vs
Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $183.6M, roughly 1.8× ACV Auctions Inc.). On growth, ACV Auctions Inc. posted the faster year-over-year revenue change (15.1% vs 10.4%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-14.7M). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs 9.5%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
ACVA vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $324.4M |
| Net Profit | — | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | -9.7% | 6.3% |
| Net Margin | — | 5.7% |
| Revenue YoY | 15.1% | 10.4% |
| Net Profit YoY | — | 50.4% |
| EPS (diluted) | $-0.12 | $0.27 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $183.6M | $324.4M | ||
| Q3 25 | $199.6M | $295.6M | ||
| Q2 25 | $193.7M | $309.0M | ||
| Q1 25 | $182.7M | $296.7M | ||
| Q4 24 | $159.5M | $293.7M | ||
| Q3 24 | $171.3M | $283.1M | ||
| Q2 24 | $160.6M | $282.5M | ||
| Q1 24 | $145.7M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-24.5M | $21.2M | ||
| Q2 25 | $-7.3M | $10.2M | ||
| Q1 25 | $-14.8M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $-16.0M | $11.0M | ||
| Q2 24 | $-17.1M | $15.4M | ||
| Q1 24 | $-20.5M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | -9.7% | 6.3% | ||
| Q3 25 | -11.9% | 7.1% | ||
| Q2 25 | -3.7% | 5.8% | ||
| Q1 25 | -7.9% | 5.0% | ||
| Q4 24 | -16.2% | 3.9% | ||
| Q3 24 | -10.0% | 5.0% | ||
| Q2 24 | -11.6% | 5.8% | ||
| Q1 24 | -15.5% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | -12.3% | 7.2% | ||
| Q2 25 | -3.8% | 3.3% | ||
| Q1 25 | -8.1% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | -9.4% | 3.9% | ||
| Q2 24 | -10.6% | 5.4% | ||
| Q1 24 | -14.1% | 4.0% |
| Q4 25 | $-0.12 | $0.27 | ||
| Q3 25 | $-0.14 | $0.29 | ||
| Q2 25 | $-0.04 | $0.14 | ||
| Q1 25 | $-0.09 | $0.16 | ||
| Q4 24 | $-0.15 | $0.18 | ||
| Q3 24 | $-0.10 | $0.15 | ||
| Q2 24 | $-0.10 | $0.21 | ||
| Q1 24 | $-0.13 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $429.7M | $512.5M |
| Total Assets | $1.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $271.5M | $292.3M | ||
| Q3 25 | $265.3M | $315.4M | ||
| Q2 25 | $258.4M | $310.7M | ||
| Q1 25 | $291.9M | $300.8M | ||
| Q4 24 | $224.1M | $256.6M | ||
| Q3 24 | $252.5M | $252.8M | ||
| Q2 24 | $215.0M | $244.7M | ||
| Q1 24 | $209.8M | $273.4M |
| Q4 25 | $429.7M | $512.5M | ||
| Q3 25 | $434.4M | $490.2M | ||
| Q2 25 | $448.8M | $468.6M | ||
| Q1 25 | $439.6M | $453.4M | ||
| Q4 24 | $440.0M | $437.8M | ||
| Q3 24 | $456.2M | $420.8M | ||
| Q2 24 | $457.6M | $405.8M | ||
| Q1 24 | $458.3M | $389.9M |
| Q4 25 | $1.1B | $765.0M | ||
| Q3 25 | $1.2B | $751.3M | ||
| Q2 25 | $1.1B | $722.9M | ||
| Q1 25 | $1.2B | $713.9M | ||
| Q4 24 | $984.1M | $665.5M | ||
| Q3 24 | $1.0B | $670.9M | ||
| Q2 24 | $1.0B | $657.8M | ||
| Q1 24 | $1.0B | $650.0M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-12.4M | $-10.2M |
| Free Cash FlowOCF − Capex | $-14.7M | $-13.3M |
| FCF MarginFCF / Revenue | -8.0% | -4.1% |
| Capex IntensityCapex / Revenue | 1.2% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.4M | $-10.2M | ||
| Q3 25 | $10.3M | $11.8M | ||
| Q2 25 | $13.7M | $12.6M | ||
| Q1 25 | $66.6M | $45.1M | ||
| Q4 24 | $-3.2M | $3.9M | ||
| Q3 24 | $21.1M | $9.1M | ||
| Q2 24 | $4.5M | $-24.7M | ||
| Q1 24 | $43.0M | $38.4M |
| Q4 25 | $-14.7M | $-13.3M | ||
| Q3 25 | $7.7M | $7.5M | ||
| Q2 25 | $10.9M | $10.4M | ||
| Q1 25 | $65.3M | $43.4M | ||
| Q4 24 | $-3.9M | $2.1M | ||
| Q3 24 | $20.2M | $8.0M | ||
| Q2 24 | $2.7M | $-25.7M | ||
| Q1 24 | $41.9M | $36.7M |
| Q4 25 | -8.0% | -4.1% | ||
| Q3 25 | 3.8% | 2.5% | ||
| Q2 25 | 5.6% | 3.4% | ||
| Q1 25 | 35.7% | 14.6% | ||
| Q4 24 | -2.5% | 0.7% | ||
| Q3 24 | 11.8% | 2.8% | ||
| Q2 24 | 1.7% | -9.1% | ||
| Q1 24 | 28.8% | 13.5% |
| Q4 25 | 1.2% | 1.0% | ||
| Q3 25 | 1.3% | 1.5% | ||
| Q2 25 | 1.5% | 0.7% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 0.4% | 0.6% | ||
| Q3 24 | 0.6% | 0.4% | ||
| Q2 24 | 1.1% | 0.4% | ||
| Q1 24 | 0.7% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
