Comfortable leader
7 companies value 149 bn revenue 87 bn margin 6.5% free cash flow 5.2 bn avg. score 3.3
ORLY holds 48.4% of the group's value, 1.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'Reilly Automotive United States · score 4.5 | 48% | 72 bn | 19 bn | 14.3% | 2.2 bn | 3.0% | — | Aftermarket auto parts retail · Best auto parts logistics in the US; aggressive buybacks for 15+ years | |
| 2 | AZO | AutoZone United States · score 4.3 | 34% | 51 bn | 20 bn | 12.4% | 1.6 bn | 3.2% | — | Auto parts retail and distribution · Largest US auto parts chain; exceptional return on capital | |
| 3 | GPC | Genuine Parts United States · score 4.7 | 12% | 18 bn | 25 bn | 0.1% | 0.8 bn | 4.2% | 3.2% | NAPA auto and industrial parts distribution · Owner of NAPA; 65+ years of rising dividends | |
| 4 | LKQ | LKQ Corporation United States · score 6.9 | 4% | 5.4 bn | 14 bn | 3.4% | 0.6 bn | 11.5% | 5.7% | Distribution of aftermarket and recycled vehicle parts · Largest distributor of alternative and recycled auto parts | |
| 5 | AAP | Advance Auto Parts United States · score 2.5 | 2% | 2.6 bn | 8.6 bn | 1.0% | 0.0 bn | 0.9% | 2.3% | Aftermarket auto parts for retail and repair shops · 3rd largest US auto parts chain, in restructuring | |
| 6 | PRTS | CarParts.com, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.5 bn | -5.4% | -0.0 bn | -17.7% | — | E-commerce for aftermarket auto parts · California — revenue of $516m | |
| 7 | AZI | Autozi Internet Technology (Global) Ltd. China · score 0.0 | — | — | 0.1 bn | -51.8% | -0.0 bn | — | — | Online platform of automotive products and services for partner workshops, in China · China — revenue of $72m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
- Branded apparel and accessories 30 companies
and 36 industries more
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.