Carvana Co. (CVNA) vs O'Reilly Automotive, Inc. (ORLY)
A side-by-side comparison of Carvana Co. and O'Reilly Automotive, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 11, 2026. Differences are shown without an overall score or investment verdict.
CVNA
Carvana Co.
$72.01Consumer CyclicalDelayed quote: Aug 11, 2026, 3:59 PM EDT
ORLY
O'Reilly Automotive, Inc.
$92.57Consumer CyclicalDelayed quote: Aug 11, 2026, 4:00 PM EDT
Total return — CVNA vs ORLY
growth of $100 · dividends reinvested · last 9yCVNA +3240.5% (+47.7%/yr)ORLY +421.4% (+20.1%/yr)CVNA compounded faster over this window
Log scale — wide-divergence pair
CVNA ORLY
CVNA vs ORLY: by the numbers
- •CVNA is the larger company ($78.98B vs $76.71B market cap).
- •ORLY trades at the lower trailing earnings multiple (29.37 vs 34.37 P/E), one valuation lens rather than an overall verdict.
- •ORLY converts more revenue to profit (14.27% vs 6.26% net margin).
- •CVNA grew revenue faster over the past five years (22.86% vs 8.08% CAGR).
Metrics side by side
Valuation
| Metric | CVNA | ORLY |
|---|---|---|
| P/E ratio | 34.37 | 29.37 |
| Forward P/E | 45.98 | 28.11 |
| P/S ratio | 2.19 | 4.12 |
| P/B ratio | 13.62 | N/A |
| EV / EBITDA | 23.06 | 20.57 |
| FCF yield | 1.69% | 2.82% |
Profitability
| Metric | CVNA | ORLY |
|---|---|---|
| Gross margin | 19.37% | 51.64% |
| Operating margin | 8.93% | 19.56% |
| Net margin | 6.26% | 14.27% |
| ROE | 38.93% | -332.51% |
| ROIC | -33.47% | 33.05% |
Growth (annualized)
| Metric | CVNA | ORLY |
|---|---|---|
| Revenue CAGR (5Y) | 22.86% | 8.08% |
| EPS CAGR (5Y) | N/A | 13.49% |
| FCF CAGR (5Y) | N/A | -3.27% |
| Total return CAGR (5Y) | 0.04% | 18.16% |
Frequently asked
- Which has the lower trailing P/E, CVNA or ORLY?
- ORLY has the lower trailing P/E: CVNA trades at 34.37 and ORLY at 29.37. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CVNA or ORLY?
- Over the past five years, CVNA grew revenue faster — CVNA at a 22.86% CAGR versus ORLY at 8.08%.
- Is CVNA or ORLY more profitable?
- ORLY runs the higher net margin — CVNA at 6.26% versus ORLY at 14.27%.
- How have CVNA and ORLY total returns compared?
- Over the past 5 years, CVNA delivered 0.04% and ORLY delivered 16.98% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Carvana P/E ratioO'Reilly Automotive P/E ratioCarvana ROEO'Reilly Automotive ROECarvana operating marginO'Reilly Automotive operating marginCarvana revenue growthO'Reilly Automotive revenue growthCarvana free cash flowO'Reilly Automotive free cash flow
Carvana & O'Reilly Automotive appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 11, 2026.