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Side-by-side financial comparison of O’Reilly Automotive (ORLY) and Stitch Fix, Inc. (SFIX), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
O’Reilly Automotive is the larger business by last-quarter revenue ($4.4B vs $342.1M, roughly 12.9× Stitch Fix, Inc.). O’Reilly Automotive runs the higher net margin — 13.7% vs -1.9%, a 15.6% gap on every dollar of revenue. On growth, O’Reilly Automotive posted the faster year-over-year revenue change (7.8% vs 7.3%). O’Reilly Automotive produced more free cash flow last quarter ($364.5M vs $5.6M). Over the past eight quarters, O’Reilly Automotive's revenue compounded faster (5.4% CAGR vs 1.8%).
O'Reilly Automotive, Inc., doing business as O'Reilly Auto Parts, is an American automotive part retailer that provides automotive parts, tools, supplies, equipment, and accessories to professional service providers and do-it-yourself customers. Founded in 1957 by the O’Reilly family, O'Reilly Auto Parts operates more than 6,400 stores in 48 states, Puerto Rico, Mexico, and Canada.
Stitch Fix, Inc. is an online personal styling service in the United States. It uses recommendation algorithms and data science to personalize clothing items based on size, budget and style. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. Stitch Fix generated $1.6 billion in net revenue in its fiscal year 2023, a decrease of 21% year-over-year and reported 3,297,000 active clients in September 2023. It is headquartered in San Franci...
ORLY vs SFIX — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $4.4B | $342.1M |
| Net Profit | $605.2M | $-6.4M |
| Gross Margin | 51.8% | 43.6% |
| Operating Margin | 18.8% | -2.5% |
| Net Margin | 13.7% | -1.9% |
| Revenue YoY | 7.8% | 7.3% |
| Net Profit YoY | 9.8% | -1.7% |
| EPS (diluted) | $-8.01 | $-0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $4.4B | $342.1M | ||
| Q3 25 | $4.7B | $311.2M | ||
| Q2 25 | $4.5B | $325.0M | ||
| Q1 25 | $4.1B | $312.1M | ||
| Q4 24 | $4.1B | $318.8M | ||
| Q3 24 | $4.4B | $319.6M | ||
| Q2 24 | $4.3B | $322.7M | ||
| Q1 24 | $4.0B | $330.4M |
| Q4 25 | $605.2M | $-6.4M | ||
| Q3 25 | $725.9M | $-8.6M | ||
| Q2 25 | $668.6M | $-7.4M | ||
| Q1 25 | $538.5M | $-6.5M | ||
| Q4 24 | $551.1M | $-6.3M | ||
| Q3 24 | $665.5M | $-36.5M | ||
| Q2 24 | $622.8M | $-21.3M | ||
| Q1 24 | $547.2M | $-35.5M |
| Q4 25 | 51.8% | 43.6% | ||
| Q3 25 | 51.9% | 43.6% | ||
| Q2 25 | 51.4% | 44.2% | ||
| Q1 25 | 51.3% | 44.5% | ||
| Q4 24 | 51.3% | 45.4% | ||
| Q3 24 | 51.6% | 44.6% | ||
| Q2 24 | 50.7% | 45.5% | ||
| Q1 24 | 51.2% | 43.4% |
| Q4 25 | 18.8% | -2.5% | ||
| Q3 25 | 20.7% | -3.6% | ||
| Q2 25 | 20.2% | -3.0% | ||
| Q1 25 | 17.9% | -2.9% | ||
| Q4 24 | 18.0% | -2.8% | ||
| Q3 24 | 20.5% | -13.1% | ||
| Q2 24 | 20.2% | -7.7% | ||
| Q1 24 | 18.9% | -11.5% |
| Q4 25 | 13.7% | -1.9% | ||
| Q3 25 | 15.4% | -2.8% | ||
| Q2 25 | 14.8% | -2.3% | ||
| Q1 25 | 13.0% | -2.1% | ||
| Q4 24 | 13.5% | -2.0% | ||
| Q3 24 | 15.2% | -11.4% | ||
| Q2 24 | 14.6% | -6.6% | ||
| Q1 24 | 13.8% | -10.8% |
| Q4 25 | $-8.01 | $-0.05 | ||
| Q3 25 | $0.85 | $-0.06 | ||
| Q2 25 | $0.78 | $-0.06 | ||
| Q1 25 | $9.35 | $-0.05 | ||
| Q4 24 | $9.50 | $-0.05 | ||
| Q3 24 | $11.41 | $-0.29 | ||
| Q2 24 | $10.55 | $-0.18 | ||
| Q1 24 | $9.20 | $-0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $193.8M | $244.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-763.4M | $204.1M |
| Total Assets | $16.5B | $530.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $193.8M | $244.2M | ||
| Q3 25 | $204.5M | $234.9M | ||
| Q2 25 | $198.6M | $234.2M | ||
| Q1 25 | $191.2M | $219.1M | ||
| Q4 24 | $130.2M | $253.3M | ||
| Q3 24 | $115.6M | $247.0M | ||
| Q2 24 | $145.0M | $244.5M | ||
| Q1 24 | $89.3M | $229.8M |
| Q4 25 | $-763.4M | $204.1M | ||
| Q3 25 | $-894.7M | $203.0M | ||
| Q2 25 | $-1.2B | $200.4M | ||
| Q1 25 | $-1.4B | $197.8M | ||
| Q4 24 | $-1.4B | $190.5M | ||
| Q3 24 | $-1.4B | $187.0M | ||
| Q2 24 | $-1.6B | $208.9M | ||
| Q1 24 | $-1.4B | $213.3M |
| Q4 25 | $16.5B | $530.7M | ||
| Q3 25 | $16.3B | $480.6M | ||
| Q2 25 | $15.8B | $484.7M | ||
| Q1 25 | $15.3B | $472.6M | ||
| Q4 24 | $14.9B | $507.1M | ||
| Q3 24 | $14.6B | $486.9M | ||
| Q2 24 | $14.4B | $537.0M | ||
| Q1 24 | $14.2B | $538.3M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $633.5M | $10.9M |
| Free Cash FlowOCF − Capex | $364.5M | $5.6M |
| FCF MarginFCF / Revenue | 8.3% | 1.6% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 6.1% | 1.6% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 1.05× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.6B | $4.9M |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $633.5M | $10.9M | ||
| Q3 25 | $616.5M | $7.0M | ||
| Q2 25 | $756.8M | $20.5M | ||
| Q1 25 | $755.1M | $-16.2M | ||
| Q4 24 | $624.5M | $14.3M | ||
| Q3 24 | $772.0M | $8.2M | ||
| Q2 24 | $948.9M | $21.7M | ||
| Q1 24 | $704.2M | $-22.3M |
| Q4 25 | $364.5M | $5.6M | ||
| Q3 25 | $304.4M | $2.8M | ||
| Q2 25 | $456.1M | $16.0M | ||
| Q1 25 | $468.2M | $-19.4M | ||
| Q4 24 | $334.0M | $9.9M | ||
| Q3 24 | $513.7M | $4.5M | ||
| Q2 24 | $723.5M | $18.9M | ||
| Q1 24 | $455.0M | $-26.1M |
| Q4 25 | 8.3% | 1.6% | ||
| Q3 25 | 6.5% | 0.9% | ||
| Q2 25 | 10.1% | 4.9% | ||
| Q1 25 | 11.3% | -6.2% | ||
| Q4 24 | 8.2% | 3.1% | ||
| Q3 24 | 11.8% | 1.4% | ||
| Q2 24 | 16.9% | 5.9% | ||
| Q1 24 | 11.4% | -7.9% |
| Q4 25 | 6.1% | 1.6% | ||
| Q3 25 | 6.6% | 1.4% | ||
| Q2 25 | 6.6% | 1.4% | ||
| Q1 25 | 6.9% | 1.0% | ||
| Q4 24 | 7.1% | 1.4% | ||
| Q3 24 | 5.9% | 1.2% | ||
| Q2 24 | 5.3% | 0.9% | ||
| Q1 24 | 6.3% | 1.1% |
| Q4 25 | 1.05× | — | ||
| Q3 25 | 0.85× | — | ||
| Q2 25 | 1.13× | — | ||
| Q1 25 | 1.40× | — | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.52× | — | ||
| Q1 24 | 1.29× | — |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
ORLY
| DIY Customer | $2.2B | 49% |
| Professional Service Provider Customer | $2.1B | 49% |
| Other Customers And Sales Adjustments | $84.4M | 2% |
SFIX
Segment breakdown not available.
