undamentalytics Newsletter
Sign in

Driven Brands Holdings Inc. (DRVN) stock

Add to watchlist

Add holding +

NASDAQ: DRVN Nasdaq Specialized Consumer Services Next results ~November 4, 2026

Driven Brands Holdings Inc. is a US-listed company in the specialized consumer services industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Driven Brands Holdings Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
  • Funds107 adding, 84 cuttingOf 28 active managers that changed their stake, 15 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Driven Brands files

Where Driven Brands stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.93bn, up 7.6% on a year earlier, faster than the 7.0% growth a quarter earlier. Free-cash-flow margin rose to 6.9% from 2.0% a year earlier. Operating margin widened to 14.0% from 9.2%. It passes 1 of our 7 financial-health checks.

Our model value for Driven Brands is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Driven Brands Holdings Inc.'s trailing-twelve-month revenue grew 7.6% year on year, with a free-cash-flow margin of 6.9%.

Current signal Net margin expanding: TTM net margin reached 8.9%, up 22.8pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 4.7 points on a year ago.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Volatile shares. Over the past year the shares showed annualised volatility of 52% and a beta of 0.4 against the S&P 500.
  • Weak cash conversion. Free cash flow was 78% of net income over the last 12 months.
  • Heavily shorted. 18.2% of the shares available to trade are sold short (10.3 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$0.29 against an average estimate of $0.27: beat by 9.0%
Revenue
$507m, up 6.8% on a year earlier
Share reaction
-8.8% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Guidance given
revenue $1.95bn to $2.05bn (fiscal year 2026); adjusted EBITDA $430m to $460m (fiscal year 2026)
Next report
November 4, 2026; average EPS estimate $0.29

Driven Brands' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.6%
  • 1 week+8.8%
  • 1 month+8.9%
  • This year-14.2%
  • 1 year-11.4%
  • 5 years-60.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.9B
Operating margin
14.0%
Net margin
8.9%
EPS (TTM, diluted)
$1.04

Growth

Revenue growth
+7.6%
Change in growth rate
+0.6 pts
Share count change
+1.5%

Cash

Free cash flow (TTM)
$134M
FCF margin
6.9%
Stock pay % of revenue
1.1%

Earnings

Last results
November 3, 2026
Next results (est.)
January 22, 2027

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Guidance
  2. Results
  3. Announcement
  4. Results
  5. Guidance
  6. Announcement
  7. Announcement
  8. Shareholder vote

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Driven Brands Holdings Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Driven Brands Holdings Inc. as an operating company, with every model that fits that kind of business. Cost of equity 8.2%: the 10-year Treasury yield (4.9%) plus a beta of 0.73 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$13 ~$6.4–$19 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$18 ~$14–$26 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: This model is withheld pending its input or assumption review.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Driven Brands Holdings Inc. with Specialized Consumer Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$33.30$27.31$14.26$16.22$14.82$12.72
Market value$5.5bn$4.6bn$2.3bn$2.6bn$2.4bn$2.1bn
+ Net debt (− = net cash)$1.9bn$2.6bn$2.8bn$2.6bn$2.1bn$1.5bn
Enterprise value$7.4bn$7.2bn$5.2bn$5.2bn$4.5bn$3.6bn
Multiples
Price / sales 3.7x2.2x1.4x1.5x1.3x1.1x
Price / earnings n/m105.4x——18.5x12.3x
Price / free cash flow 44.6x———22.5x15.7x
EV / EBITDA 25.5x20.7x26.9x18.8x14.4x10.2x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

27 /100

Weak moat

How hard Driven Brands's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -0.1% of total assets over 6 years.

  • Durability 9 / 20

    Operating margin has been a median 11.4%; its worst year was 5.4%.

  • Cash conversion 5 / 20

    Free cash flow was positive in 3 of 6 years, at a median 0.2% of revenue.

  • Discipline 11 / 20

    The diluted share count rose 17.5% over five years; stock-based pay has been a median 1.0% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (32 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, before the open. Analysts expect revenue of $515m and EPS of $0.29 (range $0.24 to $0.33) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.20 −1% $2.0bn +8%
Next $1.44 +19% $2.2bn +9%

Next year's EPS estimate has moved −3.4% in 90 days, across 12 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −1.5% on 90 days ago. In the last 30 days, 0 analysts raised Driven Brands Holdings Inc.'s forecast and 1 cut it.

Consensus EPS forecast Driven Brands Holdings Inc., last 90 days
$1.20 $1.30 $1.40 $1.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.22 Current fiscal year, 60 days ago: $1.21 Current fiscal year, 30 days ago: $1.20 Current fiscal year, 7 days ago: $1.20 Current fiscal year, Now: $1.20 $1.20 Next fiscal year, 90 days ago: $1.49 Next fiscal year, 60 days ago: $1.45 Next fiscal year, 30 days ago: $1.44 Next fiscal year, 7 days ago: $1.44 Next fiscal year, Now: $1.44 $1.44

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.22$1.49
60 days ago $1.21$1.45
30 days ago $1.20$1.44
7 days ago $1.20$1.44
Now $1.20$1.44

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.27 $0.29 +9.0%
Mar 2026 $0.24 $0.30 +24.4%
Dec 2025 $0.24 $0.34 +42.4%
Sept 2025 $0.30 $0.34 +13.6%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026
  • Revenue fiscal year 2026 $1.95bn to $2.05bn Maintained
    “Revenue ~$1.95 - $2.05 billion” source
  • Adjusted Diluted EPS fiscal year 2026 $1.15 to $1.25 Non-GAAP Maintained
    “Adjusted Diluted EPS 1 ~$1.15 - $1.25” source
  • Adjusted EBITDA fiscal year 2026 $430m to $460m Non-GAAP Maintained
    “Adjusted EBITDA 1 ~$430 - $460 million” source
  • same store sales growth fiscal year 2026 — Maintained
    “The Company continues to expect fiscal year 2026 same store sales growth in the range of flat to 2%; and net store growth of approximately 160 to 190.” source
  • net store growth fiscal year 2026 160 to 190 Maintained
    “The Company continues to expect fiscal year 2026 same store sales growth in the range of flat to 2%; and net store growth of approximately 160 to 190.” source
  • free cash flow fiscal year 2026 $125m to $145m Non-GAAP Maintained
    “The Company continues to expect to generate between $125 million and $145 million of free cash flow 2 in fiscal year 2026.” source
Show 1 more item
  • non-recurring, restatement-related costs fiscal year 2026 $35m to $45m Maintained
    “The Company expects fiscal year 2026 Adjusted EBITDA 1 to be at the low end of its outlook range, reflecting continued uncertainty with lower-income consumers and the conflict in the Middle East, as well as its expectation for the non-recurring, restatement-related costs to come in at the high end of its $35 million to $45 million range.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

13 analysts, Nov 2026
Buy646%
Hold646%
Sell18%

Monthly trend

  1. Nov 2026156113
  2. Oct 2026156113
  3. Sep 202615511

Counts of recommendations published by analysts covering Driven Brands Holdings Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
18.2%
of tradable shares
Days to cover
10.26
at average volume
Short interest, 1 month
+8%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
2.4%
of shares
Employees
7,100
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −11.4%

$14.35 on October 31, 2025 to $12.72

ThenNowEffect
Revenue (last 12 months) $1.8bn $1.9bn +7.6%
P/S multiple 1.3x 1.1x −16.4%
Share count 162m 165m −1.5%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +7.9%

$11.79 on November 3, 2023 to $12.72

ThenNowEffect
Revenue (last 12 months) $2.2bn $1.9bn −13.2%
Net margin 6.0% 8.9% +47.8%
P/E multiple 14.8x 12.3x −17.4%
Share count 168m 165m +1.9%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
DRVN−19%−48%+13%−8%−14%
Industry peers (median)−61%−23%+8%−5%−35%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
DRVN50%50%58%50%73%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
DRVN−25%−65%−32%−30%−40%
S&P 500−25%−10%−8%−19%−9%

Worst fall since January 19, 2021: 70% from February 12, 2021 to March 10, 2026. Getting back needed a 235% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$10.30 – $17.09
From 52-week high
−25.6%
vs 50-day average
+4.3%
vs 200-day average
−4.2%
Volatility (1 year)
52%
Beta vs S&P 500
0.41

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 5 down
typical move ±5.9%
After a week
3 up, 8 down
typical move ±7.3%
After a month
7 up, 4 down
typical move ±10.9%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −8.8% +0.5% −12.0% −7.2%
June 11, 2026 −0.8% +2.2% −6.4% +14.3%
May 19, 2026 −8.8% +0.4% −0.1% −11.0%
April 21, 2026 −5.3% +0.4% −5.8% −2.7%
November 4, 2025 +1.6% −0.8% −3.2% +7.6%
August 5, 2025 +2.2% +0.3% −1.1% +13.1%
May 6, 2025 +5.2% −0.4% +3.0% +1.3%
February 25, 2025 +6.7% −0.4% +7.4% +13.4%
October 31, 2024 +3.9% −1.5% +15.2% +19.7%
August 1, 2024 +1.0% −3.3% −2.6% +6.7%
May 2, 2024 −20.9% +2.2% −23.2% −22.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Driven Brands Holdings Inc.
$1B $1.5B $2B $2.5B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $2.3B Revenue (TTM), FY23 Q4: $1.7B Revenue (TTM), FY24 Q1: $1.6B Revenue (TTM), FY24 Q2: $1.4B Revenue (TTM), FY24 Q3: $1.3B Revenue (TTM), FY24 Q4: $1.8B Revenue (TTM), FY25 Q1: $1.8B Revenue (TTM), FY25 Q2: $1.8B Revenue (TTM), FY25 Q3: $1.8B Revenue (TTM), FY25 Q4: $1.9B Revenue (TTM), FY26 Q1: $1.9B Revenue (TTM), FY26 Q2: $1.9B $1.9B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $2.3B
FY23 Q4 $1.7B
FY24 Q1 $1.6B
FY24 Q2 $1.4B
FY24 Q3 $1.3B
FY24 Q4 $1.8B
FY25 Q1 $1.8B
FY25 Q2 $1.8B
FY25 Q3 $1.8B
FY25 Q4 $1.9B
FY26 Q1 $1.9B
FY26 Q2 $1.9B
Revenue growth, TTM YoY Driven Brands Holdings Inc.
-50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 21.5% Revenue growth, TTM YoY, FY23 Q4: -15.9% Revenue growth, TTM YoY, FY24 Q1: -26.1% Revenue growth, TTM YoY, FY24 Q2: -36.2% Revenue growth, TTM YoY, FY24 Q3: -43.9% Revenue growth, TTM YoY, FY24 Q4: 2.5% Revenue growth, TTM YoY, FY25 Q1: 12.8% Revenue growth, TTM YoY, FY25 Q2: 26.4% Revenue growth, TTM YoY, FY25 Q3: 42.4% Revenue growth, TTM YoY, FY25 Q4: 6.3% Revenue growth, TTM YoY, FY26 Q1: 7.0% Revenue growth, TTM YoY, FY26 Q2: 7.6% 7.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 21.5%
FY23 Q4 -15.9%
FY24 Q1 -26.1%
FY24 Q2 -36.2%
FY24 Q3 -43.9%
FY24 Q4 2.5%
FY25 Q1 12.8%
FY25 Q2 26.4%
FY25 Q3 42.4%
FY25 Q4 6.3%
FY26 Q1 7.0%
FY26 Q2 7.6%
Operating margin (TTM) Driven Brands Holdings Inc.
-50% 0% 50% 100% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -29.1% Operating margin (TTM), FY23 Q4: 6.7% Operating margin (TTM), FY24 Q1: 6.5% Operating margin (TTM), FY24 Q2: 5.4% Operating margin (TTM), FY24 Q3: 80.3% Operating margin (TTM), FY24 Q4: 11.4% Operating margin (TTM), FY25 Q1: 10.8% Operating margin (TTM), FY25 Q2: 9.2% Operating margin (TTM), FY25 Q3: 9.2% Operating margin (TTM), FY25 Q4: 12.4% Operating margin (TTM), FY26 Q1: 12.8% Operating margin (TTM), FY26 Q2: 14.0% 14.0%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -29.1%
FY23 Q4 6.7%
FY24 Q1 6.5%
FY24 Q2 5.4%
FY24 Q3 80.3%
FY24 Q4 11.4%
FY25 Q1 10.8%
FY25 Q2 9.2%
FY25 Q3 9.2%
FY25 Q4 12.4%
FY26 Q1 12.8%
FY26 Q2 14.0%
FCF margin (TTM) Driven Brands Holdings Inc.
-30% -20% -10% 0% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -17.5% FCF margin (TTM), FY23 Q4: -21.5% FCF margin (TTM), FY24 Q1: -16.9% FCF margin (TTM), FY24 Q2: -15.3% FCF margin (TTM), FY24 Q3: -8.8% FCF margin (TTM), FY24 Q4: -2.5% FCF margin (TTM), FY25 Q1: -0.4% FCF margin (TTM), FY25 Q2: 2.0% FCF margin (TTM), FY25 Q3: 2.3% FCF margin (TTM), FY25 Q4: 5.8% FCF margin (TTM), FY26 Q1: 6.4% FCF margin (TTM), FY26 Q2: 6.9% 6.9%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -17.5%
FY23 Q4 -21.5%
FY24 Q1 -16.9%
FY24 Q2 -15.3%
FY24 Q3 -8.8%
FY24 Q4 -2.5%
FY25 Q1 -0.4%
FY25 Q2 2.0%
FY25 Q3 2.3%
FY25 Q4 5.8%
FY26 Q1 6.4%
FY26 Q2 6.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Driven Brands took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $1.9B
  2. Selling, general and admin $496M · 26.6%
  3. Other operating costs $1.1B · 60.9%
  4. Operating income $231M · 12.4%
  5. Interest and other $100M · 5.4%
  6. Net income $131M · 7.0%

Shares of revenue. Source: Driven Brands's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 600 904 1,467 2,033 1,710 1,752 1,862 1,931
EBITDA 94 157 290 347 192 279 313 356
Operating income 70 95 177 200 115 200 231 270
Net income 8 −4 10 43 −745 −292 131 171
Diluted EPS $0.09 −$0.04 $0.06 $0.25 −$4.94 −$1.86 $0.85 $1.04
Growth (year on year)
Revenue — +50.6% +62.3% +38.6% −15.9% +2.5% +6.3% +7.6%
EBITDA — +66.4% +84.8% +19.6% −44.7% +45.4% +12.3% +44.5%
Operating income — +35.3% +86.9% +12.7% −42.3% +73.5% +15.7% +62.7%
Net income — — — — <−999% — — —
Diluted EPS — — — — <−999% — — —
Margins
EBITDA margin 15.7% 17.3% 19.8% 17.1% 11.2% 15.9% 16.8% 18.4%
Operating margin 11.7% 10.5% 12.1% 9.8% 6.7% 11.4% 12.4% 14.0%
Net margin 1.3% −0.5% 0.7% 2.1% −43.6% −16.7% 7.0% 8.9%
Free-cash-flow margin 2.2% 3.5% 8.4% −11.8% −21.5% −2.5% 5.8% 6.9%
Cash flow
Cash from operations 41 84 284 197 229 244 331 313
Capital spending 28 52 161 436 596 289 223 179
Free cash flow 13 32 123 −239 −368 −45 108 134
Stock-based pay 1 1 4 21 20 52 32 22
Free cash flow after stock pay 12 30 119 −260 −388 −97 75 112
Balance sheet
Cash 35 173 523 150 133 103 103 184
Total debt 0 2,206 2,430 2,784 2,978 2,727 2,188 1,709
Net debt (negative = net cash) −35 2,033 1,907 2,634 2,845 2,623 2,085 1,525
Diluted shares 89m 104m 165m 167m 162m 161m 164m 165m
Returned to shareholders
Buybacks 0 0 43 0 50 0 0 —
Total returned 0 0 43 0 50 0 0 —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 7 checks passed · June 27, 2026
What it owns · $3.5bn
Short-term assets $554mLonger-term assets $3.0bn
What it owes, and who funded it · $3.5bn
Short-term liabilities $377mLonger-term liabilities $2.3bnShareholders' equity $833m
  • Short-term assets cover short-term liabilities $554m of assets due within a year against $377m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $554m short-term assets against $2.3bn of longer-dated liabilities.
  • More cash than debt $184m of cash against $1.7bn of debt.
  • Debt below 40% of shareholders' equity Debt is 202% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 143% to 202% over five years.
  • A year's operating cash flow covers at least 20% of debt $313m of operating cash flow against $1.7bn of debt.
  • Operating profit covers interest at least five times over Operating income of $270m against $98m of interest.

From Driven Brands Holdings Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Buybacks, last 3 fiscal years
$50M
Diluted share count
+1.5%
year over year
Sales & admin spending
25.0%
of revenue

Competitors: side by side with peers

Closest by revenue in specialized consumer services
Last 12 months unless stated DRVN FTDR BFAM HRB SCI ADT Median
Revenue, last 12 months $1.9bn $2.1bn $3.1bn $3.9bn $4.4bn $5.2bn $224m
Revenue growth, last 12 months 7.6% 9.3% 6.7% 4.9% 3.0% 2.1% 6.7%
Revenue growth, 3-year average −4.6% 7.8% 9.6% 4.4% 2.8% 1.7% 3.3%
Revenue growth, latest quarter 6.8% 4.5% 4.8% 3.0% 4.6% 2.0% 3.0%
Gross margin — 55.5% 22.8% 44.3% 25.9% — 35.1%
Operating margin 14.0% — 0.1% — 22.7% 25.0% 4.3%
Operating margin, 3-year average 9.5% — 6.6% — 22.4% 25.2% 2.8%
Net margin 8.9% 12.8% −4.4% 18.6% 12.7% 11.9% 3.1%
Cash from operations / revenue 16.2% 19.1% 11.6% 21.3% 24.5% 41.8% 11.6%
Free-cash-flow margin 6.9% 18.0% 8.3% 19.2% 15.4% 38.1% 6.9%
Free-cash-flow margin, 3-year average −2.1% 15.5% 8.2% 17.8% 14.8% 36.1% 3.2%
Stock pay / revenue 1.1% 1.8% 1.0% 0.8% 0.4% 1.1% 1.8%
Change in share count 1.5% −5.1% −8.6% −6.2% −3.4% 0.7% 1.6%

Median of all 19 companies we cover in specialized consumer services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to December 27, 2025
Products and services
Line of business Revenue Share YoY
Company Operated Store Sales $1.3B 69.5% ▲ 9.9%
Supply and Other $269M 14.4% ▼ 4.7%
Franchise and Royalty $190M 10.2% ▲ 0.8%
Advertising $109M 5.8% ▲ 5.3%
Geography
Region Revenue Share YoY
United States $1.8B 96.5% ▲ 9.3%
Canada $64.9M 3.5% ▼ 40.2%

From Driven Brands Holdings Inc.'s 10-K filed May 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$1B
Institutions reporting
193
Shares held vs prior quarter
▼ 7.8%
Positions opened / closed
35 / 33

Top buyers and sellers, Q2 2026: 107 institutions bought and 84 sold ; the biggest buyer was Rubric Capital Management LP (+2.3M shares) and the biggest seller North Peak Capital Management, LLC (−5.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
FMR LLC $133M 9.5M 13.2% ▲ 15.5%
Rubric Capital Management LP $73.9M 5.3M 7.4% ▲ 76.7%
Adw Capital Management, LLC $69.7M 5.0M 7.0% ▲ 25.0%
Blackrock, Inc. $67.1M 4.8M 6.7% ▲ 10.8%
BAMCO Inc $62.8M 4.5M 6.3% ▲ 0.1%
Goldman Sachs Group Inc $47.2M 3.4M 4.7% ▼ 10.1%
Vanguard Portfolio Management LLC $39.5M 2.8M 3.9% ▲ 3.5%
Vanguard Capital Management LLC $36.5M 2.6M 3.6% ▲ 1.6%
Jupiter Topco LLC $35.2M 2.5M 3.5% —
Dimensional Fund Advisors LP $32.6M 2.3M 3.3% ▼ 0.9%
Simcoe Capital Management, LLC $31.5M 2.3M 3.1% ▲ 7.3%
One Fin Capital Management LP $24.4M 1.8M 2.4% ▲ 250.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Driven Brands Holdings Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $750,000 1 trade by 1 insider · 100% under pre-set plans
Net ▼ $750,000 net selling
Insider Date Trade Shares Price Value
O'Melia Scott L. Chief Legal Officer January 21, 2026 Sell pre-set plan 46,875 $16.00 $750,000

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around January 22, 2027 estimated from the company's past filing pattern, not announced

  • November 3, 2026
  • August 6, 2026
  • June 11, 2026
  • May 19, 2026
  • April 21, 2026
  • November 4, 2025

Recent SEC filings

Data status

When each part of this page on Driven Brands Holdings Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Driven Brands Holdings Inc. in brief

What does Driven Brands Holdings Inc. do?
Driven Brands Holdings Inc. is a US-listed company in the specialized consumer services industry. Its financial year ends in December.
What is Driven Brands Holdings Inc.'s stock ticker?
Driven Brands Holdings Inc. trades under the ticker DRVN on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Driven Brands Holdings Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Driven Brands Holdings Inc. reported revenue of $1.9B, 7.6% higher than a year earlier, according to its SEC filings.
What is Driven Brands Holdings Inc.'s free cash flow?
Driven Brands Holdings Inc.'s free-cash-flow margin is 6.9% of revenue over the trailing twelve months.
Who are Driven Brands Holdings Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are FMR LLC, Rubric Capital Management LP and Adw Capital Management, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Driven Brands Holdings Inc.'s market cap?
On November 2, 2026, Driven Brands Holdings Inc.'s market capitalisation was about $2.1B, with a price-to-earnings ratio of 12.3 and net debt of $1.5B. Market figures come from third-party market data and may be delayed.
How much debt does Driven Brands Holdings Inc. have?
Driven Brands Holdings Inc.'s debt-to-equity ratio is 202.2%, from its latest balance sheet (143.3% five years earlier). The financial health section below sets out its other solvency checks.
Who are Driven Brands Holdings Inc.'s competitors?
In our Specialized Consumer Services peer group, the companies closest to Driven Brands Holdings Inc. are Frontdoor, Inc., Bright Horizons Family Solutions Inc., H&R Block Inc, Service Corp International and ADT Inc. The side-by-side comparison below sets their revenue, margins and growth against Driven Brands Holdings Inc.'s.
Are insiders buying or selling Driven Brands Holdings Inc. stock?
Over the last 12 months, Driven Brands Holdings Inc.'s directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Driven Brands Holdings Inc.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Driven Brands Holdings Inc. announces its own schedule.