Mulya.ai
Ticker
AZO
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredYes
Key Assumptions
WACC ?7.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.746
Beta (levered) ?0.854
Terminal OM% ?20.3%
Segment conc. ?diversified
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

AZO · AutoZone, Inc.

$3128.702026-07-21
Sector: Consumer Cyclical; Industry: Specialty Retail; Sub-Industry: Automotive Retail

Intrinsic Value Range Comparison · Mulya.ai

Leases factored
Bull
$3669
+17.3% vs market
Base · active
$3392
+8.4% vs market
Bear
$2393
-23.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $2393
Market $3129
Base $3392
Bull $3669
Median $3880
Market Price $3129
Mulya.ai Base $3392
Analysts Median $3880
Mulya.ai IV range ($2393 · $3669)
Analysts Range ($3200 · $4800)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q3$17.5B21.2%20.6%$2.9B−$3.4B−$448MM5.8%40.8%$7.2B$150.04
2025.Q2$18.5B5.9%21.8%20.3%$3.2B−$3.7B−$456MM6.2%42.7%$7.9B$157.99
2025.Q3$18.5B0.0%21.8%20.6%$3.2B−$3.6B−$431MM6.0%39.8%$8.2B$157.99
2026.Q2$18.9B2.4%20.3%20.4%$3.1B−$4.4B−$1.3B5.7%35.3%$9.1B$148.25
2026.Q3$20.0B5.5%19.2%20.8%$3.0B−$4.4B−$1.3B5.8%32.7%$9.4B$147.0513.8
italics below = DCF projection · 10yr Rev CAGR: 5.7%
2027.Q3$21.6B+8.1%20.3%20.8%$3.5B−$4.1B−$625MM7.5%−$581MM30.3%$13.5B$193.6816.2
2028.Q3$23.2B+7.2%20.3%20.7%$3.7B−$1.6B$2.1B7.6%$1.8B26.0%$15.1B$207.9115.0
2029.Q3$25.0B+7.8%20.3%20.6%$4.0B−$1.2B$2.9B7.7%$2.3B25.6%$16.3B$224.2714.0
2030.Q3$26.5B+6.0%20.3%20.5%$4.3B−$1.6B$2.6B7.8%$2.0B24.9%$17.9B$238.0413.1
2031.Q3$27.9B+5.3%20.3%20.4%$4.5B−$1.3B$3.2B7.9%$2.2B24.2%$19.3B$251.0312.5
Term. Yr+$36.3B4.1%20.3%20.0%$5.9B−$1.0B$4.9B8.6%$50.2B23.6%
Active scenario IV: $3392 (+8.4% vs market)