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Side-by-side financial comparison of American Healthcare REIT, Inc. (AHR) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
American Healthcare REIT, Inc. is the larger business by last-quarter revenue ($564.0M vs $293.4M, roughly 1.9× MONRO, INC.). MONRO, INC. runs the higher net margin — 3.8% vs 1.9%, a 1.9% gap on every dollar of revenue. On growth, American Healthcare REIT, Inc. posted the faster year-over-year revenue change (13.5% vs -4.0%). Over the past eight quarters, American Healthcare REIT, Inc.'s revenue compounded faster (11.7% CAGR vs -2.7%).
Medical Properties Trust, Inc. (MPT) is an international real estate investment trust (REIT) based in Birmingham, Alabama that purchases and invests in healthcare facilities and for-profit healthcare holding companies, primarily in the United States and Europe. Their property acquisitions often come in the form of sale-leaseback agreements, in which the original property owner sells the property to MPT and becomes their tenant. MPT's tenants are generally subject to long-term triple net lease...
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
AHR vs MNRO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $564.0M | $293.4M |
| Net Profit | $10.8M | $11.1M |
| Gross Margin | 14.8% | 34.9% |
| Operating Margin | 19.8% | 6.3% |
| Net Margin | 1.9% | 3.8% |
| Revenue YoY | 13.5% | -4.0% |
| Net Profit YoY | 133.9% | 143.1% |
| EPS (diluted) | $0.07 | $0.35 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $564.0M | $293.4M | ||
| Q3 25 | $532.1M | $288.9M | ||
| Q2 25 | $501.3M | $301.0M | ||
| Q1 25 | $497.2M | $295.0M | ||
| Q4 24 | $496.8M | $305.8M | ||
| Q3 24 | $476.8M | $301.4M | ||
| Q2 24 | $458.0M | $293.2M | ||
| Q1 24 | $452.1M | $310.1M |
| Q4 25 | $10.8M | $11.1M | ||
| Q3 25 | $55.9M | $5.7M | ||
| Q2 25 | $9.9M | $-8.1M | ||
| Q1 25 | $-6.8M | $-21.3M | ||
| Q4 24 | $-31.8M | $4.6M | ||
| Q3 24 | $-4.1M | $5.6M | ||
| Q2 24 | $2.0M | $5.9M | ||
| Q1 24 | $-3.9M | $3.7M |
| Q4 25 | 14.8% | 34.9% | ||
| Q3 25 | 14.6% | 35.7% | ||
| Q2 25 | 15.0% | 35.5% | ||
| Q1 25 | 13.0% | 33.0% | ||
| Q4 24 | 13.3% | 34.3% | ||
| Q3 24 | 12.5% | 35.3% | ||
| Q2 24 | 12.1% | 37.2% | ||
| Q1 24 | 10.7% | 35.5% |
| Q4 25 | 19.8% | 6.3% | ||
| Q3 25 | 19.9% | 4.4% | ||
| Q2 25 | 20.6% | -2.0% | ||
| Q1 25 | 19.0% | -8.1% | ||
| Q4 24 | 20.0% | 3.3% | ||
| Q3 24 | 19.6% | 4.4% | ||
| Q2 24 | 19.4% | 4.5% | ||
| Q1 24 | 18.2% | 3.3% |
| Q4 25 | 1.9% | 3.8% | ||
| Q3 25 | 10.5% | 2.0% | ||
| Q2 25 | 2.0% | -2.7% | ||
| Q1 25 | -1.4% | -7.2% | ||
| Q4 24 | -6.4% | 1.5% | ||
| Q3 24 | -0.9% | 1.9% | ||
| Q2 24 | 0.4% | 2.0% | ||
| Q1 24 | -0.9% | 1.2% |
| Q4 25 | $0.07 | $0.35 | ||
| Q3 25 | $0.33 | $0.18 | ||
| Q2 25 | $0.06 | $-0.28 | ||
| Q1 25 | $-0.04 | $-0.74 | ||
| Q4 24 | $-0.23 | $0.15 | ||
| Q3 24 | $-0.03 | $0.18 | ||
| Q2 24 | $0.01 | $0.19 | ||
| Q1 24 | $-0.04 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $114.8M | $4.9M |
| Total DebtLower is stronger | — | $45.0M |
| Stockholders' EquityBook value | $3.3B | $604.9M |
| Total Assets | $5.4B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $114.8M | $4.9M | ||
| Q3 25 | $147.4M | $10.5M | ||
| Q2 25 | $133.5M | $7.8M | ||
| Q1 25 | $86.1M | $20.8M | ||
| Q4 24 | $76.7M | $10.2M | ||
| Q3 24 | $67.8M | $20.9M | ||
| Q2 24 | $52.1M | $18.7M | ||
| Q1 24 | $77.0M | $6.6M |
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
| Q4 25 | $3.3B | $604.9M | ||
| Q3 25 | $2.7B | $601.7M | ||
| Q2 25 | $2.4B | $604.9M | ||
| Q1 25 | $2.3B | $620.8M | ||
| Q4 24 | $2.3B | $648.9M | ||
| Q3 24 | $2.2B | $651.9M | ||
| Q2 24 | $1.9B | $654.4M | ||
| Q1 24 | $2.0B | $656.8M |
| Q4 25 | $5.4B | $1.6B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $4.5B | $1.6B | ||
| Q1 25 | $4.5B | $1.6B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $4.7B | $1.7B | ||
| Q2 24 | $4.6B | $1.7B | ||
| Q1 24 | $4.7B | $1.7B |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $55.2M | $17.8M |
| Free Cash FlowOCF − Capex | — | $9.1M |
| FCF MarginFCF / Revenue | — | 3.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 5.12× | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | — | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $55.2M | $17.8M | ||
| Q3 25 | $107.2M | $32.3M | ||
| Q2 25 | $71.5M | $-1.9M | ||
| Q1 25 | $60.6M | $28.9M | ||
| Q4 24 | $59.5M | $14.8M | ||
| Q3 24 | $63.1M | $62.6M | ||
| Q2 24 | $59.4M | $25.6M | ||
| Q1 24 | $-6.0M | $-5.3M |
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | — | $-9.3M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $7.9M | ||
| Q3 24 | — | $57.6M | ||
| Q2 24 | — | $16.8M | ||
| Q1 24 | — | $-11.9M |
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | -3.8% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 2.1% |
| Q4 25 | 5.12× | 1.60× | ||
| Q3 25 | 1.92× | 5.71× | ||
| Q2 25 | 7.21× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 11.08× | ||
| Q2 24 | 30.02× | 4.37× | ||
| Q1 24 | — | -1.42× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
