Driven Brands vs Monro
DRVN and MNRO side by side, both in consumer discretionary. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DRVN and MNRO compare
Driven Brands is the larger company, worth 5.5 times as much as Monro ($2.0B against $374M).
Driven Brands grew revenue faster over the last twelve months (7.6% versus −4.4% for Monro).
Monro pays a dividend yielding 9.4%; Driven Brands does not pay one.
Monro scores higher on the StockData Score (11 against 10 for Driven Brands), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DRVN | MNRO |
|---|---|---|
| Size and price | ||
| Market cap | $2.0B | $374M |
| Share price | $12.40 | $11.95 |
| Change, 1 year | −16.7% | −20.7% |
| Change, 5 years | −61.4% | −81.0% |
| Beta (5Y) | 1.01 | 0.95 |
| Employees | 7,100 | 6,440 |
| StockData Score | ||
| Total score | 10 | 11 (better) |
| Valuation score | 5 (better) | 4 |
| Growth score | 3 (better) | 1 |
| Performance score | 1 | 1 |
| Health score | 1 | 1 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 12.4× | – |
| P/S | 1.1× | 0.3× (better) |
| P/B | 2.5× | – |
| EV/EBITDA | 10.0× | 6.1× (better) |
| P/FCF | 15.3× (better) | 30.1× |
| PEG | 0.25 | – |
| FCF yield | 6.5% (better) | 3.3% |
| Fair value | $29.05 | $21.71 |
| Margin of safety | 57.3% (better) | 45.0% |
| Growth | ||
| Revenue growth (TTM) | 7.6% (better) | −4.4% |
| Revenue growth, 5Y average | 15.5% (better) | 0.55% |
| EPS growth, 5Y average | – | −50.5% |
| Profitability | ||
| Gross margin | – | 34.8% |
| Operating margin | 14.0% (better) | 1.7% |
| Net margin | – | 0.07% |
| FCF margin | 6.9% (better) | 1.1% |
| Return on invested capital | 10.3% | – |
| Financial health | ||
| Debt / equity | 2.02 | – |
| Net debt / EBITDA | 4.22 | 1.49 (better) |
| Interest coverage | 2.8× | – |
| Current ratio | 1.47 (better) | 0.48 |
| Altman Z-score | 0.97 | 1.32 (better) |
| Piotroski F-score | – | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 9.4% |
| Payout ratio | – | 4386% |
| Years of dividend growth | – | 0 |
| Dividend growth, 5Y average | – | 4.9% |
| Shareholder yield | 0.00% | 9.4% (better) |
| Ownership | ||
| Held by institutions | 43.6% | 108% |
| Held by insiders | 2.7% | 30.7% |
| Insider net buying, 12 months | −$750K | $21.3M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 6.7% | 34.9% |
Go deeper
- DRVN stock overview
- DRVN income statement
- DRVN valuation and score
- MNRO stock overview
- MNRO income statement
- MNRO valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.