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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and LifeStance Health Group, Inc. (LFST). 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 $382.2M, roughly 1.4× LifeStance Health Group, Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 3.1%, a 8.3% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 6.6%). LifeStance Health Group, Inc. produced more free cash flow last quarter ($46.6M vs $39.5M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% 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
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
DRVN vs LFST — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $382.2M |
| Net Profit | $60.9M | $11.7M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | 4.7% |
| Net Margin | 11.4% | 3.1% |
| Revenue YoY | 6.6% | 17.4% |
| Net Profit YoY | 507.2% | 264.1% |
| EPS (diluted) | $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 | — | $382.2M | ||
| Q3 25 | $535.7M | $363.8M | ||
| Q2 25 | $551.0M | $345.3M | ||
| Q1 25 | $516.2M | $333.0M | ||
| Q4 24 | $836.5M | $325.5M | ||
| Q3 24 | $502.3M | $312.7M | ||
| Q2 24 | $518.8M | $312.3M | ||
| Q1 24 | $482.0M | $300.4M |
| Q4 25 | — | $11.7M | ||
| Q3 25 | $60.9M | $1.1M | ||
| Q2 25 | $47.6M | $-3.8M | ||
| Q1 25 | $5.5M | $709.0K | ||
| Q4 24 | $-312.0M | $-7.1M | ||
| Q3 24 | $-14.9M | $-6.0M | ||
| Q2 24 | $30.2M | $-23.3M | ||
| Q1 24 | $4.3M | $-21.1M |
| Q4 25 | — | 4.7% | ||
| Q3 25 | 11.6% | 2.0% | ||
| Q2 25 | 6.9% | -0.9% | ||
| Q1 25 | 11.9% | 0.5% | ||
| Q4 24 | -41.6% | 0.3% | ||
| Q3 24 | 9.9% | 0.0% | ||
| Q2 24 | 17.4% | -5.1% | ||
| Q1 24 | 14.1% | -5.6% |
| Q4 25 | — | 3.1% | ||
| Q3 25 | 11.4% | 0.3% | ||
| Q2 25 | 8.6% | -1.1% | ||
| Q1 25 | 1.1% | 0.2% | ||
| Q4 24 | -37.3% | -2.2% | ||
| Q3 24 | -3.0% | -1.9% | ||
| Q2 24 | 5.8% | -7.5% | ||
| Q1 24 | 0.9% | -7.0% |
| Q4 25 | — | — | ||
| Q3 25 | $0.37 | — | ||
| Q2 25 | $0.29 | — | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $-1.93 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $0.18 | — | ||
| Q1 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 | $162.0M | $248.6M |
| Total DebtLower is stronger | $1.9B | $282.8M |
| Stockholders' EquityBook value | $793.5M | $1.5B |
| Total Assets | $4.2B | $2.2B |
| Debt / EquityLower = less leverage | 2.44× | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $248.6M | ||
| Q3 25 | $162.0M | $203.9M | ||
| Q2 25 | $166.1M | $188.9M | ||
| Q1 25 | $152.0M | $134.3M | ||
| Q4 24 | $149.6M | $154.6M | ||
| Q3 24 | $204.2M | $102.6M | ||
| Q2 24 | $148.8M | $87.0M | ||
| Q1 24 | $165.5M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | $1.9B | $284.6M | ||
| Q2 25 | $2.1B | $286.4M | ||
| Q1 25 | $2.6B | $288.2M | ||
| Q4 24 | $2.7B | $290.0M | ||
| Q3 24 | $2.7B | $287.3M | ||
| Q2 24 | $2.9B | $288.0M | ||
| Q1 24 | $2.9B | $288.8M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $793.5M | $1.5B | ||
| Q2 25 | $743.4M | $1.5B | ||
| Q1 25 | $643.2M | $1.5B | ||
| Q4 24 | $607.3M | $1.4B | ||
| Q3 24 | $962.8M | $1.4B | ||
| Q2 24 | $942.8M | $1.4B | ||
| Q1 24 | $906.2M | $1.4B |
| Q4 25 | — | $2.2B | ||
| Q3 25 | $4.2B | $2.1B | ||
| Q2 25 | $4.3B | $2.1B | ||
| Q1 25 | $5.3B | $2.1B | ||
| Q4 24 | $5.3B | $2.1B | ||
| Q3 24 | $5.8B | $2.1B | ||
| Q2 24 | $5.8B | $2.1B | ||
| Q1 24 | $5.9B | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | 2.44× | 0.19× | ||
| Q2 25 | 2.82× | 0.19× | ||
| Q1 25 | 4.07× | 0.20× | ||
| Q4 24 | 4.37× | 0.20× | ||
| Q3 24 | 2.84× | 0.20× | ||
| Q2 24 | 3.03× | 0.20× | ||
| Q1 24 | 3.21× | 0.20× |
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 | $57.6M |
| Free Cash FlowOCF − Capex | $39.5M | $46.6M |
| FCF MarginFCF / Revenue | 7.4% | 12.2% |
| Capex IntensityCapex / Revenue | 7.4% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.30× | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $57.6M | ||
| Q3 25 | $79.2M | $27.3M | ||
| Q2 25 | $80.4M | $64.4M | ||
| Q1 25 | $75.1M | $-3.1M | ||
| Q4 24 | $32.9M | $62.3M | ||
| Q3 24 | $101.3M | $22.7M | ||
| Q2 24 | $46.9M | $44.1M | ||
| Q1 24 | $60.3M | $-21.8M |
| Q4 25 | — | $46.6M | ||
| Q3 25 | $39.5M | $17.0M | ||
| Q2 25 | $9.0M | $56.6M | ||
| Q1 25 | $18.9M | $-10.3M | ||
| Q4 24 | $-36.3M | $56.0M | ||
| Q3 24 | $37.9M | $17.7M | ||
| Q2 24 | $-19.5M | $39.0M | ||
| Q1 24 | $-29.2M | $-26.9M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | 7.4% | 4.7% | ||
| Q2 25 | 1.6% | 16.4% | ||
| Q1 25 | 3.7% | -3.1% | ||
| Q4 24 | -4.3% | 17.2% | ||
| Q3 24 | 7.5% | 5.7% | ||
| Q2 24 | -3.8% | 12.5% | ||
| Q1 24 | -6.1% | -9.0% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | 7.4% | 2.8% | ||
| Q2 25 | 13.0% | 2.2% | ||
| Q1 25 | 10.9% | 2.2% | ||
| Q4 24 | 8.3% | 1.9% | ||
| Q3 24 | 12.6% | 1.6% | ||
| Q2 24 | 12.8% | 1.6% | ||
| Q1 24 | 18.6% | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | 1.30× | 25.34× | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 13.65× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.56× | — | ||
| Q1 24 | 14.15× | — |
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% |
LFST
Segment breakdown not available.
