IOT vs DRVN Stock Comparison: AI Score, Valuation, Performance and Upside
IOT (Samsara) is a high-growth IoT technology company providing fleet management and physical operations intelligence software, while DRVN (Driven Brands) is the largest automotive services franchise network in North America. These companies appear in the same transportation sector but serve fundamentally different business models — SaaS software versus franchise services.
IOT vs DRVN contrasts fleet management SaaS technology against automotive services franchising — Samsara's recurring IoT subscription revenue versus Driven Brands' franchise royalty and unit economics model.
DRVN holds the edge across 3 of 5 key metrics in this comparison. IOT has delivered stronger 1-year price return (+12.94% vs -26.76%), though DRVN has the better forward P/E setup (9.00x vs 40.60x for IOT). On fundamentals, IOT is growing revenue faster (30.50%), while DRVN maintains the higher operating margin (14.40%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for DRVN (+27.72%) than for IOT (+24.09%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want high-growth IoT fleet management and safety platform exposure with strong net revenue retention and expanding use case breadth
- Value Samsara's AI video safety and workflow management as mission-critical tools for physical operations businesses seeking to reduce accident costs
- See physical operations digitization as a large and underpenetrated market across trucking, utilities, construction, and field services
- Want the largest automotive services franchise company exposure across oil change, collision repair, car wash, and general auto repair
- Value Take 5 Oil Change's strong unit economics and express format as a high-growth brand driving new location openings
- Are comfortable with Driven Brands' higher leverage from acquisition activity in exchange for scale-driven revenue and market leadership
| Metric | IOT | DRVN |
|---|---|---|
| AI scorei | 37.7 | 23.9 |
| AI ranki | #1393 | #3288 |
| Latest closei | $42.59 | $11.96 |
| 1M returni | +2.26% | -4.47% |
| 3M returni | +13.69% | -22.74% |
| 6M returni | +43.74% | -5.83% |
| 1Y returni | +12.94% | -26.76% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | IOT | DRVN |
|---|---|---|
| 1Y ago | $11.69K (+16.9%) started 2025-10-16 | $7.32K (-26.8%) started 2025-10-15 |
| 5Y ago | $17.24K (+72.4%) started 2021-12-15 | $4.09K (-59.1%) started 2021-10-15 |
| 10Y ago | $17.24K (+72.4%) started 2021-12-15 | $4.18K (-58.2%) started 2021-01-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | IOT | DRVN |
|---|---|---|
| Market capi | $21.44B | $2.15B |
| Trailing P/Ei | 368.00 | 13.14 |
| Forward P/Ei | 40.60 | 9.00 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 12.73 | 2.15 |
| Analyst targeti | $45.66 | $16.61 |
| Target upsidei | +24.09% | +27.72% |
| Metric | IOT | DRVN |
|---|---|---|
| Revenue growthi | 30.50% | 6.80% |
| Earnings growthi | N/A | -37.00% |
| EPS growthi | N/A | -37.00% |
| FCF margini | +14.02% | +13.18% |
| Operating margini | 1.50% | 14.40% |
| Profit margini | 3.32% | 8.56% |
| ROIC proxyi | 4.36% | 20.71% |
| Return on equityi | 4.36% | 20.71% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.34 | 0.96 |
| Debt/equityi | 4.58 | 266.47 |
| Current ratioi | 1.62 | 1.47 |
| Quick ratioi | 1.20 | 1.03 |
Over the past year, IOT and DRVN have moved barely in the same direction (correlation of 0.05), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | IOT | DRVN |
|---|---|---|---|
| 1Y | Growthi | +16.94% | -26.76% |
| CAGRi | +16.97% | -26.78% | |
| Volatilityi | 59.20% | 51.79% | |
| Sharpe ratioi | 0.48 | -0.41 | |
| Sortino ratioi | 0.76 | -0.51 | |
| Max drawdowni | 46.37% | 39.73% | |
| Current drawdowni | 5.82% | 30.02% | |
| Avg drawdowni | 21.35% | 18.56% | |
| Ulcer Indexi | 24.62% | 21.25% | |
| Max daily dropi | 8.61% | 30.16% | |
| Max wkly dropi | 19.87% | 35.60% | |
| 5Y | Growthi | +72.43% | -59.13% |
| CAGRi | +11.93% | -16.39% | |
| Volatilityi | 65.24% | 44.85% | |
| Sharpe ratioi | 0.42 | -0.26 | |
| Sortino ratioi | 0.66 | -0.32 | |
| Max drawdowni | 70.38% | 70.08% | |
| Current drawdowni | 30.13% | 65.25% | |
| Avg drawdowni | 31.85% | 42.22% | |
| Ulcer Indexi | 37.06% | 47.54% | |
| Max daily dropi | 15.57% | 41.15% | |
| Max wkly dropi | 29.19% | 42.51% | |
| 10Y | Growthi | +72.43% | -58.23% |
| CAGRi | +11.93% | -14.12% | |
| Volatilityi | 65.24% | 44.04% | |
| Sharpe ratioi | 0.42 | -0.21 | |
| Sortino ratioi | 0.66 | -0.27 | |
| Max drawdowni | 70.38% | 70.14% | |
| Current drawdowni | 30.13% | 65.33% | |
| Avg drawdowni | 31.85% | 39.23% | |
| Ulcer Indexi | 37.06% | 44.93% | |
| Max daily dropi | 15.57% | 41.15% | |
| Max wkly dropi | 29.19% | 42.51% |
| Category | IOT | DRVN |
|---|---|---|
| Company | Samsara Inc. | Driven Brands Holdings Inc. |
| Sector | Technology | Consumer Cyclical |
| Industry | Software - Infrastructure | Auto & Truck Dealerships |
| Core business | Samsara provides an IoT platform for physical operations — connecting commercial vehicles, equipment, and field operations through GPS tracking, video telematics, safety monitoring, and workflow management tools, serving trucking, utilities, construction, and food distribution. | Driven Brands is the largest automotive services company in North America, operating franchise brands including Meineke, Maaco, Take 5 Oil Change, Midas, CARSTAR, and others across oil changes, collision repair, car wash, and general automotive repair services. |
| Investor focus | Investors track Samsara's annual recurring revenue (ARR) growth, large customer count ($100K+ ARR), net revenue retention, and the expansion of its Connected Operations Platform beyond core GPS telematics into safety, compliance, and workflow management. | Investors track Driven Brands' system-wide sales across its franchise portfolio, same-store sales, new unit openings, and the company's leverage management after acquisition-driven growth. |
- Connected Operations Platform approach — combining GPS, video safety, compliance (ELD), and equipment monitoring in one platform creates comprehensive fleet operational intelligence
- Video-based safety monitoring (AI dashcams) reduces accidents, insurance costs, and liability for fleets — creating strong ROI that drives adoption
- Large, diverse customer base across multiple industries provides resilient demand across economic cycles in physical operations businesses
- Largest automotive services company in North America with scale advantages in brand recognition, parts procurement, and franchisee support
- Take 5 Oil Change is a high-growth brand in the fast-growing express oil change segment serving the increasing complexity of modern vehicles
- Diversified services portfolio across collision repair, oil change, car wash, and general repair reduces single-service concentration risk
- Fleet telematics market is competitive — Verizon Connect, Samsara, Motive (formerly KeepTruckin), Geotab, and others all compete for commercial fleet management budgets
- ARR growth has moderated from early hyper-growth rates as the company scales and the addressable market penetration increases
- International expansion requires adapting the platform to different regulatory environments and connectivity infrastructure
- High debt load from acquisition-driven growth creates financial leverage risk — debt service is significant relative to operating income
- Franchisee performance varies — weak franchisees can damage brand reputation and reduce system-wide sales growth
- Electric vehicle adoption may reduce oil change demand long-term (EVs don't need oil changes) — Take 5's fast-growing segment could face structural pressure as EV penetration rises
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