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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and Walker & Dunlop, Inc. (WD). 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 $340.0M, roughly 1.6× Walker & Dunlop, Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs -12.9%, 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 -0.4%). Driven Brands Holdings Inc. produced more free cash flow last quarter ($39.5M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
DRVN vs WD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $340.0M |
| Net Profit | $60.9M | $-13.9M |
| Gross Margin | — | — |
| Operating Margin | 11.6% | -17.2% |
| Net Margin | 11.4% | -12.9% |
| Revenue YoY | 6.6% | -0.4% |
| Net Profit YoY | 507.2% | -131.0% |
| EPS (diluted) | $0.37 | $-0.41 |
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 | — | $340.0M | ||
| Q3 25 | $535.7M | $337.7M | ||
| Q2 25 | $551.0M | $319.2M | ||
| Q1 25 | $516.2M | $237.4M | ||
| Q4 24 | $836.5M | $341.5M | ||
| Q3 24 | $502.3M | $292.3M | ||
| Q2 24 | $518.8M | $270.7M | ||
| Q1 24 | $482.0M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $60.9M | $33.5M | ||
| Q2 25 | $47.6M | $34.0M | ||
| Q1 25 | $5.5M | $2.8M | ||
| Q4 24 | $-312.0M | $44.8M | ||
| Q3 24 | $-14.9M | $28.8M | ||
| Q2 24 | $30.2M | $22.7M | ||
| Q1 24 | $4.3M | $11.9M |
| Q4 25 | — | -17.2% | ||
| Q3 25 | 11.6% | 13.6% | ||
| Q2 25 | 6.9% | 14.5% | ||
| Q1 25 | 11.9% | 2.2% | ||
| Q4 24 | -41.6% | 15.3% | ||
| Q3 24 | 9.9% | 12.8% | ||
| Q2 24 | 17.4% | 10.4% | ||
| Q1 24 | 14.1% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | 11.4% | 9.9% | ||
| Q2 25 | 8.6% | 10.6% | ||
| Q1 25 | 1.1% | 1.2% | ||
| Q4 24 | -37.3% | 13.1% | ||
| Q3 24 | -3.0% | 9.9% | ||
| Q2 24 | 5.8% | 8.4% | ||
| Q1 24 | 0.9% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | $0.37 | $0.98 | ||
| Q2 25 | $0.29 | $0.99 | ||
| Q1 25 | $0.04 | $0.08 | ||
| Q4 24 | $-1.93 | $1.32 | ||
| Q3 24 | $-0.09 | $0.85 | ||
| Q2 24 | $0.18 | $0.67 | ||
| Q1 24 | $0.02 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | $1.9B | — |
| Stockholders' EquityBook value | $793.5M | $1.7B |
| Total Assets | $4.2B | $5.1B |
| Debt / EquityLower = less leverage | 2.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $299.3M | ||
| Q3 25 | $162.0M | $274.8M | ||
| Q2 25 | $166.1M | $233.7M | ||
| Q1 25 | $152.0M | $181.0M | ||
| Q4 24 | $149.6M | $279.3M | ||
| Q3 24 | $204.2M | $179.8M | ||
| Q2 24 | $148.8M | $208.1M | ||
| Q1 24 | $165.5M | $216.5M |
| Q4 25 | — | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $793.5M | $1.8B | ||
| Q2 25 | $743.4M | $1.8B | ||
| Q1 25 | $643.2M | $1.7B | ||
| Q4 24 | $607.3M | $1.7B | ||
| Q3 24 | $962.8M | $1.7B | ||
| Q2 24 | $942.8M | $1.7B | ||
| Q1 24 | $906.2M | $1.7B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $4.2B | $5.8B | ||
| Q2 25 | $4.3B | $4.7B | ||
| Q1 25 | $5.3B | $4.5B | ||
| Q4 24 | $5.3B | $4.4B | ||
| Q3 24 | $5.8B | $4.6B | ||
| Q2 24 | $5.8B | $4.2B | ||
| Q1 24 | $5.9B | $3.8B |
| 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 | $-664.3M |
| Free Cash FlowOCF − Capex | $39.5M | $-680.1M |
| FCF MarginFCF / Revenue | 7.4% | -200.0% |
| Capex IntensityCapex / Revenue | 7.4% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-664.3M | ||
| Q3 25 | $79.2M | $-948.1M | ||
| Q2 25 | $80.4M | $-238.5M | ||
| Q1 25 | $75.1M | $-281.1M | ||
| Q4 24 | $32.9M | $129.4M | ||
| Q3 24 | $101.3M | $-202.0M | ||
| Q2 24 | $46.9M | $-237.8M | ||
| Q1 24 | $60.3M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | $39.5M | $-950.4M | ||
| Q2 25 | $9.0M | $-241.0M | ||
| Q1 25 | $18.9M | $-284.7M | ||
| Q4 24 | $-36.3M | $116.4M | ||
| Q3 24 | $37.9M | $-204.0M | ||
| Q2 24 | $-19.5M | $-241.7M | ||
| Q1 24 | $-29.2M | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | 7.4% | -281.5% | ||
| Q2 25 | 1.6% | -75.5% | ||
| Q1 25 | 3.7% | -120.0% | ||
| Q4 24 | -4.3% | 34.1% | ||
| Q3 24 | 7.5% | -69.8% | ||
| Q2 24 | -3.8% | -89.3% | ||
| Q1 24 | -6.1% | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 7.4% | 0.7% | ||
| Q2 25 | 13.0% | 0.8% | ||
| Q1 25 | 10.9% | 1.5% | ||
| Q4 24 | 8.3% | 3.8% | ||
| Q3 24 | 12.6% | 0.7% | ||
| Q2 24 | 12.8% | 1.4% | ||
| Q1 24 | 18.6% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 1.30× | -28.34× | ||
| Q2 25 | 1.69× | -7.02× | ||
| Q1 25 | 13.65× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | 1.56× | -10.49× | ||
| Q1 24 | 14.15× | 3.24× |
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% |
WD
Segment breakdown not available.
