Jim Cramer On O'Reilly Automotive (ORLY): "Buy the One That's Not Going to Stock Split"

We recently published a list of Jim Cramer Recently Commented On These 12 Stocks. In this article, we are going to take a look at where O’Reilly Automotive, Inc.’s (NASDAQ:ORLY) stands against other stocks that Jim Cramer discussed recently.

During Thursday’s episode of Mad Money, Jim Cramer cautioned investors against letting excessive pessimism shape how they approach the stock market.

“My view, you can be as cynical and corrosive as you want about the vast majority of things in the world in life. But if you’re trying to make big money in the stock market, you’re actually better off being critical and constructive. Reflexive negativity is not a smart strategy, and you’ll most certainly trade yourself into oblivion with very little show for it.”

READ ALSO: Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players.

Cramer pointed out that markets often offer strong opportunities, especially on days when sentiment is low, and if investors remain too skeptical, they miss out. He emphasized that these chances do not appear in isolation; they show up often in what he called “the greatest market in the world.” As per Cramer, many stocks that were once dismissed or “left for dead” ended up rebounding. He noted, “The cynics missed all of these moves,” and went on to say, “You could have caught all of them.”

“So here’s the bottom line: If you examined these same opportunities with a jaundiced eye, too critical, too negative, I know what would’ve happened. You would’ve passed on all of them. But if you were open-minded, if you were constructive, any one of these could easily have made you a boatload of money.”

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 15. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Number of Hedge Fund Holders: 63

A caller asked if the upcoming stock split will boost O’Reilly Automotive, Inc.’s (NASDAQ:ORLY) stock higher. Cramer replied:

“No, and what you want to do is you want to buy the one that’s not going to stock split, which is AutoZone, AZO. Take a look at that chart. Well, you’ll see a real nice move.”

O’Reilly Automotive (NASDAQ:ORLY) supplies aftermarket auto parts, tools, and accessories. The company provides new and remanufactured products, repair services, and support for both DIY customers and professionals working on various domestic and imported vehicles. Recounting stocks that had the biggest gains over the last 20 years in April, Cramer stated:

“The 20th best performing stock in the Mad Money era is the name we know well, it’s called O’Reilly Automotive. It’s up 5,292%. Now, this company, alongside AutoZone, another one I really like, has emerged as a strong duopoly in the auto parts retail space. Why do I like this so much? Okay, you know what I love about it? It’s still fresh.

I recommended it again just three weeks ago. Why? Because I think the auto parts stocks will thrive once the auto tariffs kick in. New cars and used cars will get much more expensive, which means you’ll need new parts to keep your old car on the road. Plus, O’Reilly’s been a voracious buyer of its own stock. Get this, it has shrunk its share count by nearly two-thirds since the end of 2010. Very similar by the way to AZO, AutoZone.”

Overall, ORLY ranks 10th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of ORLY as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ORLY but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.