COMPARE · Data as of August 24, 2026
DORM vs ORLY
Verdict: Side-by-side breakdown using the Bull Rankings model. DORM scored 63.1, ORLY scored 43.3 — DORM leads.
Compare another set
DORM
Dorman Products, Inc.
63.1
$131.09 · $3.9B
fundamentals as of
Score gap
19.8
DORM leads
ORLY
O'Reilly Automotive, Inc.
43.3
$90.68 · $73.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDORM18.2x
- Fastest growthORLY+8.5%
- Highest qualityDORM72 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DORM
stronger →← stronger
ORLY
72
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
70
Valuevaluation vs sector peers
25
DORM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DORM
ORLY
$214mC
FCF
$2.2bB
+3.3%C+
Rev
+8.5%B
0.35A-
D/E
—
18.2xB
P/E
28.3xC+
1.17B+
PEG
1.89C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DORM
ORLY
12% above
Price vs fair valuelower is cheaper
19% above
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-15%
1-yr DCF upside
-25%
-11%
5-yr DCF upside
-16%
-3%
10-yr DCF upside
-1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DORM
Why this score
- Buying back stock
- Durable high returns
- Cyclical growth
ORLY
Why this score
- Buying back stock
- Cyclical growth
The companies
DORMDorman Products, Inc.
Why now
Auto Parts · market cap $3.9b. Down 21% from 52-week high of $166.89 — deep drawdown territory. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $162.38 (implying +24% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 98% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
ORLYO'Reilly Automotive, Inc.
Why now
Auto Parts · market cap $73.4b. 17% off the 52-week high of $108.72. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $107.80 (implying +19% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. $73.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
ROE -144% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DORM and ORLY diverge
On the headline score the gap is 19.8 points in favor of DORM. The widest single difference is Value, where DORM leads by 44.7 points.
- ValueDORM 69.6 · ORLY 24.9DORM +44.7
- QualityDORM 72.2 · ORLY 65.1DORM +7.1
- GrowthDORM 50.0 · ORLY 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.