Cluenex
Log inStart free
All stocks · Consumer Cyclical · Automotive Retail

AutoZone AZO

AutoZone scores good on business quality (6.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$2,940Oct 10, 2026
Business qualityGood
Next earningsDec 7, 2026
Insiders, 90 daysSelling

Why it matters

  1. What AutoZone does

    AutoZone sells auto parts and accessories through its retail stores and direct delivery to DIY and commercial repair customers. Revenue comes from stocking dense inventories of hard parts that keep vehicles on the road.

  2. What it does best

    AutoZone delivers superior inventory density, posting a gross margin of 52.3% that outpaces peer Carvana at 19.4%. This edge rests on a vast store footprint and hub-and-spoke delivery network that online-only rivals cannot easily copy.

  3. The main risk

    Supply chain bottlenecks in the domestic distribution network could delay commercial part deliveries, directly threatening revenue growth as repair shops demand immediate fulfillment to keep bays moving.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin sits at 18.3% while ROE reaches 249%, driven by aggressive share buybacks and steady gross margins. Scale expands profitability steadily.

MoatStrong

Scale and physical proximity create a strong moat locking in local commercial repair shops and retail DIYers, reflected by a gross margin sitting in the top quartile of its sector at the 76th percentile.

GrowthSteady

Revenue growth reached 7.4% up to $20.3B, showing steady acceleration compared to prior historical periods.

Financial healthStrong

Total debt sits at $9.2B alongside $272M in cash, generating $1.6B in free cash flow while repurchasing $1.6B in shares. Financial strength remains solid overall.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $4.5M outside pre-planned sales.

Our sealed record on AZO

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is AZO a good business?

AutoZone scores good on the Cluenex quality check (6.6 of 10), measured against its own industry. Profitability is fair, moat strong, growth steady and financial health strong.

Are insiders buying AZO?

In the last 90 days of SEC Form 4 filings: 1 sold $4.5M outside pre-planned sales.

When does AZO report earnings?

Dec 7, 2026.

For members

See AZO today

  • Today's verdict on AZO, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “AutoZone (AZO)”, https://cluenex.com/stocks/azo/, data as of Oct 10, 2026.