Added to YB: 2025-02-21
Pitch date: 2025-01-05
DRVN [bullish]
Driven Brands Holdings Inc.
-4.36%
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
$2.7B
Pitch Price
$15.81
Price Target
27.66 (+79%)
Dividend
N/A
EV/EBITDA
9.59
P/E
-8.47
EV/Sales
2.25
Sector
Diversified Consumer Services
Category
growth
Driven Brands Holdings Inc. - $DRVN
DRVN: Take 5 Oil Change driving growth to 70%+ of EBITDA by 2026. Strong unit economics, 4-7% SSS algo. AGN potential for EV-neutral growth. Car wash sale could catalyze re-rating. Risks: EV adoption, competition, leverage. Base case: 11% EBITDA CAGR, $27.66 PT, 43.7% IRR. Re-segmentation catalyst.
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