Driven Brands Holdings Inc.

NasdaqGS:DRVN 株式レポート

時価総額：US$2.4b

Driven Brands Holdings 将来の成長

Future 基準チェック /26

Driven Brands Holdings利益と収益がそれぞれ年間17.5%と7.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.7% 18.5%なると予測されています。

主要情報

17.5%

収益成長率

18.46%

EPS成長率

Consumer Services 収益成長13.1%
収益成長率7.4%
将来の株主資本利益率23.71%
アナリストカバレッジ

Good

最終更新日16 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 22

DRVN: Activist Sale Pressure And Accounting Cleanup Will Drive Future Repricing

Driven Brands Holdings' updated fair value estimate has edged down from $17.14 to $17.01, reflecting a series of analyst price target cuts of up to $4, alongside concerns about accounting restatements, softer traffic in certain customer cohorts, and headwinds in glass and electric vehicle exposed businesses, even as Q4 and Q1 results and completed restatements have kept some firms constructive on the stock. Analyst Commentary Recent research on Driven Brands Holdings splits into two broad camps, with bullish analysts pointing to cleaner financials and a still-attractive growth story, while bearish analysts focus on valuation risks tied to accounting issues, soft spots in demand and business mix challenges.
分析記事 • Jun 20

Driven Brands Holdings (DRVN) Stock Could Be 26% Undervalued After Q1 Results Kept Guidance Intact

Q1 2026 results and outlook snapshot Driven Brands Holdings (DRVN) has drawn investor attention after reporting Q1 2026 results that showed higher sales, revenue, and net income compared with a year earlier, while also reiterating full year revenue guidance. See our latest analysis for Driven Brands Holdings. The Q1 2026 update has come after a mixed period for Driven Brands Holdings, with the share price down 12.55% year to date and the 1 year total shareholder return declining 25.46%. At...
ナラティブの更新 • Jun 06

DRVN: Accounting Cleanup And Activist Sale Pressure Will Unlock Future Upside

Analysts have trimmed their fair value estimate for Driven Brands Holdings by about $1.17 to $17.14 per share, reflecting a mix of lower price targets across the Street and updated views on growth, margins, discount rates, and longer term P/E assumptions following the recent restatements and guidance. Analyst Commentary Recent research updates cluster around a similar price range but reflect different levels of confidence in how well Driven Brands can execute on its recovery efforts after the restatements and updated guidance.
Seeking Alpha • May 21

Driven Brands Holdings: Hard To Stay Bullish Due To Fundamental Weakness (Rating Downgrade)

Summary Driven Brands Holdings is downgraded from buy to hold as the equity story loses clarity despite balance sheet improvements. Take 5’s Q4 SSSG remains healthy at 4.3%, but post-quarter moderation—especially among value-oriented customers—raises concerns about growth durability. Franchise Brands continues to underperform, with negative SSSG and persistent weakness in discretionary collision repairs, notably Maaco. DRVN trades at 8.7x forward EBITDA and ~10x FY26 earnings, but a re-rating requires clearer evidence of sustained growth in both Take 5 and Franchise Brands. Read the full article on Seeking Alpha
ナラティブの更新 • May 03

DRVN: Accounting Cleanup And Activist Sale Push Will Eventually Unlock Upside

Analysts have trimmed their average price target for Driven Brands by about $0.85 to $18.31, citing lower fair value estimates, a reduced revenue growth outlook, slightly softer profit margin assumptions, and a modestly higher future P/E expectation following recent target cuts and a downgrade. Analyst Commentary Recent research on Driven Brands shows a mix of cautious and constructive views, with several firms reworking models after the company disclosed material errors in prior financials and delayed its Q4 results and Form 10-K filing.
ナラティブの更新 • Apr 19

DRVN: Accounting Cleanup And Activist Pressure Will Eventually Unlock Franchise Upside

Analysts have trimmed the average price target on Driven Brands Holdings to a range of about $12 to $16.50, reflecting caution around delayed financial filings and accounting restatements, even as some research continues to highlight longer term earnings and valuation support. Analyst Commentary Recent research on Driven Brands highlights a split view, with some analysts still pointing to potential upside and others focused on execution risks tied to the company’s financial reporting issues.
ナラティブの更新 • Apr 03

DRVN: Accounting Review And Activist Pressure Will Eventually Unlock Franchise Upside

Analysts have adjusted the price target for Driven Brands Holdings slightly higher to about $19, supported by updated views on revenue growth, profitability, and a lower assumed P/E multiple, despite recent rating and target cuts tied to financial restatement concerns and filing delays. Analyst Commentary Recent research on Driven Brands highlights a mix of optimism about long term growth potential and caution around accounting issues and valuation resets.
ナラティブの更新 • Mar 19

DRVN: Accounting Review And Filing Delay Will Eventually Unlock Franchise Upside

Analysts have trimmed the fair value estimate for Driven Brands slightly, from about $19.06 to $18.81, reflecting lower price targets following accounting-related disclosures and the delayed Q4 results. Analyst Commentary Recent Street research on Driven Brands highlights mixed views, with several firms cutting price targets and adjusting ratings following the company’s disclosure of accounting errors and the delay in Q4 results and the Form 10-K filing.
新しいナラティブ • Mar 13

Network Expansion And Choppy Traffic Will Pressure Margins Before Longer Term Auto Care Tailwinds Emerge

Catalysts About Driven Brands Holdings Driven Brands Holdings operates a diversified auto care platform that includes quick oil change, maintenance, collision repair and international car wash services. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Mar 05

DRVN: Accounting Review And Filing Delay Will Set Up Future Upside

Analysts have trimmed their fair value estimate for Driven Brands Holdings by about $1.87 to $19.06, citing lowered price targets after the company disclosed material errors in prior financials and delayed its Q4 results and 10-K filing. Analyst Commentary Recent research updates show a clear shift in tone around Driven Brands Holdings, with several firms revising price targets and ratings after the disclosure of material errors in prior financials and the delay of Q4 results and the 10-K filing.
新しいナラティブ • Feb 27

Unit Expansion And Higher Margin Services Will Transform This Auto Care Platform

Catalysts About Driven Brands Holdings Driven Brands Holdings operates a diversified auto care platform that includes quick lube, maintenance, paint, collision and international car wash businesses. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 18

DRVN: Updated 2025 Guidance And P/E Framework Will Support Future Upside

Analysts have adjusted their price target on Driven Brands Holdings, citing updated views on discount rate assumptions and future P/E. This has resulted in a revised target of $20.92 that reflects recent Street research shifts in valuation inputs.
ナラティブの更新 • Feb 04

DRVN: Revised 2025 Mix And Higher P/E Assumptions Will Unlock Upside

Analysts have increased their price target for Driven Brands Holdings by $151, reflecting updated views on discount rates, expected revenue trends, profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research around Driven Brands Holdings shows mixed views on the company, with one report lowering the price target by $3 and another raising it by $154.
ナラティブの更新 • Jan 21

DRVN: Narrowed 2025 Guidance Will Support Future Upside Repricing

Analysts have trimmed their blended price target for Driven Brands Holdings by about US$0.23 per share to just under US$21. This reflects slightly lower assumed revenue growth, a modestly lower P/E multiple, and updated peer valuation comparisons following recent research updates that cited tighter FY25 guidance and softer comparable company valuations.
ナラティブの更新 • Jan 06

DRVN: Narrowed 2025 Guidance And Peer Reset Will Support Future Upside

Analysts have nudged their price target on Driven Brands slightly lower to US$21 from US$22, citing trimmed comparable company valuations, even as recent results and narrowed FY25 guidance came in slightly ahead of expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results landing slightly ahead of Street expectations support the current earnings base used in valuation work.
ナラティブの更新 • Dec 21

DRVN: Narrowed Guidance And Sector Multiple Reset Will Support Future Upside

Analysts have modestly reduced their price target on Driven Brands Holdings, trimming it by about $1 to roughly $21. They cited slightly better than expected Q3 results but lower comparable company valuations as the key driver of the change.
分析記事 • Jun 29

These 4 Measures Indicate That Driven Brands Holdings (NASDAQ:DRVN) Is Using Debt In A Risky Way

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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新しいナラティブ • Feb 23

Take 5 Oil Change Expansion And Debt Reduction Will Improve Future Prospects

Strategic expansion and partnerships, including Take 5 Oil Change and Auto Glass Now, are expected to boost revenue through growth and predictable commercial accounts.
分析記事 • Feb 05

Is Driven Brands Holdings (NASDAQ:DRVN) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 08

Returns At Driven Brands Holdings (NASDAQ:DRVN) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Dec 13

What You Can Learn From Driven Brands Holdings Inc.'s (NASDAQ:DRVN) P/S

It's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 1.2x...
分析記事 • Nov 14

Shareholders Can Be Confident That Driven Brands Holdings' (NASDAQ:DRVN) Earnings Are High Quality

Driven Brands Holdings Inc. ( NASDAQ:DRVN ) recently posted some strong earnings, and the market responded positively...
Seeking Alpha • Nov 03

Cautious Optimism Powers Driven Brands Holdings Earnings Drive

Summary Q3 2024 Performance: Revenue at $592 million, 2% growth year-over-year; 15 periods of same-store sales growth. Take 5 Success: Revenue up 14.6% YoY; strong performance with 5.4% increase in comparable sales. Expansion Efforts: Opened 45 new stores in Q3, aiming for 170 more by year-end; plans for 150 new stores annually. Challenges: $14.9 million loss in Q3; hurricanes disrupted over 500 locations, resulting in $10 million in lost sales. Strategic Challenges: Higher spending than planned; long-term growth in the glass business expected to be slow. Read the full article on Seeking Alpha
分析記事 • Oct 09

Driven Brands Holdings (NASDAQ:DRVN) Has No Shortage Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 03

Driven Brands Holdings Inc.'s (NASDAQ:DRVN) P/S Still Appears To Be Reasonable

It's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 1x...
Seeking Alpha • Aug 02

Driven Brands Holdings: Pricing Strategy Is Working Out Well

Summary I stay with my buy rating for DRVN. DRVN's pricing strategy is effective and should lead to better performance in the coming quarters. The hiring of a new CFO removes any lingering uncertainty in the business and stock in my view. Read the full article on Seeking Alpha
分析記事 • Jul 30

Returns At Driven Brands Holdings (NASDAQ:DRVN) Appear To Be Weighed Down

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Jun 18

These 4 Measures Indicate That Driven Brands Holdings (NASDAQ:DRVN) Is Using Debt In A Risky Way

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 10

The Market Doesn't Like What It Sees From Driven Brands Holdings Inc.'s (NASDAQ:DRVN) Revenues Yet As Shares Tumble 26%

Driven Brands Holdings Inc. ( NASDAQ:DRVN ) shares have had a horrible month, losing 26% after a relatively good period...
分析記事 • May 01

The Returns At Driven Brands Holdings (NASDAQ:DRVN) Aren't Growing

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Seeking Alpha • Mar 05

Driven Brands: I Expect Margin Expansion And Guidance Beat (Rating Upgrade)

Summary Upgrading rating on DRVN from hold to buy due to overdone share price weakness. Car wash segment experiencing significant margin expansion, demonstrating effective cost control and improved profitability. Integration of Glass business unit progressing ahead of schedule, with potential for acceleration in benefits in the future. Read the full article on Seeking Alpha
分析記事 • Mar 04

Is Driven Brands Holdings (NASDAQ:DRVN) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Feb 11

Emeth Value Capital - Driven Brands Holdings: Mr. Market's Irrationality Already In Full Onset

Summary Driven Brands is the largest automotive services platform in North America. Driven Brands receives preference from insurance carriers and fleet operators who wish to work with nationally scaled and recognized chains. On August 2nd 2023, Driven Brands' share price fell more than forty percent in a single day. A base case scenario modeled indicates a value of $39.89 per share, or approximately 179 percent upside to intrinsic value based on the year end share price of $14.26. Read the full article on Seeking Alpha
分析記事 • Feb 06

There's Reason For Concern Over Driven Brands Holdings Inc.'s (NASDAQ:DRVN) Price

It's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 0.9x...

業績と収益の成長予測

NasdaqGS:DRVN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,3562642813814
12/31/20272,17321220731910
12/31/20261,99618154528610
3/28/20261,899141122311N/A
12/27/20251,862131108331N/A
9/27/20251,7844923271N/A
6/28/20251,750-2322293N/A
3/29/20251,7182-7260N/A
12/28/20241,7521-45244N/A
9/28/20242,05724-102232N/A
6/29/20242,135-747-205228N/A
3/30/20242,224-747-258259N/A
12/30/20231,710-47-368229N/A
9/30/20232,290-690-401242N/A
7/1/20232,226130-371236N/A
4/1/20232,12738-311225N/A
12/31/20222,03342-239197N/A
9/24/20221,885-22-90253N/A
6/25/20221,740-28-29235N/A
3/26/20221,6066354260N/A
12/25/20211,4679123284N/A
9/25/20211,36440105216N/A
6/26/20211,26112121195N/A
3/27/20211,054-2051111N/A
12/26/2020904-43284N/A
9/26/2020798-72977N/A
3/28/2020653-1648N/A
12/28/20196008N/A41N/A
12/29/20184937N/A39N/A

アナリストによる今後の成長予測

収入対貯蓄率: DRVNの予測収益成長率 (年間17.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: DRVNの収益 ( 17.5% ) US市場 ( 18.6% ) よりも低い成長が予測されています。

高成長収益: DRVNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: DRVNの収益 ( 7.4% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: DRVNの収益 ( 7.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DRVNの 自己資本利益率 は、3年後には高くなると予測されています ( 23.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/03 15:06
終値2026/07/02 00:00
収益2026/03/28
年間収益2025/12/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Driven Brands Holdings Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Craig KennisonBaird
Peter BenedictBaird
Seth SigmanBarclays