How Is AutoZone's Stock Performance Compared to Other Auto Parts Stocks

Memphis, Tennessee-based AutoZone, Inc. (AZO) operates as a retailer and distributor of automotive replacement parts and accessories in the United States and internationally. The company has a market cap of $48.7 billion and offers a product line for cars, sport utility vehicles, vans, and light-duty trucks, including new and remanufactured automotive hard parts and more.

Companies with a market cap of $10 billion or more are typically called “large-cap stocks.” AZO fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the auto parts industry.     

However, the stock currently trades 32.4% below its 52-week high of $4,388.11 recorded on Sept. 11, 2025. AZO has declined 3.6% over the past three months, underperforming the State Street Consumer Discretionary Select Sector SPDR ETF’s (XLY) marginal decline during the same time frame.     

In the longer term, AZO has delivered a similar performance. The stock has fallen 30.1% over the past 52 weeks, lagging behind the 2.9% fall of XLY over the same period. AZO has been trading below its 200-day moving average since March and also below its 50-day moving average since August, indicating bearish momentum.   

On May 26, AZO stock declined 9% following the release of its mixed Q3 2026 earnings. The company’s revenue for the quarter amounted to $4.8 billion, missing the Street’s estimates. Moreover, its adjusted EPS came in at $38.07, which surpassed Wall Street’s estimates. 

When stacked against its rival, Genuine Parts Company (GPC) has declined 3.4% over the past year, outpacing AZO.     

Despite its underperformance, Wall Street has a highly bullish view of the stock currently. Among the 27 analysts tracking AZO, the overall consensus stands at a “Strong Buy.” Its mean price target of $3,935.96 offers a 32.4% upside potential from current prices.

On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.