Added to YB: 2025-05-29
Pitch date: 2025-05-27
MNRO [neutral]
Monro, Inc.
+33.11%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
Company Info
Monro, Inc. engages in the operation of retail tire and automotive repair stores in the United States.
Market Cap
$567.7M
Pitch Price
$15.90
Price Target
N/A
Dividend
5.92%
EV/EBITDA
7.56
P/E
-26.86
EV/Sales
0.89
Sector
Specialty Retail
Category
turnaround
Quick Value #270 - Monro Muffler (MNRO)
MNRO (quick overview): Auto repair chain w/ 1,263 locations (50% tire sales). FCF ~$60M ($2/share) despite profit halving since pre-COVID. New turnaround CEO after Board ousted prior. Issues: traffic -19% since 2016, tire comps -4%, margin pressure. Clean balance sheet (2x leverage). $13 share price = $710M EV, $1/share owner earnings.
Read full article (4 min)