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Monro, Inc.MNROCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Specialty Stores
Momentum weak 20
Mkt cap
$343M
US dollars, full cap
Free float
77%
of shares outstanding
$/day
$12.7M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-5.5 pp
WACC 7.4%
Hurdle
+19 pp
Req g minus delivered
Next earnings
82 days
27 Jan 2027
Close · USD$10.95
1D-3.2%
1W-8.4%
1M-20.3%
3M-6.9%
6M-38.2%
YTD-45.4%
1Y-37.7%
ATR %7.3%
Beta1.87
52w lowhigh54.2% off high

What Monro does

Employees: 6,440

Monro at a glance

Size Monro (MNRO) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $343M, the 3000th largest of 3,117 United States companies the cockpit tracks. Shares closed at $10.95 on 6 Nov 2026.

Performance Over six months the shares fell 38.2%, against +5.1% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue fell 4.4% over the last twelve months (peer median +6.4%); the operating margin is 2.2% (peer median 3.1%).

Valuation It trades at 0.7× enterprise value to sales against a peer median of 0.8× (8th cheapest of 20).

Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +19 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 5.5 points below its cost of capital (7.4% WACC).

Short interest Short interest is 23.2% of the free float (15 Oct 2026).

Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 103MNRO 65
Six months, rebased to 100: Monro against the median of its 20 peers (local-currency closes).

Monro financials

Reported figures in USD; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.14B$1.16B$1.20B$1.28B$1.33B
Revenue growth—-3%-6%-4%—
Gross profit$396M$405M$418M$452M$456M
EBITDA$86.7M$77.1M$110M$150M$162M
Net income$798,000$2.17M-$5.18M$37.6M$39.0M
Free cash flow$12.4M$38.8M$106M$99.7M$176M
Capital expenditure$31.9M$31.7M$26.4M$25.5M$39.0M
Total debt$507M$486M$529M$611M$669M

Quarterly statements and history in the cockpit →

Monro competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+100%-20%0%+20%6993OFNVTU32327593BBW7508CARDHVT0007573009458395600386BHG6683DPABHUSHANMNRO6-month return →1-month return →
Up and to the right = strong over both horizons. Monro is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%0×10×20×6993OFNVTU3232000757300945839560038618726683DPABHUSHANMNRORevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Monro is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%OFNVTU75937508CARDHVT0007578395600386TOKMANBNEDMNROGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Monro is the large dot.

Monro competitors and peer comparison

How Monro compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Monro against its 20 peers (data as of 6 Nov 2026)
MeasureMNROPeer medianRank in peer set
1-month return-20.3%-0.9%lowest of 21
6-month return-38.2%+5.1%2nd lowest of 20
Distance from 52-week high-54.2%-24.5%6th lowest of 21
Revenue growth (TTM)-4.4%+6.4%5th lowest of 20
Operating margin2.2%3.1%8th lowest of 20
EV / Sales0.7×0.8×8th cheapest of 20
Growth the price implies (Req g, 7 yrs)19.4%-1.6%2nd most demanding of 14
Growth delivered (Del g)+0.6%+4.5%4th lowest of 14
Hurdle (Req g minus delivered)+18.9 pp-5.3 pp2nd most demanding of 14
ROIC minus cost of capital-5.5 pp-1.0 pp5th lowest of 20
EV / EBITDA9.6×7.2×3rd most expensive of 11
Net debt / EBITDA5.7×1.9×most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Monro MNROUnited States$343M-38%-4%2%0.7×19.4%+0.6%
Daikokuya 6993.TJapan$344M-32%+26%-2%4.4×n/an/a
Orell Fussli OFN.SWSwitzerland$338M-17%+3%9%0.8×-10.0%+4.5%
Vertu Motors VTU.LUnited Kingdom$362M+36%+3%1%0.1×-4.0%+13.7%
Mie Kotsu 3232.TJapan$364M+9%+10%9%1.2×n/an/a
VT Holdings Co., Ltd. 7593.TJapan$365M+1%+14%3%0.3×-4.6%+14.3%
Build-A-Bear Workshop BBWUnited States$366M-23%-1%12%0.9×-4.1%+15.7%
G-7 7508.TJapan$389M+8%+8%3%0.3×-6.9%+7.3%
Card Factory CARD.LUnited Kingdom$389M+35%+7%11%0.8×-1.6%+15.4%
Haverty Furniture Companies HVTUnited States$391M+13%+6%4%0.6×9.8%+0.3%
Sichuan Haowu Electromechanical 000757.SZChina$298M-22%-33%2%0.7×-0.8%-7.3%
MCLON Jewellery 300945.SZChina$395M-35%-19%6%0.9×n/an/a
ZXZN Qi-House 8395.HKHong Kong$408M+169%+41%-7%23.0×57.6%+3.0%
Beijing Bashi Media 600386.SSChina$415M-17%-27%1%1.2×-2.9%-2.9%
Guan Chao 1872.HKHong Kong$278M-52%+74%-2%1.0×n/an/a
Bohus BOHUS.OLNorway$426Mn/an/an/an/an/an/a
Tokmanni TOKMAN.HEFinland$431M+5%+4%3%0.7×4.7%+10.0%
Barnes & Noble Education BNEDUnited States$436M+20%+5%3%0.4×7.6%+3.6%
BHG BHG.STSweden$450M+8%+7%3%0.6×7.6%+3.4%
Star Plus Legend 6683.HKHong Kong$460M-30%-48%-52%8.0×n/an/a
D. P. Abhushan DPABHUSHAN.NSIndia$468M+79%+31%8%1.0×n/an/a

Questions

Which companies are Monro's closest peers?
The cockpit's peer set: Daikokuya (6993.T), Orell Fussli (OFN.SW), Vertu Motors (VTU.L), Mie Kotsu (3232.T), VT Holdings Co., Ltd. (7593.T), Build-A-Bear Workshop (BBW), G-7 (7508.T), Card Factory (CARD.L).
Is Monro expensive compared with its peers?
On ev / sales it trades at 0.7× against a peer median of 0.8×, 8th cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +19 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Monro stock performed?
Over six months to 6 Nov 2026 the shares returned -38.2% against +5.1% for the median peer; over one year -37.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.