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Side-by-side financial comparison of Chewy, Inc. (CHWY) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Chewy, Inc. is the larger business by last-quarter revenue ($3.1B vs $324.4M, roughly 9.6× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 1.9%, a 3.8% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 8.3%). Chewy, Inc. produced more free cash flow last quarter ($175.8M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 4.6%).
Chewy, Inc. is an American online retailer of pet food and other pet-related products based in Plantation, Florida. Chewy went public in 2019 with the ticker symbol CHWY on the New York Stock Exchange.
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.
CHWY vs RVLV — Head-to-Head
Income Statement — Q3 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $324.4M |
| Net Profit | $59.2M | $18.6M |
| Gross Margin | 29.8% | 53.3% |
| Operating Margin | 2.1% | 6.3% |
| Net Margin | 1.9% | 5.7% |
| Revenue YoY | 8.3% | 10.4% |
| Net Profit YoY | 1405.6% | 50.4% |
| EPS (diluted) | $0.14 | $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 | $3.1B | $324.4M | ||
| Q3 25 | $3.1B | $295.6M | ||
| Q2 25 | $3.1B | $309.0M | ||
| Q1 25 | $3.2B | $296.7M | ||
| Q4 24 | $2.9B | $293.7M | ||
| Q3 24 | $2.9B | $283.1M | ||
| Q2 24 | $2.9B | $282.5M | ||
| Q1 24 | $2.8B | $270.6M |
| Q4 25 | $59.2M | $18.6M | ||
| Q3 25 | $62.0M | $21.2M | ||
| Q2 25 | $62.4M | $10.2M | ||
| Q1 25 | $22.8M | $11.8M | ||
| Q4 24 | $3.9M | $12.3M | ||
| Q3 24 | $299.1M | $11.0M | ||
| Q2 24 | $66.9M | $15.4M | ||
| Q1 24 | $34.3M | $10.9M |
| Q4 25 | 29.8% | 53.3% | ||
| Q3 25 | 30.4% | 54.6% | ||
| Q2 25 | 29.6% | 54.1% | ||
| Q1 25 | 28.5% | 52.0% | ||
| Q4 24 | 29.3% | 52.5% | ||
| Q3 24 | 29.5% | 51.2% | ||
| Q2 24 | 29.7% | 54.0% | ||
| Q1 24 | 28.2% | 52.3% |
| Q4 25 | 2.1% | 6.3% | ||
| Q3 25 | 2.2% | 7.1% | ||
| Q2 25 | 2.5% | 5.8% | ||
| Q1 25 | -0.3% | 5.0% | ||
| Q4 24 | 0.9% | 3.9% | ||
| Q3 24 | 1.1% | 5.0% | ||
| Q2 24 | 2.2% | 5.8% | ||
| Q1 24 | -0.7% | 3.4% |
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | 2.0% | 7.2% | ||
| Q2 25 | 2.0% | 3.3% | ||
| Q1 25 | 0.7% | 4.0% | ||
| Q4 24 | 0.1% | 4.2% | ||
| Q3 24 | 10.5% | 3.9% | ||
| Q2 24 | 2.3% | 5.4% | ||
| Q1 24 | 1.2% | 4.0% |
| Q4 25 | $0.14 | $0.27 | ||
| Q3 25 | $0.14 | $0.29 | ||
| Q2 25 | $0.15 | $0.14 | ||
| Q1 25 | $0.07 | $0.16 | ||
| Q4 24 | $0.01 | $0.18 | ||
| Q3 24 | $0.68 | $0.15 | ||
| Q2 24 | $0.15 | $0.21 | ||
| Q1 24 | $0.08 | $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 | $701.5M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $469.4M | $512.5M |
| Total Assets | $3.3B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $701.5M | $292.3M | ||
| Q3 25 | $591.8M | $315.4M | ||
| Q2 25 | $616.4M | $310.7M | ||
| Q1 25 | $596.7M | $300.8M | ||
| Q4 24 | $507.5M | $256.6M | ||
| Q3 24 | $695.0M | $252.8M | ||
| Q2 24 | $1.1B | $244.7M | ||
| Q1 24 | $1.1B | $273.4M |
| Q4 25 | $469.4M | $512.5M | ||
| Q3 25 | $389.9M | $490.2M | ||
| Q2 25 | $375.6M | $468.6M | ||
| Q1 25 | $261.5M | $453.4M | ||
| Q4 24 | $223.4M | $437.8M | ||
| Q3 24 | $486.7M | $420.8M | ||
| Q2 24 | $642.9M | $405.8M | ||
| Q1 24 | $510.2M | $389.9M |
| Q4 25 | $3.3B | $765.0M | ||
| Q3 25 | $3.1B | $751.3M | ||
| Q2 25 | $3.1B | $722.9M | ||
| Q1 25 | $3.0B | $713.9M | ||
| Q4 24 | $3.0B | $665.5M | ||
| Q3 24 | $3.1B | $670.9M | ||
| Q2 24 | $3.2B | $657.8M | ||
| Q1 24 | $3.2B | $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 | $207.9M | $-10.2M |
| Free Cash FlowOCF − Capex | $175.8M | $-13.3M |
| FCF MarginFCF / Revenue | 5.6% | -4.1% |
| Capex IntensityCapex / Revenue | 1.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 3.51× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $487.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $207.9M | $-10.2M | ||
| Q3 25 | $133.9M | $11.8M | ||
| Q2 25 | $86.4M | $12.6M | ||
| Q1 25 | $207.5M | $45.1M | ||
| Q4 24 | $183.5M | $3.9M | ||
| Q3 24 | $123.4M | $9.1M | ||
| Q2 24 | $81.9M | $-24.7M | ||
| Q1 24 | $98.9M | $38.4M |
| Q4 25 | $175.8M | $-13.3M | ||
| Q3 25 | $105.9M | $7.5M | ||
| Q2 25 | $48.7M | $10.4M | ||
| Q1 25 | $156.6M | $43.4M | ||
| Q4 24 | $151.8M | $2.1M | ||
| Q3 24 | $91.5M | $8.0M | ||
| Q2 24 | $52.6M | $-25.7M | ||
| Q1 24 | $66.5M | $36.7M |
| Q4 25 | 5.6% | -4.1% | ||
| Q3 25 | 3.4% | 2.5% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 4.8% | 14.6% | ||
| Q4 24 | 5.3% | 0.7% | ||
| Q3 24 | 3.2% | 2.8% | ||
| Q2 24 | 1.8% | -9.1% | ||
| Q1 24 | 2.3% | 13.5% |
| Q4 25 | 1.0% | 1.0% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 1.1% | 0.6% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 1.0% | 0.4% | ||
| Q1 24 | 1.1% | 0.6% |
| Q4 25 | 3.51× | -0.55× | ||
| Q3 25 | 2.16× | 0.56× | ||
| Q2 25 | 1.38× | 1.24× | ||
| Q1 25 | 9.10× | 3.82× | ||
| Q4 24 | 46.66× | 0.32× | ||
| Q3 24 | 0.41× | 0.83× | ||
| Q2 24 | 1.22× | -1.60× | ||
| Q1 24 | 2.89× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHWY
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% |
