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Side-by-side financial comparison of Magnolia Oil & Gas Corp (MGY) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
Magnolia Oil & Gas Corp is the larger business by last-quarter revenue ($358.5M vs $293.4M, roughly 1.2× MONRO, INC.). Magnolia Oil & Gas Corp runs the higher net margin — 28.1% vs 3.8%, a 24.3% gap on every dollar of revenue. On growth, Magnolia Oil & Gas Corp posted the faster year-over-year revenue change (2.3% vs -4.0%). Magnolia Oil & Gas Corp produced more free cash flow last quarter ($145.6M vs $9.1M). Over the past eight quarters, Magnolia Oil & Gas Corp's revenue compounded faster (3.2% CAGR vs -2.7%).
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
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.
MGY vs MNRO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $358.5M | $293.4M |
| Net Profit | $100.8M | $11.1M |
| Gross Margin | — | 34.9% |
| Operating Margin | 35.6% | 6.3% |
| Net Margin | 28.1% | 3.8% |
| Revenue YoY | 2.3% | -4.0% |
| Net Profit YoY | -3.0% | 143.1% |
| EPS (diluted) | $0.54 | $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 | $358.5M | — | ||
| Q4 25 | $317.6M | $293.4M | ||
| Q3 25 | $324.9M | $288.9M | ||
| Q2 25 | $319.0M | $301.0M | ||
| Q1 25 | $350.3M | $295.0M | ||
| Q4 24 | $326.6M | $305.8M | ||
| Q3 24 | $333.1M | $301.4M | ||
| Q2 24 | $336.7M | $293.2M |
| Q1 26 | $100.8M | — | ||
| Q4 25 | $68.8M | $11.1M | ||
| Q3 25 | $75.5M | $5.7M | ||
| Q2 25 | $78.1M | $-8.1M | ||
| Q1 25 | $102.9M | $-21.3M | ||
| Q4 24 | $85.6M | $4.6M | ||
| Q3 24 | $99.8M | $5.6M | ||
| Q2 24 | $95.6M | $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 | 35.6% | — | ||
| Q4 25 | 29.6% | 6.3% | ||
| Q3 25 | 31.2% | 4.4% | ||
| Q2 25 | 33.8% | -2.0% | ||
| Q1 25 | 38.8% | -8.1% | ||
| Q4 24 | 38.0% | 3.3% | ||
| Q3 24 | 38.7% | 4.4% | ||
| Q2 24 | 39.9% | 4.5% |
| Q1 26 | 28.1% | — | ||
| Q4 25 | 21.6% | 3.8% | ||
| Q3 25 | 23.2% | 2.0% | ||
| Q2 25 | 24.5% | -2.7% | ||
| Q1 25 | 29.4% | -7.2% | ||
| Q4 24 | 26.2% | 1.5% | ||
| Q3 24 | 30.0% | 1.9% | ||
| Q2 24 | 28.4% | 2.0% |
| Q1 26 | $0.54 | — | ||
| Q4 25 | — | $0.35 | ||
| Q3 25 | — | $0.18 | ||
| Q2 25 | — | $-0.28 | ||
| Q1 25 | — | $-0.74 | ||
| Q4 24 | — | $0.15 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $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 | $124.4M | $4.9M |
| Total DebtLower is stronger | — | $45.0M |
| Stockholders' EquityBook value | $2.0B | $604.9M |
| Total Assets | $2.9B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $124.4M | — | ||
| Q4 25 | $266.8M | $4.9M | ||
| Q3 25 | $280.5M | $10.5M | ||
| Q2 25 | $251.8M | $7.8M | ||
| Q1 25 | $247.6M | $20.8M | ||
| Q4 24 | $260.0M | $10.2M | ||
| Q3 24 | $276.1M | $20.9M | ||
| Q2 24 | $275.7M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $393.3M | $45.0M | ||
| Q3 25 | $393.1M | $60.0M | ||
| Q2 25 | $392.9M | $71.5M | ||
| Q1 25 | $392.7M | $61.3M | ||
| Q4 24 | $392.5M | $59.3M | ||
| Q3 24 | $394.8M | $62.0M | ||
| Q2 24 | $394.1M | $112.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $604.9M | ||
| Q3 25 | $2.0B | $601.7M | ||
| Q2 25 | $2.0B | $604.9M | ||
| Q1 25 | $2.0B | $620.8M | ||
| Q4 24 | $2.0B | $648.9M | ||
| Q3 24 | $2.0B | $651.9M | ||
| Q2 24 | $1.9B | $654.4M |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | $2.9B | $1.6B | ||
| Q2 25 | $2.9B | $1.6B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.8B | $1.7B | ||
| Q2 24 | $2.8B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | 0.07× | ||
| Q3 25 | 0.20× | 0.10× | ||
| Q2 25 | 0.20× | 0.12× | ||
| Q1 25 | 0.20× | 0.10× | ||
| Q4 24 | 0.20× | 0.09× | ||
| Q3 24 | 0.20× | 0.10× | ||
| Q2 24 | 0.21× | 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 | $197.6M | $17.8M |
| Free Cash FlowOCF − Capex | $145.6M | $9.1M |
| FCF MarginFCF / Revenue | 40.6% | 3.1% |
| Capex IntensityCapex / Revenue | 35.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.96× | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | — | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $197.6M | — | ||
| Q4 25 | $208.4M | $17.8M | ||
| Q3 25 | $247.1M | $32.3M | ||
| Q2 25 | $198.7M | $-1.9M | ||
| Q1 25 | $224.5M | $28.9M | ||
| Q4 24 | $222.6M | $14.8M | ||
| Q3 24 | $217.9M | $62.6M | ||
| Q2 24 | $269.4M | $25.6M |
| Q1 26 | $145.6M | — | ||
| 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 | 40.6% | — | ||
| 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 | 35.9% | — | ||
| 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 | 1.96× | — | ||
| Q4 25 | 3.03× | 1.60× | ||
| Q3 25 | 3.27× | 5.71× | ||
| Q2 25 | 2.54× | — | ||
| Q1 25 | 2.18× | — | ||
| Q4 24 | 2.60× | 3.23× | ||
| Q3 24 | 2.18× | 11.08× | ||
| Q2 24 | 2.82× | 4.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MGY
| Natural gas (Mcf/d) | $193.1M | 54% |
| Natural gas revenues | $51.8M | 14% |
| Natural gas liquids revenues | $49.4M | 14% |
| Oil (Bbls/d) | $40.7M | 11% |
| Natural gas (MMcf) | $17.4M | 5% |
| Oil (MBbls) | $3.7M | 1% |
| Natural gas liquids (MBbls) | $2.7M | 1% |
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% |
