AutoZone, Inc.

NYSE:AZO 株式レポート

時価総額：US$58.4b

AutoZone 将来の成長

Future 基準チェック /26

AutoZone利益と収益がそれぞれ年間9.1%と6.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に54.2% 11.4%なると予測されています。

主要情報

9.1%

収益成長率

11.36%

EPS成長率

Specialty Retail 収益成長9.8%
収益成長率6.9%
将来の株主資本利益率54.18%
アナリストカバレッジ

Good

最終更新日24 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 28

AZO: DIFM Share Gains And Weather Normalization Will Support Future Returns

Analysts have made a modest downward adjustment to the consolidated price target for AutoZone, trimming it by a few dollars to around $4,205 as they balance confidence in DIFM and commercial sales initiatives with calls for clearer visibility on revenue and margin trends following weather affected recent results. Analyst Commentary Recent research on AutoZone clusters around a similar price target range but splits into two camps, with one group emphasizing execution strengths and another highlighting near term uncertainties in revenue trends and comparable sales.
ナラティブ更新 • Apr 14

AZO: DIFM Share Gains And Weather Recovery Are Expected To Drive Returns

AutoZone's fair value estimate has edged down by about $21 to $4,204.74, as analysts tweak their models to reflect slightly higher discount rates and modestly adjusted growth and margin assumptions, while still highlighting cost pressures easing and profit and DIFM commercial initiatives gaining traction. Analyst Commentary Street research around AutoZone has been active, with several firms adjusting price targets in a relatively tight band and focusing on execution around commercial growth, margins, and the impact of recent weather disruptions on same store sales.
ナラティブ更新 • Mar 31

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
ナラティブ更新 • Mar 17

AZO: DIFM Momentum And Weather Recovery Are Expected To Drive Returns

AutoZone's updated fair value estimate edges up to $4,225.38 from $4,205.75. This reflects analysts' slightly higher long term profit margin and P/E assumptions, even as they weigh recent mixed same store sales trends and weather related volatility against improving DIFM momentum and easing cost pressures.
ナラティブ更新 • Mar 03

AZO: Mixed Rating Shifts And Completed Buybacks Will Shape Future Returns

We are nudging our AutoZone fair value estimate slightly higher to $4,205.75 from $4,196.38, reflecting modest tweaks to growth and margin assumptions that align with recent analyst price target changes across the Street. Analyst Commentary Recent Street research on AutoZone presents a mixed picture, with some firms lifting price targets and others trimming or downgrading, which helps frame the risk and reward trade off around our updated valuation.
ナラティブ更新 • Feb 16

AZO: Mixed Rating Shifts And Ongoing Buybacks Will Shape Future Return Profile

The analyst price target on AutoZone has been trimmed by about $14 to $4,196, as analysts recalibrate their models following mixed target changes across the Street and modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent research has highlighted a split view on AutoZone, with some firms lifting targets and others trimming them, which feeds directly into differing opinions on execution, growth potential and valuation support at current levels.
ナラティブ更新 • Feb 02

AZO: Do It For Me Strength Will Support Upside After Recent Pullback

Narrative Update: AutoZone Analyst Targets Edge Lower Analysts have nudged their AutoZone fair value estimate slightly lower to about US$4,210 from roughly US$4,213, reflecting recent price target cuts from firms that remain generally constructive on the stock and its do-it-for-me business, while acknowledging adjusted expectations for growth and valuation multiples. Analyst Commentary Recent research on AutoZone shows a mix of optimism about long term execution and caution around near term valuation and demand trends.
ナラティブ更新 • Jan 19

AZO: Do It For Me Strength Will Counter Recent Caution On Do It Yourself

Narrative Update Analysts have trimmed their AutoZone fair value estimate by about $118 to $4,213, reflecting slightly higher discount rate assumptions, a modestly lower profit margin outlook, and a higher future P/E input following recent price target resets and sector views from major research firms. Analyst Commentary Street research on AutoZone has turned more mixed recently, with some firms trimming price targets while others see an improved risk and reward profile after the stock's pullback.
Seeking Alpha • Jan 16

AutoZone: Recent Pullback Creates An Opportunity In A Durable Auto Parts Leader

Summary AutoZone is rated Buy, with recent pullback offering an attractive entry level below their estimated intrinsic value. AZO's international expansion and accelerated store growth thanks to Mexico and Brazil underpin long-term growth potential despite near-term margin pressures. Free cash flow improved 11.55% YoY in Q1’FY26, with increased CAPEX funding expansion and a strategic shift from buybacks to growth investments. Risks include persisting consumer weakness, rising debt costs, and competition, but upside exists if macro conditions improve and expansion exceeds expectations. Read the full article on Seeking Alpha
ナラティブ更新 • Jan 05

AZO: Do It For Me Strength Will Offset Temporary Do It Yourself Softness

Narrative Update on AutoZone Analysts have lifted their price target on AutoZone to $4,262 from $4,090, pointing to what they describe as an attractive risk/reward setup following the recent selloff and continued strength in the domestic do-it-for-me business, while expecting any pressure on do-it-yourself demand to be largely temporary. Analyst Commentary Bullish Takeaways Bullish analysts see the new US$4,262 price target as reflecting what they view as an attractive balance between valuation and execution risk after the recent selloff.
ナラティブ更新 • Dec 15

AZO: Commercial Share Gains Will Drive Strength As Temporary Margin Pressures Recede

Analysts modestly trim their AutoZone fair value estimate to approximately $4,369 from about $4,579, reflecting slightly higher discount rate and lower margin assumptions, even as they highlight resilient same-store sales, ongoing share gains in the do it for me and commercial channels, and largely temporary margin headwinds from LIFO and growth investments. Analyst Commentary Street research remains broadly constructive on AutoZone, with most firms maintaining Buy or equivalent ratings and price targets that cluster around or above the current fair value estimate, even as several modestly trim targets to reflect near term margin pressure and a higher rate environment.
ナラティブ更新 • Nov 29

AZO: Ongoing Share Gains Will Drive Strength As Margin Headwinds Ease

AutoZone’s analyst price target has edged lower by $4 to $4,579, as analysts point to persistent, though largely temporary, margin pressures following mixed quarterly results. This comes despite ongoing share gains and long-term growth initiatives.
ナラティブ更新 • Nov 15

AZO: Market Share Gains Will Drive Outperformance Despite Margin Headwinds

Analysts have modestly raised AutoZone's fair value estimate to $4,583 from $4,570. They cite opportunities for market share gains, ongoing store expansion, and resilience in core demand despite near-term margin headwinds.
ナラティブ更新 • Nov 01

AZO: Accelerated Store Expansion Will Drive Continued Market Share Gains

Analysts have slightly lowered their average price target on AutoZone, trimming it by less than $50 per share to reflect mixed quarterly results and temporary margin pressures. However, they are maintaining a positive outlook based on ongoing store expansion and continued market share gains.
ナラティブ更新 • Oct 18

International Expansion And Technology Investments Will Strengthen Future Operations

AutoZone’s analyst price target saw a modest increase, with new estimates rising by $14 to $4,570. Analysts highlight persistent industry share gains and resilient sales momentum, despite ongoing margin pressures.
ナラティブ更新 • Oct 04

International Expansion And Technology Investments Will Strengthen Future Operations

AutoZone's analyst price target increased from approximately $4,420 to $4,556 per share, as analysts cite accelerating revenue growth and market share gains, despite recent margin pressures. Analyst Commentary Recent Street research reveals a spectrum of views on AutoZone, reflecting both confidence in long-term opportunities and ongoing caution regarding near-term headwinds.
ナラティブ更新 • Sep 19

International Expansion And Technology Investments Will Strengthen Future Operations

Analysts have raised AutoZone’s price target from $4,202 to $4,420, citing sustained market share gains, accelerating same-store sales, and robust demand supported by successful growth initiatives and an improved macro backdrop. Analyst Commentary Bullish analysts highlight AutoZone's continued market share gains, especially in the do-it-for-me segment, driven by successful initiatives and expansion efforts.
ナラティブ更新 • Sep 04

International Expansion And Technology Investments Will Strengthen Future Operations

Analysts remain optimistic on AutoZone due to strong Q2 performance, sustained demand, and improved financial outlook despite policy risks, resulting in the consensus price target holding steady at $4,202. Analyst Commentary Bullish analysts anticipate continued sales momentum driving higher top-line growth.
分析記事 • Jul 07

The Trend Of High Returns At AutoZone (NYSE:AZO) Has Us Very Interested

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 • May 21

Does This Valuation Of AutoZone, Inc. (NYSE:AZO) Imply Investors Are Overpaying?

Key Insights AutoZone's estimated fair value is US$3,055 based on 2 Stage Free Cash Flow to Equity AutoZone's US$3,880...
Seeking Alpha • Mar 26

AutoZone: Ramping Up Store Growth

Summary AutoZone's defensive business model and high returns on capital have driven a 20% compound growth rate for over 30 years. Management plans to accelerate store count growth, targeting 500 new stores annually by 2028, focusing on international expansion. Despite short-term risks like tariffs and reduced discretionary spending, AZO's long-term investment thesis remains strong due to its market leadership and scale efficiencies. Current shareholders should hold, while potential investors might wait for a slight decline to $3,480 to start a position. Read the full article on Seeking Alpha
Seeking Alpha • Jan 24

AutoZone: A Wide-Moat Enterprise Experiencing A Slowdown In Earnings

Summary AutoZone boasts a wide economic moat due to its extensive store network, excellent customer service, and strong brand presence in the automotive parts industry. Despite robust long-term prospects, recent first-quarter results showed flat same-store sales and a slight contraction in operating margins, raising short-term probabilities for downward pressure on the stock. The valuation appears steep with a 16% overvaluation based on DCF analysis. AutoZone remains a hold as despite its strong fundamentals and profitability, the current overvaluation and earnings slowdown warrant caution. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

AutoZone: Potential Sales Re-Acceleration Bolsters Bullish Case

Summary AutoZone's consistent revenue growth and aggressive share buybacks make it a long-term compounder, despite recent sales growth deceleration. AZO's sales growth is expected to re-accelerate due to expanding Mega-Hub networks, aging U.S. car fleet, and stabilizing consumer purchasing power. Wall Street projects strong double-digit EPS growth for fiscal 2026 and 2027, supported by an upcoming acceleration in sales and margin improvements. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

AutoZone Is A Buy Breaking Out To New Highs (Technical Analysis)

Summary AZO's price action is bullish, trading above its 30-week EMA and hitting new highs, indicating strong upward momentum. Momentum indicators show both short-term and long-term bullish trends, with the PPO line well above zero and the signal line. Volume analysis reveals institutional buying, especially post-earnings, suggesting smart money confidence in AZO's future performance. Relative strength is neutral but improving, with recent gains above the 30-week EMA; consider a stop loss to protect capital. Read the full article on Seeking Alpha
Seeking Alpha • Dec 10

AutoZone: Stick With This Winning Compounder

Summary AutoZone remains a favorite long-term holding due to its consistent growth, international expansion, and robust buyback program enhancing shareholder value. Despite a rare double-line earnings miss in fiscal Q1, AutoZone's comparable sales and gross margins are still growing, with international comps surging 13.7%. The company's aggressive share repurchase program has significantly boosted EPS, with $1.7 billion remaining under current authorization, ensuring continued shareholder returns. Looking ahead, we expect 2-5% sales growth and near 10% EPS growth in fiscal 2025, making any dip toward $3,000 a solid entry point. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27

AutoZone And O'Reilly: Poised For Continued Growth And Long-Term Compounding

Summary AutoZone and O’Reilly lead the automotive aftermarket retail sector, boasting strong market capitalizations, consistent revenue growth, and aggressive share buybacks, outperforming competitors. Increasing vehicle miles traveled and aging vehicles drive demand for auto parts, benefiting AutoZone and O’Reilly due to their extensive store networks and efficient operations. The industry is consolidating, with the top four players commanding 45% market share, and AutoZone and O’Reilly gaining from economies of scale and superior service. Valuation is not cheap by historical measures. Recommend hold and accumulate on pullbacks. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

AutoZone: Buy On Weakness Pattern (Technical Analysis)

Summary AutoZone exhibits a buy-on-weakness pattern, favored by portfolio managers who buy during pullbacks and avoid chasing price spikes. The PM Buy Pattern report identifies stocks with buy-on-weakness signals, though AZO currently lacks this signal post-earnings pop. Both Wall St. and SA analysts rate AZO a Buy, supported by strong Profitability and Momentum, despite weak Valuation and Growth scores. We recommend adding AZO to our Model Portfolio, anticipating a bounce back to its previous high, bolstered by recent strong earnings. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

AutoZone: Likely To Remain A Long-Term Winner

Summary AutoZone has shown strong historical performance through excellent capital allocation and aggressive share buybacks, despite recent slower revenue growth rates. The company is in a transition phase, focusing on commercial expansion and international growth, particularly in Mexico and Brazil. Despite increased debt, AutoZone's negative cash conversion cycle and shareholder-friendly capital allocation remain positive indicators. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 25

Enhancing Market Share And Revenue Through Mega-Hubs, IT Upgrades, And International Expansion

Expanding inventory hubs and IT enhancements aim to boost revenue, market share, and efficiency in DIY and commercial sectors.
Seeking Alpha • Aug 27

AutoZone: Buybacks Increase As Sales Slow - A Conservative Approach To Challenging Times

Summary AutoZone's stock surged 25% YTD despite flat same-store sales, driven by aggressive share buybacks and strong management. The company boasts a 65.75% average ROIC over five years, highlighting exceptional capital allocation and internal compounding. Free cash flow has declined significantly since 2021, raising concerns despite management's prudent debt use and ongoing hub expansions. Valuation appears stretched; projected 8.1% annual return over five years based on earnings, with a target price of $4,625 by 2029. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

AutoZone Is Now One Of My Largest Positions - Here's Why

Summary AutoZone stock has outperformed the S&P 500 YTD and shown a lack of correlation with the overall market. Despite concerns about EVs impacting auto parts sales, AZO's robust outlook is supported by the aging fleet of gasoline cars. The Company's consistent revenue growth, even during industry-specific challenging times like the COVID-19 pandemic, affirms the strengths of this rationale. AutoZone remains reasonably valued, with Wall Street likely underestimating its earnings growth potential. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Aging Cars, Soaring Profits: How AutoZone Is Crushing The Consumer Market

Summary The U.S. consumer plays a crucial role in the overall economy, with consumption spending making up two-thirds of the U.S. economy. AutoZone, a major consumer stock, has seen significant growth due to the elevated average age of American cars, driving demand for auto parts. Despite its strong performance, AutoZone's current valuation may be a concern, and a further price correction may be needed before considering an investment. Read the full article on Seeking Alpha
Seeking Alpha • May 16

AutoZone: Continuing On The Path To Success

Summary AutoZone's balance sheet remains in a healthy financial position, but interest coverage should be monitored. Q2 earnings showed growth in net income and diluted EPS, with the commercial segment expected to be a long-term growth driver. AutoZone differentiates itself from the competition through high returns on capital and superior capital allocation. Read the full article on Seeking Alpha
Seeking Alpha • Apr 08

AutoZone: Solid Parts, But Valuation Needs A Tune-Up

Summary AutoZone is a high-quality retailer with a strong competitive position in the automotive aftermarket industry. The company has favorable industry tailwinds and a wide moat that is difficult for competitors to replicate. While AutoZone has a long runway for growth, its current valuation is expensive and lacks a sufficient margin of safety. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AZO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
8/31/202823,6683,1262,6124,13714
8/31/202722,0282,8732,1433,76524
8/31/202620,5122,5112,0163,64523
2/14/202619,6102,4451,6003,039N/A
11/22/202519,2882,4641,8553,250N/A
8/30/202518,9392,4981,7903,117N/A
5/10/202518,9012,5642,0023,235N/A
2/15/202518,6732,6072,0143,135N/A
11/23/202418,5802,6341,9012,986N/A
8/31/202418,4902,6621,9313,004N/A
5/4/202417,9762,6251,9103,002N/A
2/10/202417,8312,6212,0293,057N/A
11/18/202317,6622,5832,0602,977N/A
8/26/202317,4572,5282,1442,941N/A
5/6/202317,1152,4742,3673,101N/A
2/11/202316,8902,4182,4963,219N/A
11/19/202216,5682,4142,5423,227N/A
8/27/202216,2522,4302,5393,211N/A
5/7/202215,8172,4052,6563,271N/A
2/12/202215,6032,4093,0293,618N/A
11/20/202115,1442,2833,0043,613N/A
8/28/202114,6302,1702,8973,519N/A
5/8/202114,2622,1253,0883,647N/A
2/13/202113,3901,8722,6013,108N/A
11/21/202012,9931,8252,4852,956N/A
8/29/202012,6321,7332,2622,720N/A
5/9/202012,0741,5581,6892,145N/A
2/15/202012,0781,6211,4721,963N/A
11/23/201912,0151,616N/A2,126N/A
8/31/201911,8641,617N/A2,129N/A
5/4/201911,4341,452N/A2,111N/A
2/9/201911,3111,413N/A2,145N/A
11/17/201811,2741,408N/A1,964N/A
8/25/201811,2211,338N/A2,080N/A
5/5/201811,1751,371N/A1,818N/A
2/10/201811,1341,336N/A1,759N/A
11/18/201711,0101,284N/A1,729N/A
8/26/201710,8891,281N/A1,571N/A
5/6/201710,7751,274N/A1,555N/A
2/11/201710,7501,270N/A1,643N/A
11/19/201610,7171,261N/A1,701N/A
8/27/201610,6361,241N/A1,641N/A
5/7/201610,5271,215N/A1,621N/A
2/13/201610,4271,197N/A1,611N/A
11/21/201510,3131,180N/A1,497N/A
8/29/201510,1871,160N/A1,573N/A
5/9/20159,9471,133N/A1,369N/A

アナリストによる今後の成長予測

収入対貯蓄率: AZOの予測収益成長率 (年間9.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AZOの収益 ( 9.1% ) US市場 ( 16.6% ) よりも低い成長が予測されています。

高成長収益: AZOの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AZOの収益 ( 6.9% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: AZOの収益 ( 6.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AZOの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 54.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 17:14
終値2026/05/07 00:00
収益2026/02/14
年間収益2025/08/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AutoZone, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48

アナリスト機関
null nullArgus Research Company
Craig KennisonBaird
Justin KleberBaird