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O'Reilly Automotive vs Packaging Corporation of America: Which Stock Looks Stronger in 2026?

O'Reilly Automotive holds the cleaner structural position, with the lead spread across profitability and growth. Packaging of America does not offset that deficit through any equally strong structural edge elsewhere. The market setup is currently leaning toward Packaging of America, which does not confirm the structural lead. That leaves a split case: the structural lead stays with O'Reilly Automotive, but the market is not currently confirming it.

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

The clearest separation starts in profitability, but growth adds another real layer to the result. O'Reilly Automotive, Inc. leads by 27 points on the overall comparison score.

Trajectory Similarity
0.76
Similar
Peer-set rank: #27
within O'Reilly Automotive, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

The clearest structural overlap shows up in capital structure and margin trend.

Similarity drivers
capital structuremargin trend
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
ORLY
O'Reilly Automotive, Inc.
73
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
PKG
Packaging Corporation of America
46
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

Score differences across key dimensions.

Dimension spread: ORLY vs PKG Profitability 78 30 Stability 88 59 Valuation 57 58 Growth 71 38 ORLY PKG
Gap Ranking
#1 Profitability +48
#2 Growth +33
#3 Stability +29
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ORLY and PKG Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ORLYPKG Relative valuation Structural strength

Structure clearly favours O'Reilly Automotive, Inc., even though current pricing leans the other way.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY ORLY Elevated · near norm 0th 50th 100th 11 pct gap PKG Elevated · above norm 0th 50th 100th 77th 87th
ORLY (77th percentile) and PKG (87th 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
Profitability
On profitability, O'Reilly Automotive, Inc. ranks near the top of the group; Packaging Corporation of America sits in the weaker half.
Growth
The same broad pattern appears on growth: O'Reilly Automotive, Inc. ranks near the top of the group, while Packaging Corporation of America stays in the weaker half.
Profitability — Dominant Gap
ORLY
78
PKG
30
Gap+48in favour of ORLY

Capital efficiency adds support, with a 27-point ROIC advantage.

What else supports the lead

Earnings growth is one contributing factor within the growth lead.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how ORLY and PKG 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.