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AZO$3039.36+3.55%
Fair $3039.36+0.0%

AZO

AutoZone, Inc.

Consumer Cyclical / Auto PartsNYSE

$3039.36

+104.18 (+3.55%)

Fairly Valued+0.0%Fair Value $3039.36Fund rank 37/100 · Data gapFallback financials|
SA 24/D
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

24/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -73.2%, below the 5% threshold
Thesis & Journal · AZOLocal privado en este navegador · AutoZone, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$49.8B

P/E

21.3x

↑

EV/EBITDA

15.2x

↑

ROE

-73.2%

↓

Gross Margin

52.6%

↑

Debt/Equity

-3.60

↓
52-Week Range$3039
$2929$4388

TradingView lightweight chart

AZO price, volumen y niveles de valoración

Último $3,039Periodo +9844.8%
Fair value: $3,039

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

+5.9%

FCF margin

9.5%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.94B · net income $2.50B · FCF $1.79B

2008-FY → 2025-FY

Gross margin

52.6%+2.5% pts

Operating margin

19.1%+1.8% pts

Net margin

13.2%+3.4% pts

FCF margin

9.5%-0.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$18.94B$18.94B$18.49B$17.46B$16.25B$14.63B$12.63B$11.86B$11.22B$10.89B$10.64B$10.19B$9.48B$9.15B$8.60B$8.07B$7.36B$6.82B$6.52B
Net Income$2.50B$2.50B$2.66B$2.53B$2.43B$2.17B$1.73B$1.62B$1.34B$1.28B$1.24B$1.16B$1.07B$1.02B$930.4M$849.0M$738.3M$657.0M$641.6M
EBITDA$4.23B$4.23B$4.35B$3.98B$3.72B$3.35B$2.82B$2.59B$2.16B$2.40B$2.36B$2.22B$2.08B$2.00B$1.84B$1.69B$1.51B$1.36B$1.29B
EPS144.87144.87149.55132.36117.1995.1971.9363.4348.7744.0740.7036.0331.5727.7923.4819.4714.9711.7310.04
Gross Margin52.6%52.6%53.1%52.0%52.1%52.8%53.6%53.7%53.2%52.7%52.7%52.3%52.1%51.8%51.5%51.0%50.4%50.1%50.1%
Operating Margin19.1%19.1%20.5%19.9%20.1%20.1%19.1%18.7%16.1%19.1%19.4%19.2%19.3%19.4%18.9%18.5%17.9%17.3%17.2%
Net Margin13.2%13.2%14.4%14.5%14.9%14.8%13.7%13.6%11.9%11.8%11.7%11.4%11.3%11.1%10.8%10.5%10.0%9.6%9.8%
Balance Sheet
Debt/Equity-3.60-3.60-2.60-2.51-2.63-2.93-6.28-3.04-3.29-3.56-2.75-2.72-2.55-2.38-2.40-2.65-3.90-6.30—
Current Ratio0.890.89—————————————————
Cash Flow
Free Cash Flow$1.79B$1.79B$1.93B$2.14B$2.54B$2.90B$2.26B$1.63B$1.56B$1.02B$1.15B——$1.00B$845.9M$969.9M$880.9M$651.6M$677.5M
Returns
ROE-73.2%-73.2%-56.1%-58.1%-68.7%-120.7%-197.4%-94.4%-88.0%-89.7%-69.4%-68.2%-66.0%-60.2%-60.1%-67.7%-99.9%-151.7%279.3%
Valuation
P/E21.3121.3120.6819.7918.77——————————————
EV/EBITDA15.2215.2215.4315.2314.69——————————————
Growth & Yield
Revenue Growth2.4%2.4%5.9%7.4%—15.8%6.5%5.7%3.1%2.4%4.4%7.5%3.6%6.3%6.6%9.6%8.0%4.5%—
EPS Growth-3.1%-3.1%13.0%12.9%—32.3%13.4%30.1%10.7%8.3%13.0%14.1%13.6%18.4%20.6%30.1%27.6%16.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$269.69

Spread vs growth

-26.1%

5Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$326.33

Spread vs growth

-20.8%

10Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$525.55

Spread vs growth

-16.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -18.6%

Total return

-18.6%

Start / end P/E

25.0x → 21.0x

EPS bridge

149.55 → 144.87

Residual

+0.5%

EPS growth-3.1%
Multiple rerating-16.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.