Added to YB: 2026-02-25
Pitch date: 2025-12-15
DRVN [bullish]
Driven Brands Holdings Inc.
+8.99%
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
$2.8B
Pitch Price
$15.24
Price Target
30.00 (+79%)
Dividend
N/A
EV/EBITDA
9.28
P/E
-11.61
EV/Sales
2.21
Sector
Diversified Consumer Services
Category
growth
Driven Brands Holdings Inc. - $DRVN
DRVN: Largest N.American auto services platform (~4,900 stores) trading 8x FY26E EBITDA vs peer VVV 10-11x despite superior economics. Take 5 oil change (87% FY24 EBITDA) delivers >40% ROIC, +6% SSS, w/ ~$40M embedded EBITDA from ramping stores + 900-store pipeline. Franchise Brands (60%+ margin) funds growth. Sold underperforming car wash, deleveraging 5.0x→3.5x (target 3.0x '26). AGN glass (#2 player, ADAS tailwind) upside not in price. PT $30 (94% up). Risks: execution, consumer weakness, EV adoption.
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