vs
Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and MONRO, INC. (MNRO). 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 $293.4M, roughly 1.8× MONRO, INC.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 3.8%, a 7.6% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs -4.0%). Driven Brands Holdings Inc. produced more free cash flow last quarter ($39.5M vs $9.1M). Over the past eight quarters, MONRO, INC.'s revenue compounded faster (-2.7% 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
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
DRVN vs MNRO — Head-to-Head
Income Statement — Q3 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $293.4M |
| Net Profit | $60.9M | $11.1M |
| Gross Margin | — | 34.9% |
| Operating Margin | 11.6% | 6.3% |
| Net Margin | 11.4% | 3.8% |
| Revenue YoY | 6.6% | -4.0% |
| Net Profit YoY | 507.2% | 143.1% |
| EPS (diluted) | $0.37 | $0.35 |
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 | — | $293.4M | ||
| Q3 25 | $535.7M | $288.9M | ||
| Q2 25 | $551.0M | $301.0M | ||
| Q1 25 | $516.2M | $295.0M | ||
| Q4 24 | $836.5M | $305.8M | ||
| Q3 24 | $502.3M | $301.4M | ||
| Q2 24 | $518.8M | $293.2M | ||
| Q1 24 | $482.0M | $310.1M |
| Q4 25 | — | $11.1M | ||
| Q3 25 | $60.9M | $5.7M | ||
| Q2 25 | $47.6M | $-8.1M | ||
| Q1 25 | $5.5M | $-21.3M | ||
| Q4 24 | $-312.0M | $4.6M | ||
| Q3 24 | $-14.9M | $5.6M | ||
| Q2 24 | $30.2M | $5.9M | ||
| Q1 24 | $4.3M | $3.7M |
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% | ||
| Q1 24 | — | 35.5% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 11.6% | 4.4% | ||
| Q2 25 | 6.9% | -2.0% | ||
| Q1 25 | 11.9% | -8.1% | ||
| Q4 24 | -41.6% | 3.3% | ||
| Q3 24 | 9.9% | 4.4% | ||
| Q2 24 | 17.4% | 4.5% | ||
| Q1 24 | 14.1% | 3.3% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | 11.4% | 2.0% | ||
| Q2 25 | 8.6% | -2.7% | ||
| Q1 25 | 1.1% | -7.2% | ||
| Q4 24 | -37.3% | 1.5% | ||
| Q3 24 | -3.0% | 1.9% | ||
| Q2 24 | 5.8% | 2.0% | ||
| Q1 24 | 0.9% | 1.2% |
| Q4 25 | — | $0.35 | ||
| Q3 25 | $0.37 | $0.18 | ||
| Q2 25 | $0.29 | $-0.28 | ||
| Q1 25 | $0.04 | $-0.74 | ||
| Q4 24 | $-1.93 | $0.15 | ||
| Q3 24 | $-0.09 | $0.18 | ||
| Q2 24 | $0.18 | $0.19 | ||
| Q1 24 | $0.02 | $0.12 |
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 | $4.9M |
| Total DebtLower is stronger | $1.9B | $45.0M |
| Stockholders' EquityBook value | $793.5M | $604.9M |
| Total Assets | $4.2B | $1.6B |
| Debt / EquityLower = less leverage | 2.44× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $4.9M | ||
| Q3 25 | $162.0M | $10.5M | ||
| Q2 25 | $166.1M | $7.8M | ||
| Q1 25 | $152.0M | $20.8M | ||
| Q4 24 | $149.6M | $10.2M | ||
| Q3 24 | $204.2M | $20.9M | ||
| Q2 24 | $148.8M | $18.7M | ||
| Q1 24 | $165.5M | $6.6M |
| Q4 25 | — | $45.0M | ||
| Q3 25 | $1.9B | $60.0M | ||
| Q2 25 | $2.1B | $71.5M | ||
| Q1 25 | $2.6B | $61.3M | ||
| Q4 24 | $2.7B | $59.3M | ||
| Q3 24 | $2.7B | $62.0M | ||
| Q2 24 | $2.9B | $112.0M | ||
| Q1 24 | $2.9B | $102.0M |
| Q4 25 | — | $604.9M | ||
| Q3 25 | $793.5M | $601.7M | ||
| Q2 25 | $743.4M | $604.9M | ||
| Q1 25 | $643.2M | $620.8M | ||
| Q4 24 | $607.3M | $648.9M | ||
| Q3 24 | $962.8M | $651.9M | ||
| Q2 24 | $942.8M | $654.4M | ||
| Q1 24 | $906.2M | $656.8M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | $4.2B | $1.6B | ||
| Q2 25 | $4.3B | $1.6B | ||
| Q1 25 | $5.3B | $1.6B | ||
| Q4 24 | $5.3B | $1.7B | ||
| Q3 24 | $5.8B | $1.7B | ||
| Q2 24 | $5.8B | $1.7B | ||
| Q1 24 | $5.9B | $1.7B |
| Q4 25 | — | 0.07× | ||
| Q3 25 | 2.44× | 0.10× | ||
| Q2 25 | 2.82× | 0.12× | ||
| Q1 25 | 4.07× | 0.10× | ||
| Q4 24 | 4.37× | 0.09× | ||
| Q3 24 | 2.84× | 0.10× | ||
| Q2 24 | 3.03× | 0.17× | ||
| Q1 24 | 3.21× | 0.16× |
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 | $17.8M |
| Free Cash FlowOCF − Capex | $39.5M | $9.1M |
| FCF MarginFCF / Revenue | 7.4% | 3.1% |
| Capex IntensityCapex / Revenue | 7.4% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.30× | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.8M | ||
| Q3 25 | $79.2M | $32.3M | ||
| Q2 25 | $80.4M | $-1.9M | ||
| Q1 25 | $75.1M | $28.9M | ||
| Q4 24 | $32.9M | $14.8M | ||
| Q3 24 | $101.3M | $62.6M | ||
| Q2 24 | $46.9M | $25.6M | ||
| Q1 24 | $60.3M | $-5.3M |
| Q4 25 | — | $9.1M | ||
| Q3 25 | $39.5M | $26.6M | ||
| Q2 25 | $9.0M | $-9.3M | ||
| Q1 25 | $18.9M | $23.2M | ||
| Q4 24 | $-36.3M | $7.9M | ||
| Q3 24 | $37.9M | $57.6M | ||
| Q2 24 | $-19.5M | $16.8M | ||
| Q1 24 | $-29.2M | $-11.9M |
| Q4 25 | — | 3.1% | ||
| Q3 25 | 7.4% | 9.2% | ||
| Q2 25 | 1.6% | -3.1% | ||
| Q1 25 | 3.7% | 7.9% | ||
| Q4 24 | -4.3% | 2.6% | ||
| Q3 24 | 7.5% | 19.1% | ||
| Q2 24 | -3.8% | 5.7% | ||
| Q1 24 | -6.1% | -3.8% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | 7.4% | 2.0% | ||
| Q2 25 | 13.0% | 2.5% | ||
| Q1 25 | 10.9% | 1.9% | ||
| Q4 24 | 8.3% | 2.2% | ||
| Q3 24 | 12.6% | 1.6% | ||
| Q2 24 | 12.8% | 3.0% | ||
| Q1 24 | 18.6% | 2.1% |
| Q4 25 | — | 1.60× | ||
| Q3 25 | 1.30× | 5.71× | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 13.65× | — | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 11.08× | ||
| Q2 24 | 1.56× | 4.37× | ||
| Q1 24 | 14.15× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
