Driven Brands Holdings (DRVN) Hisse Özeti
Driven Brands Holdings Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri ve Kanada'da perakende ve ticari müşterilere otomotiv hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 0/6 |
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Analyst Price Targets
Driven Brands Holdings Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$14.47 |
| 52 Haftanın En Yüksek Seviyesi | US$19.74 |
| 52 Haftanın En Düşük Seviyesi | US$9.80 |
| Beta | 0.96 |
| 1 Aylık Değişim | 13.22% |
| 3 Aylık Değişim | 17.26% |
| 1 Yıllık Değişim | -19.92% |
| 3 Yıllık Değişim | -45.81% |
| 5 Yıllık Değişim | -50.34% |
| Halka arzdan bu yana değişim | -45.78% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Analiz Makalesi • 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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Hissedar Getirileri
| DRVN | US Consumer Services | US Pazar | |
|---|---|---|---|
| 7D | 2.8% | 6.3% | 1.4% |
| 1Y | -19.9% | -18.5% | 19.1% |
Getiri vs. Endüstri: DRVN geçen yıl boyunca % -18.5 oranında getiri sağlayan US Consumer Services sektörüyle eşleşti.
Getiri vs Piyasa: DRVN geçen yıl % 19.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| DRVN volatility | |
|---|---|
| DRVN Average Weekly Movement | 6.9% |
| Consumer Services Industry Average Movement | 6.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: DRVN son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: DRVN 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1972 | 7,100 | Danny Rivera | www.drivenbrands.com |
Driven Brands Holdings Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri ve Kanada'da perakende ve ticari müşterilere otomotiv hizmetleri sunmaktadır. Şirket Take 5, Franchise Brands ve Auto Glass Now segmentleri aracılığıyla faaliyet göstermektedir. Boya, çarpışma, cam, onarım ve yağ değişimi gibi çeşitli hizmetler; diferansiyel sıvı değişimleri, soğutma sıvısı hizmetleri ve hava ve kabin filtreleri dahil bakım hizmetleri; ve oto cam ve ön cam değiştirme, onarım ve kalibrasyon hizmetleri sunmaktadır.
Driven Brands Holdings Inc. Temel Bilgiler Özeti
| DRVN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.39b |
| Kazançlar(TTM) | US$141.43m |
| Gelir(TTM) | US$1.90b |
16.9x
F/K Oranı1.3x
P/S OranıDRVN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DRVN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.90b |
| Gelir Maliyeti | US$1.04b |
| Brüt Kâr | US$858.25m |
| Diğer Giderler | US$716.82m |
| Kazançlar | US$141.43m |
Son Raporlanan Kazançlar
Mar 28, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.86 |
| Brüt Marj | 45.19% |
| Net Kâr Marjı | 7.45% |
| Borç/Özkaynak Oranı | 211.6% |
DRVN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/03 07:58 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/28 |
| Yıllık Kazançlar | 2025/12/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Driven Brands Holdings Inc. 14 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Craig Kennison | Baird |
| Peter Benedict | Baird |
| Seth Sigman | Barclays |