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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $535.7M, roughly 1.9× Driven Brands Holdings Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 2.2%, a 9.2% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs 4.5%). Over the past eight quarters, Driven Brands Holdings Inc.'s revenue compounded faster (-4.0% CAGR vs -6.2%).
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
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
DRVN vs LBRT — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $1.0B |
| Net Profit | $60.9M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | 2.2% |
| Net Margin | 11.4% | 2.2% |
| Revenue YoY | 6.6% | 4.5% |
| Net Profit YoY | 507.2% | — |
| EPS (diluted) | $0.37 | $0.14 |
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 | — | $1.0B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $535.7M | $947.4M | ||
| Q2 25 | $551.0M | $1.0B | ||
| Q1 25 | $516.2M | $977.5M | ||
| Q4 24 | $836.5M | $943.6M | ||
| Q3 24 | $502.3M | $1.1B | ||
| Q2 24 | $518.8M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | — | $13.7M | ||
| Q3 25 | $60.9M | $43.1M | ||
| Q2 25 | $47.6M | $71.0M | ||
| Q1 25 | $5.5M | $20.1M | ||
| Q4 24 | $-312.0M | $51.9M | ||
| Q3 24 | $-14.9M | $73.8M | ||
| Q2 24 | $30.2M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 20.6% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 22.1% | ||
| Q1 25 | — | 22.1% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 26.2% | ||
| Q2 24 | — | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 11.6% | -0.3% | ||
| Q2 25 | 6.9% | 3.6% | ||
| Q1 25 | 11.9% | 1.9% | ||
| Q4 24 | -41.6% | 2.6% | ||
| Q3 24 | 9.9% | 9.4% | ||
| Q2 24 | 17.4% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | 11.4% | 4.5% | ||
| Q2 25 | 8.6% | 6.8% | ||
| Q1 25 | 1.1% | 2.1% | ||
| Q4 24 | -37.3% | 5.5% | ||
| Q3 24 | -3.0% | 6.5% | ||
| Q2 24 | 5.8% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | — | $0.08 | ||
| Q3 25 | $0.37 | $0.26 | ||
| Q2 25 | $0.29 | $0.43 | ||
| Q1 25 | $0.04 | $0.12 | ||
| Q4 24 | $-1.93 | $0.31 | ||
| Q3 24 | $-0.09 | $0.44 | ||
| Q2 24 | $0.18 | $0.64 |
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 | $699.1M |
| Total DebtLower is stronger | $1.9B | $7.1M |
| Stockholders' EquityBook value | $793.5M | $1.9B |
| Total Assets | $4.2B | $4.4B |
| Debt / EquityLower = less leverage | 2.44× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | — | $27.6M | ||
| Q3 25 | $162.0M | $13.5M | ||
| Q2 25 | $166.1M | $19.6M | ||
| Q1 25 | $152.0M | $24.1M | ||
| Q4 24 | $149.6M | $20.0M | ||
| Q3 24 | $204.2M | $23.0M | ||
| Q2 24 | $148.8M | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.7B | $190.5M | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.9B | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $793.5M | $2.1B | ||
| Q2 25 | $743.4M | $2.0B | ||
| Q1 25 | $643.2M | $2.0B | ||
| Q4 24 | $607.3M | $2.0B | ||
| Q3 24 | $962.8M | $2.0B | ||
| Q2 24 | $942.8M | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $4.2B | $3.5B | ||
| Q2 25 | $4.3B | $3.4B | ||
| Q1 25 | $5.3B | $3.4B | ||
| Q4 24 | $5.3B | $3.3B | ||
| Q3 24 | $5.8B | $3.3B | ||
| Q2 24 | $5.8B | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | 2.44× | — | ||
| Q2 25 | 2.82× | — | ||
| Q1 25 | 4.07× | — | ||
| Q4 24 | 4.37× | 0.10× | ||
| Q3 24 | 2.84× | — | ||
| Q2 24 | 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% | 13.1% |
| 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 | — | $195.4M | ||
| Q3 25 | $79.2M | $51.5M | ||
| Q2 25 | $80.4M | $170.6M | ||
| Q1 25 | $75.1M | $192.1M | ||
| Q4 24 | $32.9M | $177.3M | ||
| Q3 24 | $101.3M | $244.5M | ||
| Q2 24 | $46.9M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-10.0M | ||
| Q3 25 | $39.5M | $-67.2M | ||
| Q2 25 | $9.0M | $33.1M | ||
| Q1 25 | $18.9M | $58.2M | ||
| Q4 24 | $-36.3M | $-26.2M | ||
| Q3 24 | $37.9M | $77.9M | ||
| Q2 24 | $-19.5M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | 7.4% | -7.1% | ||
| Q2 25 | 1.6% | 3.2% | ||
| Q1 25 | 3.7% | 6.0% | ||
| Q4 24 | -4.3% | -2.8% | ||
| Q3 24 | 7.5% | 6.8% | ||
| Q2 24 | -3.8% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | 7.4% | 12.5% | ||
| Q2 25 | 13.0% | 13.2% | ||
| Q1 25 | 10.9% | 13.7% | ||
| Q4 24 | 8.3% | 21.6% | ||
| Q3 24 | 12.6% | 14.6% | ||
| Q2 24 | 12.8% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.28× | ||
| Q3 25 | 1.30× | 1.20× | ||
| Q2 25 | 1.69× | 2.40× | ||
| Q1 25 | 13.65× | 9.55× | ||
| Q4 24 | — | 3.42× | ||
| Q3 24 | — | 3.31× | ||
| Q2 24 | 1.56× | 2.29× |
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% |
LBRT
Segment breakdown not available.
