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Franchises automotive services brands including Take 5 Oil Change, Meineke, Maaco and CARSTAR across North America.
Franchises automotive services brands including Take 5 Oil Change, Meineke, Maaco and CARSTAR across North America.
Runs two models. It collects royalties and fees from franchisees, who operate Meineke, Maaco and CARSTAR shops, and owns most Take 5 oil-change stores itself, taking all store sales and costs. It has been selling non-core units to focus the portfolio.
Moat: narrow (brand, distribution, scale). Multi-brand franchise portfolio with national scale, though leverage and past divestitures remain overhangs.
Headquarters: Charlotte, North Carolina, United States · Founded: 1972 · Employees: 7,100
Size Driven Brands (DRVN) is a United States Consumer Discretionary company (Other Consumer Services) with a market value of $1.96B, the 1803rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.89 on 6 Nov 2026.
Performance Over six months the shares fell 11.3%, against -6.9% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 10.6% over the last twelve months (peer median +8.6%); the operating margin is 14.5% (peer median 11.6%).
Valuation It trades at 9.6× forward earnings against a peer median of 11.4× (6th cheapest of 18).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.9 points above its cost of capital (7.3% WACC).
Short interest Short interest is 6.6% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.99B | $1.86B | $1.75B | $2.30B | $2.03B |
| Revenue growth | — | +6% | -24% | +13% | — |
| Gross profit | $793M | $756M | $721M | $759M | $732M |
| EBITDA | $406M | $360M | $349M | $494M | $496M |
| Net income | $148M | $103M | -$297M | -$729M | $42.3M |
| Free cash flow | $132M | $108M | -$44.7M | -$361M | -$239M |
| Capital expenditure | $176M | $223M | $289M | $596M | $436M |
| Total debt | $2.22B | $2.71B | $3.17B | $4.35B | $3.99B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Driven Brands DRVN | $1.96B | -11% | -11% | 15% | 9.6× | 3.3% |
| Valvoline VVV | $4.44B | -2% | +16% | 18% | 19.4× | 10.3% |
| Monro MNRO | $343M | -38% | -4% | 2% | n/a | 19.4% |
| Boyd Group Services BYD.TO | $2.48B | -24% | +16% | 5% | 22.1× | 9.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | DRVN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.0% | +3.4% | 9th lowest of 21 |
| 6-month return | -11.3% | -6.9% | 11th highest of 21 |
| Distance from 52-week high | -31.3% | -26.6% | 8th lowest of 21 |
| Revenue growth (TTM) | -10.6% | +8.6% | lowest of 21 |
| Operating margin | 14.5% | 11.6% | 10th highest of 21 |
| Forward P/E | 9.6× | 11.4× | 6th cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | 3.3% | 6.9% | 8th least demanding of 17 |
| Growth delivered (Del g) | +15.5% | +14.8% | 8th highest of 17 |
| Hurdle (Req g minus delivered) | -12.2 pp | -18.5 pp | 7th most demanding of 17 |
| ROIC minus cost of capital | +0.9 pp | +2.9 pp | 9th lowest of 20 |
| EV / EBITDA | 9.7× | 7.6× | 7th most expensive of 17 |
| Net debt / EBITDA | 4.8× | 1.1× | 2nd most indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Driven Brands DRVN | United States | $1.96B | -11% | -11% | 15% | 9.6× | 3.3% | +15.5% |
| Park24 4666.T | Japan | $1.93B | -2% | +4% | 10% | 6.8× | -5.2% | +8.6% |
| Basic-Fit BFIT.AS | Netherlands | $2.23B | +2% | +18% | 12% | 22.0× | 6.5% | +30.4% |
| Flight Centre Travel FLT.AX | Australia | $1.72B | +17% | +3% | 7% | 11.4× | 8.5% | +48.5% |
| Perdoceo Education PRDO | United States | $1.68B | -25% | +12% | 25% | 9.1× | -16.0% | +4.2% |
| Saga SAGA.L | United Kingdom | $1.67B | +56% | +37% | 16% | 18.6× | 12.6% | +14.3% |
| Boyd Group Services BYD.TO | Canada | $2.48B | -24% | +16% | 5% | 22.1× | 9.4% | +16.0% |
| Changbai Mountain Tourism 603099.SS | China | $1.54B | +8% | +2% | 20% | 71.9× | 15.4% | +39.7% |
| Peloton Interactive PTON | United States | $2.50B | -1% | -2% | 9% | 18.7× | 7.2% | -9.5% |
| Shoucheng 0697.HK | Hong Kong | $1.33B | -27% | -1% | 16% | 15.5× | 21.2% | +15.3% |
| OneSpaWorld OSW | United States | $3.12B | +25% | +10% | 10% | 24.5× | 19.5% | +51.4% |
| AcadeMedia ACAD.ST | Sweden | $1.22B | +20% | +8% | 7% | 9.9× | -1.8% | +8.7% |
| Stride LRN | United States | $3.15B | -15% | +2% | 19% | 9.5× | -19.1% | +10.4% |
| Ferrotec (An Hui) Technology Development 301297.SZ | China | $3.21B | -30% | +37% | 10% | n/a | n/a | n/a |
| Strategic Education STRA | United States | $1.16B | -35% | +4% | 16% | 7.9× | -12.6% | +4.3% |
| Zhang Jia Jie Tourism 000430.SZ | China | $1.15B | -22% | +20% | -81% | n/a | n/a | n/a |
| Tongcheng Travel 0780.HK | Hong Kong | $3.38B | -37% | +15% | 17% | 6.1× | -15.0% | +25.8% |
| CATARC Automotive Proving Ground 301215.SZ | China | $1.10B | -12% | +23% | 43% | n/a | n/a | n/a |
| Jet2 JET2.L | United Kingdom | $3.61B | +34% | +4% | 6% | 11.1× | n/a | n/a |
| Covista CVSA | United States | $3.67B | -18% | +9% | 20% | 12.0× | -3.7% | +16.6% |
| Marriott Vacations Worldwide VAC | United States | $3.80B | +43% | +5% | 11% | 11.4× | 7.7% | +11.8% |