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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
ZILLOW GROUP, INC. is the larger business by last-quarter revenue ($654.0M vs $535.7M, roughly 1.2× Driven Brands Holdings Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 0.5%, a 10.9% gap on every dollar of revenue. On growth, ZILLOW GROUP, INC. posted the faster year-over-year revenue change (18.1% vs 6.6%). ZILLOW GROUP, INC. produced more free cash flow last quarter ($44.0M vs $39.5M). Over the past eight quarters, ZILLOW GROUP, INC.'s revenue compounded faster (11.2% 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
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
DRVN vs ZG — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $654.0M |
| Net Profit | $60.9M | $3.0M |
| Gross Margin | — | 72.8% |
| Operating Margin | 11.6% | -1.7% |
| Net Margin | 11.4% | 0.5% |
| Revenue YoY | 6.6% | 18.1% |
| Net Profit YoY | 507.2% | 105.8% |
| EPS (diluted) | $0.37 | $0.01 |
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 | — | $654.0M | ||
| Q3 25 | $535.7M | $676.0M | ||
| Q2 25 | $551.0M | $655.0M | ||
| Q1 25 | $516.2M | $598.0M | ||
| Q4 24 | $836.5M | $554.0M | ||
| Q3 24 | $502.3M | $581.0M | ||
| Q2 24 | $518.8M | $572.0M | ||
| Q1 24 | $482.0M | $529.0M |
| Q4 25 | — | $3.0M | ||
| Q3 25 | $60.9M | $10.0M | ||
| Q2 25 | $47.6M | $2.0M | ||
| Q1 25 | $5.5M | $8.0M | ||
| Q4 24 | $-312.0M | $-52.0M | ||
| Q3 24 | $-14.9M | $-20.0M | ||
| Q2 24 | $30.2M | $-17.0M | ||
| Q1 24 | $4.3M | $-23.0M |
| Q4 25 | — | 72.8% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | — | 74.7% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 75.8% | ||
| Q3 24 | — | 75.9% | ||
| Q2 24 | — | 77.3% | ||
| Q1 24 | — | 76.7% |
| Q4 25 | — | -1.7% | ||
| Q3 25 | 11.6% | -0.4% | ||
| Q2 25 | 6.9% | -1.7% | ||
| Q1 25 | 11.9% | -1.5% | ||
| Q4 24 | -41.6% | -12.5% | ||
| Q3 24 | 9.9% | -7.7% | ||
| Q2 24 | 17.4% | -6.6% | ||
| Q1 24 | 14.1% | -8.5% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | 11.4% | 1.5% | ||
| Q2 25 | 8.6% | 0.3% | ||
| Q1 25 | 1.1% | 1.3% | ||
| Q4 24 | -37.3% | -9.4% | ||
| Q3 24 | -3.0% | -3.4% | ||
| Q2 24 | 5.8% | -3.0% | ||
| Q1 24 | 0.9% | -4.3% |
| Q4 25 | — | $0.01 | ||
| Q3 25 | $0.37 | $0.04 | ||
| Q2 25 | $0.29 | $0.01 | ||
| Q1 25 | $0.04 | $0.03 | ||
| Q4 24 | $-1.93 | $-0.23 | ||
| Q3 24 | $-0.09 | $-0.08 | ||
| Q2 24 | $0.18 | $-0.07 | ||
| Q1 24 | $0.02 | $-0.10 |
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 | $768.0M |
| Total DebtLower is stronger | $1.9B | — |
| Stockholders' EquityBook value | $793.5M | $4.9B |
| Total Assets | $4.2B | $5.7B |
| Debt / EquityLower = less leverage | 2.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $768.0M | ||
| Q3 25 | $162.0M | $874.0M | ||
| Q2 25 | $166.1M | $587.0M | ||
| Q1 25 | $152.0M | $914.0M | ||
| Q4 24 | $149.6M | $1.1B | ||
| Q3 24 | $204.2M | $1.1B | ||
| Q2 24 | $148.8M | $1.2B | ||
| Q1 24 | $165.5M | $1.4B |
| 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 | — | $4.9B | ||
| Q3 25 | $793.5M | $5.0B | ||
| Q2 25 | $743.4M | $4.7B | ||
| Q1 25 | $643.2M | $4.8B | ||
| Q4 24 | $607.3M | $4.8B | ||
| Q3 24 | $962.8M | $4.7B | ||
| Q2 24 | $942.8M | $4.5B | ||
| Q1 24 | $906.2M | $4.7B |
| Q4 25 | — | $5.7B | ||
| Q3 25 | $4.2B | $5.7B | ||
| Q2 25 | $4.3B | $5.4B | ||
| Q1 25 | $5.3B | $5.7B | ||
| Q4 24 | $5.3B | $5.8B | ||
| Q3 24 | $5.8B | $6.2B | ||
| Q2 24 | $5.8B | $6.6B | ||
| Q1 24 | $5.9B | $6.8B |
| 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 | $72.0M |
| Free Cash FlowOCF − Capex | $39.5M | $44.0M |
| FCF MarginFCF / Revenue | 7.4% | 6.7% |
| Capex IntensityCapex / Revenue | 7.4% | 4.3% |
| Cash ConversionOCF / Net Profit | 1.30× | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $72.0M | ||
| Q3 25 | $79.2M | $105.0M | ||
| Q2 25 | $80.4M | $87.0M | ||
| Q1 25 | $75.1M | $104.0M | ||
| Q4 24 | $32.9M | $122.0M | ||
| Q3 24 | $101.3M | $171.0M | ||
| Q2 24 | $46.9M | $55.0M | ||
| Q1 24 | $60.3M | $80.0M |
| Q4 25 | — | $44.0M | ||
| Q3 25 | $39.5M | $73.0M | ||
| Q2 25 | $9.0M | $50.0M | ||
| Q1 25 | $18.9M | $68.0M | ||
| Q4 24 | $-36.3M | $88.0M | ||
| Q3 24 | $37.9M | $138.0M | ||
| Q2 24 | $-19.5M | $18.0M | ||
| Q1 24 | $-29.2M | $41.0M |
| Q4 25 | — | 6.7% | ||
| Q3 25 | 7.4% | 10.8% | ||
| Q2 25 | 1.6% | 7.6% | ||
| Q1 25 | 3.7% | 11.4% | ||
| Q4 24 | -4.3% | 15.9% | ||
| Q3 24 | 7.5% | 23.8% | ||
| Q2 24 | -3.8% | 3.1% | ||
| Q1 24 | -6.1% | 7.8% |
| Q4 25 | — | 4.3% | ||
| Q3 25 | 7.4% | 4.7% | ||
| Q2 25 | 13.0% | 5.6% | ||
| Q1 25 | 10.9% | 6.0% | ||
| Q4 24 | 8.3% | 6.1% | ||
| Q3 24 | 12.6% | 5.7% | ||
| Q2 24 | 12.8% | 6.5% | ||
| Q1 24 | 18.6% | 7.4% |
| Q4 25 | — | 24.00× | ||
| Q3 25 | 1.30× | 10.50× | ||
| Q2 25 | 1.69× | 43.50× | ||
| Q1 25 | 13.65× | 13.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.56× | — | ||
| Q1 24 | 14.15× | — |
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% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
