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Side-by-side financial comparison of MONRO, INC. (MNRO) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $213.6M, roughly 1.4× Vital Farms, Inc.). Vital Farms, Inc. runs the higher net margin — 7.6% vs 3.8%, a 3.8% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs -4.0%). MONRO, INC. produced more free cash flow last quarter ($9.1M vs $-32.1M). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% 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.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
MNRO vs VITL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $293.4M | $213.6M |
| Net Profit | $11.1M | $16.3M |
| Gross Margin | 34.9% | 35.8% |
| Operating Margin | 6.3% | 10.0% |
| Net Margin | 3.8% | 7.6% |
| Revenue YoY | -4.0% | 28.7% |
| Net Profit YoY | 143.1% | 54.3% |
| EPS (diluted) | $0.35 | $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 | $213.6M | ||
| Q3 25 | $288.9M | $198.9M | ||
| Q2 25 | $301.0M | $184.8M | ||
| Q1 25 | $295.0M | $162.2M | ||
| Q4 24 | $305.8M | $166.0M | ||
| Q3 24 | $301.4M | $145.0M | ||
| Q2 24 | $293.2M | $147.4M | ||
| Q1 24 | $310.1M | $147.9M |
| Q4 25 | $11.1M | $16.3M | ||
| Q3 25 | $5.7M | $16.4M | ||
| Q2 25 | $-8.1M | $16.6M | ||
| Q1 25 | $-21.3M | $16.9M | ||
| Q4 24 | $4.6M | $10.6M | ||
| Q3 24 | $5.6M | $7.4M | ||
| Q2 24 | $5.9M | $16.3M | ||
| Q1 24 | $3.7M | $19.0M |
| Q4 25 | 34.9% | 35.8% | ||
| Q3 25 | 35.7% | 37.7% | ||
| Q2 25 | 35.5% | 38.9% | ||
| Q1 25 | 33.0% | 38.5% | ||
| Q4 24 | 34.3% | 36.1% | ||
| Q3 24 | 35.3% | 36.9% | ||
| Q2 24 | 37.2% | 39.1% | ||
| Q1 24 | 35.5% | 39.8% |
| Q4 25 | 6.3% | 10.0% | ||
| Q3 25 | 4.4% | 10.8% | ||
| Q2 25 | -2.0% | 12.9% | ||
| Q1 25 | -8.1% | 13.4% | ||
| Q4 24 | 3.3% | 7.8% | ||
| Q3 24 | 4.4% | 6.4% | ||
| Q2 24 | 4.5% | 11.6% | ||
| Q1 24 | 3.3% | 16.3% |
| Q4 25 | 3.8% | 7.6% | ||
| Q3 25 | 2.0% | 8.3% | ||
| Q2 25 | -2.7% | 9.0% | ||
| Q1 25 | -7.2% | 10.4% | ||
| Q4 24 | 1.5% | 6.4% | ||
| Q3 24 | 1.9% | 5.1% | ||
| Q2 24 | 2.0% | 11.1% | ||
| Q1 24 | 1.2% | 12.9% |
| Q4 25 | $0.35 | $0.35 | ||
| Q3 25 | $0.18 | $0.36 | ||
| Q2 25 | $-0.28 | $0.36 | ||
| Q1 25 | $-0.74 | $0.37 | ||
| Q4 24 | $0.15 | $0.23 | ||
| Q3 24 | $0.18 | $0.16 | ||
| Q2 24 | $0.19 | $0.36 | ||
| Q1 24 | $0.12 | $0.43 |
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 | $48.8M |
| Total DebtLower is stronger | $45.0M | — |
| Stockholders' EquityBook value | $604.9M | $351.3M |
| Total Assets | $1.6B | $518.7M |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9M | $48.8M | ||
| Q3 25 | $10.5M | $93.8M | ||
| Q2 25 | $7.8M | $108.2M | ||
| Q1 25 | $20.8M | $156.3M | ||
| Q4 24 | $10.2M | $150.6M | ||
| Q3 24 | $20.9M | $149.5M | ||
| Q2 24 | $18.7M | $133.2M | ||
| Q1 24 | $6.6M | $113.8M |
| 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 | $351.3M | ||
| Q3 25 | $601.7M | $331.2M | ||
| Q2 25 | $604.9M | $309.8M | ||
| Q1 25 | $620.8M | $288.9M | ||
| Q4 24 | $648.9M | $269.3M | ||
| Q3 24 | $651.9M | $253.4M | ||
| Q2 24 | $654.4M | $238.4M | ||
| Q1 24 | $656.8M | $213.3M |
| Q4 25 | $1.6B | $518.7M | ||
| Q3 25 | $1.6B | $481.5M | ||
| Q2 25 | $1.6B | $430.8M | ||
| Q1 25 | $1.6B | $376.9M | ||
| Q4 24 | $1.7B | $359.3M | ||
| Q3 24 | $1.7B | $344.7M | ||
| Q2 24 | $1.7B | $320.5M | ||
| Q1 24 | $1.7B | $300.2M |
| 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 | $5.8M |
| Free Cash FlowOCF − Capex | $9.1M | $-32.1M |
| FCF MarginFCF / Revenue | 3.1% | -15.1% |
| Capex IntensityCapex / Revenue | 3.0% | 17.8% |
| Cash ConversionOCF / Net Profit | 1.60× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.8M | $5.8M | ||
| Q3 25 | $32.3M | $23.4M | ||
| Q2 25 | $-1.9M | $-761.0K | ||
| Q1 25 | $28.9M | $5.3M | ||
| Q4 24 | $14.8M | $14.8M | ||
| Q3 24 | $62.6M | $10.0M | ||
| Q2 24 | $25.6M | $16.1M | ||
| Q1 24 | $-5.3M | $23.9M |
| Q4 25 | $9.1M | $-32.1M | ||
| Q3 25 | $26.6M | $-10.6M | ||
| Q2 25 | $-9.3M | $-7.6M | ||
| Q1 25 | $23.2M | $2.1M | ||
| Q4 24 | $7.9M | $-3.4M | ||
| Q3 24 | $57.6M | $6.4M | ||
| Q2 24 | $16.8M | $10.5M | ||
| Q1 24 | $-11.9M | $22.6M |
| Q4 25 | 3.1% | -15.1% | ||
| Q3 25 | 9.2% | -5.3% | ||
| Q2 25 | -3.1% | -4.1% | ||
| Q1 25 | 7.9% | 1.3% | ||
| Q4 24 | 2.6% | -2.0% | ||
| Q3 24 | 19.1% | 4.4% | ||
| Q2 24 | 5.7% | 7.2% | ||
| Q1 24 | -3.8% | 15.3% |
| Q4 25 | 3.0% | 17.8% | ||
| Q3 25 | 2.0% | 17.1% | ||
| Q2 25 | 2.5% | 3.7% | ||
| Q1 25 | 1.9% | 1.9% | ||
| Q4 24 | 2.2% | 10.9% | ||
| Q3 24 | 1.6% | 2.5% | ||
| Q2 24 | 3.0% | 3.8% | ||
| Q1 24 | 2.1% | 0.9% |
| Q4 25 | 1.60× | 0.35× | ||
| Q3 25 | 5.71× | 1.43× | ||
| Q2 25 | — | -0.05× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | 3.23× | 1.40× | ||
| Q3 24 | 11.08× | 1.34× | ||
| Q2 24 | 4.37× | 0.99× | ||
| Q1 24 | -1.42× | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
