Driven Brands Holdings Inc (DRVN)vsRush Enterprises A Inc (RUSHA)
DRVN
Driven Brands Holdings Inc
$13.41
-2.47%
CONSUMER CYCLICAL · Cap: $2.26B
RUSHA
Rush Enterprises A Inc
$72.31
+1.42%
CONSUMER CYCLICAL · Cap: $5.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Rush Enterprises A Inc generates 198% more annual revenue ($7.27B vs $2.44B). RUSHA leads profitability with a 3.6% profit margin vs -8.1%. DRVN appears more attractively valued with a PEG of 1.08. DRVN earns a higher WallStSmart Score of 59/100 (C).
DRVN
Buy59
out of 100
Grade: C
RUSHA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.9%
Fair Value
$27.66
Current Price
$13.41
$14.25 discount
Margin of Safety
+55.8%
Fair Value
$164.81
Current Price
$72.31
$92.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 56.9% YoY
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
ROE of -27.3% — below average capital efficiency
Currently unprofitable
3.6% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
Revenue declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : DRVN
The strongest argument for DRVN centers on EPS Growth, Price/Book. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bull Case : RUSHA
The strongest argument for RUSHA centers on Altman Z-Score, Price/Book.
Bear Case : DRVN
The primary concerns for DRVN are Return on Equity, Profit Margin.
Bear Case : RUSHA
The primary concerns for RUSHA are Profit Margin, Operating Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DRVN profiles as a turnaround stock while RUSHA is a value play — different risk/reward profiles.
DRVN carries more volatility with a beta of 0.97 — expect wider price swings.
DRVN is growing revenue faster at 6.6% — sustainability is the question.
DRVN generates stronger free cash flow (39M), providing more financial flexibility.
Bottom Line
DRVN scores higher overall (59/100 vs 47/100). RUSHA offers better value entry with a 55.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Driven Brands Holdings Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Driven Brands Holdings Inc. provides automotive services to retail and commercial clients in North America and internationally. The company is headquartered in Charlotte, North Carolina.
Rush Enterprises A Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in the United States. The company is headquartered in New Braunfels, Texas.
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