NIKE, Inc. (NKE) vs O'Reilly Automotive, Inc. (ORLY)

ORLY leads on 10 of 15 compared metrics, though NKE is the cheaper stock.

A side-by-side comparison of NIKE, Inc. and O'Reilly Automotive, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 29, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — NKE vs ORLY

growth of $100 · last 30y
NKE +525.0%ORLY +29544.5%ORLY compounded faster
Log scale — wide-divergence pair
101001k10k100kStart $100200120062011201620212026$625$29,644
NKE ORLY

NKE vs ORLY: by the numbers

  • ORLY is the larger company ($74.21B vs $60.24B market cap).
  • NKE trades at the lower earnings multiple (26.81 vs 29.26 P/E).
  • ORLY converts more revenue to profit (14.30% vs 4.84% net margin).
  • ORLY grew revenue faster over the past five years (8.30% vs 3.86% CAGR).
  • NKE pays a dividend (4.02% yield) while ORLY does not currently pay one.

Which is better, NKE or ORLY?

Metric tally: NKE 5 · ORLY 10

It depends on what you're optimizing for:

ValueNKE(lower P/E)
GrowthORLY(faster 5Y revenue CAGR)
QualityORLY(higher ROIC)

Metrics side by side

Valuation

MetricNKEORLY
P/E ratio26.8129.26
Forward P/E22.6024.74
P/S ratio1.304.14
P/B ratio4.28
PEG ratio4.553.34
EV / EBITDA18.2220.54
FCF yield1.74%2.54%

Profitability

MetricNKEORLY
Gross margin40.81%51.63%
Operating margin6.03%19.56%
Net margin4.84%14.30%
ROE15.97%-332.51%
ROIC11.57%33.05%

Dividends

MetricNKEORLY
Dividend yield4.02%
Payout ratio75.58%

Growth (annualized)

MetricNKEORLY
Revenue CAGR (5Y)3.86%8.30%
EPS CAGR (5Y)5.89%13.49%
FCF CAGR (5Y)-22.85%-7.60%
Total return CAGR (5Y)-22.10%19.24%

Frequently asked

Which is better, NKE or ORLY?
It depends on your goal. value: NKE (lower P/E); growth: ORLY (faster 5Y revenue CAGR); quality: ORLY (higher ROIC). Across all compared metrics, ORLY leads 10 to 5.
Is NKE or ORLY cheaper?
On trailing earnings, NKE is cheaper: NKE trades at a 26.81 P/E and ORLY at 29.26.
Which has grown faster, NKE or ORLY?
Over the past five years, ORLY grew revenue faster — NKE at a 3.86% CAGR versus ORLY at 8.30%.
Does NKE or ORLY pay a bigger dividend?
NKE pays a dividend (4.02% yield) while ORLY does not currently pay one.
Is NKE or ORLY more profitable?
ORLY runs the higher net margin — NKE at 4.84% versus ORLY at 14.30%.
Which has been the better investment, NKE or ORLY?
Over the past 10-year, ORLY delivered the higher annualized total return — NKE at -1.17% versus ORLY at 17.50%. Past performance doesn't predict future results.

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 June 29, 2026.