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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $158.8M, roughly 1.8× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 3.8%, a 34.0% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs -4.0%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs -2.7%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
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.
EPRT vs MNRO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $293.4M |
| Net Profit | $60.0M | $11.1M |
| Gross Margin | — | 34.9% |
| Operating Margin | 56.5% | 6.3% |
| Net Margin | 37.8% | 3.8% |
| Revenue YoY | 22.8% | -4.0% |
| Net Profit YoY | 6.5% | 143.1% |
| EPS (diluted) | $0.28 | $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.
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $293.4M | ||
| Q3 25 | $144.9M | $288.9M | ||
| Q2 25 | $137.1M | $301.0M | ||
| Q1 25 | $129.4M | $295.0M | ||
| Q4 24 | $119.7M | $305.8M | ||
| Q3 24 | $117.1M | $301.4M | ||
| Q2 24 | $109.3M | $293.2M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $11.1M | ||
| Q3 25 | $65.6M | $5.7M | ||
| Q2 25 | $63.2M | $-8.1M | ||
| Q1 25 | $56.1M | $-21.3M | ||
| Q4 24 | $55.4M | $4.6M | ||
| Q3 24 | $49.1M | $5.6M | ||
| Q2 24 | $51.5M | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 6.3% | ||
| Q3 25 | 64.7% | 4.4% | ||
| Q2 25 | 64.1% | -2.0% | ||
| Q1 25 | 61.6% | -8.1% | ||
| Q4 24 | 66.1% | 3.3% | ||
| Q3 24 | 59.7% | 4.4% | ||
| Q2 24 | 61.1% | 4.5% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 3.8% | ||
| Q3 25 | 45.3% | 2.0% | ||
| Q2 25 | 46.1% | -2.7% | ||
| Q1 25 | 43.4% | -7.2% | ||
| Q4 24 | 46.3% | 1.5% | ||
| Q3 24 | 42.0% | 1.9% | ||
| Q2 24 | 47.1% | 2.0% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $0.35 | ||
| Q3 25 | $0.33 | $0.18 | ||
| Q2 25 | $0.32 | $-0.28 | ||
| Q1 25 | $0.29 | $-0.74 | ||
| Q4 24 | $0.31 | $0.15 | ||
| Q3 24 | $0.27 | $0.18 | ||
| Q2 24 | $0.29 | $0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.2M | $4.9M |
| Total DebtLower is stronger | — | $45.0M |
| Stockholders' EquityBook value | $4.4B | $604.9M |
| Total Assets | $7.2B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $4.9M | ||
| Q3 25 | $23.8M | $10.5M | ||
| Q2 25 | $20.8M | $7.8M | ||
| Q1 25 | $47.0M | $20.8M | ||
| Q4 24 | $40.7M | $10.2M | ||
| Q3 24 | $32.7M | $20.9M | ||
| Q2 24 | $23.6M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $45.0M | ||
| Q3 25 | $2.6B | $60.0M | ||
| Q2 25 | $2.3B | $71.5M | ||
| Q1 25 | $2.1B | $61.3M | ||
| Q4 24 | $2.1B | $59.3M | ||
| Q3 24 | $2.2B | $62.0M | ||
| Q2 24 | $1.9B | $112.0M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $604.9M | ||
| Q3 25 | $3.8B | $601.7M | ||
| Q2 25 | $3.8B | $604.9M | ||
| Q1 25 | $3.8B | $620.8M | ||
| Q4 24 | $3.6B | $648.9M | ||
| Q3 24 | $3.2B | $651.9M | ||
| Q2 24 | $3.2B | $654.4M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $1.6B | ||
| Q3 25 | $6.6B | $1.6B | ||
| Q2 25 | $6.3B | $1.6B | ||
| Q1 25 | $6.1B | $1.6B | ||
| Q4 24 | $5.8B | $1.7B | ||
| Q3 24 | $5.5B | $1.7B | ||
| Q2 24 | $5.3B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.07× | ||
| Q3 25 | 0.69× | 0.10× | ||
| Q2 25 | 0.61× | 0.12× | ||
| Q1 25 | 0.56× | 0.10× | ||
| Q4 24 | 0.60× | 0.09× | ||
| Q3 24 | 0.69× | 0.10× | ||
| Q2 24 | 0.59× | 0.17× |
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 | — | $17.8M |
| Free Cash FlowOCF − Capex | — | $9.1M |
| FCF MarginFCF / Revenue | — | 3.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | — | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $17.8M | ||
| Q3 25 | $99.0M | $32.3M | ||
| Q2 25 | $99.8M | $-1.9M | ||
| Q1 25 | $77.2M | $28.9M | ||
| Q4 24 | $308.5M | $14.8M | ||
| Q3 24 | $73.5M | $62.6M | ||
| Q2 24 | $81.1M | $25.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 5.60× | 1.60× | ||
| Q3 25 | 1.51× | 5.71× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 5.57× | 3.23× | ||
| Q3 24 | 1.50× | 11.08× | ||
| Q2 24 | 1.57× | 4.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
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% |
