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Side-by-side financial comparison of Axos Financial, Inc. (AX) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Driven Brands Holdings Inc. is the larger business by last-quarter revenue ($535.7M vs $392.2M, roughly 1.4× Axos Financial, Inc.). Axos Financial, Inc. runs the higher net margin — 31.8% vs 11.4%, a 20.4% gap on every dollar of revenue. Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (16.1% CAGR vs -4.0%).
Axos Financial is an American bank holding company based in Las Vegas, Nevada and is the parent of Axos Bank, a direct bank. It also offers registered investment adviser services and an electronic trading platform.
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
AX vs DRVN — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $535.7M |
| Net Profit | $124.7M | $60.9M |
| Gross Margin | — | — |
| Operating Margin | — | 11.6% |
| Net Margin | 31.8% | 11.4% |
| Revenue YoY | — | 6.6% |
| Net Profit YoY | 18.5% | 507.2% |
| EPS (diluted) | $2.15 | $0.37 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | $535.7M | ||
| Q2 25 | $321.4M | $551.0M | ||
| Q1 25 | $308.8M | $516.2M | ||
| Q4 24 | $307.9M | $836.5M | ||
| Q3 24 | $320.7M | $502.3M | ||
| Q2 24 | $290.9M | $518.8M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $60.9M | ||
| Q2 25 | $110.7M | $47.6M | ||
| Q1 25 | $105.2M | $5.5M | ||
| Q4 24 | $104.7M | $-312.0M | ||
| Q3 24 | $112.3M | $-14.9M | ||
| Q2 24 | $104.9M | $30.2M |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | 11.6% | ||
| Q2 25 | 48.5% | 6.9% | ||
| Q1 25 | 47.9% | 11.9% | ||
| Q4 24 | 48.8% | -41.6% | ||
| Q3 24 | 49.6% | 9.9% | ||
| Q2 24 | 49.6% | 17.4% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | 11.4% | ||
| Q2 25 | 34.4% | 8.6% | ||
| Q1 25 | 34.1% | 1.1% | ||
| Q4 24 | 34.0% | -37.3% | ||
| Q3 24 | 35.0% | -3.0% | ||
| Q2 24 | 36.0% | 5.8% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $0.37 | ||
| Q2 25 | $1.89 | $0.29 | ||
| Q1 25 | $1.81 | $0.04 | ||
| Q4 24 | $1.80 | $-1.93 | ||
| Q3 24 | $1.93 | $-0.09 | ||
| Q2 24 | $1.75 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $162.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $3.1B | $793.5M |
| Total Assets | $29.2B | $4.2B |
| Debt / EquityLower = less leverage | — | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | $162.0M | ||
| Q2 25 | $1.9B | $166.1M | ||
| Q1 25 | $2.0B | $152.0M | ||
| Q4 24 | $2.4B | $149.6M | ||
| Q3 24 | $2.6B | $204.2M | ||
| Q2 24 | $2.0B | $148.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $312.7M | $2.1B | ||
| Q1 25 | $377.4M | $2.6B | ||
| Q4 24 | $358.7M | $2.7B | ||
| Q3 24 | $313.5M | $2.7B | ||
| Q2 24 | $325.7M | $2.9B |
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | $793.5M | ||
| Q2 25 | $2.7B | $743.4M | ||
| Q1 25 | $2.6B | $643.2M | ||
| Q4 24 | $2.5B | $607.3M | ||
| Q3 24 | $2.4B | $962.8M | ||
| Q2 24 | $2.3B | $942.8M |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | $4.2B | ||
| Q2 25 | $24.8B | $4.3B | ||
| Q1 25 | $24.0B | $5.3B | ||
| Q4 24 | $23.7B | $5.3B | ||
| Q3 24 | $23.6B | $5.8B | ||
| Q2 24 | $22.9B | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | 0.12× | 2.82× | ||
| Q1 25 | 0.14× | 4.07× | ||
| Q4 24 | 0.14× | 4.37× | ||
| Q3 24 | 0.13× | 2.84× | ||
| Q2 24 | 0.14× | 3.03× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $79.2M |
| Free Cash FlowOCF − Capex | — | $39.5M |
| FCF MarginFCF / Revenue | — | 7.4% |
| Capex IntensityCapex / Revenue | — | 7.4% |
| Cash ConversionOCF / Net Profit | — | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | $79.2M | ||
| Q2 25 | $490.3M | $80.4M | ||
| Q1 25 | $73.7M | $75.1M | ||
| Q4 24 | $162.5M | $32.9M | ||
| Q3 24 | $70.8M | $101.3M | ||
| Q2 24 | $305.5M | $46.9M |
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | $39.5M | ||
| Q2 25 | $436.1M | $9.0M | ||
| Q1 25 | $65.1M | $18.9M | ||
| Q4 24 | $156.4M | $-36.3M | ||
| Q3 24 | $53.0M | $37.9M | ||
| Q2 24 | $269.5M | $-19.5M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | 7.4% | ||
| Q2 25 | 135.7% | 1.6% | ||
| Q1 25 | 21.1% | 3.7% | ||
| Q4 24 | 50.8% | -4.3% | ||
| Q3 24 | 16.5% | 7.5% | ||
| Q2 24 | 92.6% | -3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | 7.4% | ||
| Q2 25 | 16.9% | 13.0% | ||
| Q1 25 | 2.8% | 10.9% | ||
| Q4 24 | 2.0% | 8.3% | ||
| Q3 24 | 5.5% | 12.6% | ||
| Q2 24 | 12.4% | 12.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 1.30× | ||
| Q2 25 | 4.43× | 1.69× | ||
| Q1 25 | 0.70× | 13.65× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | 1.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
