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% to Cash flow from operation4.49%4.04%2.52%2.49%2.72%2.95%2.54%2.32%1.90%1.46%1.39%1.23%1.28%1.08%0.97%1.01%0.97%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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CEO Pay1.2391.3963.5414.8973.6963.8383.6904.4655.3164.5852.8874.8663.0808.99112.7645.4775.603
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% to Revenue0.05%0.04%0.07%0.09%0.06%0.06%0.06%0.06%0.07%0.05%0.03%0.05%0.03%0.08%0.10%0.04%0.04%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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% to OP Income0.41%0.42%0.66%0.69%0.43%0.39%0.33%0.35%0.35%0.27%0.17%0.27%0.16%0.37%0.44%0.19%0.18%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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% to Net0.64%0.75%1.15%1.17%0.73%0.66%0.55%0.57%0.57%0.44%0.25%0.37%0.22%0.51%0.59%0.25%0.24%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Executive Pay4.8016.6678.31411.3529.2159.0898.3319.9769.95510.3447.93712.9099.92922.05625.35313.64412.162
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% to Revenue0.19%0.19%0.17%0.21%0.16%0.15%0.13%0.14%0.12%0.12%0.09%0.14%0.10%0.19%0.19%0.09%0.08%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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% to OP Income1.57%1.99%1.55%1.59%1.06%0.93%0.75%0.79%0.66%0.61%0.46%0.71%0.52%0.91%0.87%0.46%0.38%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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% to Net2.47%3.58%2.70%2.71%1.82%1.55%1.24%1.28%1.07%1.00%0.70%0.97%0.71%1.26%1.17%0.63%0.52%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Director Pay1.0221.1931.1031.1721.3421.3121.3171.2291.5881.6391.8371.7041.6681.8171.9462.2212.296
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% to OP Income0.34%0.36%0.21%0.16%0.15%0.13%0.12%0.10%0.10%0.10%0.11%0.09%0.09%0.08%0.07%0.08%0.07%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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% to Net0.53%0.64%0.36%0.28%0.26%0.22%0.20%0.16%0.17%0.16%0.16%0.13%0.12%0.10%0.09%0.10%0.10%#DIV/0!#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Ratio
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Revenue to assets1.111.081.101.101.101.131.151.211.241.221.231.211.261.381.421.430.00#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Revenue to invested capital1.521.491.531.611.812.032.132.362.502.512.582.522.713.324.084.430.00#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Net income to assets5.8%6.9%8.5%9.6%10.4%11.3%12.4%14.1%15.0%15.3%17.0%16.6%19.1%22.4%21.5%21.2%0.0%#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Net income to invested capital7.9%9.5%11.9%14.1%17.1%20.4%23.0%27.6%30.2%31.7%35.8%34.5%41.0%54.0%61.4%65.7%0.0%#DIV/0!#DIV/0!#DIV/0!#DIV/0!