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 20,339M vs 159,524M combined for its competitors (11.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+29.7% annualized vs trailing 12 months), vs accelerating (+6.3%) for its tracked peer group.
- Growth: Autozone Inc generated 5.6% revenue growth year over year in Q4 2026, vs 11.8% for its competitors combined.
- Profitability: Its 14.1% net margin compares with 2.6% for the peer group.
- Scale: Autozone Inc ranks #3 of 37 companies by market capitalization in the Automotive Aftermarket industry, holding 17.5% of industry market cap.
- Peer revenue share: Autozone Inc accounted for 13.5% of combined revenue among its tracked peer group, down from 14.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.15M compares with $0.42M for the peer group (0.4x).
- Structure: Autozone Inc operates in the following segments: Auto Parts Locations.
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, Q4 2026
Autozone Inc reported revenue growth of 5.64 % year on year in Q4 2026, below its competitors' combined revenue growth of 11.83 %.
With a net margin of 14.13 %, Autozone Inc achieved higher profitability than its competitors (2.60 %).
Autozone Inc generated 13.46 % of the combined sales of its peer group, down from 14.14 % a year earlier.
API endpoints for this dataset
Autozone Inc vs. its Competitors, Q4 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 Autozone Inc reports; 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 (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (4) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $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 10.7% year over year, combined, vs 5.6% for Autozone Inc. Autozone Inc's share of combined industry revenue moved from 6.51% to 6.21%, a loss of 0.30 percentage points.
Autozone Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Autozone Inc | Yes | Yes | Yes | No |
| Competitors combined (15) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (7) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 75.00 % (6 of 8) | 50.00 % (4 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 | Penske Automotive Group Inc | 282.9% | Outperformed |
| 2 | Carmax Inc | 282.9% | Outperformed |
| 3 | Carparts com Inc | 282.9% | Outperformed |
| 4 | Carvana Co | 282.9% | Outperformed |
| 5 | Standard Motor Products Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Autozone Inc's best-performing 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 |
54,243.74 | 20,338.56 |
 O Reilly Automotive Inc |
74,507.57 | 18,572.34 |
 Carvana Co |
54,405.58 | 27,455.00 |
 Genuine Parts Co |
16,987.05 | 25,332.45 |
 Penske Automotive Group Inc |
13,946.50 | 33,639.00 |
 Carmax Inc |
7,333.33 | 27,631.34 |
| SUBTOTAL | 242,057.72 | 230,823.35 |
Sign in to see all competitors of Autozone Inc.
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
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 Autozone Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Advance Auto Parts Inc | Company report | 85% |
| Carparts com Inc | Company report | 85% |
| Standard Motor Products Inc | Company report | 85% |
| Carmax Inc | Company report | 85% |
| O Reilly Automotive Inc | Company report | 85% |
| Lkq Corporation | Company report | 85% |
| Motorcar Parts Of America Inc | Company report | 85% |
| Genuine Parts Co | Company report | 85% |
| Dorman Products Inc | Company report | 85% |
| Autonation Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Autozone Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
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 99.98 % |
| Genuine Parts Co | North America Automotive 38.95 % |
| Penske Automotive Group Inc | Retail automotive dealership 83.48 % |
| Lkq Corporation | Europe 43.78 % |
| Dorman Products Inc | Light Duty 79.00 % |
Source: operating segment revenue as reported in each company's reports (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 | 54,244 | 154,080 | 19,491 |
| O Reilly Automotive Inc | 74,508 | 199,868 | 28,522 |
| Carvana Co | 54,406 | 1,188,528 | 93,420 |
| Genuine Parts Co | 16,987 | 389,730 | 478 |
| Penske Automotive Group Inc | 13,947 | 1,214,404 | 32,621 |
| Carmax Inc | 7,333 | 994,076 | 10,521 |
| PEERS TOTAL | 187,814 | 415,122 | 10,723 |
Autozone Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Autozone Inc | US 86.60 % |
| Genuine Parts Co | United States 64.75 % |
| Lkq Corporation | UNITED STATES 47.27 % |
| Dorman Products Inc | United States 92.28 % |
| The Goodyear Tire and Rubber Company | United States 49.60 % |
| Standard Motor Products Inc | United States 72.06 % |
Source: revenue geography as reported in each company's reports (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 34 companies in Autozone Inc's industry classification, broader than the peer set above. Market cap in millions of $.Autozone Inc ranks #3 of 34 companies by market capitalization in its industry, holding 17.54 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,419, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | O Reilly Automotive Inc | 74,508 | 24.12 % |
| 2 | Carvana Co | 54,409 | 17.61 % |
| 3 | Autozone Inc | 54,202 | 17.54 % |
| 4 | Copart Inc | 30,572 | 9.90 % |
| 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 | Lithia Motors Inc | 1,234 | 5.2% |
| 10 | Autonation 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 2026-11-06.
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 | 74,508 | -5.70 % |
| 2 | Carvana Co | 54,409 | 18.91 % |
| 3 | Autozone Inc | 54,202 | -12.04 % |
| 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% |
| 8 | Carmax 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 2026-11-06. 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 (50 companies). See the full Automotive Aftermarket industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 52.34 % | 18.74 % (avg) | +33.6 pp |
| Operating Margin | 18.31 % | industry median | +14.4 pp |
| EBITDA Margin | 23.38 % | 0.69 % (avg) | +22.7 pp |
| Capital Intensity (Capex / Revenue) | - | 3.83 % (avg) | - |
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 (50 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 | 19.7x | 17.8x | +1.9x |
| EV / EBITDA | 12.4x | 13.1x | -0.6x |
| P/B | -17.4x | 2.8x | -20.1x |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | 46.17 % | 1.89 % (avg) | 44.28 % |
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 company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 1.59 % | 6.58 % | 8.14 % | 16.56 % | 9.40 % | 1.48 % | 1.05 % | 1.99 % |
| Operating Margin | 17.90 % | 18.55 % | 19.49 % | 20.36 % | 19.55 % | 19.73 % | 20.55 % | 18.42 % |
| Return on Invested Capital | 70.72 % | 64.94 % | 39.66 % | 59.33 % | 120.18 % | 147.47 % | 145.67 % | 74.08 % |
| P/E | 15.5x | 18.1x | 15.4x | 18.8x | 20.4x | 19.1x | 21.3x | 26.4x |
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
Autozone Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Autozone Inc's trailing-12-month revenue growth of 7.4% and operating margin of 18.3% compares with an average of 7.6% growth and 15.1% margin across its 8 closest peers by combined growth, margin and ROIC -- Autozone Inc sits below that peer average on growth and above it on margin.
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
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Autozone Inc falls in the Dog quadrant: relative market share of 0.73x vs its largest competitor, in an industry growing revenue 4.8% (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 1,419 (see Industry Market Structure & Concentration above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Autozone Inc's dedicated Suppliers and Customers pages, not here.
Autozone Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
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 14.4 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+29.7% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
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 | 0.89 | - |
| O Reilly Automotive Inc | 0.03 | 0.76 | - |
| Carvana Co | 1.40 | 4.08 | 1.04 |
| Genuine Parts Co | - | 1.14 | 1.07 |
| Penske Automotive Group Inc | 0.01 | 0.98 | 0.45 |
| Carmax Inc | 0.27 | 4.29 | 2.95 |
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 | Q3 2026 | +5.6 % | +11.3 % |
| O Reilly Automotive Inc | Q2 2026 | +8.1 % | +7.0 % |
| Carvana Co | Q3 2026 | +42.4 % | +9.9 % |
| Genuine Parts Co | Q3 2026 | +4.2 % | -0.8 % |
| Penske Automotive Group Inc | Q3 2026 | +9.4 % | -1.8 % |
| Carmax Inc | Q3 2026 | +19.5 % | +73.3 % |
| PEERS TOTAL | -2.1 % | -12.4 % |
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 | Q3 2026 | +1.7 % | -1.3 % |
| O Reilly Automotive Inc | Q2 2026 | +8.1 % | +2.3 % |
| Carvana Co | Q3 2026 | +44.9 % | +68.4 % |
| Genuine Parts Co | Q3 2026 | +3.0 % | +7.3 % |
| Penske Automotive Group Inc | Q3 2026 | +5.0 % | +0.6 % |
| Carmax Inc | Q3 2026 | +19.5 % | -41.3 % |
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 | 12.50% | 23.46% | - |
| O Reilly Automotive Inc | 15.79% | 32.79% | - |
| Carvana Co | 15.22% | 15.71% | 43.98% |
| Genuine Parts Co | 0.15% | 0.31% | 0.68% |
| Penske Automotive Group Inc | 4.96% | 5.58% | 15.67% |
| Carmax Inc | 1.10% | 1.16% | 4.76% |
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 | 21.16 | 2.67 |
| O Reilly Automotive Inc | 28.63 | 4.01 |
| Carvana Co | 12.69 | 1.98 |
| Genuine Parts Co | 472.31 | 0.67 |
| Penske Automotive Group Inc | 15.51 | 0.41 |
| Carmax Inc | 24.75 | 0.27 |
| PEERS AVERAGE | 30.22 | 1.05 |
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.