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Autozone Inc.

AZOActive

CIK 866787 · Consumer & Specialty Distribution

Autozone Inc. is a public company in Auto - Parts, tracked in the consumer specialty distribution compounders sub-sector, with $20B TTM revenue and $4.2B TTM EBITDA.

Market data as of May 10, 2026

Financials: LTM / latest available company filings

Sources: FMP, AZO filings, SEC EDGAR

$57,606

Market cap ($MM)

$69,732

Enterprise value ($MM)

$19,610

Revenue · LTM ($MM)

$4,191

EBITDA · LTM ($MM)

21%

EBITDA margin

3.6x

EV / revenue

16.6x

EV / EBITDA

2.1x

Net debt / EBITDA

Coverage

Coverage view

The analytical read on the name and the balance-sheet capacity behind the program.

Key points

  1. 01AZO is a scaled public consolidator in Distribution, a benchmark for how the sub-sector buys, pays, and trades.
  2. 02The relevant peer set is SHW, POOL, FAST, ORLY.

Balance sheet & capacity

Indicative capacity read: 2.1x net debt / EBITDA with EBITDA of $4.2B.

$285

Cash & equiv. ($MM)

$8,907

Total debt ($MM)

$8,622

Net debt ($MM)

2.1x

Net debt / EBITDA

Valuation

Where it trades against its peer set

AZO versus the scaled public Consumer & Specialty Distribution comparables.

EV / EBITDA distribution · peer set

AZO 16.6x

20.5xPOOL: 13.2x EV/EBITDAPOOLAZO: 16.6x EV/EBITDAAZOSHW: 20.5x EV/EBITDASHWORLY: 21.0x EV/EBITDAORLYFAST: 28.2x EV/EBITDAFAST10.7x30.6x

Indexed share-price performance

AZO versus available Consumer & Specialty Distribution peers and SPY.

+120%

AZO

+39%

Peer med.

+79%

SPY

33219253May 21Nov 23May 26AZOpeer medianSPY

Indexed to 100 from May 28, 2021 through May 26, 2026. Source: FMP month-end close history.

CompanyTickerRevenue ($MM)EBITDA ($MM)MarginMarket cap ($MM)EV ($MM)EV / revEV / EBITDANet debt / EBITDA
Autozone Inc.AZO$19,610$4,19121%$57,606$69,7323.6x16.6x2.1x
THE Sherwin-williams CompanySHW$23,936$4,47219%$78,139$91,7093.8x20.5x2.6x
Pool CorporationPOOL$5,356$63612%$6,843$8,3701.6x13.2x1.9x
Fastenal Co.FAST$8,443$1,80321%$50,709$50,8466.0x28.2x-0.1x
O Reilly Automotive IncORLY$18,206$4,09923%$77,780$86,2584.7x21.0x1.4x
Consumer & Specialty Distribution median$18,206$4,09921%$57,606$69,7323.8x20.5x1.9x

Financials via Financial Modeling Prep (SEC-derived TTM). EV/EBITDA distribution: each dot a live peer, band = interquartile range, line = median. Impossible values (EBITDA > revenue, negative-EBITDA multiples) shown NM.

M&A program

A sustained, programmatic tuck-in cadence

AZO's disclosed acquisition footprint and the deals behind it.

Disclosed acquisitions

4

Active years

1

Named deals

4

Avg / active year

4.0

Acq. cash outflow ($MM)

N/A

Banker read

  • 01AZO reads as a programmatic acquirer: 4 disclosed acquisitions across 1 active years, or 4.0 per active year. The chart shows activity in 0 of the last 1 visible years.
  • 02In the last three years, the file shows 0 acquisitions versus 0 in the prior three; recent activity is the visible baseline.
  • 03Spend changes the read: $75.7MM of disclosed spend is concentrated in lumpy years, with FY15 the largest year at $75.7MM. Recent spend is the visible baseline.

Annual acquisitions + disclosed spend

count spend named deal
1 deals$75.7MM15

AZO count bars show acquisition cadence; the spend line shows when the program required larger capital deployment.

Program diagnostics

Recent / prior

0 / 0

Last three years sets the visible baseline vs prior three.

Peak count year

FY15

0 disclosed acquisitions in the peak visible year.

Recent spend

$75.7MM

sets the visible baseline vs prior three; peak FY15 at $75.7MM.

Named evidence

4 rows

100% selected source-cited transaction coverage.

Selected transactions

DateTargetSegmentConsideration ($MM)Strategic rationaleSource
Dec 1, 2012AutoAnythingConsumer specialty distribution compounders$116In December 2012, we acquired certain assets and liabilities of AutoAnything, an online retailer of specialized automotive products for $116 million. With the acquisition, we ex...10-K†
Sep 27, 2014Interamerican Motor CorporationConsumer specialty distribution compounders$76Effective September 27, 2014, we acquired the outstanding stock of Interamerican Motor Corporation (IMC), the second largest distributor of quality import replacement parts in t...10-K†
Sep 27, 2014Interamerican Motor CorporationConsumer specialty distribution compoundersN/A17 Interamerican Motor Corporation (“IMC”) branches acquired on September 27, 2014.10-K†
Sep 27, 2014IMC branches acquisitionConsumer specialty distribution compoundersN/A17 IMC branches acquired on September 27, 2014.10-K†

Acquisitions disclosed/extracted from SEC filings; not necessarily full M&A history. Disclosed acquisition cash outflow is cumulative "payments for acquisitions, net of cash acquired" from the 10-K cash-flow statements (a cash outflow, not deal value). Built on 8 SEC-backed facts across 5 cited filings.

Evidence

Source archive

A collapsed investigation trail for the SEC filings behind the financials, annual M&A cadence, named transactions, and management language.

Annual 10-Ks

22

Named deal filings

4

Recent SEC filings

10

Evidence clips

4

Annual 10-K M&A evidenceAccepted annual filings used for disclosed acquisition count and spend.22 rows+
Fiscal yearFiling dateFormStatusCountCash spendPurchase considerationSource
FY2025Oct 27, 2025Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2024Oct 28, 2024Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2023Oct 24, 2023Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2022Oct 24, 2022Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2021Oct 25, 2021Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2020Oct 26, 2020Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2019Oct 28, 2019Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2018Oct 24, 2018Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2017Oct 25, 2017Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2016Oct 24, 2016Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2015Oct 26, 2015Annual M&A 10-Kwarning (1 warn)N/A$75.7MMN/ASEC filing
FY2014Oct 27, 2014Annual M&A 10-Kquarantined (1 issue)0N/AN/ASEC filing
FY2013Oct 28, 2013Annual M&A 10-Kwarning (1 warn)N/A$116MMN/ASEC filing
FY2012Oct 22, 2012Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2011Oct 24, 2011Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2010Oct 25, 2010Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2009Oct 26, 2009Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2008Oct 27, 2008Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2007Oct 22, 2007Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2006Oct 25, 2006Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2005Oct 26, 2005Annual M&A 10-KacceptedN/AN/AN/ASEC filing
FY2004Oct 27, 2004Annual M&A 10-KacceptedN/AN/AN/ASEC filing
Named transaction source filingsFilings behind selected named-deal rows and transaction excerpts.4 rows+
Filing dateFormTargets / topicsSupportSource
Oct 28, 201910-KInteramerican Motor CorporationAnnual M&ANamed dealsSEC filing
Oct 25, 201710-KIMC branches acquisitionAnnual M&ANamed dealsSEC filing
Oct 26, 201510-KInteramerican Motor CorporationAnnual M&ANamed dealsSEC filing
Oct 27, 201410-KAutoAnythingAnnual M&ANamed dealsSEC filing
Recent SEC filingsThe latest profile filings, kept separate so someone can investigate beyond M&A.10 rows+
Filing dateFormItemsDescriptionSupportSource
Oct 27, 202510-KN/A10-KFinancialsAnnual M&ARecent SECSEC filing
Mar 20, 202610-QN/A10-QRecent SECSEC filing
Mar 3, 20268-K2.02,9.01FORM 8-KRecent SECSEC filing
Mar 1, 202610-QN/AQuarterly report from SEC company indexRecent SECSEC filing
Dec 19, 20258-K5.07FORM 8-KRecent SECSEC filing
Dec 19, 202510-QN/A10-QRecent SECSEC filing
Dec 9, 20258-K2.02,9.01FORM 8-KRecent SECSEC filing
Dec 1, 202510-QN/AQuarterly report from SEC company indexRecent SECSEC filing
Oct 28, 2025DEFA14AN/ADEFA14ARecent SECSEC filing
Oct 28, 2025DEF 14AN/ADEF 14ARecent SECSEC filing
Evidence clipsShort excerpts used on the page; expand only when you want the language.4 rows+

AutoAnything acquisition

10-K - Oct 27, 2014

Medium

In December 2012, we acquired certain assets and liabilities of AutoAnything, an online retailer of specialized automotive products for $116 million. With the acquisition, we expect to bolster our online presence in the…

SEC source

Interamerican Motor Corporation (IMC)

10-K - Oct 26, 2015

Medium

Effective September 27, 2014, we acquired the outstanding stock of Interamerican Motor Corporation (IMC), the second largest distributor of quality import replacement parts in the United States, for $75.7 million, net o…

SEC source

Interamerican Motor Corporation branches acquisition

10-K - Oct 28, 2019

Medium

17 Interamerican Motor Corporation (“IMC”) branches acquired on September 27, 2014.

SEC source

IMC branches acquisition

10-K - Oct 25, 2017

Medium

17 IMC branches acquired on September 27, 2014.

SEC source

Annual M&A counts and disclosed spend are extracted from SEC acquisition disclosures and cash-flow statements; named-deal rows carry direct filing links where the filing identifies the target or consideration.

Prepared from SEC EDGAR public filingsAZO · CIK 866787Source-backed coverage research, not investment advice