O'Reilly Automotive

ORLY · Consumer Discretionary

Sustainability score

59.2Rank 66 overall / 10 in Consumer Discretionary

O'Reilly Automotive's distance from the ideal is driven mostly by FCF margin and Asset turnover. It sits closest to the frontier on Net debt / EBITDA.

87th percentile of the index, 80th percentile of Consumer Discretionary

Environmental

Social

Financial/Operational

Distance-to-ideal decomposition

Emissions intensity

16%

ESG risk score

Controversy level

Asset turnover

28%

Net margin

11%

FCF margin

34%

Net debt / EBITDA

Pillar weight shares: Environmental 24%, Social 23%, Financial/Operational 53%

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Net-zero scenario

ORLY · O'Reilly Automotive

Middle · middle 60% of Consumer Discretionary · score 48.5 · rank 20/47

Cleanup cost: 0.01 yrs · n/a; Sector median 0.01 yrs
Revenue at risk: 0%; Sector median 0%
Revenue upside: 0%; Sector median 0%
Can it pay: 1.6x debt load; FCF margin 12% · sector median 1.6x

Verdict: HOLDNo position to stressData: estimatedHeld at benchmark

Cleanup bill by source

Purchased electricity	n/a
On-site fuel combustion	n/a
Vehicle fleets	n/a
Process emissions	n/a
Fugitive emissions	n/a

Why

Benchmark: burden 0.01 years of earnings (sector median 0.01 years), fossil revenue 0%, beneficiary revenue 0%, net debt/EBITDA 1.6x; largest gaps to the sector ideal: beneficiary revenue share and FCF margin.

Consumer Discretionary peers

Key takeaways

ORLY's cleanup cost is 0.01 yrs, at the Consumer Discretionary median of 0.01 yrs.
Fossil revenue at risk is 0% versus a sector median of 0%.
Fund stance: Held at benchmark.

Explanation

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