Magna International Inc (MGA) is fairly valued and O'Reilly Automotive Inc (ORLY) is overvalued.
Both trade above our estimate of their intrinsic value. MGA is the closer of the two: -2%, against -51% for ORLY.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $62.40; the price of $63.79 is 2% above that value, and 73% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $56.94; the price of $85.82 is 51% above that value, and 79% of that value comes from beyond year five.
Leak Score 54/100 on 8 of 12 signals
| Metric | MGA | ORLY |
|---|---|---|
| Verdict | Fairly valued | Overvalued |
| Price | $63.79 | $85.82 |
| Intrinsic value | $62.40 | $56.94 |
| Margin of safety | -2% | -51% |
| Leak Score | 14/100 (3/12) | 54/100 (8/12) |
| Market cap | $16.9B | $69.4B |
| Revenue growth, 5 years | 5.2% | 8.9% |
| Operating margin | 5.5% | 19.6% |
| Net margin | 1.8% | 14.3% |
| Return on equity | 6.3% | — |
| Debt to equity | 0.55 | — |
| P/E | 23.2x | 27.3x |
| Forward P/E | 8.1x | 23.4x |
| P/B | 1.4x | — |
| Dividend yield | 3.1% | — |