AZO AutoZone, Inc. Loading... : Bullish and Bearish Analyst Opinions
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00:04
Jul 21
Jul 21
Cheap at 19x earnings, buybacks.
AutoZone trades at only 19 times earnings, continues aggressive buybacks, and can make a comeback despite tariff problems. Do not sell the stock down here.
MED
23:55
Jul 20
Jul 20
AutoZone cheap, buyback, expect comeback
AutoZone trades at only 19 times earnings, continues to buy back stock, and can make a comeback despite some tariff issues. He advises not to sell at these levels.
MED
16:15
Jul 05
Jul 05
Undervalued counter-cyclical stocks compound through crises.
A curated group of counter-cyclical stocks that rose during the 2008 crisis and continued delivering high returns now trade at reasonable valuations: AutoZone (car repair proxy, 17% post-crisis annual return), AMGEN (healthcare, 14x earnings), AJ Gallagher (insurance), Pulte Group (homebuilder at 12x, 50% discount to market), Netflix (near-utility at 23x, subscribers sticky), Waste Management (essential waste services), and Darden Restaurants (quality-value dining). These offer crisis protection plus strong compounding, currently overlooked.
MED
10:56
Jun 08
Jun 08
Barclays analysis shows rising gas prices impact retailers unevenly, with Tractor Supply most exposed and Williams-Sonoma least affected.
23:38
May 26
May 26
AutoZone reported same-store sales growth of 5.5%, attributed to domestic growth; no directional view stated by speaker.
LOW
17:12
May 22
May 22
Auto parts sector resilient on vehicle maintenance.
The auto parts sector, including AutoZone and O'Reilly, is a good area for consumer spending exposure because consumers prioritize maintaining existing vehicles over buying new ones. Inflation from tariffs has been passed on, and same-store sales growth remains in the mid-single digits.
MED
16:26
May 21
May 21
AutoZone spent $18B at 14x EV/EBIT but grew revenue 8% annually, making its buyback program a success. The author’s screening suggests AZO is an exemplar of buybacks that work—sustained top-line growth validates the strategy and supports further capital returns. Long AZO as a quality compounder that uses buybacks effectively; the post reinforces its superior capital allocation track record. Cyclical auto parts demand slowdown, margin compression from inflation, or a shift in consumer behavior (e.g., more new car sales).
LOW
04:45
Feb 28
Feb 28
Author flags AZO at 24x earnings as exposed to long-term auto-parts demand risk from lower car ownership; bearish/avoid, not explicit short.
MED
20:15
Feb 11
Feb 11
Donnelly explicitly stated that Mazda's Certified Pre-Owned (CPO) business had its "best year ever" and consumers are migrating toward the entry-level $25k price point (Mazda 3) while delaying new purchases. When consumers trade down to used vehicles or delay new purchases due to "anxiety," the average age of the vehicle fleet increases. Older cars require significantly more maintenance and parts than new ones. High CPO volume is a direct leading indicator for aftermarket parts demand. Long auto parts retailers (AZO) as the primary beneficiary of a budget-constrained consumer keeping vehicles longer. A sudden drop in miles driven or a rapid easing of credit conditions stimulating new car sales.
22:45
Jan 29
Jan 29
"Sean and Daniel do in-depth analysis on a company's business model... So far, they've done analysis on great businesses like John Deere, Ulta Beauty, AutoZone, and Airbnb. And I recommend starting with the episode on Nintendo." The speaker explicitly categorizes these specific tickers as "great businesses" worthy of deep-dive analysis for an intrinsic value portfolio. This constitutes a quality endorsement of their business models and competitive advantages. WATCH / LONG based on quality factor and endorsement of their fundamental strength. These are mentioned in the context of a cross-promotion; valuation at current levels is not explicitly defended in this specific clip.
About AZO Analyst Coverage
Buzzberg tracks AZO (AutoZone, Inc.) across 8 sources. 6 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (60%). 10 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Jim Cramer, Alejandro Estebaranz, DeItaone.