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Side-by-side financial comparison of MONRO, INC. (MNRO) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $293.4M, roughly 1.2× MONRO, INC.). MONRO, INC. runs the higher net margin — 3.8% vs -12.9%, a 16.7% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -4.0%). MONRO, INC. produced more free cash flow last quarter ($9.1M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
MNRO vs WD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $293.4M | $340.0M |
| Net Profit | $11.1M | $-13.9M |
| Gross Margin | 34.9% | — |
| Operating Margin | 6.3% | -17.2% |
| Net Margin | 3.8% | -12.9% |
| Revenue YoY | -4.0% | -0.4% |
| Net Profit YoY | 143.1% | -131.0% |
| EPS (diluted) | $0.35 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $288.9M | $337.7M | ||
| Q2 25 | $301.0M | $319.2M | ||
| Q1 25 | $295.0M | $237.4M | ||
| Q4 24 | $305.8M | $341.5M | ||
| Q3 24 | $301.4M | $292.3M | ||
| Q2 24 | $293.2M | $270.7M | ||
| Q1 24 | $310.1M | $228.1M |
| Q4 25 | $11.1M | $-13.9M | ||
| Q3 25 | $5.7M | $33.5M | ||
| Q2 25 | $-8.1M | $34.0M | ||
| Q1 25 | $-21.3M | $2.8M | ||
| Q4 24 | $4.6M | $44.8M | ||
| Q3 24 | $5.6M | $28.8M | ||
| Q2 24 | $5.9M | $22.7M | ||
| Q1 24 | $3.7M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 4.4% | 13.6% | ||
| Q2 25 | -2.0% | 14.5% | ||
| Q1 25 | -8.1% | 2.2% | ||
| Q4 24 | 3.3% | 15.3% | ||
| Q3 24 | 4.4% | 12.8% | ||
| Q2 24 | 4.5% | 10.4% | ||
| Q1 24 | 3.3% | 6.0% |
| Q4 25 | 3.8% | -12.9% | ||
| Q3 25 | 2.0% | 9.9% | ||
| Q2 25 | -2.7% | 10.6% | ||
| Q1 25 | -7.2% | 1.2% | ||
| Q4 24 | 1.5% | 13.1% | ||
| Q3 24 | 1.9% | 9.9% | ||
| Q2 24 | 2.0% | 8.4% | ||
| Q1 24 | 1.2% | 5.2% |
| Q4 25 | $0.35 | $-0.41 | ||
| Q3 25 | $0.18 | $0.98 | ||
| Q2 25 | $-0.28 | $0.99 | ||
| Q1 25 | $-0.74 | $0.08 | ||
| Q4 24 | $0.15 | $1.32 | ||
| Q3 24 | $0.18 | $0.85 | ||
| Q2 24 | $0.19 | $0.67 | ||
| Q1 24 | $0.12 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | $45.0M | — |
| Stockholders' EquityBook value | $604.9M | $1.7B |
| Total Assets | $1.6B | $5.1B |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.9M | $299.3M | ||
| Q3 25 | $10.5M | $274.8M | ||
| Q2 25 | $7.8M | $233.7M | ||
| Q1 25 | $20.8M | $181.0M | ||
| Q4 24 | $10.2M | $279.3M | ||
| Q3 24 | $20.9M | $179.8M | ||
| Q2 24 | $18.7M | $208.1M | ||
| Q1 24 | $6.6M | $216.5M |
| 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 | $1.7B | ||
| Q3 25 | $601.7M | $1.8B | ||
| Q2 25 | $604.9M | $1.8B | ||
| Q1 25 | $620.8M | $1.7B | ||
| Q4 24 | $648.9M | $1.7B | ||
| Q3 24 | $651.9M | $1.7B | ||
| Q2 24 | $654.4M | $1.7B | ||
| Q1 24 | $656.8M | $1.7B |
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.8B | ||
| Q2 25 | $1.6B | $4.7B | ||
| Q1 25 | $1.6B | $4.5B | ||
| Q4 24 | $1.7B | $4.4B | ||
| Q3 24 | $1.7B | $4.6B | ||
| Q2 24 | $1.7B | $4.2B | ||
| Q1 24 | $1.7B | $3.8B |
| 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 | $-664.3M |
| Free Cash FlowOCF − Capex | $9.1M | $-680.1M |
| FCF MarginFCF / Revenue | 3.1% | -200.0% |
| Capex IntensityCapex / Revenue | 3.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.60× | — |
| TTM Free Cash FlowTrailing 4 quarters | $49.6M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.8M | $-664.3M | ||
| Q3 25 | $32.3M | $-948.1M | ||
| Q2 25 | $-1.9M | $-238.5M | ||
| Q1 25 | $28.9M | $-281.1M | ||
| Q4 24 | $14.8M | $129.4M | ||
| Q3 24 | $62.6M | $-202.0M | ||
| Q2 24 | $25.6M | $-237.8M | ||
| Q1 24 | $-5.3M | $38.4M |
| Q4 25 | $9.1M | $-680.1M | ||
| Q3 25 | $26.6M | $-950.4M | ||
| Q2 25 | $-9.3M | $-241.0M | ||
| Q1 25 | $23.2M | $-284.7M | ||
| Q4 24 | $7.9M | $116.4M | ||
| Q3 24 | $57.6M | $-204.0M | ||
| Q2 24 | $16.8M | $-241.7M | ||
| Q1 24 | $-11.9M | $35.2M |
| Q4 25 | 3.1% | -200.0% | ||
| Q3 25 | 9.2% | -281.5% | ||
| Q2 25 | -3.1% | -75.5% | ||
| Q1 25 | 7.9% | -120.0% | ||
| Q4 24 | 2.6% | 34.1% | ||
| Q3 24 | 19.1% | -69.8% | ||
| Q2 24 | 5.7% | -89.3% | ||
| Q1 24 | -3.8% | 15.4% |
| Q4 25 | 3.0% | 4.6% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.5% | 0.8% | ||
| Q1 25 | 1.9% | 1.5% | ||
| Q4 24 | 2.2% | 3.8% | ||
| Q3 24 | 1.6% | 0.7% | ||
| Q2 24 | 3.0% | 1.4% | ||
| Q1 24 | 2.1% | 1.4% |
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | 3.23× | 2.89× | ||
| Q3 24 | 11.08× | -7.01× | ||
| Q2 24 | 4.37× | -10.49× | ||
| Q1 24 | -1.42× | 3.24× |
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% |
WD
Segment breakdown not available.
