AZO reported its most recent quarterly earnings on September 22, 2026. Revenue grew 8.4% year over year, a solid top-line result for a retailer operating in a mature, competitive category. We do not have a verified EPS growth figure for this period, so readers should check the live page at acceinvestments.com/stocks/AZO for the full earnings breakdown. We also do not have guidance commentary from management at this time.
The stock closed at $2,803.25 on September 21, 2026, giving it a market cap of $46.61B. The trailing P/E sits at 19.6 and the forward P/E at 16.3, suggesting the market expects earnings to grow from here.
What it means
The ACCE score for AZO is 46 out of 100, which puts it in neutral territory. The breakdown tells a more specific story: Value scores 62 and Growth scores 52, both respectable. Quality comes in at 51. Momentum, at 17, is the weak point, and the 1-year return of -32.3% explains why.
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On the quality side, there are real positives. Net margin is 12.4% and free cash flow yield is 3.8%, with earnings quality flagged as strong. Those are the kinds of fundamentals that hold up across cycles. AutoZone's business model, built around high-frequency consumable auto parts and a loyal DIY customer base, tends to generate consistent cash even when the stock is out of favour.
The valuation picture is more complicated. The 6-model fair value estimate from ACCE puts AZO at $2,023.40, which is 27.8% below the current price of $2,803.25. That gap is meaningful. The analyst consensus target, by contrast, sits at $3,867.91, well above where the stock trades today. The spread between those two figures reflects genuine disagreement about how to value a capital-light, share-buyback-driven business with no dividend.
The 8.4% revenue growth is a positive data point, but it needs to be weighed against a Momentum score of 17 and a significant drawdown over the past year. The market has been repricing AZO, and the ACCE fair value model suggests the stock may still carry premium risk at current levels despite the pullback.
For current price, EPS figures, and any updated guidance, see acceinvestments.com/stocks/AZO.
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