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Stock Comparison · Structural lead, mixed market

Expedia Group vs O'Reilly Automotive: Which Stock Looks Stronger in 2026?

O'Reilly Automotive holds the cleaner structural position, with the lead spread across stability and profitability. Expedia still leads on growth and valuation, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

This is not just a one-metric split: both stability and profitability materially support the lead. The overall score gap is 23 points in favour of O'Reilly Automotive, Inc..

Trajectory Similarity
0.76
Similar
Peer-set rank: #6
within Expedia Group, Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

Most of the shared profile comes through revenue stability and margin consistency.

Similarity drivers
revenue stabilitymargin consistency
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
EXPE
Expedia Group, Inc.
50
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ORLY
O'Reilly Automotive, Inc.
73
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: EXPE vs ORLY Profitability 17 78 Stability 18 88 Valuation 84 57 Growth 82 71 EXPE ORLY
Gap Ranking
#1 Stability +70
#2 Profitability +61
#3 Valuation +27
#4 Growth +11
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for EXPE and ORLY Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer EXPEORLY Relative valuation Structural strength

O'Reilly Automotive, Inc. is cheaper, but Expedia Group, Inc. is still stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where EXPE and ORLY each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY EXPE Elevated · below norm 0th 50th 100th 12 pct gap ORLY Elevated · near norm 0th 50th 100th 88th 77th
EXPE (88th percentile) and ORLY (77th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
O'Reilly Automotive, Inc. ranks near the top of the group on stability; Expedia Group, Inc. sits in the weaker half.
Profitability
The same broad pattern appears on profitability: O'Reilly Automotive, Inc. ranks near the top of the group, while Expedia Group, Inc. stays in the weaker half.
Stability — Dominant Gap
EXPE
18
ORLY
88
Gap+70in favour of ORLY

The stability gap is very wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Expedia, with a forward P/E that is 15 turns lower there.

What this means for the comparison

The lead is built on both stability and profitability — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the EXPE vs ORLY comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how EXPE and ORLY each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.