HD vs ORLY
HD: The Home Depot is the global leader in home improvement retail, catering to both DIY consumers and professional contractors through an extensive network of warehouse-style stores and digital channels. ORLY: O’Reilly Automotive is a leading North American retailer and distributor of automotive aftermarket parts and tools catering to both professional mechanics and DIY vehicle owners.
Side-by-side fundamentals
| Metric | HD | ORLY | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $315.11 | $90.02 | |
| Market cap | $314.4B | $72.8B | |
| P/E as of 2026-10-20 | 22.05 | 28.58 | HD lower |
| Net margin | +8.6% | +14.3% | ORLY higher |
| Gross margin | +33.3% | +51.6% | ORLY higher |
| Operating margin | +12.7% | +19.5% | ORLY higher |
| ROE FY2026, SEC XBRL | +110.5% | n/a | |
| ROA | +13.5% | +15.3% | ORLY higher |
| Debt / equity filed borrowings incl. finance leases, balance sheet 2026-08-02 | 3.18 | n/a | |
| Revenue growth (YoY) | +3.2% | +6.4% | ORLY higher |
| Revenue CAGR (3y) SEC XBRL | +1.5% | +7.3% | ORLY higher |
| Dividend yield as of 2026-09-03 | +3.1% | n/a | |
| Dividend streak (yrs) SEC XBRL | 19 | 0 | HD higher |
| Beta as of 2026-09-03 | 0.63 | 0.18 | |
| 1-year return as of 2026-10-20 close | -19.0% | -10.8% | ORLY higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.