DRVNDriven Brands Holdings Inc.

$11.73-29% 1Y

Is the business good?

Mixed

The checks split: earnings fully cash-backed (1.5×) and margins widening, but returns that lean on debt.

2 good, 1 to watch, 1 without data
Profits arrive as cash1.47×derived · Jun 27, 2026

Operating profit is fully backed by cash. Conversion is worsening vs a year ago.

Margin direction, 3 years+7.5 pts

Positive operating leverage, operating profit is growing faster than sales, so margins widen as the business scales.

Where ROE comes from4.0× leverage

Leverage-amplified, a high assets-to-equity ratio does much of the work. ROE 9% = margin × turnover × leverage.

Unless marked, from derived.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF conversionbehind 71% of the market
Leverage (Debt/EBITDA)behind 76% of the market

Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.

How good a business is DRVN?

Driven Brands Holdings Inc. earns 9.1% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

9.1%

Return on invested capital · cost of capital 9.0% · 0.13 points above what the capital costs: growth creates value

Operating margin
14%

Operating margin · Auto & Truck Dealerships median 5.1% · 12 months to Q2 2026

Cash conversion
1.47×

Cash conversion · 2.24× a year ago · operating cash flow covers the operating profit after tax

Share count, year on year
+0.48%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY202010%
FY202112%
FY20229.8%
FY20236.7%
FY202411%
FY202512%
Details›
Operating margin12 months to Q2 2026
14%
Net margin12 months to Q2 2026
8.6%
Free cash flow margin
6.9%
Revenue, trailing twelve months
$1.93B
Free cash flow, trailing twelve months
$134M
Net income, trailing twelve months
$165M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
9.1%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.