Professional
Added to YB: 2025-10-20
Pitch date: 2025-10-10
DRVN [bullish]
Driven Brands Holdings Inc.
+7.61%
current return
Author Info
No bio for this author
Company Info
Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States, Canada, and internationally.
Market Cap
$2.7B
Pitch Price
$14.32
Price Target
29.50 (+91%)
Dividend
N/A
EV/EBITDA
9.59
P/E
-8.47
EV/Sales
2.25
Sector
Diversified Consumer Services
Category
value
Headwaters Capital New Position: Driven Brands Holdings Inc.
DRVN (new position): Automotive services franchisor w/ Take 5 Oil Change growth engine (150 new stores/yr, 11% rev CAGR). US car wash sale reduces leverage, unlocks FCF for debt paydown & growth investment. Franchise portfolio provides stable cash flow. Trading 6x EBITDA vs peers at 10-12x. PT $29.50 (+108% upside) on 11x 2027 EBITDA.
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