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Side-by-side financial comparison of Confluent, Inc. (CFLT) 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 $314.8M, roughly 1.0× Confluent, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -25.2%, a 30.9% gap on every dollar of revenue. On growth, Confluent, Inc. posted the faster year-over-year revenue change (20.5% vs 10.4%). Confluent, Inc. produced more free cash flow last quarter ($41.7M vs $-13.3M). Over the past eight quarters, Confluent, Inc.'s revenue compounded faster (20.4% CAGR vs 9.5%).
Confluent, Inc. is an American technology company headquartered in Mountain View, California. Confluent was founded by Jay Kreps, Jun Rao and Neha Narkhede on September 23, 2014, in order to commercialize an open-source streaming platform Apache Kafka, created by the same founders while working at LinkedIn in 2008 as a B2B infrastructure company. Confluent's products are the Confluent Cloud, Confluent Platform, Connectors, Apache Flink, Stream Governance and Confluent Hub.
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.
CFLT vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $324.4M |
| Net Profit | $-79.2M | $18.6M |
| Gross Margin | 74.7% | 53.3% |
| Operating Margin | -31.5% | 6.3% |
| Net Margin | -25.2% | 5.7% |
| Revenue YoY | 20.5% | 10.4% |
| Net Profit YoY | 10.0% | 50.4% |
| EPS (diluted) | $-0.23 | $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 | $314.8M | $324.4M | ||
| Q3 25 | $298.5M | $295.6M | ||
| Q2 25 | $282.3M | $309.0M | ||
| Q1 25 | $271.1M | $296.7M | ||
| Q4 24 | $261.2M | $293.7M | ||
| Q3 24 | $250.2M | $283.1M | ||
| Q2 24 | $235.0M | $282.5M | ||
| Q1 24 | $217.2M | $270.6M |
| Q4 25 | $-79.2M | $18.6M | ||
| Q3 25 | $-66.5M | $21.2M | ||
| Q2 25 | $-82.0M | $10.2M | ||
| Q1 25 | $-67.6M | $11.8M | ||
| Q4 24 | $-88.1M | $12.3M | ||
| Q3 24 | $-74.1M | $11.0M | ||
| Q2 24 | $-89.9M | $15.4M | ||
| Q1 24 | $-93.0M | $10.9M |
| Q4 25 | 74.7% | 53.3% | ||
| Q3 25 | 74.2% | 54.6% | ||
| Q2 25 | 73.7% | 54.1% | ||
| Q1 25 | 74.5% | 52.0% | ||
| Q4 24 | 74.1% | 52.5% | ||
| Q3 24 | 74.5% | 51.2% | ||
| Q2 24 | 72.3% | 54.0% | ||
| Q1 24 | 71.8% | 52.3% |
| Q4 25 | -31.5% | 6.3% | ||
| Q3 25 | -27.9% | 7.1% | ||
| Q2 25 | -34.2% | 5.8% | ||
| Q1 25 | -37.3% | 5.0% | ||
| Q4 24 | -40.5% | 3.9% | ||
| Q3 24 | -37.4% | 5.0% | ||
| Q2 24 | -46.1% | 5.8% | ||
| Q1 24 | -51.3% | 3.4% |
| Q4 25 | -25.2% | 5.7% | ||
| Q3 25 | -22.3% | 7.2% | ||
| Q2 25 | -29.0% | 3.3% | ||
| Q1 25 | -24.9% | 4.0% | ||
| Q4 24 | -33.7% | 4.2% | ||
| Q3 24 | -29.6% | 3.9% | ||
| Q2 24 | -38.3% | 5.4% | ||
| Q1 24 | -42.8% | 4.0% |
| Q4 25 | $-0.23 | $0.27 | ||
| Q3 25 | $-0.19 | $0.29 | ||
| Q2 25 | $-0.24 | $0.14 | ||
| Q1 25 | $-0.20 | $0.16 | ||
| Q4 24 | $-0.26 | $0.18 | ||
| Q3 24 | $-0.23 | $0.15 | ||
| Q2 24 | $-0.28 | $0.21 | ||
| Q1 24 | $-0.30 | $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 | $347.2M | $292.3M |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.2B | $512.5M |
| Total Assets | $3.0B | $765.0M |
| Debt / EquityLower = less leverage | 0.94× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.2M | $292.3M | ||
| Q3 25 | $298.5M | $315.4M | ||
| Q2 25 | $295.6M | $310.7M | ||
| Q1 25 | $278.6M | $300.8M | ||
| Q4 24 | $386.0M | $256.6M | ||
| Q3 24 | $322.6M | $252.8M | ||
| Q2 24 | $311.3M | $244.7M | ||
| Q1 24 | $336.4M | $273.4M |
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
| Q4 25 | $1.2B | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.0B | $453.4M | ||
| Q4 24 | $961.2M | $437.8M | ||
| Q3 24 | $934.3M | $420.8M | ||
| Q2 24 | $873.9M | $405.8M | ||
| Q1 24 | $845.2M | $389.9M |
| Q4 25 | $3.0B | $765.0M | ||
| Q3 25 | $2.9B | $751.3M | ||
| Q2 25 | $2.8B | $722.9M | ||
| Q1 25 | $2.7B | $713.9M | ||
| Q4 24 | $2.7B | $665.5M | ||
| Q3 24 | $2.6B | $670.9M | ||
| Q2 24 | $2.5B | $657.8M | ||
| Q1 24 | $2.4B | $650.0M |
| Q4 25 | 0.94× | — | ||
| Q3 25 | 0.98× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.17× | — | ||
| Q2 24 | 1.25× | — | ||
| Q1 24 | 1.29× | — |
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 | $42.1M | $-10.2M |
| Free Cash FlowOCF − Capex | $41.7M | $-13.3M |
| FCF MarginFCF / Revenue | 13.2% | -4.1% |
| Capex IntensityCapex / Revenue | 0.1% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $60.7M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.1M | $-10.2M | ||
| Q3 25 | $30.8M | $11.8M | ||
| Q2 25 | $18.1M | $12.6M | ||
| Q1 25 | $-26.8M | $45.1M | ||
| Q4 24 | $35.2M | $3.9M | ||
| Q3 24 | $15.6M | $9.1M | ||
| Q2 24 | $8.6M | $-24.7M | ||
| Q1 24 | $-26.0M | $38.4M |
| Q4 25 | $41.7M | $-13.3M | ||
| Q3 25 | $30.0M | $7.5M | ||
| Q2 25 | $17.2M | $10.4M | ||
| Q1 25 | $-28.2M | $43.4M | ||
| Q4 24 | $34.5M | $2.1M | ||
| Q3 24 | $15.0M | $8.0M | ||
| Q2 24 | $7.5M | $-25.7M | ||
| Q1 24 | $-26.1M | $36.7M |
| Q4 25 | 13.2% | -4.1% | ||
| Q3 25 | 10.0% | 2.5% | ||
| Q2 25 | 6.1% | 3.4% | ||
| Q1 25 | -10.4% | 14.6% | ||
| Q4 24 | 13.2% | 0.7% | ||
| Q3 24 | 6.0% | 2.8% | ||
| Q2 24 | 3.2% | -9.1% | ||
| Q1 24 | -12.0% | 13.5% |
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.5% | 0.6% | ||
| Q4 24 | 0.3% | 0.6% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.5% | 0.4% | ||
| Q1 24 | 0.1% | 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
CFLT
| Confluent Cloud | $169.4M | 54% |
| Post Contract Customer Support | $93.8M | 30% |
| License | $38.4M | 12% |
| Services | $13.2M | 4% |
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% |
