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

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 September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — NKE vs ORLY

growth of $100 · dividends reinvested · last 10y
NKE -22.9% (-2.6%/yr)ORLY +372.1% (+16.8%/yr)ORLY compounded faster over this window
Log scale — wide-divergence pair
101001kStart $10020182020202220242026$77$472
NKE ORLY

NKE vs ORLY: by the numbers

  • •ORLY is the larger company ($71.36B vs $52.90B market cap).
  • •NKE trades at the lower trailing earnings multiple (17.02 vs 27.43 P/E), one valuation lens rather than an overall verdict.
  • •ORLY converts more revenue to profit (14.27% vs 6.70% net margin).
  • •ORLY grew revenue faster over the past five years (8.08% vs 0.82% CAGR).
  • •NKE pays a dividend (4.46% yield), while ORLY has no payments in the available dividend history.

Metrics side by side

Valuation

MetricNKEORLY
P/E ratio17.0227.43
Forward P/E20.8026.19
P/S ratio1.143.84
P/B ratio3.56N/A
EV / EBITDA12.2619.35
FCF yield4.13%3.02%

Profitability

MetricNKEORLY
Gross margin42.91%51.64%
Operating margin8.19%19.56%
Net margin6.70%14.27%
ROE20.91%N/A
ROIC10.87%36.25%

Dividends

MetricNKEORLY
Dividend yield4.46%N/A
Payout ratio78.10%N/A

Growth (annualized)

MetricNKEORLY
Revenue CAGR (5Y)0.82%8.08%
EPS CAGR (5Y)-10.42%12.55%
FCF CAGR (5Y)-18.20%-3.27%
Total return CAGR (5Y)-24.42%16.79%

Frequently asked

Which has the lower trailing P/E, NKE or ORLY?
NKE has the lower trailing P/E: NKE trades at 17.02 and ORLY at 27.43. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, NKE or ORLY?
Over the past five years, ORLY grew revenue faster — NKE at a 0.82% CAGR versus ORLY at 8.08%.
Does NKE or ORLY pay a bigger dividend?
NKE pays a dividend (4.46% yield), while ORLY has no payments in the available dividend history.
Is NKE or ORLY more profitable?
ORLY runs the higher net margin — NKE at 6.70% versus ORLY at 14.27%.
How have NKE and ORLY total returns compared?
Over the past 10 years, NKE delivered -2.59% and ORLY delivered 16.55% annualized total return. 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 September 13, 2026.