ORLY vs NET

Comparison between O`Reilly Automotive Inc (ORLY, Company) and Cloudflare Inc - Class A (NET, Company).

ORLY is from the Consumer Cyclical sector, while NET is from the Technology sector.

5-Year PerformanceNET has outperformed ORLY, delivering a return of +26.5% compared to +19.9%

ORLY vs NET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ORLY(COMPANY)	NET(COMPANY)
Market Cap	$74B	$74B
Max Drawdown	61.41%	82.58%
Sharpe Ratio	-0.29	1.09
5Y Beta	0.22	1.56
Industry	Auto Parts	Software - Infrastructure
P/E Ratio	28.83	-643.53
Forward P/E	27.10	222.22
PEG Ratio	2.33	-27.99
5Y EPS CAGR	11.33%	N/A
Debt to Equity	-580.60%	84.64%
Free Cash Flow Yield	2.58%	0.43%
P/S Ratio	4.05	36.71
P/B Ratio	206.18	52.81

Market Cap

Winner

ORLY

$74B

NET

$74B

Max Drawdown

Winner

ORLY

61.41%

NET

82.58%

Sharpe Ratio

ORLY

-0.29

Winner

NET

1.09

5Y Beta

Winner

ORLY

0.22

NET

1.56

Industry

ORLY

Auto Parts

NET

Software - Infrastructure

P/E Ratio

ORLY

28.83

Winner

NET

-643.53

Forward P/E

Winner

ORLY

27.10

NET

222.22

PEG Ratio

ORLY

2.33

Winner

NET

-27.99

5Y EPS CAGR

ORLY

11.33%

NET

N/A

Debt to Equity

Winner

ORLY

-580.60%

NET

84.64%

Free Cash Flow Yield

Winner

ORLY

2.58%

NET

0.43%

P/S Ratio

Winner

ORLY

4.05

NET

36.71

P/B Ratio

ORLY

206.18

Winner

NET

52.81

ORLY vs NET - Historical Returns

Returns include dividend reinvestment.

Period	ORLY	NET
1 month	-7.02%	+18.36%
3 months	-6.91%	+48.30%
6 months	-11.39%	+29.84%
1 year	-4.47%	+53.75%
5 years(CAGR)	+19.93%	+26.50%
10 years(CAGR)	+17.58%	N/A
Max(CAGR)	+19.79%	+49.23%

ORLY

-7.02%

Winner

NET

+18.36%

ORLY

-6.91%

Winner

NET

+48.30%

ORLY

-11.39%

Winner

NET

+29.84%

ORLY

-4.47%

Winner

NET

+53.75%

5Y(CAGR)

ORLY

+19.93%

Winner

NET

+26.50%

10Y(CAGR)

ORLY

+17.58%

NET

N/A

Max(CAGR)

ORLY

+19.79%

Winner

NET

+49.23%

ORLY vs NET - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ORLY	NET
2026	-3.28%	+35.36%
2025	+15.19%	+75.18%
2024	+25.48%	+35.70%
2023	+13.01%	+93.54%
2022	+21.28%	-64.16%
2021	+55.57%	+76.30%
2020	+3.44%	+346.21%
2019	+28.47%	-5.22%
2018	+38.14%	N/A
2017	-14.34%	N/A
2016	+13.12%	N/A
2015	+31.91%	N/A
2014	+49.60%	N/A
2013	+43.22%	N/A
2012	+14.42%	N/A
2011	+31.74%	N/A
2010	+56.93%	N/A
2009	+21.29%	N/A
2008	-4.92%	N/A
2007	+0.75%	N/A
2006	+0.22%	N/A
2005	+41.98%	N/A
2004	+18.81%	N/A
2003	+50.98%	N/A
2002	-28.11%	N/A
2001	+49.59%	N/A
2000	+24.42%	N/A
1999	-0.29%	N/A

ORLY vs NET Drawdown Comparison

The maximum drawdown for ORLY was -61.41%, occurring on Mar 8, 2000. Recovery took 273 trading sessions.

The maximum drawdown for NET was -82.58%, occurring on Nov 9, 2022. Recovery took 952 trading sessions.

The current ORLY drawdown is -18.96%. The current NET drawdown is -2.69%.

Rank	ORLY	NET
#1	-61.41% Nov 26, 1999 - Dec 26, 2000	-82.58% Nov 18, 2021 - Sep 8, 2025
#2	-45.27% Jun 1, 2007 - Apr 17, 2009	-36.76% Oct 31, 2025 - May 7, 2026
#3	-42.00% Nov 18, 2019 - Jul 22, 2020	-33.91% Feb 9, 2021 - Jun 10, 2021
#4	-40.53% Jul 29, 2016 - Jul 19, 2018	-31.82% Mar 5, 2020 - Mar 30, 2020
#5	-39.75% Dec 18, 2001 - Aug 29, 2003	-30.25% Sep 23, 2019 - Feb 21, 2020
#6	-33.42% Dec 29, 2000 - Jun 15, 2001	-27.26% May 7, 2026 - Jun 1, 2026
#7	-33.29% Jul 26, 2001 - Dec 5, 2001	-22.51% Aug 3, 2020 - Oct 5, 2020
#8	-25.11% May 2, 2012 - Apr 29, 2013	-17.98% Sep 22, 2021 - Oct 8, 2021
#9	-25.05% Mar 1, 2006 - May 30, 2007	-15.50% Oct 14, 2020 - Nov 6, 2020
#10	-23.03% Apr 20, 2022 - Oct 21, 2022	-15.35% Dec 22, 2020 - Feb 8, 2021
#11	-20.73% Jun 25, 2004 - Feb 4, 2005	-12.76% Apr 20, 2020 - May 7, 2020
#12	-20.23% Jul 30, 2009 - Mar 22, 2010	-12.43% Jul 10, 2020 - Jul 30, 2020
#13	-20.02% Sep 11, 2025 - Jun 2, 2026	-12.19% Apr 1, 2020 - Apr 16, 2020
#14	-19.44% Aug 2, 2005 - Jan 27, 2006	-11.04% May 7, 2020 - Jun 1, 2020
#15	-18.07% Mar 22, 2024 - Oct 9, 2024	-8.00% Sep 22, 2025 - Oct 31, 2025