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Side-by-side financial comparison of BLACKLINE, INC. (BL) 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 $183.2M, roughly 1.8× BLACKLINE, INC.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 2.7%, a 3.1% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 8.1%). BLACKLINE, INC. produced more free cash flow last quarter ($26.1M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 7.9%).
BlackLine Systems, Inc., is an American enterprise software company that develops cloud-based services designed to automate and manage the entire financial close process as well as consolidation, invoice-to-cash, and intercompany accounting. The Los Angeles–based company has 17 offices worldwide.
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.
BL vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $183.2M | $324.4M |
| Net Profit | $4.9M | $18.6M |
| Gross Margin | 75.2% | 53.3% |
| Operating Margin | 3.7% | 6.3% |
| Net Margin | 2.7% | 5.7% |
| Revenue YoY | 8.1% | 10.4% |
| Net Profit YoY | -91.3% | 50.4% |
| EPS (diluted) | $0.07 | $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 | $183.2M | $324.4M | ||
| Q3 25 | $178.3M | $295.6M | ||
| Q2 25 | $172.0M | $309.0M | ||
| Q1 25 | $166.9M | $296.7M | ||
| Q4 24 | $169.5M | $293.7M | ||
| Q3 24 | $165.9M | $283.1M | ||
| Q2 24 | $160.5M | $282.5M | ||
| Q1 24 | $157.5M | $270.6M |
| Q4 25 | $4.9M | $18.6M | ||
| Q3 25 | $5.3M | $21.2M | ||
| Q2 25 | $8.3M | $10.2M | ||
| Q1 25 | $6.1M | $11.8M | ||
| Q4 24 | $56.4M | $12.3M | ||
| Q3 24 | $17.2M | $11.0M | ||
| Q2 24 | $76.7M | $15.4M | ||
| Q1 24 | $10.8M | $10.9M |
| Q4 25 | 75.2% | 53.3% | ||
| Q3 25 | 75.1% | 54.6% | ||
| Q2 25 | 75.2% | 54.1% | ||
| Q1 25 | 75.5% | 52.0% | ||
| Q4 24 | 75.6% | 52.5% | ||
| Q3 24 | 75.2% | 51.2% | ||
| Q2 24 | 74.9% | 54.0% | ||
| Q1 24 | 75.2% | 52.3% |
| Q4 25 | 3.7% | 6.3% | ||
| Q3 25 | 4.3% | 7.1% | ||
| Q2 25 | 4.4% | 5.8% | ||
| Q1 25 | 2.1% | 5.0% | ||
| Q4 24 | 3.7% | 3.9% | ||
| Q3 24 | 5.0% | 5.0% | ||
| Q2 24 | 1.4% | 5.8% | ||
| Q1 24 | 1.1% | 3.4% |
| Q4 25 | 2.7% | 5.7% | ||
| Q3 25 | 3.0% | 7.2% | ||
| Q2 25 | 4.8% | 3.3% | ||
| Q1 25 | 3.6% | 4.0% | ||
| Q4 24 | 33.3% | 4.2% | ||
| Q3 24 | 10.4% | 3.9% | ||
| Q2 24 | 47.8% | 5.4% | ||
| Q1 24 | 6.9% | 4.0% |
| Q4 25 | $0.07 | $0.27 | ||
| Q3 25 | $0.09 | $0.29 | ||
| Q2 25 | $0.13 | $0.14 | ||
| Q1 25 | $0.10 | $0.16 | ||
| Q4 24 | $0.79 | $0.18 | ||
| Q3 24 | $0.27 | $0.15 | ||
| Q2 24 | $0.22 | $0.21 | ||
| Q1 24 | $0.17 | $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 | $390.0M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $332.3M | $512.5M |
| Total Assets | $1.8B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $390.0M | $292.3M | ||
| Q3 25 | $419.9M | $315.4M | ||
| Q2 25 | $459.1M | $310.7M | ||
| Q1 25 | $479.5M | $300.8M | ||
| Q4 24 | $885.9M | $256.6M | ||
| Q3 24 | $725.3M | $252.8M | ||
| Q2 24 | $616.6M | $244.7M | ||
| Q1 24 | $331.4M | $273.4M |
| Q4 25 | $332.3M | $512.5M | ||
| Q3 25 | $328.3M | $490.2M | ||
| Q2 25 | $414.0M | $468.6M | ||
| Q1 25 | $417.9M | $453.4M | ||
| Q4 24 | $446.7M | $437.8M | ||
| Q3 24 | $367.9M | $420.8M | ||
| Q2 24 | $325.8M | $405.8M | ||
| Q1 24 | $279.8M | $389.9M |
| Q4 25 | $1.8B | $765.0M | ||
| Q3 25 | $1.7B | $751.3M | ||
| Q2 25 | $1.8B | $722.9M | ||
| Q1 25 | $1.8B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.7B | $670.9M | ||
| Q2 24 | $1.9B | $657.8M | ||
| Q1 24 | $2.1B | $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 | $26.7M | $-10.2M |
| Free Cash FlowOCF − Capex | $26.1M | $-13.3M |
| FCF MarginFCF / Revenue | 14.2% | -4.1% |
| Capex IntensityCapex / Revenue | 0.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 5.46× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $161.5M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.7M | $-10.2M | ||
| Q3 25 | $63.8M | $11.8M | ||
| Q2 25 | $32.3M | $12.6M | ||
| Q1 25 | $46.7M | $45.1M | ||
| Q4 24 | $43.8M | $3.9M | ||
| Q3 24 | $55.9M | $9.1M | ||
| Q2 24 | $40.7M | $-24.7M | ||
| Q1 24 | $50.4M | $38.4M |
| Q4 25 | $26.1M | $-13.3M | ||
| Q3 25 | $63.3M | $7.5M | ||
| Q2 25 | $31.4M | $10.4M | ||
| Q1 25 | $40.8M | $43.4M | ||
| Q4 24 | $43.0M | $2.1M | ||
| Q3 24 | $55.5M | $8.0M | ||
| Q2 24 | $40.0M | $-25.7M | ||
| Q1 24 | $50.1M | $36.7M |
| Q4 25 | 14.2% | -4.1% | ||
| Q3 25 | 35.5% | 2.5% | ||
| Q2 25 | 18.2% | 3.4% | ||
| Q1 25 | 24.4% | 14.6% | ||
| Q4 24 | 25.4% | 0.7% | ||
| Q3 24 | 33.5% | 2.8% | ||
| Q2 24 | 24.9% | -9.1% | ||
| Q1 24 | 31.8% | 13.5% |
| Q4 25 | 0.3% | 1.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 3.6% | 0.6% | ||
| Q4 24 | 0.4% | 0.6% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.4% | 0.4% | ||
| Q1 24 | 0.2% | 0.6% |
| Q4 25 | 5.46× | -0.55× | ||
| Q3 25 | 12.07× | 0.56× | ||
| Q2 25 | 3.90× | 1.24× | ||
| Q1 25 | 7.72× | 3.82× | ||
| Q4 24 | 0.78× | 0.32× | ||
| Q3 24 | 3.24× | 0.83× | ||
| Q2 24 | 0.53× | -1.60× | ||
| Q1 24 | 4.66× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BL
| Subscription And Circulation | $173.2M | 95% |
| Technology Service | $10.0M | 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% |
