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Side-by-side financial comparison of Criteo S.A. (CRTO) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Criteo S.A. is the larger business by last-quarter revenue ($482.7M vs $324.4M, roughly 1.5× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 4.4%, a 1.3% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 2.4%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-36.6M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 1.4%).
Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.
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.
CRTO vs RVLV — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $482.7M | $324.4M |
| Net Profit | $21.3M | $18.6M |
| Gross Margin | 53.6% | 53.3% |
| Operating Margin | 6.3% | 6.3% |
| Net Margin | 4.4% | 5.7% |
| Revenue YoY | 2.4% | 10.4% |
| Net Profit YoY | -21.3% | 50.4% |
| EPS (diluted) | $0.39 | $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 | — | $324.4M | ||
| Q3 25 | — | $295.6M | ||
| Q2 25 | $482.7M | $309.0M | ||
| Q1 25 | $451.4M | $296.7M | ||
| Q4 24 | $553.0M | $293.7M | ||
| Q3 24 | $458.9M | $283.1M | ||
| Q2 24 | $471.3M | $282.5M | ||
| Q1 24 | $450.1M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | $21.3M | $10.2M | ||
| Q1 25 | $37.9M | $11.8M | ||
| Q4 24 | $71.1M | $12.3M | ||
| Q3 24 | $6.2M | $11.0M | ||
| Q2 24 | $27.0M | $15.4M | ||
| Q1 24 | $7.2M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | 53.6% | 54.1% | ||
| Q1 25 | 52.5% | 52.0% | ||
| Q4 24 | 54.4% | 52.5% | ||
| Q3 24 | 50.5% | 51.2% | ||
| Q2 24 | 49.4% | 54.0% | ||
| Q1 24 | 48.3% | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | 6.3% | 5.8% | ||
| Q1 25 | 10.7% | 5.0% | ||
| Q4 24 | 17.1% | 3.9% | ||
| Q3 24 | 2.1% | 5.0% | ||
| Q2 24 | 7.8% | 5.8% | ||
| Q1 24 | 2.3% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | 4.4% | 3.3% | ||
| Q1 25 | 8.4% | 4.0% | ||
| Q4 24 | 12.9% | 4.2% | ||
| Q3 24 | 1.4% | 3.9% | ||
| Q2 24 | 5.7% | 5.4% | ||
| Q1 24 | 1.6% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | $0.39 | $0.14 | ||
| Q1 25 | $0.66 | $0.16 | ||
| Q4 24 | $1.21 | $0.18 | ||
| Q3 24 | $0.11 | $0.15 | ||
| Q2 24 | $0.46 | $0.21 | ||
| Q1 24 | $0.12 | $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 | $223.6M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $512.5M |
| Total Assets | $2.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | $223.6M | $310.7M | ||
| Q1 25 | $313.2M | $300.8M | ||
| Q4 24 | $316.9M | $256.6M | ||
| Q3 24 | $231.8M | $252.8M | ||
| Q2 24 | $233.2M | $244.7M | ||
| Q1 24 | $278.1M | $273.4M |
| Q4 25 | — | $512.5M | ||
| Q3 25 | — | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.0B | $405.8M | ||
| Q1 24 | $1.0B | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | — | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.2B | $670.9M | ||
| Q2 24 | $2.2B | $657.8M | ||
| Q1 24 | $2.2B | $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 | $-1.4M | $-10.2M |
| Free Cash FlowOCF − Capex | $-36.6M | $-13.3M |
| FCF MarginFCF / Revenue | -7.6% | -4.1% |
| Capex IntensityCapex / Revenue | 7.3% | 1.0% |
| Cash ConversionOCF / Net Profit | -0.07× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | — | $11.8M | ||
| Q2 25 | $-1.4M | $12.6M | ||
| Q1 25 | $62.3M | $45.1M | ||
| Q4 24 | $169.5M | $3.9M | ||
| Q3 24 | $57.5M | $9.1M | ||
| Q2 24 | $17.2M | $-24.7M | ||
| Q1 24 | $14.0M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | $-36.6M | $10.4M | ||
| Q1 25 | $45.3M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | $-4.0M | $-25.7M | ||
| Q1 24 | $173.0K | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | -7.6% | 3.4% | ||
| Q1 25 | 10.0% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | -0.9% | -9.1% | ||
| Q1 24 | 0.0% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 7.3% | 0.7% | ||
| Q1 25 | 3.8% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | 4.5% | 0.4% | ||
| Q1 24 | 3.1% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | -0.07× | 1.24× | ||
| Q1 25 | 1.64× | 3.82× | ||
| Q4 24 | 2.38× | 0.32× | ||
| Q3 24 | 9.21× | 0.83× | ||
| Q2 24 | 0.64× | -1.60× | ||
| Q1 24 | 1.93× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRTO
| Commerce Growth | $393.9M | 82% |
| Retail Media | $60.9M | 13% |
| Other | $27.9M | 6% |
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% |
