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

01AZO is a scaled public consolidator in Distribution, a benchmark for how the sub-sector buys, pays, and trades.
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

Indexed share-price performance

AZO versus available Consumer & Specialty Distribution peers and SPY.

+120%

AZO

+39%

Peer med.

+79%

SPY

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

Company	Ticker	Revenue ($MM)	EBITDA ($MM)	Margin	Market cap ($MM)	EV ($MM)	EV / rev	EV / EBITDA	Net debt / EBITDA
Autozone Inc.	AZO	$19,610	$4,191	21%	$57,606	$69,732	3.6x	16.6x	2.1x
THE Sherwin-williams Company	SHW	$23,936	$4,472	19%	$78,139	$91,709	3.8x	20.5x	2.6x
Pool Corporation	POOL	$5,356	$636	12%	$6,843	$8,370	1.6x	13.2x	1.9x
Fastenal Co.	FAST	$8,443	$1,803	21%	$50,709	$50,846	6.0x	28.2x	-0.1x
O Reilly Automotive Inc	ORLY	$18,206	$4,099	23%	$77,780	$86,258	4.7x	21.0x	1.4x
Consumer & Specialty Distribution median		$18,206	$4,099	21%	$57,606	$69,732	3.8x	20.5x	1.9x

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

Active years

Named deals

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

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

Date	Target	Segment	Consideration ($MM)	Strategic rationale	Source
Dec 1, 2012	AutoAnything	Consumer specialty distribution compounders	$116	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 ex...	10-K^†
Sep 27, 2014	Interamerican Motor Corporation	Consumer specialty distribution compounders	$76	Effective 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, 2014	Interamerican Motor Corporation	Consumer specialty distribution compounders	N/A	17 Interamerican Motor Corporation (“IMC”) branches acquired on September 27, 2014.	10-K^†
Sep 27, 2014	IMC branches acquisition	Consumer specialty distribution compounders	N/A	17 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

Named deal filings

Recent SEC filings

Evidence clips

Annual 10-K M&A evidenceAccepted annual filings used for disclosed acquisition count and spend.22 rows+

Fiscal year	Filing date	Form	Status	Count	Cash spend	Purchase consideration	Source
FY2025	Oct 27, 2025	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2024	Oct 28, 2024	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2023	Oct 24, 2023	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2022	Oct 24, 2022	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2021	Oct 25, 2021	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2020	Oct 26, 2020	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2019	Oct 28, 2019	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2018	Oct 24, 2018	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2017	Oct 25, 2017	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2016	Oct 24, 2016	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2015	Oct 26, 2015	Annual M&A 10-K	warning (1 warn)	N/A	$75.7MM	N/A	SEC filing
FY2014	Oct 27, 2014	Annual M&A 10-K	quarantined (1 issue)	0	N/A	N/A	SEC filing
FY2013	Oct 28, 2013	Annual M&A 10-K	warning (1 warn)	N/A	$116MM	N/A	SEC filing
FY2012	Oct 22, 2012	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2011	Oct 24, 2011	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2010	Oct 25, 2010	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2009	Oct 26, 2009	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2008	Oct 27, 2008	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2007	Oct 22, 2007	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2006	Oct 25, 2006	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2005	Oct 26, 2005	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing
FY2004	Oct 27, 2004	Annual M&A 10-K	accepted	N/A	N/A	N/A	SEC filing

Named transaction source filingsFilings behind selected named-deal rows and transaction excerpts.4 rows+

Filing date	Form	Targets / topics	Support	Source
Oct 28, 2019	10-K	Interamerican Motor Corporation	Annual M&ANamed deals	SEC filing
Oct 25, 2017	10-K	IMC branches acquisition	Annual M&ANamed deals	SEC filing
Oct 26, 2015	10-K	Interamerican Motor Corporation	Annual M&ANamed deals	SEC filing
Oct 27, 2014	10-K	AutoAnything	Annual M&ANamed deals	SEC filing

Recent SEC filingsThe latest profile filings, kept separate so someone can investigate beyond M&A.10 rows+

Filing date	Form	Items	Description	Support	Source
Oct 27, 2025	10-K	N/A	10-K	FinancialsAnnual M&ARecent SEC	SEC filing
Mar 20, 2026	10-Q	N/A	10-Q	Recent SEC	SEC filing
Mar 3, 2026	8-K	2.02,9.01	FORM 8-K	Recent SEC	SEC filing
Mar 1, 2026	10-Q	N/A	Quarterly report from SEC company index	Recent SEC	SEC filing
Dec 19, 2025	8-K	5.07	FORM 8-K	Recent SEC	SEC filing
Dec 19, 2025	10-Q	N/A	10-Q	Recent SEC	SEC filing
Dec 9, 2025	8-K	2.02,9.01	FORM 8-K	Recent SEC	SEC filing
Dec 1, 2025	10-Q	N/A	Quarterly report from SEC company index	Recent SEC	SEC filing
Oct 28, 2025	DEFA14A	N/A	DEFA14A	Recent SEC	SEC filing
Oct 28, 2025	DEF 14A	N/A	DEF 14A	Recent SEC	SEC 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.

Search

Coverage view

Where it trades against its peer set

A sustained, programmatic tuck-in cadence

Source archive