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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) 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 $240.5M, roughly 1.3× COGENT COMMUNICATIONS HOLDINGS, INC.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -12.8%, a 18.5% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -4.7%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-43.0M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -4.9%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
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.
CCOI vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $324.4M |
| Net Profit | $-30.8M | $18.6M |
| Gross Margin | 46.6% | 53.3% |
| Operating Margin | -4.7% | 6.3% |
| Net Margin | -12.8% | 5.7% |
| Revenue YoY | -4.7% | 10.4% |
| Net Profit YoY | 28.9% | 50.4% |
| EPS (diluted) | $-0.63 | $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 | $240.5M | $324.4M | ||
| Q3 25 | $241.9M | $295.6M | ||
| Q2 25 | $246.2M | $309.0M | ||
| Q1 25 | $247.0M | $296.7M | ||
| Q4 24 | $252.3M | $293.7M | ||
| Q3 24 | $257.2M | $283.1M | ||
| Q2 24 | $260.4M | $282.5M | ||
| Q1 24 | $266.2M | $270.6M |
| Q4 25 | $-30.8M | $18.6M | ||
| Q3 25 | $-41.5M | $21.2M | ||
| Q2 25 | $-57.8M | $10.2M | ||
| Q1 25 | $-52.0M | $11.8M | ||
| Q4 24 | $-43.3M | $12.3M | ||
| Q3 24 | $-63.1M | $11.0M | ||
| Q2 24 | $-32.3M | $15.4M | ||
| Q1 24 | $-65.3M | $10.9M |
| Q4 25 | 46.6% | 53.3% | ||
| Q3 25 | 45.6% | 54.6% | ||
| Q2 25 | 44.2% | 54.1% | ||
| Q1 25 | 44.4% | 52.0% | ||
| Q4 24 | 38.5% | 52.5% | ||
| Q3 24 | 37.2% | 51.2% | ||
| Q2 24 | 40.0% | 54.0% | ||
| Q1 24 | 36.5% | 52.3% |
| Q4 25 | -4.7% | 6.3% | ||
| Q3 25 | -7.5% | 7.1% | ||
| Q2 25 | -12.8% | 5.8% | ||
| Q1 25 | -16.3% | 5.0% | ||
| Q4 24 | -13.2% | 3.9% | ||
| Q3 24 | -22.5% | 5.0% | ||
| Q2 24 | -18.1% | 5.8% | ||
| Q1 24 | -22.3% | 3.4% |
| Q4 25 | -12.8% | 5.7% | ||
| Q3 25 | -17.2% | 7.2% | ||
| Q2 25 | -23.5% | 3.3% | ||
| Q1 25 | -21.1% | 4.0% | ||
| Q4 24 | -17.2% | 4.2% | ||
| Q3 24 | -24.5% | 3.9% | ||
| Q2 24 | -12.4% | 5.4% | ||
| Q1 24 | -24.5% | 4.0% |
| Q4 25 | $-0.63 | $0.27 | ||
| Q3 25 | $-0.87 | $0.29 | ||
| Q2 25 | $-1.21 | $0.14 | ||
| Q1 25 | $-1.09 | $0.16 | ||
| Q4 24 | $-0.89 | $0.18 | ||
| Q3 24 | $-1.33 | $0.15 | ||
| Q2 24 | $-0.68 | $0.21 | ||
| Q1 24 | $-1.38 | $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 | $148.5M | $292.3M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $-63.8M | $512.5M |
| Total Assets | $3.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $292.3M | ||
| Q3 25 | $147.1M | $315.4M | ||
| Q2 25 | $213.7M | $310.7M | ||
| Q1 25 | $153.8M | $300.8M | ||
| Q4 24 | $198.5M | $256.6M | ||
| Q3 24 | $279.2M | $252.8M | ||
| Q2 24 | $384.4M | $244.7M | ||
| Q1 24 | $118.4M | $273.4M |
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-63.8M | $512.5M | ||
| Q3 25 | $-39.2M | $490.2M | ||
| Q2 25 | $46.7M | $468.6M | ||
| Q1 25 | $142.8M | $453.4M | ||
| Q4 24 | $222.8M | $437.8M | ||
| Q3 24 | $323.6M | $420.8M | ||
| Q2 24 | $415.5M | $405.8M | ||
| Q1 24 | $500.6M | $389.9M |
| Q4 25 | $3.1B | $765.0M | ||
| Q3 25 | $3.1B | $751.3M | ||
| Q2 25 | $3.3B | $722.9M | ||
| Q1 25 | $3.1B | $713.9M | ||
| Q4 24 | $3.2B | $665.5M | ||
| Q3 24 | $3.2B | $670.9M | ||
| Q2 24 | $3.3B | $657.8M | ||
| Q1 24 | $3.1B | $650.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.53× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-6.0M | $-10.2M |
| Free Cash FlowOCF − Capex | $-43.0M | $-13.3M |
| FCF MarginFCF / Revenue | -17.9% | -4.1% |
| Capex IntensityCapex / Revenue | 15.4% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $-10.2M | ||
| Q3 25 | $3.1M | $11.8M | ||
| Q2 25 | $-44.0M | $12.6M | ||
| Q1 25 | $36.4M | $45.1M | ||
| Q4 24 | $14.5M | $3.9M | ||
| Q3 24 | $-20.2M | $9.1M | ||
| Q2 24 | $-22.2M | $-24.7M | ||
| Q1 24 | $19.2M | $38.4M |
| Q4 25 | $-43.0M | $-13.3M | ||
| Q3 25 | $-33.1M | $7.5M | ||
| Q2 25 | $-100.2M | $10.4M | ||
| Q1 25 | $-21.7M | $43.4M | ||
| Q4 24 | $-31.6M | $2.1M | ||
| Q3 24 | $-79.5M | $8.0M | ||
| Q2 24 | $-70.9M | $-25.7M | ||
| Q1 24 | $-21.7M | $36.7M |
| Q4 25 | -17.9% | -4.1% | ||
| Q3 25 | -13.7% | 2.5% | ||
| Q2 25 | -40.7% | 3.4% | ||
| Q1 25 | -8.8% | 14.6% | ||
| Q4 24 | -12.5% | 0.7% | ||
| Q3 24 | -30.9% | 2.8% | ||
| Q2 24 | -27.2% | -9.1% | ||
| Q1 24 | -8.1% | 13.5% |
| Q4 25 | 15.4% | 1.0% | ||
| Q3 25 | 15.0% | 1.5% | ||
| Q2 25 | 22.8% | 0.7% | ||
| Q1 25 | 23.5% | 0.6% | ||
| Q4 24 | 18.3% | 0.6% | ||
| Q3 24 | 23.0% | 0.4% | ||
| Q2 24 | 18.7% | 0.4% | ||
| Q1 24 | 15.4% | 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
CCOI
Segment breakdown not available.
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% |
