DRVN
Driven Brands Holdings Inc.
DRVN has the edge over GME overall, supported by stronger modeled upside and lower modeled downside.
GME
GameStop Corp.
GME offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
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.
GME Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Unavailable |
GME's profitability and cash flow are currently strong, and its revenue is stable. There isn't enough data to rate its balance sheet.
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 has the edge over GME in the historical PE scenario, which offers more potential upside but is not a forecast.
GME PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 17x | $25.62 | — |
| Cheap | 18x | $27.96 | +9.1% |
| Forward | 38x | $25.62 | — |
| Fair | 43x | $66.84 | +161% |
| Expensive | 252x | $388 | +1414% |
Historical ranges are pointers, not guarantees.
GME's PE is in its cheap range at 17x. Analysts expect earnings to fall, which would put today's price at 38x next year's earnings, in its fair range.
DRVN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
DRVN has the edge over GME on the outlook, with more favorable valuation and earnings expectations.
GME Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Strong decline | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect GME's earnings and revenue to decline, with profitability weakening.
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 returned to profit: it earned $1.04 per share over the past year, after losing money the year before.
GME Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.67 | -56% |
| Q3 2026 | $1.54 | +93% |
| Q2 2026 | $1.34 | +153% |
| Q1 2026 | $0.77 | +133% |
| Q4 2025 | $0.89 | +394% |
| Q3 2025 | $0.80 | +515% |
| Q2 2025 | $0.53 | +563% |
| Q1 2025 | $0.33 | +1550% |
| Q4 2024 | $0.18 | +$0.21 |
GME has the edge over DRVN on earnings, with more consistent year-over-year improvement.
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 has the edge over GME on sales, with stronger typical year-over-year growth.
| 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's operating margin was 14% last quarter, up 7.5 points from the same quarter a year ago.
GME Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $790.2M | -19% |
| Q2 2026 | $835.3M | +14% |
| Q1 2026 | $1.1B | -14% |
| Q4 2025 | $821M | -4.6% |
| Q3 2025 | $972.2M | +22% |
| Q2 2025 | $732.4M | -17% |
| Q1 2025 | $1.3B | -28% |
| Q4 2024 | $860.3M | -20% |
GME's revenue has slid since its 2022 peak: $790M last quarter, down 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +13 points |
| Q2 2026 | 17% | +19 points |
| Q1 2026 | 12% | +6 points |
| Q4 2025 | 5% | +8.9 points |
| Q3 2025 | 6.8% | +9.6 points |
| Q2 2025 | -1.5% | +4.3 points |
| Q1 2025 | 6.2% | +3.1 points |
| Q4 2024 | -3.9% | -2.5 points |
GME has the edge over DRVN on profitability, with a higher operating margin.
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 GME on cash flow, with more consistent year-over-year improvement.
GME Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $60.7M | -46% |
| Q2 2026 | $332.9M | +76% |
| Q1 2026 | $187.4M | +18% |
| Q4 2025 | $107M | +435% |
| Q3 2025 | $113.3M | +73% |
| Q2 2025 | $189.6M | +$304.3M |
| Q1 2025 | $158.8M | +$177.5M |
| Q4 2024 | $20M | +80% |
GME generated $688M in free cash flow over the past year, up 43% from the year before.
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 GME 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 | — |
GME Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +300K shares |
| 1 year | +8.4% | +46.1M shares |
| 3 years | +94% | +288M shares |
| 5 years | +104% | +302M shares |
| Available history | +80% | +264M shares |
GME has 593M diluted shares, up 8.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2021 | — |
| Q4 2020 | — |
| Q1 2020 | $21.8M |
| Q4 2019 | $114M |
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.
GME Net Leverage
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).
GME Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.9 | Neutral |
| Stochastic | 68.5 | Neutral |
GME's weekly RSI is 60 (neutral) and its Stochastic is 69 (neutral).
DRVN PE vs Consumer Cyclical Sector
| Metric | DRVN | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 18x | 38% below |
| PE % | 0 | 50 | 50 pts below |
DRVN has the edge over GME on valuation relative to its sector.
GME PE vs Consumer Cyclical Sector
| Metric | GME | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 7.7% below |
| PE % | 15 | 47 | 32 pts below |
GME is trading at 17x earnings, in line with the Consumer Cyclical sector's median of 18x.
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.
GME Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.2 | 1.8% above |
| 20 week MA | $22.4 | 15% above |
| 50 week MA | $22.6 | 13% above |
| 100 week MA | $24.0 | 7% above |
| 200 week MA | $21.8 | 17% above |
GME has the edge over DRVN on trend strength, trading above more of its moving averages.
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.
GME Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1.48 | $5.04 | +241% |
| 2021 | $5.04 | $38.0 | +655% |
| 2022 | $38.0 | $20.1 | -47% |
| 2023 | $20.1 | $17.5 | -13% |
| 2024 | $17.5 | $32.2 | +84% |
| 2025 | $32.2 | $21.1 | -35% |
| 2026 YTD | $21.1 | $25.6 | +21% |
GME has the edge over DRVN on returns for 2026, with the stronger performance.