Added to YB: 2025-08-11
Pitch date: 2025-08-08
DRVN [bullish]
Driven Brands Holdings Inc.
+4.35%
current return
Author Info
No bio for this author
Company Info
Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States, Canada, and internationally.
Market Cap
$2.9B
Pitch Price
$16.57
Price Target
37.00 (+114%)
Dividend
N/A
Sector
Commercial Services and Supplies
Category
growth
Long on Driven Brands Holdings Inc. (NASDAQ: DRVN)
DRVN: PE-backed automotive services giant (5000+ locations) with 62% Roark stake, growing in fragmented industries. Take 5 quick-lube oil change expanding at 10%+ SSS with 42% EBITDA returns (vs VVV's 36%). Auto glass segment benefits from ADAS tailwinds. Car wash divestiture improves focus & debt. 53-120% upside at 9.8x LTM EBITDA.
Read full article (37 min)