Monro vs Valvoline
Valvoline reported revenue of $1.7 billion in fiscal 2025, 1.5 times Monro's $1.2 billion in fiscal 2026. Monro's revenue fell 3.2% in its latest year, and Valvoline's grew 5.6%. Monro had an operating margin of 1.7%, against 22.8% at Valvoline. Free cash flow was $39 million at Monro and $38 million at Valvoline. Their fiscal years end in different months (March 28 and September 30), so the periods don't line up exactly.
Side by side
| Monro | Valvoline | |
|---|---|---|
| Latest fiscal year | FY2026, Mar 28, 2026 | FY2025, Sep 30, 2025 |
| Revenue | $1.2B | $1.7B |
| Revenue growth | −3.2% | 5.6% |
| Revenue growth a year, last 5 years | 0.6% | 18.7% |
| Gross margin | 35.0% | 38.5% |
| Operating margin | 1.7% | 22.8% |
| Net margin | 0.2% | 12.3% |
| Free cash flow | $39M | $38M |
| Free cash flow margin | 3.4% | 2.2% |
| Return on capital | 1.6% | 18.9% |
| Net debt to EBITDA | 3.4x | 2.5x |
| Dividends and buybacks | $35M | $77M |
| Change in diluted share count | 0.2% | −1.8% |
| Last close | $10.95 | $34.81 |
| P/E at the last close | — | 43.5× |
| Insider trades, last 12 months | — | bought $953,666, sold $645,342 |
| Piotroski F-score | 5 of 9 | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
MonroValvoline
Operating margin
Percent of revenue
MonroValvoline
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
MonroValvoline