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Side-by-side financial comparison of MONRO, INC. (MNRO) and Perion Network Ltd. (PERI). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $293.4M, roughly 1.3× MONRO, INC.). MONRO, INC. runs the higher net margin — 3.8% vs 2.1%, a 1.7% gap on every dollar of revenue. MONRO, INC. produced more free cash flow last quarter ($9.1M vs $-2.9M). Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% CAGR vs -2.7%).
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.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
MNRO vs PERI — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $293.4M | $368.7M |
| Net Profit | $11.1M | $7.7M |
| Gross Margin | 34.9% | — |
| Operating Margin | 6.3% | 2.0% |
| Net Margin | 3.8% | 2.1% |
| Revenue YoY | -4.0% | — |
| Net Profit YoY | 143.1% | — |
| EPS (diluted) | $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 | $293.4M | — | ||
| Q3 25 | $288.9M | $368.7M | ||
| Q2 25 | $301.0M | $266.5M | ||
| Q1 25 | $295.0M | $157.8M | ||
| Q4 24 | $305.8M | — | ||
| Q3 24 | $301.4M | $508.9M | ||
| Q2 24 | $293.2M | $323.6M | ||
| Q1 24 | $310.1M | $145.2M |
| Q4 25 | $11.1M | — | ||
| Q3 25 | $5.7M | $7.7M | ||
| Q2 25 | $-8.1M | $5.6M | ||
| Q1 25 | $-21.3M | $11.8M | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $5.6M | $78.0M | ||
| Q2 24 | $5.9M | $45.2M | ||
| Q1 24 | $3.7M | $23.8M |
| 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 24 | 35.5% | — |
| Q4 25 | 6.3% | — | ||
| Q3 25 | 4.4% | 2.0% | ||
| Q2 25 | -2.0% | -1.7% | ||
| Q1 25 | -8.1% | 5.4% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 4.4% | 15.1% | ||
| Q2 24 | 4.5% | 13.7% | ||
| Q1 24 | 3.3% | 16.9% |
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.0% | 2.1% | ||
| Q2 25 | -2.7% | 2.1% | ||
| Q1 25 | -7.2% | 7.5% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.9% | 15.3% | ||
| Q2 24 | 2.0% | 14.0% | ||
| Q1 24 | 1.2% | 16.4% |
| 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 | — | ||
| Q1 24 | $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 | $4.9M | $156.2M |
| Total DebtLower is stronger | $45.0M | — |
| Stockholders' EquityBook value | $604.9M | $722.9M |
| Total Assets | $1.6B | $915.5M |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9M | — | ||
| Q3 25 | $10.5M | $156.2M | ||
| Q2 25 | $7.8M | $156.2M | ||
| Q1 25 | $20.8M | $156.2M | ||
| Q4 24 | $10.2M | — | ||
| Q3 24 | $20.9M | $187.6M | ||
| Q2 24 | $18.7M | $187.6M | ||
| Q1 24 | $6.6M | $187.6M |
| 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 | $604.9M | — | ||
| Q3 25 | $601.7M | $722.9M | ||
| Q2 25 | $604.9M | $722.9M | ||
| Q1 25 | $620.8M | $722.9M | ||
| Q4 24 | $648.9M | — | ||
| Q3 24 | $651.9M | $718.1M | ||
| Q2 24 | $654.4M | $718.1M | ||
| Q1 24 | $656.8M | $718.1M |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $915.5M | ||
| Q2 25 | $1.6B | $915.5M | ||
| Q1 25 | $1.6B | $915.5M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.7B | $1.1B |
| 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 | $17.8M | $2.6M |
| Free Cash FlowOCF − Capex | $9.1M | $-2.9M |
| FCF MarginFCF / Revenue | 3.1% | -0.8% |
| Capex IntensityCapex / Revenue | 3.0% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.60× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.8M | — | ||
| Q3 25 | $32.3M | $2.6M | ||
| Q2 25 | $-1.9M | — | ||
| Q1 25 | $28.9M | — | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $62.6M | $105.2M | ||
| Q2 24 | $25.6M | — | ||
| Q1 24 | $-5.3M | $17.8M |
| Q4 25 | $9.1M | — | ||
| Q3 25 | $26.6M | $-2.9M | ||
| Q2 25 | $-9.3M | — | ||
| Q1 25 | $23.2M | — | ||
| Q4 24 | $7.9M | — | ||
| Q3 24 | $57.6M | $104.7M | ||
| Q2 24 | $16.8M | — | ||
| Q1 24 | $-11.9M | $17.6M |
| Q4 25 | 3.1% | — | ||
| Q3 25 | 9.2% | -0.8% | ||
| Q2 25 | -3.1% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 19.1% | 20.6% | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | -3.8% | 12.2% |
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.0% | 1.5% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.6% | 0.1% | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 2.1% | 0.1% |
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | 0.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | 1.35× | ||
| Q2 24 | 4.37× | — | ||
| Q1 24 | -1.42× | 0.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
