MONRO, INC. · Automotive Repair, Services & Parking

MNRO

Low riskNext report: Oct 29 (confirmed)

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The short version

A profitable company with shrinking sales. Institutions are trimming.

Going well

Pays a 8.4% dividend yield
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions cut 8.2% from their holdings in the quarter ending June 2026 (95 bought, 103 sold)
Held by Carl Icahn

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$13.41+1.4% that day

Company value: $403M; Share price times all shares
Price vs sales: 0.35x; No profit over the last year, so this compares value with sales instead
Dividend yield: 8.4%; Yearly dividend as a share of today's price
Cash vs value: 4%; Cash as a share of company value
Debt vs value: 11%; Debt as a share of company value

From MNRO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26 (worked out from yearly totals)

$273.8M-7.2% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $1.2B, down 3.2% from the 12 months before. Over 5 years, sales grew about 0.6% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MNRO. Starting points are the company's recent numbers.

Sales growth-3% a yearRecently: -3.2% a yearProfit margin1%Last 12 months: 0.2%P/E at the end15xMany steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$994M

Profit in 5 years$10M

Price these guesses point to$5.78-57% vs $13.41 todayAbout -15% a year, before dividends

What today's price needs: with a 1% margin and a 15x P/E, sales would have to grow about 15% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/5Weak

MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.2%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$38.8M
PassShare count not growingNot diluting owners. Falling means buybacks.-8.1% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.35.0%

Revenue: $1.2B; -3.2% vs prior year
5-year growth: +0.6%/yr; revenue, per year
Total debt: $45.0M
Current ratio: 0.45x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity. A checklist is a starting point for research, not a verdict.