Driven Brands Holdings, Inc. (DRVN)
NASDAQConsumer DiscretionaryAuto - DealershipsSnapshot 2026-09-04
$13.56-0.15%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryAuto - DealershipsSnapshot 2026-09-04
Research Workspace
Put DRVN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance slipped notably this past month, though still top-half.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskDriven Brands must maintain its growth trajectory to justify its current valuation. Revenue grew 7% year over year, and the last quarter beat expectations. It trades at 11× P/E versus a peer median of 15×, indicating that expectations look modest compared to our view. If Driven Brands cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price about 8% above where it trades (it looks cheap on this basis). Our read is provisional.
Trailing returns as of 2026-09-04. DRVN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering DRVN (as of Sep 2026).
Based on 8 Wall Street analysts offering 12-month price targets for DRVN in the last 4 months.
Continue this research
Compare DRVN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DRVN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put DRVN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Revenue growth to $1.95-$2.05 billion in 2026
Strong growth supports revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $13.56
The last 12 months of price, then the range of analyst 12-month targets from today’s $13.56.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Revenue growth to $1.95-$2.05 billion in 2026
Reiterating revenue outlook confirms growth trajectory.
Advances: Revenue growth to $1.95-$2.05 billion in 2026
Earnings call highlights growth, supporting revenue goals.
Advances: Revenue growth to $1.95-$2.05 billion in 2026
Earnings call reinforces growth narrative.
Threatens: Revenue growth to $1.95-$2.05 billion in 2026
Earnings beat but revenue shortfall raises concerns.
Threatens: Revenue growth to $1.95-$2.05 billion in 2026
Price target cut indicates potential revenue concerns.
Threatens: Revenue growth to $1.95-$2.05 billion in 2026
Fundamental weakness raises doubts about growth.
Advances: Revenue growth to $1.95-$2.05 billion in 2026
Price target increase reflects positive financial outlook.