Autozone Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Autozone Inc (AZO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Autozone Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 19,986M vs 200,576M combined for tracked competitors (9.1% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-3.1% annualized vs trailing 12 months), vs accelerating (+6.2%) for its tracked peer group.
- Growth: Autozone Inc generated 8.4% revenue growth year over year in Q3 2026, vs 8.5% for its tracked competitors combined.
- Profitability: Its 13.3% net margin compares with 4.5% for the peer group.
- Scale: Autozone Inc ranks #2 of 38 companies by market capitalization in the Automotive Aftermarket industry, holding 16.6% of industry market cap.
- Peer revenue share: Autozone Inc accounted for 8.3% of combined revenue among its tracked peer group, up from 8.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.15M compares with $0.41M for the peer group (0.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AZO Sales vs. its Competitors, Q3 2026
Autozone Inc reported revenue growth of 8.44 % year on year in Q3 2026, below its competitors' combined revenue growth of 8.46 %.
With a net margin of 13.25 %, Autozone Inc achieved higher profitability than its competitors (4.53 %).
Autozone Inc generated 8.33 % of the combined sales of its peer group, up from 8.33 % a year earlier.
Autozone Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Autozone Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Autozone Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Autozone Inc's competitor groups requires a Commercial License.
For context: the Automotive Aftermarket industry grew revenue 11.1% year over year, combined, vs 8.4% for Autozone Inc. Autozone Inc's share of combined industry revenue moved from 4.79% to 4.67%, a loss of 0.11 percentage points.
Autozone Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Autozone Inc | Yes | Yes | Yes | Yes |
| Competitors combined (15) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (6) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 62.50 % (5 of 8) | 62.50 % (5 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AZO Stock Performance relative to its Competitors
AZO Stock Performance relative to High-Confidence Competitors
AZO Stock Performance relative to Similar-Size Competitors
AZO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Grupo Aval Acciones Y Valores S a | 282.9% | Outperformed |
| 2 | Carmax Inc | 282.9% | Outperformed |
| 3 | Penske Automotive Group Inc | 282.9% | Outperformed |
| 4 | Carparts com Inc | 282.9% | Outperformed |
| 5 | Genuine Parts Co | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Autozone Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Autozone Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Autozone Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Autozone Inc | 48,465.85 | 19,986.40 |
| O Reilly Automotive Inc | 71,341.27 | 18,572.34 |
| Carvana Co | 47,102.15 | 25,060.00 |
| Genuine Parts Co | 17,516.18 | 25,070.54 |
| Penske Automotive Group Inc | 13,263.79 | 32,918.50 |
| Carmax Inc | 8,419.43 | 26,348.11 |
| SUBTOTAL | 226,049.26 | 225,723.82 |
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Sources: Autozone Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Autozone Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Autozone Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Advance Auto Parts Inc | Named by the company | 85% |
| Carparts com Inc | Named by the company | 85% |
| Standard Motor Products Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Autozone Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Autozone Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Autozone Inc | Auto Parts Locations 100.00 % |
| Carvana Co | Reportable 99.97 % |
| Genuine Parts Co | North America Automotive 38.81 % |
| Penske Automotive Group Inc | Retail automotive dealership 88.60 % |
| Lkq Corporation | Europe 46.73 % |
| Dorman Products Inc | Light Duty 77.91 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Autozone Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Autozone Inc | 48,466 | 153,742 | 19,063 |
| O Reilly Automotive Inc | 71,341 | 199,868 | 28,522 |
| Carvana Co | 47,102 | 1,084,848 | 92,294 |
| Genuine Parts Co | 17,516 | 385,701 | 504 |
| Penske Automotive Group Inc | 13,264 | 1,188,394 | 32,765 |
| Carmax Inc | 8,419 | 947,910 | 8,006 |
| PEERS TOTAL | 177,583 | 405,759 | 11,611 |
Autozone Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Genuine Parts Co | United States 64.03 % |
| Lkq Corporation | UNITED STATES 45.23 % |
| Dorman Products Inc | United States 91.67 % |
| The Goodyear Tire and Rubber Company | Other international 45.76 % |
| Standard Motor Products Inc | United States 70.29 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Autozone Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 35 companies in Autozone Inc's industry classification, broader than the peer set above. Market cap in millions of $.Autozone Inc ranks #2 of 35 companies by market capitalization in its industry, holding 16.58 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,318, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | O Reilly Automotive Inc | 71,267 | 24.28 % |
| 2 | Autozone Inc | 48,679 | 16.58 % |
| 3 | Carvana Co | 46,529 | 15.85 % |
| 4 | Copart Inc | 25,530 | 8.70 % |
| 5 | Casey s General Stores Inc | 1,234 | 5.2% |
| 6 | Penske Automotive Group Inc | 1,234 | 5.2% |
| 7 | Murphy Usa Inc | 1,234 | 5.2% |
| 8 | Carmax Inc | 1,234 | 5.2% |
| 9 | Rush Enterprises Inc | 1,234 | 5.2% |
| 10 | Lithia Motors Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Autozone Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-29.
Autozone Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | O Reilly Automotive Inc | 71,267 | -18.96 % |
| 2 | Autozone Inc | 48,679 | -31.19 % |
| 3 | Carvana Co | 46,529 | -14.86 % |
| 4 | Copart Inc | 1,234 | 12.3% |
| 5 | Casey s General Stores Inc | 1,234 | 12.3% |
| 6 | Penske Automotive Group Inc | 1,234 | 12.3% |
| 7 | Murphy Usa Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Autozone Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-29. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Autozone Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Automotive Aftermarket industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (38 companies). See the full Automotive Aftermarket industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 51.75 % | 30.22 % (avg) | +21.5 pp |
| Operating Margin | 18.02 % | industry median | +14.1 pp |
| EBITDA Margin | 20.29 % | 1.46 % (avg) | +18.8 pp |
| Capital Intensity (Capex / Revenue) | 7.20 % | 4.11 % (avg) | +3.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Autozone Inc's Valuation vs Competitive Position
Valuation multiples vs the Automotive Aftermarket industry average (38 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Automotive Aftermarket industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 21.7x | 20.0x | +1.8x |
| EV / EBITDA | 15.2x | 12.6x | +2.7x |
| P/B | -17.3x | 3.1x | -20.4x |
| Return on Equity | -80.35 % | industry aggregate | -110.21 % |
| Return on Invested Capital | 56.73 % | 5.20 % (avg) | 51.53 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Autozone Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 1.59 % | 6.58 % | 8.14 % | 16.56 % | 9.40 % | 5.57 % | 1.05 % | 1.99 % |
| Operating Margin | 17.90 % | 18.55 % | 19.49 % | 20.36 % | 19.55 % | 20.60 % | 20.55 % | 18.42 % |
| Return on Invested Capital | 70.72 % | 64.94 % | 39.66 % | 59.33 % | 120.18 % | 171.65 % | 155.44 % | 73.34 % |
| P/E | 15.5x | 18.1x | 15.4x | 18.8x | 20.4x | 18.4x | 21.7x | 25.3x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Autozone Inc's Strategic Group Map
Every company in Autozone Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Autozone Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Autozone Inc's BCG Growth-Share Matrix
Relative market share (vs Autozone Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Autozone Inc falls in the Dog quadrant: relative market share of 0.68x vs its largest competitor, in an industry growing revenue 2.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Autozone Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,318 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 7.20 % vs industry average 4.11 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Autozone Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Autozone Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Autozone Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Autozone Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Autozone Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 14.1 points above the industry median.
Weaknesses
- Return on equity 110.2 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-3.1% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Autozone Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Autozone Inc | 0.03 | 0.88 | - |
| O Reilly Automotive Inc | 0.03 | 0.76 | - |
| Carvana Co | 1.38 | 4.08 | 1.21 |
| Genuine Parts Co | - | 1.12 | 1.05 |
| Penske Automotive Group Inc | 0.01 | 0.97 | 0.41 |
| Carmax Inc | 0.38 | 6.01 | 3.01 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Autozone Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Autozone Inc | Q2 2026 | +8.4 % | +5.4 % |
| O Reilly Automotive Inc | Q2 2026 | +8.1 % | +7.0 % |
| Carvana Co | Q2 2026 | +52.4 % | +66.6 % |
| Genuine Parts Co | Q2 2026 | +6.0 % | -10.7 % |
| Penske Automotive Group Inc | Q2 2026 | +11.1 % | -2.1 % |
| Carmax Inc | Q2 2026 | +6.2 % | -11.8 % |
| PEERS TOTAL | +7.0 % | +5.7 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Autozone Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Autozone Inc | Q2 2026 | +9.7 % | -0.1 % |
| O Reilly Automotive Inc | Q2 2026 | +8.1 % | +2.3 % |
| Carvana Co | Q2 2026 | +58.7 % | +64.5 % |
| Genuine Parts Co | Q2 2026 | +5.9 % | -16.4 % |
| Penske Automotive Group Inc | Q2 2026 | +7.1 % | -0.8 % |
| Carmax Inc | Q2 2026 | +7.4 % | -24.4 % |
Autozone Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Autozone Inc | 12.38% | 26.27% | - |
| O Reilly Automotive Inc | 15.79% | 32.79% | - |
| Carvana Co | 16.60% | 17.20% | 50.39% |
| Genuine Parts Co | 0.16% | 0.36% | 0.72% |
| Penske Automotive Group Inc | 5.08% | 5.36% | 15.91% |
| Carmax Inc | 0.83% | 0.88% | 3.64% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Autozone Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Autozone Inc | 19.80 | 2.42 |
| O Reilly Automotive Inc | 27.41 | 3.84 |
| Carvana Co | 10.99 | 1.88 |
| Genuine Parts Co | 488.27 | 0.70 |
| Penske Automotive Group Inc | 14.61 | 0.40 |
| Carmax Inc | 37.97 | 0.32 |
| PEERS AVERAGE | 27.02 | 1.00 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.