Superworth

Revolve RVLV

Specialty Retail, Consumer Cyclical
$22.26
−1.90%
Market cap
$1.6B
PE
22.0×
6y median 43.3×
Forward PE
n/m
not a meaningful number
Price to sales
1.2×
EV/EBIT
16.4×
Revenue, 12 months
$1.3B
+11% on a year ago
Net margin
5.5%
Free cash flow yield
1.7%

Revolve trades at 22.0× trailing earnings, cheaper than 96% of the last ten years. Revenue was $1.3B over the last twelve months, up 11% on a year earlier with a 6% net margin.

Charts

Financials

Income statement for RVLV, by quarter
Income statementQ3 FY23Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
$257.6M−4%$257.8M−1%$270.6M−3%$282.5M+3%$283.1M+10%$293.7M+14%$296.7M+10%$309M+9%$295.6M+4%$324.4M+10%$342.9M+16%$347.4M+12%
Cost of revenue$124.4M−2%$123.7M−2%$129.1M−8%$129.8M+3%$138.3M+11%$139.4M+13%$142.4M+10%$141.9M+9%$134.1M−3%$151.5M+9%$162.3M+14%$150.7M+6%
Gross profit$133.2M−6%$134M+1%$141.5M+2%$152.6M+3%$144.9M+9%$154.3M+15%$154.3M+9%$167.1M+10%$161.5M+12%$172.9M+12%$180.6M+17%$196.7M+18%
SG&A$84.1M+12%$80.5M+9%$81.4M+2%$83.9M+6%$81.8M−3%$90.1M+12%$87.8M+8%$92.1M+10%$90.3M+10%$96.4M+7%$100M+14%$105.5M+15%
$324K−98%$2.2M−79%$9.3M−24%$16.4M+124%$14.3M+4299%$11.4M+419%$14.7M+58%$18M+10%$21M+47%$20.6M+81%$15.7M+7%$22.1M+23%
Pre-tax income$4.3M−73%$4.9M−53%$14.6M−22%$20.7M+113%$14.4M+235%$14.6M+200%$15.6M+6%$15.1M−27%$28.3M+96%$23.3M+59%$18.5M+19%$24.9M+65%
$1.1M−73%$1.4M−45%$3.8M−19%$5.3M+119%$3.7M+227%$2.9M+108%$4.2M+11%$5.1M−5%$7.1M+93%$4.8M+66%$4.7M+13%$6.2M+23%
Net income$3.2M−74%$3.5M−56%$10.9M−23%$15.4M+111%$11M+245%$12.3M+253%$11.8M+9%$10.2M−34%$21.2M+93%$18.6M+50%$14.4M+21%$18.6M+83%
$0.04−75%$0.05−55%$0.15−21%$0.21+110%$0.15+275%$0.17+240%$0.16+7%$0.14−33%$0.29+93%$0.26+53%$0.20+25%$0.26+86%
73.7M−1%72.2M−3%71.5M−4%71.5M−3%71.5M−3%72.1M−0%72.3M+1%71.9M+1%72M+1%72.2M+0%72.4M+0%72M+0%

Revenue: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

SG&A: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

Operating income: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

Income tax: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

Net income: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.

EPS, diluted: 8 periods, Q1 FY18 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: Q1 FY18: share-days: the 6-month average less the second quarter's. 7 periods, Q4 FY18 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Specialty Retail nearest Revolve's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
RVLVRevolve$1.6B22.0×43.3×1.2×+11%5.5%
SBHSally Beauty$1.6B9.1×8.3×0.4×+1%5.2%
ARHSArhaus$1.7B23.4×17.5×1.2×+5%4.9%
SVVSavers Value Village$1.4B58.6×53.6×0.8×+10%1.4%
EZPWEzcorp$1.8B14.6×17.6×1.1×+29%10.0%
GCTGigaCloud Technology$2.1B13.8×8.7×1.4×+23%10.6%
SPHSuburban Propane Partners$1.2B9.1×13.1×0.8×−2%9.4%
HZOMarinemax$1.2B376×10.3×0.5×−5%0.2%
WINAWinmark$995.5M25.0×24.6×10.8×+9%45.1%
RHRH$2.6B24.5×32.7×0.8×+3%3.2%
AAPAdvance Auto Parts$2.8B34.2×22.7×0.3×−1%1.0%
Peer median$1.6B23.9×17.5×0.8×+4%5.0%

More on Revolve

Each number over time

Where it ranks

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About

Industry
Specialty Retail
Sector
Consumer Cyclical

Valuation data, not investment advice. Prices as of .