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Monro

MNRO on Nasdaq. Monro sells tires and car repair services to drivers in the United States. Market value $426m.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to March 2026.

Recent profit includes a one-time gain, so we price the company excluding that gain.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Retail & consumer stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to June 2026
2.4%low

For every $100 of what the whole company costs, it produced $2.39 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to June 2026, without the one-off
94.6×full

You pay 94.6 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to March 2026
n/a

The filings do not give us enough to work this out.

Quality score: 59 of 100. Price score: 13 of 100. Our list needs 70 on quality and 60 on price.

$13.67 a share, 24% above its 1-year low

Over the past year the price has ranged from $11.06 to $23.91.

Dividend: 8.2% a year

Paid every year for at least 5 years

Yields this high often come before a cut. Check the company's latest news.

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.1
0.2
0.1
0.1
0.0
0.0
2022202320242025202612 monthsto Jun '26

Spare cash swings from quarter to quarter here: $10 million in the past 12 months, $39 million in the year to March 2026.

Revenue
$1.4bn$1.3bn$1.3bn$1.2bn$1.2bn
Operating margin
7.5%6.0%5.6%1.1%1.7%
Debt to equity
0.740.630.590.520.49
Shares outstanding
0.03bn0.03bn0.03bn0.03bn0.03bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)6 of 7 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt0.49× equity
  • Revenue growth, five yearsSlow, 0.6% a year
  • Buying back its own sharesYes, 4% fewer since 2022

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $287 million last quarter, down 5% on a year ago.
  • A loss of $2 million, compared with a loss of $8 million a year ago.
  • It keeps 3 cents of each $1 of sales as operating profit, after losing 1 cents a year earlier.
  • Spare cash over the past 12 months: $10 million, down from $79 million.
  • 1% more shares than a year ago. Each share owns a bit less of the company.
  • Debt is $283 million more than cash, up from $274 million a year ago.
  • Sales did not grow on a year ago in any of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$301m
December 2024$306m
March 2025$295m
June 2025$301m
September 2025$289m
December 2025$293m
March 2026$274m
June 2026$287m
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024$6m
December 2024$5m
March 2025-$21m
June 2025-$8m
September 2025$6m
December 2025$11m
March 2026-$7m
June 2026-$2m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
27 May 2026
Next quarterly (estimated, 10-Q)
28 October 2026

Who owns it

3 long-term investors we follow own it, unchanged from 3 last quarter. 180 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

7 investors own more than 5%.

  • at least 16.9%+2.1 pts
    (filed with 1 related holder)
    Since 6 November 2025
  • GAMCO Asset Management Inc.
    Passive investor
    at least 8.3%+0.7 pts
    (filed with 8 related holders)
    Since 24 April 2026
    What they said

    The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the…

    Read the filing
  • BlackRock, Inc.
    Passive investor
    6.6%−7.3 pts
    Since 30 June 2026
  • 6.5%
    Since 7 August 2026
  • at least 4.3%
    (filed with 2 related holders)
    Since 31 December 2024
  • NOMURA HOLDINGS INC
    Passive investor
    at least 3.6%−2.0 pts
    (filed with 1 related holder)
    Since 30 June 2025
  • Adage Capital Management, L.P.
    Passive investor
    at least 3.2%−2.0 pts
    (filed with 2 related holders)
    Since 30 June 2026
  • Sold down below 5%
    Since 30 September 2025
  • Sold down below 5%
    Since 31 December 2025
  • Teton Advisors, LLC
    Passive investor
    Sold down below 5%
    Since 23 February 2026
    What they said

    The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the…

    Read the filing
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 13 March 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $501,900 of shares on the open market.

  • FITZSIMMONS PETER D
    President and CEO
    Bought
    Date
    5 February 2026
    Shares
    12,750
    Price
    $19.68
    Value
    $250,920
  • FITZSIMMONS PETER D
    President and CEO
    Bought
    Date
    3 February 2026
    Shares
    13,350
    Price
    $18.80
    Value
    $250,980

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 27 May 2026, plus the 10-Q filed 29 Jul 2026 and 3 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

  • Sales have barely grown: 0.6% a year.
  • It isn't cheap on profits: 94.6× operating profit.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.