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Side-by-side financial comparison of MONRO, INC. (MNRO) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $260.4M, roughly 1.1× Smith Douglas Homes Corp.). MONRO, INC. runs the higher net margin — 3.8% vs 1.4%, a 2.4% gap on every dollar of revenue. On growth, MONRO, INC. posted the faster year-over-year revenue change (-4.0% vs -9.4%). MONRO, INC. produced more free cash flow last quarter ($9.1M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
MNRO vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $293.4M | $260.4M |
| Net Profit | $11.1M | $3.5M |
| Gross Margin | 34.9% | 19.9% |
| Operating Margin | 6.3% | 6.5% |
| Net Margin | 3.8% | 1.4% |
| Revenue YoY | -4.0% | -9.4% |
| Net Profit YoY | 143.1% | -14.3% |
| EPS (diluted) | $0.35 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $288.9M | $262.0M | ||
| Q2 25 | $301.0M | $223.9M | ||
| Q1 25 | $295.0M | $224.7M | ||
| Q4 24 | $305.8M | $287.5M | ||
| Q3 24 | $301.4M | $277.8M | ||
| Q2 24 | $293.2M | $220.9M | ||
| Q1 24 | $310.1M | $189.2M |
| Q4 25 | $11.1M | $3.5M | ||
| Q3 25 | $5.7M | $2.1M | ||
| Q2 25 | $-8.1M | $2.4M | ||
| Q1 25 | $-21.3M | $2.7M | ||
| Q4 24 | $4.6M | $4.1M | ||
| Q3 24 | $5.6M | $5.3M | ||
| Q2 24 | $5.9M | $3.6M | ||
| Q1 24 | $3.7M | $3.0M |
| Q4 25 | 34.9% | 19.9% | ||
| Q3 25 | 35.7% | 21.0% | ||
| Q2 25 | 35.5% | 23.2% | ||
| Q1 25 | 33.0% | 23.8% | ||
| Q4 24 | 34.3% | 25.5% | ||
| Q3 24 | 35.3% | 26.5% | ||
| Q2 24 | 37.2% | 26.7% | ||
| Q1 24 | 35.5% | 26.1% |
| Q4 25 | 6.3% | 6.5% | ||
| Q3 25 | 4.4% | 6.6% | ||
| Q2 25 | -2.0% | 7.7% | ||
| Q1 25 | -8.1% | 8.7% | ||
| Q4 24 | 3.3% | 10.4% | ||
| Q3 24 | 4.4% | 14.2% | ||
| Q2 24 | 4.5% | 11.7% | ||
| Q1 24 | 3.3% | 11.3% |
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 2.0% | 0.8% | ||
| Q2 25 | -2.7% | 1.1% | ||
| Q1 25 | -7.2% | 1.2% | ||
| Q4 24 | 1.5% | 1.4% | ||
| Q3 24 | 1.9% | 1.9% | ||
| Q2 24 | 2.0% | 1.7% | ||
| Q1 24 | 1.2% | 1.6% |
| Q4 25 | $0.35 | $0.39 | ||
| Q3 25 | $0.18 | $0.24 | ||
| Q2 25 | $-0.28 | $0.26 | ||
| Q1 25 | $-0.74 | $0.30 | ||
| Q4 24 | $0.15 | $0.50 | ||
| Q3 24 | $0.18 | $0.58 | ||
| Q2 24 | $0.19 | $0.40 | ||
| Q1 24 | $0.12 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | $45.0M | — |
| Stockholders' EquityBook value | $604.9M | $86.7M |
| Total Assets | $1.6B | $557.6M |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9M | $12.7M | ||
| Q3 25 | $10.5M | $14.8M | ||
| Q2 25 | $7.8M | $16.8M | ||
| Q1 25 | $20.8M | $12.7M | ||
| Q4 24 | $10.2M | $22.4M | ||
| Q3 24 | $20.9M | $23.7M | ||
| Q2 24 | $18.7M | $17.3M | ||
| Q1 24 | $6.6M | $32.8M |
| 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 | $86.7M | ||
| Q3 25 | $601.7M | $82.2M | ||
| Q2 25 | $604.9M | $80.0M | ||
| Q1 25 | $620.8M | $76.9M | ||
| Q4 24 | $648.9M | $73.6M | ||
| Q3 24 | $651.9M | $68.4M | ||
| Q2 24 | $654.4M | $62.1M | ||
| Q1 24 | $656.8M | $59.7M |
| Q4 25 | $1.6B | $557.6M | ||
| Q3 25 | $1.6B | $571.6M | ||
| Q2 25 | $1.6B | $570.2M | ||
| Q1 25 | $1.6B | $513.9M | ||
| Q4 24 | $1.7B | $475.9M | ||
| Q3 24 | $1.7B | $460.1M | ||
| Q2 24 | $1.7B | $429.3M | ||
| Q1 24 | $1.7B | $401.3M |
| 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 | $9.8M |
| Free Cash FlowOCF − Capex | $9.1M | $8.7M |
| FCF MarginFCF / Revenue | 3.1% | 3.4% |
| Capex IntensityCapex / Revenue | 3.0% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.60× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.8M | $9.8M | ||
| Q3 25 | $32.3M | $22.8M | ||
| Q2 25 | $-1.9M | $-28.9M | ||
| Q1 25 | $28.9M | $-34.9M | ||
| Q4 24 | $14.8M | $5.5M | ||
| Q3 24 | $62.6M | $22.9M | ||
| Q2 24 | $25.6M | $39.0K | ||
| Q1 24 | $-5.3M | $-9.3M |
| Q4 25 | $9.1M | $8.7M | ||
| Q3 25 | $26.6M | $21.4M | ||
| Q2 25 | $-9.3M | $-31.1M | ||
| Q1 25 | $23.2M | $-35.9M | ||
| Q4 24 | $7.9M | $4.8M | ||
| Q3 24 | $57.6M | $22.3M | ||
| Q2 24 | $16.8M | $-2.1M | ||
| Q1 24 | $-11.9M | $-9.7M |
| Q4 25 | 3.1% | 3.4% | ||
| Q3 25 | 9.2% | 8.2% | ||
| Q2 25 | -3.1% | -13.9% | ||
| Q1 25 | 7.9% | -16.0% | ||
| Q4 24 | 2.6% | 1.7% | ||
| Q3 24 | 19.1% | 8.0% | ||
| Q2 24 | 5.7% | -1.0% | ||
| Q1 24 | -3.8% | -5.1% |
| Q4 25 | 3.0% | 0.4% | ||
| Q3 25 | 2.0% | 0.5% | ||
| Q2 25 | 2.5% | 0.9% | ||
| Q1 25 | 1.9% | 0.5% | ||
| Q4 24 | 2.2% | 0.2% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 3.0% | 1.0% | ||
| Q1 24 | 2.1% | 0.2% |
| Q4 25 | 1.60× | 2.77× | ||
| Q3 25 | 5.71× | 10.70× | ||
| Q2 25 | — | -12.24× | ||
| Q1 25 | — | -13.01× | ||
| Q4 24 | 3.23× | 1.33× | ||
| Q3 24 | 11.08× | 4.28× | ||
| Q2 24 | 4.37× | 0.01× | ||
| Q1 24 | -1.42× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
