Azul (AZUL) Moat Score: 4/10 (As of Jul. 09, 2026)


AZUL Azul SA AZUL
24 GF Score
Price $9.05
! 6 Warning Signs
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What is Azul Moat Score?

Azul AZUL +3.67% 24 Moat Score is 4 as of Jul. 09, 2026. GuruFocus rates AZUL with a GF Score™ of 24/100. The stock has 6 warning signs investors should review. Among 1,057 Transportation companies, Azul ranks better than 87.98% on this metric.

Azul has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Azul has Narrow Moat: Azul SA has a discernible but modest moat due to its established brand and customer loyalty in the Brazilian airline market. However, it faces intense competition and lacks significant regulatory barriers or cost advantages.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Azul might have Narrow Moat - Discernible but modest moat.

Azul  (AMEX:AZUL) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Azul Moat Score Related Terms

AZUL vs DAL, UAL, LUV: Moat Score Comparison

For the Airlines subindustry, Azul's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Azul Moat Score vs Transportation Industry

For the Transportation industry and Industrials sector, Azul's Moat Score distribution charts can be found below:

* The bar in red indicates where Azul's Moat Score falls into.


AZUL
24GF Score
Azul SA AZUL
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Azul (AZUL) has a Moat Score of 4 as of Jul. 09, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Azul ranks #127 out of 1057 companies in the Transportation industry, placing it in the top 12%.
Is Azul's Moat Score too high?
Azul's current Moat Score is 4. Based on the distribution chart, Azul ranks #127 out of 1057 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, Azul has a GF Score™ of 24/100, reflecting its overall financial health beyond just this single metric.
How does Azul's Moat Score compare to DAL and UAL?
According to the Transportation industry distribution chart, Azul ranks #127 out of 1057 companies for Moat Score. This places Azul in the top 12% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Transportation company?
A good Moat Score depends on the Transportation industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Azul's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Azul stock overvalued right now?
Azul (AZUL) has a current Moat Score of 4. The current Moat Score is 4. Azul's overall GF Score™ is 24/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Azul (AZUL), the current Moat Score is 4 as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Azul Business Description

Other Exchanges AZUL3:Brazil
Address Avenida Marcos Penteado de Ulhoa Rodrigues, 939, Edificio Jatoba, 8th Floor, Castelo Branco Office Park, Tambore, Barueri, SP, BRA, 06460-040
Azul SA is involved in the operation of regular and non-regular airline passenger services, cargo or mail, passenger charter, provision of maintenance and hangarage services for aircraft, engines, parts and pieces, aircraft acquisition and lease, development of frequent-flyer programs, development of related activities, and equity holding in other companies. The company generates the majority of its revenue from Air transport and a small portion of its revenue from Ancillary revenues.
24GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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