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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $535.7M, roughly 1.5× Driven Brands Holdings Inc.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 11.4%, a 1.9% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 6.6%). Over the past eight quarters, Driven Brands Holdings Inc.'s revenue compounded faster (-4.0% CAGR vs -17.9%).
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
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
DRVN vs RITM — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $828.2M |
| Net Profit | $60.9M | $109.5M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | 29.9% |
| Net Margin | 11.4% | 13.2% |
| Revenue YoY | 6.6% | 508.5% |
| Net Profit YoY | 507.2% | 27.7% |
| EPS (diluted) | $0.37 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $535.7M | $1.1B | ||
| Q2 25 | $551.0M | $1.2B | ||
| Q1 25 | $516.2M | $768.4M | ||
| Q4 24 | $836.5M | $2.1B | ||
| Q3 24 | $502.3M | $619.5M | ||
| Q2 24 | $518.8M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $60.9M | $221.5M | ||
| Q2 25 | $47.6M | $311.7M | ||
| Q1 25 | $5.5M | $78.8M | ||
| Q4 24 | $-312.0M | $290.2M | ||
| Q3 24 | $-14.9M | $121.7M | ||
| Q2 24 | $30.2M | $235.6M |
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 11.6% | 21.4% | ||
| Q2 25 | 6.9% | 25.2% | ||
| Q1 25 | 11.9% | 7.4% | ||
| Q4 24 | -41.6% | 23.8% | ||
| Q3 24 | 9.9% | 7.3% | ||
| Q2 24 | 17.4% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 11.4% | 20.0% | ||
| Q2 25 | 8.6% | 25.6% | ||
| Q1 25 | 1.1% | 10.3% | ||
| Q4 24 | -37.3% | 14.0% | ||
| Q3 24 | -3.0% | 19.7% | ||
| Q2 24 | 5.8% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.37 | $0.35 | ||
| Q2 25 | $0.29 | $0.53 | ||
| Q1 25 | $0.04 | $0.07 | ||
| Q4 24 | $-1.93 | $0.50 | ||
| Q3 24 | $-0.09 | $0.20 | ||
| Q2 24 | $0.18 | $0.43 |
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 | — |
| Stockholders' EquityBook value | $793.5M | $9.1B |
| Total Assets | $4.2B | $53.4B |
| Debt / EquityLower = less leverage | 2.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $162.0M | $1.6B | ||
| Q2 25 | $166.1M | $1.6B | ||
| Q1 25 | $152.0M | $1.5B | ||
| Q4 24 | $149.6M | $1.5B | ||
| Q3 24 | $204.2M | $1.6B | ||
| Q2 24 | $148.8M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $1.9B | $32.2B | ||
| Q2 25 | $2.1B | $31.2B | ||
| Q1 25 | $2.6B | $32.2B | ||
| Q4 24 | $2.7B | $32.6B | ||
| Q3 24 | $2.7B | $29.6B | ||
| Q2 24 | $2.9B | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $793.5M | $8.5B | ||
| Q2 25 | $743.4M | $7.9B | ||
| Q1 25 | $643.2M | $7.8B | ||
| Q4 24 | $607.3M | $7.8B | ||
| Q3 24 | $962.8M | $7.7B | ||
| Q2 24 | $942.8M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $4.2B | $47.2B | ||
| Q2 25 | $4.3B | $44.3B | ||
| Q1 25 | $5.3B | $45.3B | ||
| Q4 24 | $5.3B | $46.0B | ||
| Q3 24 | $5.8B | $42.3B | ||
| Q2 24 | $5.8B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 2.44× | 3.79× | ||
| Q2 25 | 2.82× | 3.92× | ||
| Q1 25 | 4.07× | 4.14× | ||
| Q4 24 | 4.37× | 4.18× | ||
| Q3 24 | 2.84× | 3.87× | ||
| Q2 24 | 3.03× | 4.10× |
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 | — |
| Free Cash FlowOCF − Capex | $39.5M | — |
| FCF MarginFCF / Revenue | 7.4% | — |
| Capex IntensityCapex / Revenue | 7.4% | — |
| 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 | — | $-114.6M | ||
| Q3 25 | $79.2M | $-2.0B | ||
| Q2 25 | $80.4M | $-557.1M | ||
| Q1 25 | $75.1M | $1.4B | ||
| Q4 24 | $32.9M | $-1.8B | ||
| Q3 24 | $101.3M | $768.1M | ||
| Q2 24 | $46.9M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $39.5M | — | ||
| Q2 25 | $9.0M | — | ||
| Q1 25 | $18.9M | — | ||
| Q4 24 | $-36.3M | — | ||
| Q3 24 | $37.9M | — | ||
| Q2 24 | $-19.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.4% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | -4.3% | — | ||
| Q3 24 | 7.5% | — | ||
| Q2 24 | -3.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.4% | — | ||
| Q2 25 | 13.0% | — | ||
| Q1 25 | 10.9% | — | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 12.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 1.30× | -9.22× | ||
| Q2 25 | 1.69× | -1.79× | ||
| Q1 25 | 13.65× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 1.56× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
