Driven Brands Holdings Inc.(DRVN)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,326 of 2,879 stocksTOP 50%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DRVN Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Driven Brands Holdings Inc. (DRVN), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores DRVN at 52.8/100 on a 32-signal composite quality model, placing it at rank #1,326 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include revenue growth (22.6) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 43.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Driven Brands Holdings Inc. reports quarterly revenue of $484.4M, net income of $54.8M, an operating margin of 13.9%. Top institutional holders of DRVN by reported 13-F value include FMR, North Peak Capital Management,, BAMCO /NY/, based on the most recent SEC filings. DRVN trades on the Nasdaq exchange and files with the SEC under CIK 1804745. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DRVN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Driven Brands Holdings Inc. directly from SEC EDGAR. Driven Brands Holdings Inc.'s 13F Pro composite quality score has ranged between 29 and 62 since 2022, currently 52.8 — a declining long-term trajectory across 24 quarterly and live scoring snapshots.
Revenue
Q1 2026
$484.4M
Net Income
Q1 2026
$54.8M
Free Cash Flow
Q1 2026
$23.1M
Operating Margin
Q1 2026
13.9%
ROIC
Q1 2026
2.7%
D/E Ratio
Q1 2026
2.12
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+93.8% YoYNet Income
-6865.8% YoYOperating Income
+110.9% YoYEPS (Diluted)
Total Assets
+12.8% YoYTotal Debt
+26.6% YoYOp. Cash Flow
+190.5% YoY| Metric | FY 2024 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|
| Revenue | $1.75B +93.8% | $904.2M +50.6% | $600.3M | — |
| Net Income | $-292.5M -6865.8% | $-4.2M -154.3% | $7.7M | — |
| Operating Income | $199.8M +110.9% | $94.7M +35.3% | $70.0M | — |
| EPS (Diluted) | $-1.86 | $0.00 | $0.00 | — |
| Total Assets | $5.25B +12.8% | $4.66B | — | — |
| Total Debt | $2.69B +26.6% | $2.13B | — | — |
| Operating Cash Flow | $244.0M +190.5% | $84.0M +103.0% | $41.4M | — |
AI Insight: DRVN Financial Trends
Driven Brands has aggressively deleveraged, cutting debt from $2.9B to $1.7B in 18 months, while stabilizing operating margins despite volatile revenue.
• Total debt fell 41% from $2,889M in Q2 2024 to $1,686M in Q1 2026, signaling substantial balance-sheet repair.
• Operating income remained positive in all quarters since Q1 2025 ($38M–$70M), recovering from Q4 2024's $319M loss.
• Revenue remains volatile: Q4 2025 dropped to $260M, then rebounded to $484M in Q1 2026; no clear growth trend.
⚠ Operating margins compressed in Q2 2025 (6.9%) and Q4 2025 (26.9%), suggesting cost-control challenges amid revenue swings.
⚠ Operating cash flow declined to $57M in Q1 2026, the lowest in eight quarters despite debt reduction progress.
AI Insight: DRVN Ratio Trends
Operating margin stabilized at 13.9% in Q1 2026 after severe Q4 2024 collapse, but leverage and ROIC remain volatile.
• OpMargin recovered from -38.1% in Q4 2024 to 13.9% in Q1 2026; Q4 2025 peaked at 26.9% but seasonality evident.
• ROIC improved from 4.2% in Q3 2024 and -38.6% in Q4 2024 to 10.9% in Q1 2026, highest since TTM baseline.
• Debt/Equity fell from 4.43 in Q4 2024 to 2.12 in Q1 2026, returning to mid-2024 levels.
⚠ Q4 2024 saw operating margin of -38.1% and ROA of -23.7%, indicating significant one-off charge or operational disruption.
⚠ ROIC still volatile quarter-to-quarter (10.9% to 4.9% to 8.2%); normalized earning power unclear post-crisis.
Get alerted when DRVN's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Driven Brands Holdings Inc. including:
Top Institutional Holders of DRVN
FMR LLC
$103.8M8,235,288 shNorth Peak Capital Management, LLC
$63.7M5,055,247 shBAMCO INC /NY/
$56.7M4,500,196 shBlackRock, Inc.
$54.8M4,342,846 shADW Capital Management, LLC
$50.4M4,000,000 shEmeth Value Capital, LLC
$50.3M3,992,673 shGOLDMAN SACHS GROUP INC
$47.6M3,770,879 shRubric Capital Management LP
$37.8M3,000,000 shVANGUARD PORTFOLIO MANAGEMENT LLC
$34.5M2,734,573 shVANGUARD CAPITAL MANAGEMENT LLC
$32.5M2,574,554 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $103.8M | 8,235,288 |
| North Peak Capital Management, LLC | $63.7M | 5,055,247 |
| BAMCO INC /NY/ | $56.7M | 4,500,196 |
| BlackRock, Inc. | $54.8M | 4,342,846 |
| ADW Capital Management, LLC | $50.4M | 4,000,000 |
| Emeth Value Capital, LLC | $50.3M | 3,992,673 |
| GOLDMAN SACHS GROUP INC | $47.6M | 3,770,879 |
| Rubric Capital Management LP | $37.8M | 3,000,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $34.5M | 2,734,573 |
| VANGUARD CAPITAL MANAGEMENT LLC | $32.5M | 2,574,554 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put DRVN on your watchlist
Track score changes the day Driven Brands Holdings Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is DRVN a good stock to buy?
13F Pro's AI-powered analysis of Driven Brands Holdings Inc. (DRVN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DRVN are available on the DRVN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DRVN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DRVN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Driven Brands Holdings Inc.'s investment landscape.