ORLY vs SE vs MELI
161 measures in 16 categories, one definition each, computed from filings and market data.
ORLY62.9
O'Reilly Automotive, Inc.
Consumer Cyclical · Specialty Retail
$89.27 +0.87%$72.2B mkt cap
Score DNA
MELI60.7
MercadoLibre, Inc.
Consumer Cyclical · Specialty Retail
$1,834.00 −1.24%$93.0B mkt cap
Score DNA
Price, rebased to 100 three years ago
ORLY SE MELI · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 3 |
| Insider $ bought, 180d | — | — | $1.19M |
| Congress purchases, 180d | 0 | 0 | 11 |
| Last Congress purchase | — | — | 2026-06-15 |
| 13F net change in holders | +7 | +29 | −2 |
| ETFs adding shares, 30d | 1,288 | 443 | 873 |
| ETFs trimming, 30d | 1,100 | 338 | 739 |
| Net ETF funds, 30d | +188 | +105 | +134 |
Valuation
16 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| P/E (TTM) | 27.2x
60th
|
35.1x
77th
|
49.9x
91st
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 3.65
84th
|
0.46
16th
|
1.41
58th
|
| Price / sales | 3.9x
92nd
|
2.1x
67th
|
2.6x
74th
|
| Price / book | — | 4.4x
47th
|
11.9x
84th
|
| Price / tangible book | — | 4.9x
37th
|
11.3x
74th
|
| Price / free cash flow | 33.5x
78th
|
18.5x
42nd
|
7.9x
11th
|
| Price / operating cash flow | 22.0x
86th
|
11.0x
43rd
|
7.1x
24th
|
| Enterprise value | $81.5B
95th
|
$52.5B
87th
|
$100.4B
97th
|
| EV / sales | 4.4x
92nd
|
1.9x
64th
|
2.9x
74th
|
| EV / EBITDA | 19.5x
81st
|
18.3x
70th
|
29.6x
89th
|
| EV / EBIT | 22.4x
71st
|
21.4x
69th
|
41.7x
97th
|
| EV / free cash flow | 37.8x
69th
|
16.9x
33rd
|
8.5x
6th
|
| Earnings yield | 3.7%
46th
|
2.9%
31st
|
2.0%
18th
|
| FCF yield | 3.0%
28th
|
5.4%
62nd
|
12.6%
90th
|
| Operating cash flow yield | 4.6%
18th
|
9.1%
59th
|
14.2%
77th
|
| Graham number (per share) | — | $33.33
57th
|
$357.44
100th
|
Profitability (TTM)
12 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Gross margin | 51.6%
72nd
|
44.3%
56th
|
42.7%
49th
|
| EBITDA margin | 22.5%
87th
|
10.3%
49th
|
9.6%
44th
|
| Operating margin | 19.6%
95th
|
8.0%
49th
|
8.3%
51st
|
| EBIT margin | 19.6%
87th
|
8.8%
54th
|
6.9%
46th
|
| Net margin | 14.3%
87th
|
5.9%
56th
|
5.3%
51st
|
| NOPAT margin | 15.3%
95th
|
5.3%
49th
|
7.1%
59th
|
| FCF margin | 11.6%
77th
|
11.2%
72nd
|
33.4%
97th
|
| Operating cash flow margin | 17.7%
74th
|
18.8%
77th
|
37.4%
97th
|
| R&D / revenue | 0.0%
0th
|
4.2%
85th
|
7.3%
87th
|
| SG&A / revenue | 32.1%
64th
|
30.9%
59th
|
4.5%
8th
|
| Stock comp / revenue | 0.2%
8th
|
1.6%
68th
|
0.7%
54th
|
| Effective tax rate | 22.0%
53rd
|
33.2%
97th
|
14.1%
8th
|
Returns on capital
11 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| ROE (on average equity) | — | 14.5%
34th
|
27.5%
62nd
|
| ROA | 16.0%
90th
|
5.7%
38th
|
4.4%
33rd
|
| ROIC | 37.8%
85th
|
18.6%
62nd
|
16.3%
54th
|
| ROCE | 46.5%
97th
|
15.4%
49th
|
16.1%
54th
|
| Return on tangible assets | 21.9%
87th
|
8.5%
41st
|
5.7%
31st
|
| Cash ROIC (OCF / invested capital) | 43.9%
69th
|
65.7%
86th
|
86.1%
94th
|
| Gross profitability (GP / assets) | 55.1%
59th
|
38.4%
28th
|
29.2%
5th
|
| ROIC, 3-yr average | 37.0%
84th
|
— | 70.2%
100th
|
| ROIC, 5-yr average | — | 36.6%
83rd
|
23.9%
72nd
|
| ROE, 5-yr average | — | -4.7%
23rd
|
29.3%
67th
|
| Incremental ROIC | 140.5%
89th
|
21.0%
45th
|
11.6%
34th
|
Growth
17 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Revenue growth (TTM YoY) | 8.5%
49th
|
43.1%
92nd
|
46.0%
95th
|
| Revenue growth (QoQ) | 7.3%
44th
|
9.7%
59th
|
15.0%
72nd
|
| Revenue CAGR, 3 yr | 6.9%
59th
|
29.6%
90th
|
41.3%
95th
|
| Revenue CAGR, 5 yr | 8.1%
54th
|
32.4%
89th
|
44.8%
94th
|
| Gross profit CAGR, 3 yr | 7.3%
56th
|
28.5%
90th
|
33.9%
92nd
|
| Operating income CAGR, 3 yr | 5.9%
57th
|
104.9%
97th
|
18.8%
70th
|
| Net income growth (TTM YoY) | 9.4%
55th
|
35.6%
76th
|
-9.3%
10th
|
| Net income CAGR, 3 yr | 5.5%
53rd
|
80.9%
93rd
|
35.0%
90th
|
| EPS growth (TTM YoY) | 13.6%
55th
|
22.7%
62nd
|
-9.3%
10th
|
| EPS CAGR, 3 yr | 7.5%
47th
|
75.6%
93rd
|
35.4%
90th
|
| EPS CAGR, 5 yr | 9.8%
75th
|
— | — |
| FCF growth (TTM YoY) | 21.7%
47th
|
-24.5%
22nd
|
71.5%
75th
|
| FCF CAGR, 3 yr | -6.2%
16th
|
118.7%
97th
|
41.9%
81st
|
| Operating cash flow CAGR, 3 yr | -1.2%
21st
|
56.7%
91st
|
42.6%
85th
|
| Book value CAGR, 3 yr | — | 22.0%
73rd
|
52.0%
100th
|
| Dividend CAGR, 3 yr | — | — | — |
| Sustainable growth rate | — | 14.5%
37th
|
27.5%
70th
|
Margin history & stability
7 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Gross margin, 3-yr average | 51.4%
72nd
|
43.8%
51st
|
45.5%
62nd
|
| Operating margin, 3-yr average | 19.5%
95th
|
5.1%
41st
|
11.2%
77th
|
| Net margin, 3-yr average | 14.3%
92nd
|
3.6%
44th
|
7.3%
69th
|
| FCF margin, 3-yr average | 11.4%
79th
|
15.0%
85th
|
30.7%
97th
|
| Revenue stability (0-1) | 0.99
97th
|
0.92
62nd
|
0.94
72nd
|
| Earnings stability (0-1) | 0.98
100th
|
0.80
87th
|
0.93
95th
|
| Margin stability (0-1) | 0.99
95th
|
0.92
28th
|
0.92
36th
|
Liquidity (latest quarter)
7 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Cash & short-term investments | $262.2M
44th
|
$9.1B
97th
|
$5.7B
92nd
|
| Net cash (− = net debt) | −$9.3B
5th
|
$5.0B
100th
|
−$7.4B
8th
|
| Working capital | −$2.4B
0th
|
$8.0B
97th
|
$4.4B
92nd
|
| Current ratio | 0.75
5th
|
1.49
62nd
|
1.12
36th
|
| Quick ratio | 0.13
0th
|
1.48
79th
|
1.10
69th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.03
5th
|
0.57
69th
|
0.16
21st
|
| Defensive interval (days) | 44 days
10th
|
684 days
95th
|
771 days
97th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Total debt | $9.6B
92nd
|
$4.1B
69th
|
$13.2B
97th
|
| Debt / equity | — | 0.32
12th
|
1.68
69th
|
| Net debt / equity | — | −0.39
12th
|
0.95
66th
|
| Debt / assets | 55.1%
79th
|
12.9%
10th
|
25.7%
18th
|
| Debt / capital | — | 24.2%
12th
|
62.7%
69th
|
| Debt / EBITDA | 2.30
38th
|
1.44
22nd
|
3.88
59th
|
| Net debt / EBITDA | 2.23
57th
|
−1.74
11th
|
2.19
54th
|
| Interest coverage (EBIT / interest) | 14.4x
58th
|
132.7x
94th
|
12.1x
55th
|
| Cash interest coverage | 13.0x
50th
|
282.3x
97th
|
65.8x
84th
|
| Debt payback (years of OCF) | 2.9 yrs
49th
|
0.8 yrs
11th
|
1.0 yrs
16th
|
| Liabilities / assets | 110.6%
87th
|
59.2%
31st
|
84.7%
77th
|
| IS credit model rating | A- | AA | A- |
| Implied credit spread (bps) | 175
44th
|
80
18th
|
175
44th
|
Efficiency
11 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Asset turnover | 1.12
36th
|
0.97
26th
|
0.83
13th
|
| Fixed asset turnover | 2.84
34th
|
8.10
68th
|
6.66
63rd
|
| Inventory turnover | 1.6
6th
|
69.7
97th
|
32.1
89th
|
| Receivables turnover | 41.9
31st
|
77.9
75th
|
96.3
89th
|
| Days sales outstanding | 9 days
72nd
|
5 days
31st
|
4 days
18th
|
| Days inventory outstanding | 231 days
94th
|
5 days
3rd
|
11 days
11th
|
| Days payables outstanding | 289 days
97th
|
10 days
3rd
|
87 days
85th
|
| Cash conversion cycle (days) | −50 days
8th
|
0 days
41st
|
−72 days
3rd
|
| Capex / revenue | 6.1%
77th
|
7.6%
92nd
|
4.0%
67th
|
| Capex / depreciation | 2.11
82nd
|
5.16
100th
|
1.44
62nd
|
| Operating expense ratio | 31.3%
49th
|
37.5%
69th
|
34.2%
59th
|
Cash flow & earnings quality
7 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Operating cash flow / net income | 1.24
20th
|
3.18
74th
|
7.07
86th
|
| FCF / net income | 0.81
26th
|
1.90
69th
|
6.31
94th
|
| FCF / operating cash flow | 65.6%
51st
|
59.6%
43rd
|
89.2%
84th
|
| Capex / operating cash flow | 34.4%
49th
|
40.4%
57th
|
10.8%
16th
|
| Accruals ratio | -3.8%
69th
|
-12.5%
18th
|
-26.8%
3rd
|
| Sloan accruals ratio | -3.1%
51st
|
1.9%
87th
|
-2.1%
64th
|
| Earnings quality score (0-1) | 1.00
63rd
|
0.75
6th
|
0.75
6th
|
Scores & forensic checks
15 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| IS score | 63
74th
|
66
82nd
|
61
64th
|
| IS profitability | 55
74th
|
40
41st
|
44
54th
|
| IS growth | 63
69th
|
77
90th
|
54
41st
|
| IS value | 35
31st
|
33
26th
|
21
5th
|
| IS momentum | 80
56th
|
100
95th
|
79
51st
|
| IS risk (safety) | 90
56th
|
80
54th
|
50
15th
|
| IS quality | 72
69th
|
73
74th
|
64
46th
|
| IS balance sheet | 40
28th
|
86
87th
|
52
49th
|
| IS earnings quality | 90
79th
|
50
8th
|
35
0th
|
| IS cash flow | 59
62nd
|
54
46th
|
94
97th
|
| Piotroski F-score (0-9) | 8
82nd
|
6
23rd
|
6
23rd
|
| Altman Z-score | 3.7
56th
|
3.2
54th
|
2.3
26th
|
| Beneish M-score | −2.00
82nd
|
−2.48
69th
|
−2.90
28th
|
| Ohlson O-score | −6.37
62nd
|
−8.60
13th
|
−6.92
46th
|
| IS credit score | 67
51st
|
87
82nd
|
68
54th
|
Size (TTM)
8 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| Market cap | $72.2B
95th
|
$57.4B
92nd
|
$93.0B
97th
|
| Revenue | $18.6B
77th
|
$27.7B
90th
|
$35.2B
92nd
|
| EBITDA | $4.2B
95th
|
$2.9B
87th
|
$3.4B
92nd
|
| Net income | $2.7B
97th
|
$1.6B
87th
|
$1.9B
90th
|
| Free cash flow | $2.2B
92nd
|
$3.1B
97th
|
$11.7B
100th
|
| Total assets | $17.4B
82nd
|
$32.0B
95th
|
$51.4B
97th
|
| Shareholders' equity | −$1.8B
5th
|
$12.9B
97th
|
$7.8B
95th
|
| Employees | 93,072
85th
|
102,700
87th
|
123,670
95th
|
Price performance
9 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| 1 day | +0.9% | −3.9% | −1.2% |
| 1 week | +3.3% | −1.6% | −3.0% |
| 1 month | +5.2% | −7.4% | +0.5% |
| 3 months | +5.6% | −11.3% | +0.1% |
| 6 months | −4.7% | +2.6% | −1.2% |
| Year to date | −1.2% | −28.7% | −7.1% |
| 1 year | −12.6% | −42.6% | −10.5% |
| 3 years, cumulative | +46.1% | +111.2% | +47.4% |
| 5 years, cumulative | +119.4% | −71.0% | +21.4% |
Technicals
4 measures| Measure | ORLY | SE | MELI |
|---|---|---|---|
| RSI 14 | 62.7 | 36.1 | 49.6 |
| From 52-week high | −13.1% | −46.7% | −24.5% |
| From 52-week low | +8.1% | +21.7% | +22.7% |
| Beta | 0.54 | 1.55 | 1.31 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17