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O'Reilly Automotive vs Tractor Supply Company: Which Stock Looks Stronger in 2026?

O'Reilly Automotive holds the cleaner structural position, with the lead spread across profitability and stability. Tractor Supply Company still has the edge on 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.

Updated 2026-04-05

This is not just a one-metric split: both profitability and stability materially support the lead. O'Reilly Automotive, Inc. leads by 19 points on the overall comparison score.

Trajectory Similarity
0.78
Similar
Peer-set rank: #12
within O'Reilly Automotive, Inc.'s functional peer set

This pair is matched through 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 strongest overlap appears in margin consistency and revenue stability.

Similarity drivers
margin consistencyrevenue stability
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.
75
Peer-Score
Signal qualityMedium
vs
TSCO
Tractor Supply Company
56
Peer-Score
Signal qualityMedium

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

Score differences across key dimensions.

Dimension spread: ORLY vs TSCO Profitability 78 39 Stability 93 59 Valuation 63 80 Growth 70 43 ORLY TSCO
Gap Ranking
#1 Profitability +39
#2 Stability +34
#3 Growth +27
#4 Valuation +17
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ORLY and TSCO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ORLYTSCO Relative valuation Structural strength

O'Reilly Automotive, Inc. is stronger, but the price setup still looks more supportive for Tractor Supply Company.

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

Relative Position vs Comparable Companies
Profitability
O'Reilly Automotive, Inc. ranks near the top of the group on profitability; Tractor Supply Company sits in the weaker half.
Stability
On stability, the edge is clear — both rank well, but O'Reilly Automotive, Inc. sits noticeably higher.
Profitability — Dominant Gap
ORLY
78
TSCO
39
Gap+39in favour of ORLY

The profitability lead is mainly driven by a 11.1-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Tractor Supply Company, with a forward P/E that is 7.6 turns lower there.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

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Similar profitability-and-stability comparisons

Explore how ORLY and TSCO 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.

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.