Driven Brands Holdings (DRVN) 주식 개요
는 자회사와 함께 미국과 캐나다의 소매 및 상업 고객에게 자동차 서비스를 제공합니다. 자세히 보기
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Analyst Price Targets
Driven Brands Holdings Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$14.47 |
| 52주 최고가 | US$19.74 |
| 52주 최저가 | US$9.80 |
| 베타 | 0.96 |
| 1개월 변동 | 11.31% |
| 3개월 변동 | 17.93% |
| 1년 변동 | -19.92% |
| 3년 변동 | -45.81% |
| 5년 변동 | -50.34% |
| IPO 이후 변동 | -45.78% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.분석 기사 • 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...Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha주주 수익률
| DRVN | US Consumer Services | US 시장 | |
|---|---|---|---|
| 7D | 2.8% | 3.9% | 1.6% |
| 1Y | -19.9% | -18.4% | 18.6% |
수익률 대 산업: DRVN은 지난 1년 동안 -18.4%의 수익을 기록한 US Consumer Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: DRVN은 지난 1년 동안 18.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| DRVN volatility | |
|---|---|
| DRVN Average Weekly Movement | 6.9% |
| Consumer Services Industry Average Movement | 7.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: DRVN는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: DRVN의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1972 | 7,100 | Danny Rivera | www.drivenbrands.com |
는 자회사와 함께 미국과 캐나다의 소매 및 상업 고객에게 자동차 서비스를 제공합니다. 이 회사는 Take 5, 프랜차이즈 브랜드, 오토 글래스 나우 부문을 통해 운영됩니다. 페인트, 충돌, 유리, 수리, 오일 교환, 차동액 교환, 냉각수 서비스, 에어 및 캐빈 필터 등의 유지보수 서비스, 자동차 유리 및 앞유리 교체, 수리, 캘리브레이션 서비스 등 다양한 서비스를 제공합니다.
Driven Brands Holdings Inc. 기초 지표 요약
| DRVN 기초 통계 | |
|---|---|
| 시가총액 | US$2.39b |
| 순이익 (TTM) | US$141.43m |
| 매출 (TTM) | US$1.90b |
16.9x
주가수익비율(P/E)1.3x
주가매출비율(P/S)DRVN는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| DRVN 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.90b |
| 매출원가 | US$1.04b |
| 총이익 | US$858.25m |
| 기타 비용 | US$716.82m |
| 순이익 | US$141.43m |
최근 보고된 실적
Mar 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.86 |
| 총이익률 | 45.19% |
| 순이익률 | 7.45% |
| 부채/자본 비율 | 211.6% |
DRVN의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/05 11:09 |
| 종가 | 2026/07/02 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2025/12/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Driven Brands Holdings Inc.는 14명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Craig Kennison | Baird |
| Peter Benedict | Baird |
| Seth Sigman | Barclays |