National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares vs O'Reilly Automotive Inc. Common Stock — how do they compare? National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares trades at $78.5 (market cap $78.25B), while O'Reilly Automotive Inc. Common Stock trades at $87.2 (market cap $69.59B). The key difference: National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares and O'Reilly Automotive Inc. Common Stock are close in size by market cap, and National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares pays a 4.14% dividend while O'Reilly Automotive Inc. Common Stock pays none. Which is the better fit depends on your goals.
| NGG | ORLY | |
|---|---|---|
Market Cap | $78.25B | $69.59B |
Volume | 1,070,031 | 3,367,517 |
Sector | Utilities | Consumer Cyclical |
52-Week High | $93.93 | $102.12 |
52-Week Low | $73.54 | $82.73 |
Enterprise Value | $136.28B | $78.92B |
Dividend Yield | 4.14% | — |
Signals from Pluang's Aura AI — not financial advice
National Grid (NGG) trades at $78.23, up 1.44% on the day, with a market cap of approximately $48.3 billion. The stock shows stable technicals near its consensus price target of $79.25. Fundamentally, it maintains strong profitability with an 18.32% net income margin and has beaten EPS estimates in recent quarters. Recent news highlights institutional buying and a focus on grid innovation, including AI adoption.
Outlook is cautiously positive with upside to the high target of $85.50, supported by earnings momentum and strategic investments. Risks include high debt levels and regulatory pressures. Analyst consensus leans buy (55%), but hold ratings reflect concerns over capital intensity and macroeconomic sensitivity.
O'Reilly Automotive (ORLY) trades at $86.03, down 0.72% on the day, amid a mixed technical picture with a bullish overall signal but bearish moving averages. The company reported strong fundamentals with 2025 revenue of $17.78 billion and net income of $2.54 billion, maintaining a robust net income margin of 14.27%. Recent news highlights its defensive positioning in the auto parts market and upcoming Q3 2026 earnings release on October 28, 2026.
The outlook remains positive with a consensus price target of $106.09, implying significant upside. Key opportunities include resilient demand from an aging vehicle fleet and expansion plans in Mexico. Risks involve competitive pressures and potential macroeconomic headwinds affecting consumer spending on auto repairs. Analyst sentiment is strongly bullish with 59.57% buy ratings.
Trailing returns across standard periods
Latest headlines on both assets
National Grid plc is a British utility company that owns and operates electricity and gas transmission networks in Great Britain, and through its US Regulated business, operates electricity and gas transmission and distribution networks serving customers in New York and Massachusetts. Its shares trade on the NYSE as American Depositary Shares under the ticker NGG.
Read more on NGG →O'Reilly Automotive sells automotive aftermarket parts, tools, supplies, equipment, and accessories. It serves both professional service providers and do-it-yourself customers through its store network.
Read more on ORLY →