| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 84 | 12.2x | 17.8x | Top tier | |
Growth | 83 | 15.3% | 7.1% | Top tier | |
Quality | 70 | 8.2% | 4.5% | Top tier | |
Safety | 37 | 5.9x | 2.6x | Bottom tier | |
Capital Return | 94 | — | 2.12% | Top tier | |
Momentum | 22 | -23.7% | 2.9% | Bottom tier | |
Sentiment | 76 | 7 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Driven Brands Holdings Inc. operates an automotive services platform comprising more than 4,300 locations as of fiscal Q2 2026, combining company-owned stores with a franchise network. Its primary growth engine is Take 5, which provides a ten-minute oil change service while customers remain in their vehicles, while Franchise Brands generates high-margin cash flows through the Meineke, Maaco, and CARSTAR brands, and Auto Glass Now operates in the automotive glass market through retail, commercial, and insurance channels.
In fiscal Q2 2026, Driven Brands' revenue increased 6.8% year over year to $507.4 million, system-wide sales rose 4.9% to $1.6 billion, and same-store sales grew 1.4%. Net income according to EDGAR data was approximately $34.2 million, with earnings per share of $0.21, while the company reported income from continuing operations of $37.3 million and adjusted earnings per share of $0.29. Adjusted earnings before interest, taxes, depreciation, and amortization were $107 million, with a margin of 21.1%, down approximately 300 basis points from fiscal Q2 2025, with a clear impact from restatement costs.
Take 5 led the operating mix with same-store sales growth of 3.6%, system-wide sales growth of 13%, and the addition of 50 net locations, while its adjusted earnings before interest, taxes, depreciation, and amortization margin reached 34%. Franchise Brands achieved same-store sales growth of 0.5% and a high margin of 59%, while Auto Glass Now recorded comparable growth of 2.6%, but its adjusted earnings before interest, taxes, depreciation, and amortization declined to $3.5 million due to costs related to prior periods. For fiscal year 2025, the company recorded revenue of $1.9 billion, net income of $140.2 million, and earnings per share of $0.85.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $15.47, within a wide range of $13 to $18, with a consensus Buy rating; the average remains approximately 21.6% below the 52-week range high of $19.74, while the range low is $9.8. The highest analyst target also matches the rejected acquisition offer value of $18 per share, and the wide target range reflects uncertainty related to consumer pressure, restatement costs, and fiscal year 2026 guidance trending toward the low end. No valid price-to-earnings ratio was presented in the data, so it cannot be used to value the stock without fabricating an unavailable figure.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Take 5 represents the clearest growth driver, achieving 3.6% same-store sales growth and 13% system-wide sales growth during fiscal Q2 2026. The brand added 50 net locations during the quarter and more than 175 locations during the preceding twelve months, bringing its network to more than 1,400 locations. Its future plan is supported by a development pipeline of approximately 800 locations and a target of opening 150 or more locations annually to reach more than 2,500 locations.
Management maintained its expectations for revenue between $1.95 billion and $2.05 billion in fiscal year 2026, with same-store sales growth between zero and 2%. It expects to add between 160 and 190 net locations, generate adjusted earnings before interest, taxes, depreciation, and amortization between $430 million and $460 million, and deliver adjusted earnings per share between $1.15 and $1.25. However, management said on August 6, 2026, that results were likely to approach the low end because of weakness among lower-income consumers, energy disruption, and restatement costs.
Driven Brands recorded restatement costs of $11.8 million in fiscal Q2 2026, bringing its fiscal year-to-date cost to $20.9 million. These costs contributed to an approximately 300-basis-point decline in the adjusted earnings before interest, taxes, depreciation, and amortization margin to 21.1%, and management expects the annual cost to reach the high end of the $35 million to $45 million range. Auto Glass Now also incurred approximately $4 million in costs related to fiscal year 2024 and earlier, reducing its adjusted earnings before interest, taxes, depreciation, and amortization to $3.5 million.
Franchise Brands includes the Meineke, Maaco, and CARSTAR brands and serves as a high-margin cash flow generator within the group. The segment recorded same-store sales growth of 0.5% and an adjusted earnings before interest, taxes, depreciation, and amortization margin of 59% in fiscal Q2 2026. Meineke led the performance, while Maaco remained under pressure, and the collision repair business outperformed the broader industry by approximately 200 basis points during the same quarter.
On August 7, 2026, ADW Capital, which owns 4.8% of Driven Brands, called for the immediate initiation of a public sale process and a strategic review overseen by an independent committee. The call followed the board's unanimous rejection of an $18-per-share cash acquisition offer, which represented a 39% premium to the referenced closing price when it was submitted. The board said the offer was highly conditional and materially undervalued the company's long-term opportunities, so activist investor pressure remains an influential factor without a confirmed sale transaction in the data.
The company ended fiscal Q2 2026 with net leverage of 3.1 times, compared with a target of 3 times by the end of fiscal year 2026. Free cash flow totaled $44.7 million, an increase of $13.2 million year over year, while net capital expenditures declined by $11.7 million to $31 million. Management expects free cash flow between $125 million and $145 million during fiscal year 2026, with net capital expenditures equal to approximately 6.5% of revenue.
