DRVN
Driven Brands Holdings Inc.
DRVN has the edge over F overall, supported by stronger fundamentals and stronger valuation.
F
Ford Motor Company
F's outlook is improving, though it still trails on the overall score.
DRVN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Under pressure |
DRVN's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
DRVN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8.8x | $11.53 | — |
| Current | 11x | $11.53 | — |
| Cheap | 14x | $14.15 | +23% |
| Fair | 120x | $125 | +981% |
| Expensive | 492x | $511 | +4335% |
Historical ranges are pointers, not guarantees.
DRVN's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 8.8x next year's earnings.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
DRVN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
DRVN has the edge over F on the outlook, with more favorable revenue expectations.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
DRVN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.31 | +26% |
| Q2 2026 | $1.04 | +$2.74 |
| Q1 2026 | $1.12 | +$2.93 |
| Q4 2025 | $0.83 | +$2.65 |
| Q3 2025 | -$1.24 | -4233% |
| Q2 2025 | -$1.70 | +$3.01 |
| Q1 2025 | -$1.81 | +$2.86 |
| Q4 2024 | -$1.82 | +$2.71 |
| Q3 2024 | $0.03 | +$4.31 |
DRVN has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
DRVN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $507.4M | -7.9% |
| Q1 2026 | $484.4M | -6.1% |
| Q4 2025 | $460.1M | -18% |
| Q3 2025 | $535.7M | -9.5% |
| Q2 2025 | $551M | -9.9% |
| Q1 2025 | $516.2M | -9.8% |
| Q4 2024 | $564.1M | +1.9% |
| Q3 2024 | $591.7M | +1.8% |
DRVN's revenue has slid since its 2024 peak: $507M last quarter, down 7.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 14% | +7.5 points |
| Q1 2026 | 14% | +2.1 points |
| Q4 2025 | 17% | +74 points |
| Q3 2025 | 12% | +4.9 points |
| Q2 2025 | 6.9% | -6.2 points |
| Q1 2025 | 12% | +1.6 points |
| Q4 2024 | -57% | -65 points |
| Q3 2024 | 6.7% | +163 points |
DRVN has the edge over F on profitability, with a higher operating margin.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F has the edge over DRVN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
DRVN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $28.9M | +221% |
| Q1 2026 | $23.1M | +22% |
| Q4 2025 | $36.2M | +$72.4M |
| Q3 2025 | $39.5M | +4.1% |
| Q2 2025 | $9M | +$28.5M |
| Q1 2025 | $18.9M | +$48.1M |
| Q4 2024 | -$36.3M | +$54.5M |
| Q3 2024 | $37.9M | +$103M |
DRVN has the edge over F on cash flow, with more consistent year-over-year improvement.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F still generates free cash flow, though less than at its 2020 peak: $5.1B over the past year.
DRVN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +299K shares |
| 1 year | +0.5% | +786K shares |
| 3 years | -1.2% | -2M shares |
| 5 years | -0.9% | -1.6M shares |
| Available history | -0.7% | -1.1M shares |
DRVN has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $49.2M |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
DRVN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 4.0x | Elevated |
| Q1 2026 | 4.4x | High |
| Q4 2025 | 5.6x | High |
| Q1 2025 | 71.8x | High |
| Q4 2024 | 63.3x | High |
| Q3 2024 | 6.4x | High |
| Q2 2023 | 5.2x | High |
| Q1 2023 | 7.5x | High |
DRVN's net debt is about 4.0 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over DRVN on leverage, with a lower net debt burden relative to earnings.
DRVN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.6 | Neutral |
| Stochastic | 28.0 | Neutral |
DRVN's weekly RSI is 42 (neutral) and its Stochastic is 28 (neutral).
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
DRVN PE vs Consumer Cyclical Sector
| Metric | DRVN | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 18x | 38% below |
| PE % | 0 | 50 | 50 pts below |
DRVN is trading at 11x earnings, a 38% discount to the Consumer Cyclical sector's median of 18x.
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
DRVN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.9 | 3.1% below |
| 20 week MA | $12.9 | 11% below |
| 50 week MA | $13.5 | 14% below |
| 100 week MA | $15.0 | 23% below |
| 200 week MA | $16.3 | 29% below |
DRVN is in a downtrend: it's below all five of its weekly moving averages, and 29% below its 200-week average.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
DRVN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $26.7 | $33.3 | +25% |
| 2022 | $33.3 | $26.8 | -20% |
| 2023 | $26.8 | $14.3 | -47% |
| 2024 | $14.3 | $16.2 | +14% |
| 2025 | $16.2 | $14.8 | -8.6% |
| 2026 YTD | $14.8 | $11.5 | -22% |
DRVN has finished lower in three of the last five years. It's down 22% so far in 2026.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F has the edge over DRVN on returns for 2026, with the stronger performance.