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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and NATIONAL FUEL GAS CO (NFG). 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 $425.9M, roughly 1.3× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 11.4%, a 24.3% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs 1.7%). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (12.1% 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
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
DRVN vs NFG — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $425.9M |
| Net Profit | $60.9M | $152.0M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | 81.5% |
| Net Margin | 11.4% | 35.7% |
| Revenue YoY | 6.6% | 1.7% |
| Net Profit YoY | 507.2% | — |
| EPS (diluted) | $0.37 | $1.59 |
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 | — | $425.9M | ||
| Q4 25 | — | $637.9M | ||
| Q3 25 | $535.7M | $443.1M | ||
| Q2 25 | $551.0M | $527.4M | ||
| Q1 25 | $516.2M | $734.8M | ||
| Q4 24 | $836.5M | $513.8M | ||
| Q3 24 | $502.3M | $310.0M | ||
| Q2 24 | $518.8M | $338.6M |
| Q1 26 | — | $152.0M | ||
| Q4 25 | — | $181.6M | ||
| Q3 25 | $60.9M | $107.3M | ||
| Q2 25 | $47.6M | $149.8M | ||
| Q1 25 | $5.5M | $216.4M | ||
| Q4 24 | $-312.0M | $45.0M | ||
| Q3 24 | $-14.9M | $-167.6M | ||
| Q2 24 | $30.2M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | — | 43.3% | ||
| Q3 25 | 11.6% | 40.6% | ||
| Q2 25 | 6.9% | 43.7% | ||
| Q1 25 | 11.9% | 43.2% | ||
| Q4 24 | -41.6% | 16.8% | ||
| Q3 24 | 9.9% | -63.4% | ||
| Q2 24 | 17.4% | -15.2% |
| Q1 26 | — | 35.7% | ||
| Q4 25 | — | 28.5% | ||
| Q3 25 | 11.4% | 24.2% | ||
| Q2 25 | 8.6% | 28.4% | ||
| Q1 25 | 1.1% | 29.4% | ||
| Q4 24 | -37.3% | 8.8% | ||
| Q3 24 | -3.0% | -54.1% | ||
| Q2 24 | 5.8% | -16.0% |
| Q1 26 | — | $1.59 | ||
| Q4 25 | — | $1.98 | ||
| Q3 25 | $0.37 | $1.18 | ||
| Q2 25 | $0.29 | $1.64 | ||
| Q1 25 | $0.04 | $2.37 | ||
| Q4 24 | $-1.93 | $0.49 | ||
| Q3 24 | $-0.09 | $-1.81 | ||
| Q2 24 | $0.18 | $-0.59 |
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 | — |
| Total DebtLower is stronger | $1.9B | $300.0M |
| Stockholders' EquityBook value | $793.5M | — |
| Total Assets | $4.2B | $9.1B |
| Debt / EquityLower = less leverage | 2.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $271.4M | ||
| Q3 25 | $162.0M | $43.2M | ||
| Q2 25 | $166.1M | $39.3M | ||
| Q1 25 | $152.0M | $40.0M | ||
| Q4 24 | $149.6M | $48.7M | ||
| Q3 24 | $204.2M | $38.2M | ||
| Q2 24 | $148.8M | $81.4M |
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.6B | $2.7B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | $2.7B | $2.7B | ||
| Q2 24 | $2.9B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $793.5M | $3.1B | ||
| Q2 25 | $743.4M | $3.0B | ||
| Q1 25 | $643.2M | $2.8B | ||
| Q4 24 | $607.3M | $-76.2M | ||
| Q3 24 | $962.8M | $-15.5M | ||
| Q2 24 | $942.8M | $5.0M |
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $9.2B | ||
| Q3 25 | $4.2B | $8.7B | ||
| Q2 25 | $4.3B | $8.4B | ||
| Q1 25 | $5.3B | $8.5B | ||
| Q4 24 | $5.3B | $8.3B | ||
| Q3 24 | $5.8B | $8.3B | ||
| Q2 24 | $5.8B | $8.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | 2.44× | 0.87× | ||
| Q2 25 | 2.82× | 0.90× | ||
| Q1 25 | 4.07× | 0.99× | ||
| Q4 24 | 4.37× | — | ||
| Q3 24 | 2.84× | — | ||
| Q2 24 | 3.03× | 532.10× |
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 | $657.3M |
| Free Cash FlowOCF − Capex | $39.5M | — |
| FCF MarginFCF / Revenue | 7.4% | — |
| Capex IntensityCapex / Revenue | 7.4% | 117.0% |
| Cash ConversionOCF / Net Profit | 1.30× | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $657.3M | ||
| Q4 25 | — | $274.9M | ||
| Q3 25 | $79.2M | $237.8M | ||
| Q2 25 | $80.4M | $388.4M | ||
| Q1 25 | $75.1M | $253.8M | ||
| Q4 24 | $32.9M | $220.1M | ||
| Q3 24 | $101.3M | $197.9M | ||
| Q2 24 | $46.9M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.7M | ||
| Q3 25 | $39.5M | $-47.8M | ||
| Q2 25 | $9.0M | $195.3M | ||
| Q1 25 | $18.9M | $59.9M | ||
| Q4 24 | $-36.3M | $-20.3M | ||
| Q3 24 | $37.9M | $-49.1M | ||
| Q2 24 | $-19.5M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.4% | ||
| Q3 25 | 7.4% | -10.8% | ||
| Q2 25 | 1.6% | 37.0% | ||
| Q1 25 | 3.7% | 8.2% | ||
| Q4 24 | -4.3% | -4.0% | ||
| Q3 24 | 7.5% | -15.8% | ||
| Q2 24 | -3.8% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | 7.4% | 64.4% | ||
| Q2 25 | 13.0% | 36.6% | ||
| Q1 25 | 10.9% | 26.4% | ||
| Q4 24 | 8.3% | 46.8% | ||
| Q3 24 | 12.6% | 79.7% | ||
| Q2 24 | 12.8% | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | 1.30× | 2.21× | ||
| Q2 25 | 1.69× | 2.59× | ||
| Q1 25 | 13.65× | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.56× | — |
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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
