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MONRO, INC.（MNRO）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是MONRO, INC.的1.7倍（$492.9M vs $293.4M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 3.8%，领先15.9%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs -4.0%），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -2.9%）
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
MNRO vs STWD — 直观对比
营收规模更大
STWD
是对方的1.7倍
$293.4M
营收增速更快
STWD
高出12.5%
-4.0%
净利率更高
STWD
高出15.9%
3.8%
两年增速更快
MNRO
近两年复合增速
-2.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $492.9M |
| 净利润 | $11.1M | $96.9M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | 26.6% |
| 净利率 | 3.8% | 19.7% |
| 营收同比 | -4.0% | 8.5% |
| 净利润同比 | 143.1% | 87.7% |
| 每股收益（稀释后） | $0.35 | $0.25 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收MNROSTWD
| Q4 25 | $293.4M | $492.9M | ||
| Q3 25 | $288.9M | $488.9M | ||
| Q2 25 | $301.0M | $444.3M | ||
| Q1 25 | $295.0M | $418.2M | ||
| Q4 24 | $305.8M | $454.4M | ||
| Q3 24 | $301.4M | $479.5M | ||
| Q2 24 | $293.2M | $489.8M | ||
| Q1 24 | $310.1M | $523.1M |
净利润MNROSTWD
| Q4 25 | $11.1M | $96.9M | ||
| Q3 25 | $5.7M | $72.6M | ||
| Q2 25 | $-8.1M | $129.8M | ||
| Q1 25 | $-21.3M | $112.3M | ||
| Q4 24 | $4.6M | $51.6M | ||
| Q3 24 | $5.6M | $76.1M | ||
| Q2 24 | $5.9M | $77.9M | ||
| Q1 24 | $3.7M | $154.3M |
毛利率MNROSTWD
| 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% | — |
营业利润率MNROSTWD
| Q4 25 | 6.3% | 26.6% | ||
| Q3 25 | 4.4% | 19.1% | ||
| Q2 25 | -2.0% | 30.5% | ||
| Q1 25 | -8.1% | 28.7% | ||
| Q4 24 | 3.3% | 15.1% | ||
| Q3 24 | 4.4% | 17.2% | ||
| Q2 24 | 4.5% | 19.1% | ||
| Q1 24 | 3.3% | 30.8% |
净利率MNROSTWD
| Q4 25 | 3.8% | 19.7% | ||
| Q3 25 | 2.0% | 14.8% | ||
| Q2 25 | -2.7% | 29.2% | ||
| Q1 25 | -7.2% | 26.8% | ||
| Q4 24 | 1.5% | 11.4% | ||
| Q3 24 | 1.9% | 15.9% | ||
| Q2 24 | 2.0% | 15.9% | ||
| Q1 24 | 1.2% | 29.5% |
每股收益（稀释后）MNROSTWD
| Q4 25 | $0.35 | $0.25 | ||
| Q3 25 | $0.18 | $0.19 | ||
| Q2 25 | $-0.28 | $0.38 | ||
| Q1 25 | $-0.74 | $0.33 | ||
| Q4 24 | $0.15 | $0.15 | ||
| Q3 24 | $0.18 | $0.23 | ||
| Q2 24 | $0.19 | $0.24 | ||
| Q1 24 | $0.12 | $0.48 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $4.9M | $499.5M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $6.8B |
| 总资产 | $1.6B | $63.2B |
| 负债/权益比越低杠杆越低 | 0.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MNROSTWD
| Q4 25 | $4.9M | $499.5M | ||
| Q3 25 | $10.5M | $301.1M | ||
| Q2 25 | $7.8M | $259.9M | ||
| Q1 25 | $20.8M | $440.6M | ||
| Q4 24 | $10.2M | $377.8M | ||
| Q3 24 | $20.9M | $357.9M | ||
| Q2 24 | $18.7M | $259.3M | ||
| Q1 24 | $6.6M | $327.4M |
总债务MNROSTWD
| 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 | — |
股东权益MNROSTWD
| Q4 25 | $604.9M | $6.8B | ||
| Q3 25 | $601.7M | $6.9B | ||
| Q2 25 | $604.9M | $6.4B | ||
| Q1 25 | $620.8M | $6.4B | ||
| Q4 24 | $648.9M | $6.4B | ||
| Q3 24 | $651.9M | $6.5B | ||
| Q2 24 | $654.4M | $6.2B | ||
| Q1 24 | $656.8M | $6.3B |
总资产MNROSTWD
| Q4 25 | $1.6B | $63.2B | ||
| Q3 25 | $1.6B | $62.4B | ||
| Q2 25 | $1.6B | $62.4B | ||
| Q1 25 | $1.6B | $62.2B | ||
| Q4 24 | $1.7B | $62.6B | ||
| Q3 24 | $1.7B | $64.2B | ||
| Q2 24 | $1.7B | $64.1B | ||
| Q1 24 | $1.7B | $66.2B |
负债/权益比MNROSTWD
| 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× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $17.8M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.60× | 5.04× |
| 过去12个月自由现金流最近4个季度 | $49.6M | — |
8季度趋势，按日历期对齐
经营现金流MNROSTWD
| Q4 25 | $17.8M | $488.8M | ||
| Q3 25 | $32.3M | $337.6M | ||
| Q2 25 | $-1.9M | $-87.4M | ||
| Q1 25 | $28.9M | $238.9M | ||
| Q4 24 | $14.8M | $295.6M | ||
| Q3 24 | $62.6M | $241.8M | ||
| Q2 24 | $25.6M | $53.3M | ||
| Q1 24 | $-5.3M | $55.9M |
自由现金流MNROSTWD
| 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 24 | $-11.9M | — |
自由现金流率MNROSTWD
| 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 24 | -3.8% | — |
资本支出强度MNROSTWD
| 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 24 | 2.1% | — |
现金转化率MNROSTWD
| Q4 25 | 1.60× | 5.04× | ||
| Q3 25 | 5.71× | 4.65× | ||
| Q2 25 | — | -0.67× | ||
| Q1 25 | — | 2.13× | ||
| Q4 24 | 3.23× | 5.72× | ||
| Q3 24 | 11.08× | 3.18× | ||
| Q2 24 | 4.37× | 0.68× | ||
| Q1 24 | -1.42× | 0.36× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
