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Added to YB: 2025-03-17

Pitch date: 2025-03-14

DRVN [bullish]

Driven Brands Holdings Inc.

+2.82%

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

$17.00

Price Target

27.66 (+58%)

Dividend

N/A

Sector

Commercial Services and Supplies

Category

growth

Show full summary:
Driven Brands Holdings Inc. - $DRVN

DRVN: Take 5 Oil Change driving growth to 70%+ of EBITDA by 2026. 4-7% SSS algo, strong unit economics. AGN glass repair potential EV-neutral growth. Car wash sale could catalyze re-rating. Trades 8x NTM EBITDA. Base case 43.7% IRR to $27.66 PT. Risks: EV adoption, competition, leverage, management turnover.

Read full article (16 min)