DRVNDriven Brands Holdings Inc.
Services-Automotive Repair, Services & Parking
- Revenue
- $1.9B
- 6.3% YoY
- Operating margin
- 12.4%
- 8.8% YoY
- EBITDA
- $313M
- 12% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.7×
- $1.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear34% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.5B | $2.0B | $1.7B | $1.8B | $1.9B | 6.3% |
| Operating income | $177M | $200M | $115M | $200M | $231M | 16% |
| Net income | $10M | $43M | −$745M | −$292M | — | |
| Operating cash flow | $284M | $197M | $229M | $244M | $331M | 35% |
| Capex | $161M | $436M | $596M | $289M | $223M | 23% |
| Stock-based comp | $4M | $21M | $20M | $52M | $32M | 38% |
| Buybacks | $43M | $0 | $50M | $0 | $0 |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 55 | 158 |
| FY2024 | — | — | 61 | 153 |
| FY2023 | — | — | 53 | 113 |
| FY2022 | — | — | 102 | 79 |
| FY2021 | — | — | 125 | 120 |