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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and MSCI Inc. (MSCI). Click either name above to swap in a different company.
MSCI Inc. is the larger business by last-quarter revenue ($822.5M vs $535.7M, roughly 1.5× Driven Brands Holdings Inc.). MSCI Inc. runs the higher net margin — 34.6% vs 11.4%, a 23.2% gap on every dollar of revenue. On growth, MSCI Inc. posted the faster year-over-year revenue change (10.6% vs 6.6%). MSCI Inc. produced more free cash flow last quarter ($488.7M vs $39.5M). Over the past eight quarters, MSCI Inc.'s revenue compounded faster (10.0% 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
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
DRVN vs MSCI — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $822.5M |
| Net Profit | $60.9M | $284.7M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | 56.4% |
| Net Margin | 11.4% | 34.6% |
| Revenue YoY | 6.6% | 10.6% |
| Net Profit YoY | 507.2% | -6.8% |
| EPS (diluted) | $0.37 | $3.81 |
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 | — | $822.5M | ||
| Q3 25 | $535.7M | $793.4M | ||
| Q2 25 | $551.0M | $772.7M | ||
| Q1 25 | $516.2M | $745.8M | ||
| Q4 24 | $836.5M | $743.5M | ||
| Q3 24 | $502.3M | $724.7M | ||
| Q2 24 | $518.8M | $707.9M | ||
| Q1 24 | $482.0M | $680.0M |
| Q4 25 | — | $284.7M | ||
| Q3 25 | $60.9M | $325.4M | ||
| Q2 25 | $47.6M | $303.6M | ||
| Q1 25 | $5.5M | $288.6M | ||
| Q4 24 | $-312.0M | $305.5M | ||
| Q3 24 | $-14.9M | $280.9M | ||
| Q2 24 | $30.2M | $266.8M | ||
| Q1 24 | $4.3M | $256.0M |
| Q4 25 | — | 56.4% | ||
| Q3 25 | 11.6% | 56.4% | ||
| Q2 25 | 6.9% | 55.0% | ||
| Q1 25 | 11.9% | 50.6% | ||
| Q4 24 | -41.6% | 54.5% | ||
| Q3 24 | 9.9% | 55.4% | ||
| Q2 24 | 17.4% | 54.0% | ||
| Q1 24 | 14.1% | 49.9% |
| Q4 25 | — | 34.6% | ||
| Q3 25 | 11.4% | 41.0% | ||
| Q2 25 | 8.6% | 39.3% | ||
| Q1 25 | 1.1% | 38.7% | ||
| Q4 24 | -37.3% | 41.1% | ||
| Q3 24 | -3.0% | 38.8% | ||
| Q2 24 | 5.8% | 37.7% | ||
| Q1 24 | 0.9% | 37.6% |
| Q4 25 | — | $3.81 | ||
| Q3 25 | $0.37 | $4.25 | ||
| Q2 25 | $0.29 | $3.92 | ||
| Q1 25 | $0.04 | $3.71 | ||
| Q4 24 | $-1.93 | $3.89 | ||
| Q3 24 | $-0.09 | $3.57 | ||
| Q2 24 | $0.18 | $3.37 | ||
| Q1 24 | $0.02 | $3.22 |
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 | $515.3M |
| Total DebtLower is stronger | $1.9B | $6.2B |
| Stockholders' EquityBook value | $793.5M | $-2.7B |
| Total Assets | $4.2B | $5.7B |
| Debt / EquityLower = less leverage | 2.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $515.3M | ||
| Q3 25 | $162.0M | $400.1M | ||
| Q2 25 | $166.1M | $347.3M | ||
| Q1 25 | $152.0M | $360.7M | ||
| Q4 24 | $149.6M | $409.4M | ||
| Q3 24 | $204.2M | $501.0M | ||
| Q2 24 | $148.8M | $451.4M | ||
| Q1 24 | $165.5M | $519.3M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $1.9B | $5.5B | ||
| Q2 25 | $2.1B | $4.5B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.7B | $4.5B | ||
| Q3 24 | $2.7B | $4.5B | ||
| Q2 24 | $2.9B | $4.5B | ||
| Q1 24 | $2.9B | $4.5B |
| Q4 25 | — | $-2.7B | ||
| Q3 25 | $793.5M | $-1.9B | ||
| Q2 25 | $743.4M | $-886.2M | ||
| Q1 25 | $643.2M | $-958.6M | ||
| Q4 24 | $607.3M | $-940.0M | ||
| Q3 24 | $962.8M | $-751.0M | ||
| Q2 24 | $942.8M | $-734.5M | ||
| Q1 24 | $906.2M | $-650.5M |
| Q4 25 | — | $5.7B | ||
| Q3 25 | $4.2B | $5.4B | ||
| Q2 25 | $4.3B | $5.4B | ||
| Q1 25 | $5.3B | $5.3B | ||
| Q4 24 | $5.3B | $5.4B | ||
| Q3 24 | $5.8B | $5.4B | ||
| Q2 24 | $5.8B | $5.5B | ||
| Q1 24 | $5.9B | $5.5B |
| 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 | $501.1M |
| Free Cash FlowOCF − Capex | $39.5M | $488.7M |
| FCF MarginFCF / Revenue | 7.4% | 59.4% |
| Capex IntensityCapex / Revenue | 7.4% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.30× | 1.76× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $501.1M | ||
| Q3 25 | $79.2M | $449.4M | ||
| Q2 25 | $80.4M | $336.1M | ||
| Q1 25 | $75.1M | $301.7M | ||
| Q4 24 | $32.9M | $430.6M | ||
| Q3 24 | $101.3M | $421.6M | ||
| Q2 24 | $46.9M | $349.2M | ||
| Q1 24 | $60.3M | $300.1M |
| Q4 25 | — | $488.7M | ||
| Q3 25 | $39.5M | $445.5M | ||
| Q2 25 | $9.0M | $324.7M | ||
| Q1 25 | $18.9M | $290.2M | ||
| Q4 24 | $-36.3M | $416.4M | ||
| Q3 24 | $37.9M | $415.0M | ||
| Q2 24 | $-19.5M | $340.6M | ||
| Q1 24 | $-29.2M | $295.9M |
| Q4 25 | — | 59.4% | ||
| Q3 25 | 7.4% | 56.2% | ||
| Q2 25 | 1.6% | 42.0% | ||
| Q1 25 | 3.7% | 38.9% | ||
| Q4 24 | -4.3% | 56.0% | ||
| Q3 24 | 7.5% | 57.3% | ||
| Q2 24 | -3.8% | 48.1% | ||
| Q1 24 | -6.1% | 43.5% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | 7.4% | 0.5% | ||
| Q2 25 | 13.0% | 1.5% | ||
| Q1 25 | 10.9% | 1.5% | ||
| Q4 24 | 8.3% | 1.9% | ||
| Q3 24 | 12.6% | 0.9% | ||
| Q2 24 | 12.8% | 1.2% | ||
| Q1 24 | 18.6% | 0.6% |
| Q4 25 | — | 1.76× | ||
| Q3 25 | 1.30× | 1.38× | ||
| Q2 25 | 1.69× | 1.11× | ||
| Q1 25 | 13.65× | 1.05× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | 1.56× | 1.31× | ||
| Q1 24 | 14.15× | 1.17× |
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% |
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
