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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and Essent Group Ltd. (ESNT). 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 $312.4M, roughly 1.7× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 11.4%, a 38.2% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $39.5M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -4.0%).
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
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
DRVN vs ESNT — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $312.4M |
| Net Profit | $60.9M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | 59.1% |
| Net Margin | 11.4% | 49.6% |
| Revenue YoY | 6.6% | -0.8% |
| Net Profit YoY | 507.2% | -7.7% |
| EPS (diluted) | $0.37 | $1.61 |
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 | — | $312.4M | ||
| Q3 25 | $535.7M | $311.8M | ||
| Q2 25 | $551.0M | $319.1M | ||
| Q1 25 | $516.2M | $317.6M | ||
| Q4 24 | $836.5M | $315.0M | ||
| Q3 24 | $502.3M | $316.6M | ||
| Q2 24 | $518.8M | $312.9M | ||
| Q1 24 | $482.0M | $298.4M |
| Q4 25 | — | $155.0M | ||
| Q3 25 | $60.9M | $164.2M | ||
| Q2 25 | $47.6M | $195.3M | ||
| Q1 25 | $5.5M | $175.4M | ||
| Q4 24 | $-312.0M | $167.9M | ||
| Q3 24 | $-14.9M | $176.2M | ||
| Q2 24 | $30.2M | $203.6M | ||
| Q1 24 | $4.3M | $181.7M |
| Q4 25 | — | 59.1% | ||
| Q3 25 | 11.6% | 63.9% | ||
| Q2 25 | 6.9% | 72.4% | ||
| Q1 25 | 11.9% | 65.2% | ||
| Q4 24 | -41.6% | 61.9% | ||
| Q3 24 | 9.9% | 65.6% | ||
| Q2 24 | 17.4% | 76.4% | ||
| Q1 24 | 14.1% | 71.6% |
| Q4 25 | — | 49.6% | ||
| Q3 25 | 11.4% | 52.7% | ||
| Q2 25 | 8.6% | 61.2% | ||
| Q1 25 | 1.1% | 55.2% | ||
| Q4 24 | -37.3% | 53.3% | ||
| Q3 24 | -3.0% | 55.6% | ||
| Q2 24 | 5.8% | 65.1% | ||
| Q1 24 | 0.9% | 60.9% |
| Q4 25 | — | $1.61 | ||
| Q3 25 | $0.37 | $1.67 | ||
| Q2 25 | $0.29 | $1.93 | ||
| Q1 25 | $0.04 | $1.69 | ||
| Q4 24 | $-1.93 | $1.59 | ||
| Q3 24 | $-0.09 | $1.65 | ||
| Q2 24 | $0.18 | $1.91 | ||
| Q1 24 | $0.02 | $1.70 |
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 | $793.5M | $5.8B |
| Total Assets | $4.2B | $7.4B |
| Debt / EquityLower = less leverage | 2.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $162.0M | — | ||
| Q2 25 | $166.1M | — | ||
| Q1 25 | $152.0M | — | ||
| Q4 24 | $149.6M | — | ||
| Q3 24 | $204.2M | — | ||
| Q2 24 | $148.8M | — | ||
| Q1 24 | $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 | — | $5.8B | ||
| Q3 25 | $793.5M | $5.7B | ||
| Q2 25 | $743.4M | $5.7B | ||
| Q1 25 | $643.2M | $5.7B | ||
| Q4 24 | $607.3M | $5.6B | ||
| Q3 24 | $962.8M | $5.6B | ||
| Q2 24 | $942.8M | $5.4B | ||
| Q1 24 | $906.2M | $5.2B |
| Q4 25 | — | $7.4B | ||
| Q3 25 | $4.2B | $7.4B | ||
| Q2 25 | $4.3B | $7.2B | ||
| Q1 25 | $5.3B | $7.2B | ||
| Q4 24 | $5.3B | $7.1B | ||
| Q3 24 | $5.8B | $7.1B | ||
| Q2 24 | $5.8B | $6.7B | ||
| Q1 24 | $5.9B | $6.6B |
| 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 | $79.2M | $856.1M |
| Free Cash FlowOCF − Capex | $39.5M | $848.7M |
| FCF MarginFCF / Revenue | 7.4% | 271.7% |
| Capex IntensityCapex / Revenue | 7.4% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.30× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $856.1M | ||
| Q3 25 | $79.2M | $215.9M | ||
| Q2 25 | $80.4M | $189.5M | ||
| Q1 25 | $75.1M | $221.6M | ||
| Q4 24 | $32.9M | $861.5M | ||
| Q3 24 | $101.3M | $229.2M | ||
| Q2 24 | $46.9M | $188.7M | ||
| Q1 24 | $60.3M | $216.9M |
| Q4 25 | — | $848.7M | ||
| Q3 25 | $39.5M | $210.6M | ||
| Q2 25 | $9.0M | $188.8M | ||
| Q1 25 | $18.9M | $221.3M | ||
| Q4 24 | $-36.3M | $854.8M | ||
| Q3 24 | $37.9M | $228.7M | ||
| Q2 24 | $-19.5M | $187.6M | ||
| Q1 24 | $-29.2M | $212.5M |
| Q4 25 | — | 271.7% | ||
| Q3 25 | 7.4% | 67.5% | ||
| Q2 25 | 1.6% | 59.2% | ||
| Q1 25 | 3.7% | 69.7% | ||
| Q4 24 | -4.3% | 271.3% | ||
| Q3 24 | 7.5% | 72.2% | ||
| Q2 24 | -3.8% | 60.0% | ||
| Q1 24 | -6.1% | 71.2% |
| Q4 25 | — | 2.4% | ||
| Q3 25 | 7.4% | 1.7% | ||
| Q2 25 | 13.0% | 0.2% | ||
| Q1 25 | 10.9% | 0.1% | ||
| Q4 24 | 8.3% | 2.1% | ||
| Q3 24 | 12.6% | 0.2% | ||
| Q2 24 | 12.8% | 0.3% | ||
| Q1 24 | 18.6% | 1.5% |
| Q4 25 | — | 5.52× | ||
| Q3 25 | 1.30× | 1.31× | ||
| Q2 25 | 1.69× | 0.97× | ||
| Q1 25 | 13.65× | 1.26× | ||
| Q4 24 | — | 5.13× | ||
| Q3 24 | — | 1.30× | ||
| Q2 24 | 1.56× | 0.93× | ||
| Q1 24 | 14.15× | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
