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Driven Brands Holdings Inc.NasdaqGS:DRVN Stock Report

Market Cap US$2.2b
Share Price
US$13.83
US$17.14
19.3% undervalued intrinsic discount
1Y-20.2%
7D7.3%
1D
Portfolio Value
View

Driven Brands Holdings Inc.

NasdaqGS:DRVN Stock Report

Market Cap: US$2.2b

Driven Brands Holdings (DRVN) Stock Overview

Provides automotive services to retail and commercial customers in the United States and Canada. More details

DRVN fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance4/6
Financial Health0/6
Dividends0/6

DRVN Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

Driven Brands Holdings Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Driven Brands Holdings
Historical stock prices
Current Share PriceUS$13.83
52 Week HighUS$19.74
52 Week LowUS$9.80
Beta0.97
1 Month Change7.71%
3 Month Change33.75%
1 Year Change-20.24%
3 Year Change-47.99%
5 Year Change-52.93%
Change since IPO-48.18%

Recent News & Updates

Narrative Update 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
Narrative Update 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.

Recent updates

Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
New Narrative 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?
Narrative Update 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.
New Narrative 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?
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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
Analysis Article 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...
Analysis Article Jan 07

Driven Brands Holdings' (NASDAQ:DRVN) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Shareholder Returns

DRVNUS Consumer ServicesUS Market
7D7.3%3.1%-4.1%
1Y-20.2%-23.4%20.6%

Return vs Industry: DRVN exceeded the US Consumer Services industry which returned -23.4% over the past year.

Return vs Market: DRVN underperformed the US Market which returned 20.6% over the past year.

Price Volatility

Is DRVN's price volatile compared to industry and market?
DRVN volatility
DRVN Average Weekly Movement7.1%
Consumer Services Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Stable Share Price: DRVN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: DRVN's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19727,100Danny Riverawww.drivenbrands.com

Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States and Canada. The company operates through Take 5, Franchise Brands, and Auto Glass Now segments. It offers various services, such as paint, collision, glass, repair, and oil change; maintenance services including differential fluid exchanges, coolant services and air and cabin filters; and auto glass and windshield replacement, repair, and calibration services.

Driven Brands Holdings Inc. Fundamentals Summary

How do Driven Brands Holdings's earnings and revenue compare to its market cap?
DRVN fundamental statistics
Market capUS$2.23b
Earnings (TTM)US$131.01m
Revenue (TTM)US$1.86b
17.4x
P/E Ratio
1.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DRVN income statement (TTM)
RevenueUS$1.86b
Cost of RevenueUS$1.03b
Gross ProfitUS$837.39m
Other ExpensesUS$706.38m
EarningsUS$131.01m

Last Reported Earnings

Dec 27, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.79
Gross Margin44.96%
Net Profit Margin7.03%
Debt/Equity Ratio278.1%

How did DRVN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/11 21:37
End of Day Share Price 2026/06/11 00:00
Earnings2025/12/27
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Driven Brands Holdings Inc. is covered by 14 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig KennisonBaird
Peter BenedictBaird
Seth SigmanBarclays