Boyd Group Services Inc. (BGSI) vs Driven Brands Holdings Inc. (DRVN)

Boyd Group Services Inc. and Driven Brands Holdings Inc. are both Auto & Truck Dealerships companies. Boyd Group Services Inc. is the larger, with a market value of $2.3B against $2.0B — 1.2× the size. Driven Brands Holdings Inc. trades at the lower P/E: 11.5× against 122×. Driven Brands Holdings Inc. grew revenue faster over the last twelve months: 15.4% against 9.77%. Driven Brands Holdings Inc. has the higher net margin (8.56% vs 0.39%) and the higher return on invested capital (7.22% vs 2.51%). Across the 22 metrics below, Driven Brands Holdings Inc. leads on 16 and Boyd Group Services Inc. on 6.

Valuation

Metric BGSI DRVN Auto & Truck Dealerships median
P/E 121.64 11.46 15.92
P/S 0.67 1.02 0.27
P/B 1.31 2.35 2.00
Price to free cash flow 6.53 3.10 10.69
EV/EBITDA 8.62 7.96 8.59
EV/Sales 0.96 1.79 0.68
Earnings yield 0.82% 8.72% 3.16%
Free cash flow yield 15.32% 32.26% 2.80%

Profitability

Metric BGSI DRVN Auto & Truck Dealerships median
Gross margin 46.50% 44.86% 19.56%
Operating margin 3.19% 13.97% 3.73%
Net margin 0.39% 8.56% 1.18%
Free cash flow margin 10.34% 32.75% 2.34%
Return on equity 1.03% 20.96% 10.04%
Return on assets 0.39% 4.23% 0.75%
Return on invested capital 2.51% 7.22% 6.85%

Growth

Metric BGSI DRVN Auto & Truck Dealerships median
Revenue growth (TTM) 9.77% 15.35% 3.12%
EPS growth (last fiscal year) (28.07%) 146.70% 2.35%
Revenue growth, 5-year CAGR 15.02% 15.55% 10.46%
Net income growth, 5-year CAGR (16.03%) 0.00% 0.00%

Health

Metric BGSI DRVN Auto & Truck Dealerships median
Debt to equity 0.58 2.02 0.55
Current ratio 0.60 1.47 1.15
Net debt to EBITDA (0.84) 4.88 1.34

Dividend

Metric BGSI DRVN Auto & Truck Dealerships median
Dividend yield 0.55% — 1.03%
Payout ratio 0.67 — 0.24

Size

Metric BGSI DRVN Auto & Truck Dealerships median
Market cap 2.27b 1.97b 2.14b

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