Goldman Sachs assumes Neutral rating on Driven Brands stock

Published 03/06/2025, 09:54
Goldman Sachs assumes Neutral rating on Driven Brands stock

On Tuesday, Goldman Sachs assumed coverage on Driven Brands (NASDAQ: DRVN) with a Neutral rating and set a price target of $20.00, representing an 11.7% upside from the current price of $17.90. The decision follows the company’s recent divestiture of its U.S. car wash business, which has simplified its operations. According to InvestingPro data, the company currently maintains a Fair Value that suggests it’s undervalued at current levels.

In a statement, Goldman Sachs analysts noted that Driven Brands’ story has become "cleaner, easier to understand, and higher quality" after the divestiture. The company, with a market capitalization of $2.94 billion, has demonstrated solid revenue growth of 6.76% over the last twelve months. However, analysts pointed out the absence of a clear catalyst to drive a re-rating of the stock’s multiple in the near term.

The analysts also highlighted Driven Brands’ better-than-expected first-quarter earnings report for 2025 as a positive development. The company maintains a "FAIR" overall financial health score according to InvestingPro, which offers 12+ additional exclusive insights about DRVN’s financial health and growth prospects. Despite this, analysts expressed a preference to wait for more consistent execution before adopting a more positive stance on the stock.

Driven Brands currently trades at a 9.7x next twelve months (NTM) EBITDA multiple, which Goldman Sachs views as presenting a balanced risk/reward profile. This assessment underpins the Neutral rating assigned by the firm.

The company’s recent operational changes and financial performance will continue to be closely monitored by investors and analysts alike.

In other recent news, Driven Brands Holdings Inc. has completed the sale of its U.S. car wash operations to Express Wash Operations, LLC, for a total of $385 million. The transaction includes a $255 million cash payment and a $130 million interest-bearing seller note, with proceeds aimed at reducing the company’s debt. Additionally, Driven Brands has announced the appointment of Rebecca Fondell as the new Senior Vice President and Chief Accounting Officer, bringing extensive experience from her previous roles at Papa John’s International (NASDAQ:PZZA) and Reliance Worldwide Corporation. In financial updates, BofA Securities raised its price target for Driven Brands to $23, maintaining a Buy rating, due to the company’s effective debt reduction and strategic positioning in the market. Stifel analysts also retained a Buy rating with a $22 price target, aligning their financial model with the company’s new reporting structure. The company recently held its annual stockholders meeting, where stockholders re-elected three Class II directors and approved executive compensation and the appointment of PricewaterhouseCoopers LLP as the independent auditor. These developments reflect Driven Brands’ ongoing efforts to streamline operations and enhance financial stability.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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