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Side-by-side financial comparison of DELUXE CORP (DLX) 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 $535.2M, roughly 1.0× DELUXE CORP). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 2.2%, a 9.1% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs 2.8%). Over the past eight quarters, DELUXE CORP's revenue compounded faster (0.0% CAGR vs -4.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
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
DLX vs DRVN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $535.7M |
| Net Profit | $12.0M | $60.9M |
| Gross Margin | 52.2% | — |
| Operating Margin | 8.9% | 11.6% |
| Net Margin | 2.2% | 11.4% |
| Revenue YoY | 2.8% | 6.6% |
| Net Profit YoY | -5.0% | 507.2% |
| EPS (diluted) | $0.25 | $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.
| Q4 25 | $535.2M | — | ||
| Q3 25 | $540.2M | $535.7M | ||
| Q2 25 | $521.3M | $551.0M | ||
| Q1 25 | $536.5M | $516.2M | ||
| Q4 24 | $520.6M | $836.5M | ||
| Q3 24 | $528.4M | $502.3M | ||
| Q2 24 | $537.8M | $518.8M | ||
| Q1 24 | $535.0M | $482.0M |
| Q4 25 | $12.0M | — | ||
| Q3 25 | $33.7M | $60.9M | ||
| Q2 25 | $22.4M | $47.6M | ||
| Q1 25 | $14.0M | $5.5M | ||
| Q4 24 | $12.6M | $-312.0M | ||
| Q3 24 | $8.9M | $-14.9M | ||
| Q2 24 | $20.5M | $30.2M | ||
| Q1 24 | $10.8M | $4.3M |
| Q4 25 | 52.2% | — | ||
| Q3 25 | 53.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 52.4% | — | ||
| Q4 24 | 52.3% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 53.7% | — | ||
| Q1 24 | 53.0% | — |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 14.0% | 11.6% | ||
| Q2 25 | 11.7% | 6.9% | ||
| Q1 25 | 9.0% | 11.9% | ||
| Q4 24 | 9.0% | -41.6% | ||
| Q3 24 | 7.9% | 9.9% | ||
| Q2 24 | 11.0% | 17.4% | ||
| Q1 24 | 8.3% | 14.1% |
| Q4 25 | 2.2% | — | ||
| Q3 25 | 6.2% | 11.4% | ||
| Q2 25 | 4.3% | 8.6% | ||
| Q1 25 | 2.6% | 1.1% | ||
| Q4 24 | 2.4% | -37.3% | ||
| Q3 24 | 1.7% | -3.0% | ||
| Q2 24 | 3.8% | 5.8% | ||
| Q1 24 | 2.0% | 0.9% |
| Q4 25 | $0.25 | — | ||
| Q3 25 | $0.74 | $0.37 | ||
| Q2 25 | $0.50 | $0.29 | ||
| Q1 25 | $0.31 | $0.04 | ||
| Q4 24 | $0.28 | $-1.93 | ||
| Q3 24 | $0.20 | $-0.09 | ||
| Q2 24 | $0.46 | $0.18 | ||
| Q1 24 | $0.24 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.9M | $162.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $680.7M | $793.5M |
| Total Assets | $2.9B | $4.2B |
| Debt / EquityLower = less leverage | — | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | — | ||
| Q3 25 | $25.8M | $162.0M | ||
| Q2 25 | $26.0M | $166.1M | ||
| Q1 25 | $30.3M | $152.0M | ||
| Q4 24 | $34.4M | $149.6M | ||
| Q3 24 | $41.3M | $204.2M | ||
| Q2 24 | $23.1M | $148.8M | ||
| Q1 24 | $23.5M | $165.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $680.7M | — | ||
| Q3 25 | $664.1M | $793.5M | ||
| Q2 25 | $638.7M | $743.4M | ||
| Q1 25 | $622.5M | $643.2M | ||
| Q4 24 | $620.9M | $607.3M | ||
| Q3 24 | $612.7M | $962.8M | ||
| Q2 24 | $620.5M | $942.8M | ||
| Q1 24 | $608.4M | $906.2M |
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.6B | $4.2B | ||
| Q2 25 | $2.5B | $4.3B | ||
| Q1 25 | $2.6B | $5.3B | ||
| Q4 24 | $2.8B | $5.3B | ||
| Q3 24 | $2.6B | $5.8B | ||
| Q2 24 | $2.7B | $5.8B | ||
| Q1 24 | $2.7B | $5.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 2.82× | ||
| Q1 25 | — | 4.07× | ||
| Q4 24 | — | 4.37× | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | 3.03× | ||
| Q1 24 | — | 3.21× |
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 | $102.1M | $79.2M |
| Free Cash FlowOCF − Capex | — | $39.5M |
| FCF MarginFCF / Revenue | — | 7.4% |
| Capex IntensityCapex / Revenue | — | 7.4% |
| Cash ConversionOCF / Net Profit | 8.53× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | — | ||
| Q3 25 | $67.1M | $79.2M | ||
| Q2 25 | $51.1M | $80.4M | ||
| Q1 25 | $50.3M | $75.1M | ||
| Q4 24 | $60.2M | $32.9M | ||
| Q3 24 | $67.9M | $101.3M | ||
| Q2 24 | $39.6M | $46.9M | ||
| Q1 24 | $26.6M | $60.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | $39.5M | ||
| Q2 25 | $27.8M | $9.0M | ||
| Q1 25 | $24.3M | $18.9M | ||
| Q4 24 | — | $-36.3M | ||
| Q3 24 | $46.7M | $37.9M | ||
| Q2 24 | $11.4M | $-19.5M | ||
| Q1 24 | $6.1M | $-29.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | 5.3% | 1.6% | ||
| Q1 25 | 4.5% | 3.7% | ||
| Q4 24 | — | -4.3% | ||
| Q3 24 | 8.8% | 7.5% | ||
| Q2 24 | 2.1% | -3.8% | ||
| Q1 24 | 1.1% | -6.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | 4.5% | 13.0% | ||
| Q1 25 | 4.8% | 10.9% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | 4.0% | 12.6% | ||
| Q2 24 | 5.2% | 12.8% | ||
| Q1 24 | 3.8% | 18.6% |
| Q4 25 | 8.53× | — | ||
| Q3 25 | 1.99× | 1.30× | ||
| Q2 25 | 2.28× | 1.69× | ||
| Q1 25 | 3.59× | 13.65× | ||
| Q4 24 | 4.77× | — | ||
| Q3 24 | 7.60× | — | ||
| Q2 24 | 1.94× | 1.56× | ||
| Q1 24 | 2.46× | 14.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
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% |
