Aptiv Plc (APTV) is undervalued and O'Reilly Automotive Inc (ORLY) is overvalued.
Against our estimates of intrinsic value, APTV trades at the wider discount: a margin of safety of +31%, against -57% for ORLY.
Values as of the 19 Oct 2026 close.
Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $64.02; the price of $44.48 is 31% below that value, and 77% of that value comes from beyond year five.
Leak Score 62/100 on 12 of 12 signals
Discounting its cash flows at 8.2% (average of 3 methods) values the shares at $56.58; the price of $89.07 is 57% above that value, and 79% of that value comes from beyond year five.
Leak Score 48/100 on 10 of 12 signals
| Metric | APTV | ORLY |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $44.48 | $89.07 |
| Intrinsic value | $64.02 | $56.58 |
| Margin of safety | +31% | -57% |
| Leak Score | 62/100 (12/12) | 48/100 (10/12) |
| Market cap | $9.2B | $72.1B |
| Revenue growth, 5 years | 9.3% | 8.9% |
| Operating margin | 9.7% | 19.6% |
| Net margin | 1.2% | 14.3% |
| Return on equity | 2.9% | — |
| Debt to equity | 0.65 | — |
| P/E | 42.2x | 28.3x |
| Forward P/E | 6.9x | 24.3x |
| P/B | 1.1x | — |