Driven Brands Holdings Inc.

DRVN Consumer Cyclical Auto & Truck Dealerships

Driven Brands Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.9 billion, up 6.27% from fiscal 2024.

Revenue
+6.78%
EPS
−36.4%
Free cash flow
−83.0%
Total debt
−29.1%

Quarter to June 2026, against a year earlier

11.87 0.21 −1.74%
Market cap
$2.0B
P/E
12.0×
Fwd P/E
13.2×
Dividend yield
—
F-score
6/9
Altman Z
0.68
Beneish M
−2.68
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 0.75
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — 1 — — — — — — — — — —
Insider Ownership 63.96%

Capital & Financial Ratios $m

Size
Market Cap 1,990.00
Revenue ttm 1,931.47
Net income ttm 165.27
Free cash flow ttm 632.51
Net debt Q 1,501.13
Valuation
P/E 11.98
Forward P/E 13.20
Price / sales 1.02
Forward P/S Powerpack
Price / FCF 3.12
Price / book 2.36
Financial health
Current ratio Q 1.47
Debt / equity Q 2.02 (above 2: weak)
Interest coverage Q 3.51
Growth
Revenue growth Q +6.78% (above 0%: growing)
Operating income growth Q +55.26% (above 0%: growing)
EPS, this year −3.86% (below 0%: weak)
EPS, next year A +18.78% (at or above 15%: strong)
Revenue, next year A +7.71%
EPS, past 5 yrs —
EPS, next 5 yrs A +9.81%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 14.60%
10-year low 10-year high
P/B against its own 10 years 15.70%
10-year low 10-year high
EV/Sales against its own 10 years 1.71%
10-year low 10-year high
EV/FCF against its own 10 years 9.73%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—
Growth, 2016–25
−100.0%/yr
  1. 0.23 ’16
  2. 0.00 ’21 −100
  3. 0.00 ’22
  4. 0.00 ’23
  5. 0.00 ’24
  6. 0.00 ’25
paid change on the year, %

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 177 104 103 184
Receivables 167 173 181 204
Inventory 83 49 52 52
Other 347 127 92 84
821 608 541 554
2023 2024 2025 Q'26
Payables 68 86 93 128
ST’ Debt 33 34 277 26
Other 79 49 81 53
427 449 726 377

Compound Annual Growth %

10y 5y 3y
Sales — 15.55% (2.88%)
Cash Flow — 31.52% 18.79%
Earnings — 0.00% 48.05%
Book Value — (7.06%) (22.58%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.33 0.21 — — —
’25 0.04 0.33 0.33 0.13 0.85
’24 0.03 0.18 (0.11) (1.94) (1.82)
’23 0.17 0.22 (4.83) (0.42) (4.94)
’22 0.20 (0.34) 0.23 0.16 0.25
’21 (0.13) 0.21 0.19 (0.23) 0.06
’20 (0.04) 0.03 0.04 (0.06) (0.04)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 484 507 — — —
’25 448 475 480 460 1,862
’24 425 455 445 427 1,752
’23 562 607 581 554 1,710
’22 468 509 517 540 2,033
’21 329 375 371 392 1,467
’20 180 168 268 289 904
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 57 76 — — —
’25 76 74 89 91 331
’24 60 47 101 37 244
’23 37 78 97 17 229
’22 9 66 92 30 197
’21 33 92 74 86 284
’20 6 8 53 18 84
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 490 46 — — —
’25 21 271 58 39 388
’24 23 41 181 2 246
’23 (132) (73) (62) (90) (358)
’22 (58) (14) (31) (112) (214)
’21 14 70 27 14 126
’20 (10) (1) 43 0 32
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.7
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — 493 600 904 1,467 2,033 1,710 1,752 1,862 1,931 +20.9% 2,006 2,188 2,346 +8.0%
Gross margin, % — — 41.77 42.28 44.45 44.32 43.26 41.24 45.67 44.96 44.86 +3.2 pt
EBT — — 10 13 7 35 68 (41) 25 119 160 +42.8%
EBT margin, % — — 2.00 2.10 0.79 2.38 3.36 (2.41) 1.43 6.40 8.28 +4.4 pt
Net income — 0 7 8 (4) 10 43 (799) (297) 140 165 n/m
Per share, $
Per share, $ Revenue — — 5.54 6.75 8.67 9.13 12.49 10.56 10.93 11.44 11.74 +10.9%
Earnings — — 0.08 0.09 (0.04) 0.06 0.26 (4.94) (1.79) 0.85 1.00 +40.3%
Cash flow — — 0.44 0.46 0.81 1.77 1.21 1.41 1.52 2.03 1.90 +24.6%
Capex — — (0.20) (0.32) (0.50) (0.98) (2.53) (3.62) 0.01 0.36 1.94 n/m
Free cash flow — — 0.24 0.15 0.30 0.78 (1.31) (2.21) 1.53 2.39 3.85 +39.2%
Book value — — 0.00 3.26 10.61 10.24 10.16 5.60 3.39 4.71 5.07 n/m
Shares, m — — 89 89 104 161 163 162 160 163 164 +9.0%
Valuation, ×
Valuation, × P/E — — 0.00 0.00 0.00 672.40 105.62 0.00 0.00 17.86 11.98 99.5
P/S — — 3.76 3.76 3.76 3.68 2.20 0.99 1.48 1.30 1.02 2.6
P/B — — 3.07 3.07 3.07 3.28 2.70 2.52 4.76 3.15 2.36 3.2
EV/Sales — — 5.90 5.90 5.90 4.95 3.43 2.19 2.95 2.40 1.80 4.2
EV/FCF — — 169.16 169.16 169.16 57.81 (32.64) (14.11) 20.94 11.51 5.49 68.9
Cash, $m
Cash, $m Operating cash flow — — 39 41 84 284 197 229 244 331 313 +35.8%
Capex — — (18) (28) (52) (158) (411) (586) 2 58 320 n/m
Free cash flow — — 21 13 32 126 (214) (358) 246 388 633 +51.8%
Balance, $m
Balance, $m Working capital — — 29 26 68 291 66 394 159 (185) 177 n/m
Net debt — — 644 1,280 1,937 1,858 2,510 2,766 2,589 2,056 1,501 +18.0%
Shareholders’ equity — — — 290 1,106 1,645 1,654 907 544 767 833 +17.6%
Returns, %
Returns, % ROA — — 0.00 0.82 (0.13) 0.18 0.70 (12.87) (5.33) 2.98 4.23 +3.0 pt
ROIC — — 5.65 2.79 1.95 3.16 3.00 1.96 3.99 5.12 7.22 (0.5) pt
ROE — — 1.95 2.12 (0.60) 0.70 2.62 (62.41) (41.01) 21.38 20.96 +19.4 pt
People
People Employees — — — 4,900 6,900 9,900 11,000 10,600 10,700 7,100 — +6.4%
Revenue/emp, $m — — 0.00 0.12 0.13 0.15 0.18 0.16 0.16 0.26 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026 · fundamentals updated 26 Oct 2026

Driven Brands Holdings Inc. vs peers in Auto & Truck Dealerships (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
RUSHA Rush Enterprises, Inc. $5.7B 19.1× 17.7× +12.35% (above 0%: growing) +19.02% (above 0%: growing) −56.15% (below 0%: shrinking) 18.31% 5.11% Compare
VVV Valvoline $4.6B 44.7× 31.9× +24.05% (above 0%: growing) +15.91% (above 0%: growing) +110.31% (above 0%: growing) 39.46% 20.60% Compare
OPLN OPENLANE, Inc. $4.4B — (loss-making) 29.6× +12.60% (above 0%: growing) +38.46% (above 0%: growing) +44.62% (above 0%: growing) 44.89% 17.57% Compare
RUSHB Rush Enterprises, Inc. $3.9B 26.1× 17.7× −1.61% (below 0%: shrinking) 0.00% −56.15% (below 0%: shrinking) 19.04% 5.12% Compare
ABG Asbury Automotive Group, Inc. $3.7B 8.2× 7.5× −8.07% (below 0%: shrinking) −22.18% (below 0%: shrinking) −28.85% (below 0%: shrinking) 16.57% 4.68% Compare
GPI Group 1 Automotive, Inc. $3.2B 8.4× 7.1× −6.68% (below 0%: shrinking) +772.03% (above 0%: growing) +180.76% (above 0%: growing) 15.84% 3.72% Compare
BGSI Boyd Group Services Inc. $2.5B 134× — +28.05% (above 0%: growing) n/m +102.28% (above 0%: growing) 46.52% 2.03% Compare
DRVN Driven Brands Holdings Inc. $2.0B 12.0× 13.2× +6.78% (above 0%: growing) −36.36% (below 0%: shrinking) −82.95% (below 0%: shrinking) 44.32% 14.40%
SAH Sonic Automotive, Inc. $2.0B 9.9× 9.4× +0.38% (above 0%: growing) −5.11% (below 0%: shrinking) −109.44% (below 0%: shrinking) 15.48% 2.82% Compare
Median of peers $3.8B 19.1× 17.7× +6.37% +15.91% +7.89% 18.68% 4.90%

All 25 Auto & Truck Dealerships stocks →

Pay and ownership Proxy statement filed 16 June 2026

Ownership

Directors and executive officers, together 4.40%
Roark Entities 61.80%
FMR LLC 5.00%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Driven Brands Holdings Inc. (DRVN) Latest News

30 Sep

23 Sep

13 Aug

Impact 4 · · The Motley Fool transcript

20 May

Impact 3 · · Moby transcript

19 May

Impact 3 · · The Motley Fool transcript
Impact 3 · · MarketBeat transcript
stockrow.com/DRVN · Data as of Oct 26, 2026 · For information only; not investment advice. · © 2026 stockrow.com