I’m researching these two companies right now, and from what I’m seeing so far (definitely could be missing a lot), they’re pretty neck and neck. They seem to give off FedEx vs. UPS vibes in that both are decent companies with no indisputable advantage over the other.
Now, granted, AZO has a significantly higher price per share at $2780.95 (at the time of this post) with a market cap of $47.5 billion, but its P/E is 19.23. ORLY is currently priced at $975.13 per share with a market cap of $57.4 billion, but its P/E is higher at 24.75. Both have negative equity for their RoE%, and both seem to be saddled with significantly more debt than cash.
Anyone have any insight on these two competitors?
