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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $535.7M, roughly 1.4× Driven Brands Holdings Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 10.2%, a 1.1% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $39.5M). Over the past eight quarters, Installed Building Products, Inc.'s revenue compounded faster (3.9% 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
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
DRVN vs IBP — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $747.5M |
| Net Profit | $60.9M | $76.6M |
| Gross Margin | — | 35.0% |
| Operating Margin | 11.6% | 14.6% |
| Net Margin | 11.4% | 10.2% |
| Revenue YoY | 6.6% | -0.4% |
| Net Profit YoY | 507.2% | 14.5% |
| EPS (diluted) | $0.37 | $2.81 |
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 | — | $747.5M | ||
| Q3 25 | $535.7M | $778.2M | ||
| Q2 25 | $551.0M | $760.3M | ||
| Q1 25 | $516.2M | $684.8M | ||
| Q4 24 | $836.5M | $750.2M | ||
| Q3 24 | $502.3M | $760.6M | ||
| Q2 24 | $518.8M | $737.6M | ||
| Q1 24 | $482.0M | $692.9M |
| Q4 25 | — | $76.6M | ||
| Q3 25 | $60.9M | $74.4M | ||
| Q2 25 | $47.6M | $69.0M | ||
| Q1 25 | $5.5M | $45.4M | ||
| Q4 24 | $-312.0M | $66.9M | ||
| Q3 24 | $-14.9M | $68.6M | ||
| Q2 24 | $30.2M | $65.2M | ||
| Q1 24 | $4.3M | $55.9M |
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% | ||
| Q1 24 | — | 33.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 11.6% | 13.7% | ||
| Q2 25 | 6.9% | 13.3% | ||
| Q1 25 | 11.9% | 10.2% | ||
| Q4 24 | -41.6% | 13.1% | ||
| Q3 24 | 9.9% | 13.3% | ||
| Q2 24 | 17.4% | 12.9% | ||
| Q1 24 | 14.1% | 12.7% |
| Q4 25 | — | 10.2% | ||
| Q3 25 | 11.4% | 9.6% | ||
| Q2 25 | 8.6% | 9.1% | ||
| Q1 25 | 1.1% | 6.6% | ||
| Q4 24 | -37.3% | 8.9% | ||
| Q3 24 | -3.0% | 9.0% | ||
| Q2 24 | 5.8% | 8.8% | ||
| Q1 24 | 0.9% | 8.1% |
| Q4 25 | — | $2.81 | ||
| Q3 25 | $0.37 | $2.74 | ||
| Q2 25 | $0.29 | $2.52 | ||
| Q1 25 | $0.04 | $1.64 | ||
| Q4 24 | $-1.93 | $2.39 | ||
| Q3 24 | $-0.09 | $2.44 | ||
| Q2 24 | $0.18 | $2.30 | ||
| Q1 24 | $0.02 | $1.97 |
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 | $321.9M |
| Total DebtLower is stronger | $1.9B | $886.6M |
| Stockholders' EquityBook value | $793.5M | $709.9M |
| Total Assets | $4.2B | $2.1B |
| Debt / EquityLower = less leverage | 2.44× | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $321.9M | ||
| Q3 25 | $162.0M | $333.3M | ||
| Q2 25 | $166.1M | $305.2M | ||
| Q1 25 | $152.0M | $298.7M | ||
| Q4 24 | $149.6M | $327.6M | ||
| Q3 24 | $204.2M | $406.2M | ||
| Q2 24 | $148.8M | $380.3M | ||
| Q1 24 | $165.5M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | $1.9B | $880.8M | ||
| Q2 25 | $2.1B | $876.1M | ||
| Q1 25 | $2.6B | $872.4M | ||
| Q4 24 | $2.7B | $874.8M | ||
| Q3 24 | $2.7B | $872.3M | ||
| Q2 24 | $2.9B | $875.8M | ||
| Q1 24 | $2.9B | $875.0M |
| Q4 25 | — | $709.9M | ||
| Q3 25 | $793.5M | $678.6M | ||
| Q2 25 | $743.4M | $664.5M | ||
| Q1 25 | $643.2M | $660.9M | ||
| Q4 24 | $607.3M | $705.3M | ||
| Q3 24 | $962.8M | $716.4M | ||
| Q2 24 | $942.8M | $685.3M | ||
| Q1 24 | $906.2M | $679.2M |
| Q4 25 | — | $2.1B | ||
| Q3 25 | $4.2B | $2.1B | ||
| Q2 25 | $4.3B | $2.0B | ||
| Q1 25 | $5.3B | $2.0B | ||
| Q4 24 | $5.3B | $2.1B | ||
| Q3 24 | $5.8B | $2.1B | ||
| Q2 24 | $5.8B | $2.0B | ||
| Q1 24 | $5.9B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | 2.44× | 1.30× | ||
| Q2 25 | 2.82× | 1.32× | ||
| Q1 25 | 4.07× | 1.32× | ||
| Q4 24 | 4.37× | 1.24× | ||
| Q3 24 | 2.84× | 1.22× | ||
| Q2 24 | 3.03× | 1.28× | ||
| Q1 24 | 3.21× | 1.29× |
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 | $64.9M |
| Free Cash FlowOCF − Capex | $39.5M | $49.3M |
| FCF MarginFCF / Revenue | 7.4% | 6.6% |
| Capex IntensityCapex / Revenue | 7.4% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.30× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $64.9M | ||
| Q3 25 | $79.2M | $124.0M | ||
| Q2 25 | $80.4M | $90.4M | ||
| Q1 25 | $75.1M | $92.1M | ||
| Q4 24 | $32.9M | $74.8M | ||
| Q3 24 | $101.3M | $101.4M | ||
| Q2 24 | $46.9M | $79.0M | ||
| Q1 24 | $60.3M | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | $39.5M | $104.8M | ||
| Q2 25 | $9.0M | $74.8M | ||
| Q1 25 | $18.9M | $71.9M | ||
| Q4 24 | $-36.3M | $52.9M | ||
| Q3 24 | $37.9M | $77.3M | ||
| Q2 24 | $-19.5M | $58.2M | ||
| Q1 24 | $-29.2M | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | 7.4% | 13.5% | ||
| Q2 25 | 1.6% | 9.8% | ||
| Q1 25 | 3.7% | 10.5% | ||
| Q4 24 | -4.3% | 7.1% | ||
| Q3 24 | 7.5% | 10.2% | ||
| Q2 24 | -3.8% | 7.9% | ||
| Q1 24 | -6.1% | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | 7.4% | 2.5% | ||
| Q2 25 | 13.0% | 2.1% | ||
| Q1 25 | 10.9% | 2.9% | ||
| Q4 24 | 8.3% | 2.9% | ||
| Q3 24 | 12.6% | 3.2% | ||
| Q2 24 | 12.8% | 2.8% | ||
| Q1 24 | 18.6% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | 1.30× | 1.67× | ||
| Q2 25 | 1.69× | 1.31× | ||
| Q1 25 | 13.65× | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | 1.56× | 1.21× | ||
| Q1 24 | 14.15× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
