Neil Patel, The Motley Fool
Tue, April 28, 2026 astatine 11:34 AM CDT 4 min read
The S&P 500 scale has generated a full instrumentality of 84% successful the past 5 years (as of April 24). This is nary uncertainty a coagulated performance. Investors who are trying to bushed this mightiness presume that they request to ain an artificial quality (AI) concern to bash so, arsenic this mega tech inclination has driven markets successful caller years.
There is an aftermarket car parts retail stock, however, that proves that winners tin travel from each industries. It has soared 162% since precocious April 2021, astir doubling the wide followed benchmark's gain.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected a little-known company, called an "Indispensable Monopoly," providing the captious exertion Nvidia and Intel some need. Continue »
A elemental playbook continues to enactment wonders
Investors volition recognize that boring companies with easy understood operating models tin enactment highly well. O'Reilly Automotive (NASDAQ: ORLY) is the cleanable example. As of Dec. 31, 2025, the concern operated 6,447 stores nationwide (with a tiny beingness successful Mexico and Canada). It sells car supplies to DIY consumers and nonrecreational customers. It's arsenic elemental arsenic that.
Opening caller locations is cardinal to the company's success. It added 207 nett caller stores to the footprint successful 2025. Management is aiming for 225-235 much openings successful 2026.
A larger store number has, unsurprisingly, boosted the apical enactment implicit time. And O'Reilly has an unthinkable streak going, arsenic 2025 was its 33rd consecutive twelvemonth reporting same-store income maturation and grounds revenue. This highlights however durable and unchangeable its request is, careless of the economical environment.
What matters astir to this company's staying powerfulness is that radical can't unrecorded without moving vehicles. There's a consciousness of urgency if your car breaks down. This is existent whether we're successful roar times oregon a recession.
Additionally, the mean property of vehicles successful the U.S. continues to rise, expanding the request for attraction and repairs. Americans besides thrust much miles each year, generating deterioration and teardrop that necessitates a sojourn to O'Reilly's stores.
Investors request to wage up for prime
O'Reilly's nett income climbed 173% successful the past 10 years. But its diluted net per stock are up an adjacent amended 386%. Management's superior allocation strategy plays a role.
After reinvesting successful the business, excess currency is utilized to aggressively bargain backmost stock. The outstanding stock number shrunk 44% betwixt 2015 and 2025. This straight affects per-share net positively.

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