<- Go home

Added to YB: 2024-02-27

Pitch date: 2024-02-26

DRVN [bullish]

Driven Brands Holdings Inc.

-9.39%

current return

Author Info

Forty years on the buyside, spent mostly on the cash flow statement. One-hour analyses of companies Wall Street stopped covering. No recommendations, no model portfolio, no promotion. Sign up for the newsletter.

Company Info

Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States and Canada.

Market Cap

$2.4B

Pitch Price

$13.20

Price Target

31.50 (+163%)

Dividend

N/A

EV/EBITDA

10.12

P/E

16.70

EV/Sales

2.33

Sector

Diversified Consumer Services

Category

growth

Show full summary:
One Hour Analysis: Driven Brands Holdings ($DRVN), Road Kill or Road to Redemption?

DRVN: Operates 5000 auto care locations (<5% of $390B market). Consistent growth except 2020. Challenges in Car Wash & PC&G. Aims to grow rev to $3.4B & EBITDA to $850M by '26. 9-10x EV/EBITDA, $31.50 PT on execution. Risks: competition, integration issues. $500M+ EBITDA base provides cushion.

Read full article (14 min)