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Side-by-side financial comparison of Dayforce (DAY) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $324.4M, roughly 1.5× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -40.9%, a 46.6% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 9.5%). Over the past eight quarters, Dayforce's revenue compounded faster (9.8% CAGR vs 9.5%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
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.
DAY vs RVLV — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $481.6M | $324.4M |
| Net Profit | $-196.8M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 6.3% | 6.3% |
| Net Margin | -40.9% | 5.7% |
| Revenue YoY | 9.5% | 10.4% |
| Net Profit YoY | -9940.0% | 50.4% |
| EPS (diluted) | $-1.23 | $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 | — | $324.4M | ||
| Q3 25 | $481.6M | $295.6M | ||
| Q2 25 | $464.7M | $309.0M | ||
| Q1 25 | $481.8M | $296.7M | ||
| Q4 24 | $465.2M | $293.7M | ||
| Q3 24 | $440.0M | $283.1M | ||
| Q2 24 | $423.3M | $282.5M | ||
| Q1 24 | $431.5M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-196.8M | $21.2M | ||
| Q2 25 | $21.3M | $10.2M | ||
| Q1 25 | $14.9M | $11.8M | ||
| Q4 24 | $10.8M | $12.3M | ||
| Q3 24 | $2.0M | $11.0M | ||
| Q2 24 | $-1.8M | $15.4M | ||
| Q1 24 | $7.1M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | 47.0% | 52.5% | ||
| Q3 24 | 45.8% | 51.2% | ||
| Q2 24 | 44.1% | 54.0% | ||
| Q1 24 | 47.6% | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 6.3% | 7.1% | ||
| Q2 25 | 9.1% | 5.8% | ||
| Q1 25 | 6.4% | 5.0% | ||
| Q4 24 | 6.1% | 3.9% | ||
| Q3 24 | 4.7% | 5.0% | ||
| Q2 24 | 3.3% | 5.8% | ||
| Q1 24 | 9.4% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | -40.9% | 7.2% | ||
| Q2 25 | 4.6% | 3.3% | ||
| Q1 25 | 3.1% | 4.0% | ||
| Q4 24 | 2.3% | 4.2% | ||
| Q3 24 | 0.5% | 3.9% | ||
| Q2 24 | -0.4% | 5.4% | ||
| Q1 24 | 1.6% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | $-1.23 | $0.29 | ||
| Q2 25 | $0.13 | $0.14 | ||
| Q1 25 | $0.09 | $0.16 | ||
| Q4 24 | $0.07 | $0.18 | ||
| Q3 24 | $0.01 | $0.15 | ||
| Q2 24 | $-0.01 | $0.21 | ||
| Q1 24 | $0.04 | $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 | $627.6M | $292.3M |
| Total DebtLower is stronger | $631.1M | — |
| Stockholders' EquityBook value | $2.7B | $512.5M |
| Total Assets | $8.7B | $765.0M |
| Debt / EquityLower = less leverage | 0.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | $627.6M | $315.4M | ||
| Q2 25 | $625.2M | $310.7M | ||
| Q1 25 | $557.3M | $300.8M | ||
| Q4 24 | $579.7M | $256.6M | ||
| Q3 24 | $494.1M | $252.8M | ||
| Q2 24 | $465.4M | $244.7M | ||
| Q1 24 | $392.5M | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | $631.1M | — | ||
| Q2 25 | $631.8M | — | ||
| Q1 25 | $632.4M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | — | $512.5M | ||
| Q3 25 | $2.7B | $490.2M | ||
| Q2 25 | $2.7B | $468.6M | ||
| Q1 25 | $2.6B | $453.4M | ||
| Q4 24 | $2.5B | $437.8M | ||
| Q3 24 | $2.6B | $420.8M | ||
| Q2 24 | $2.5B | $405.8M | ||
| Q1 24 | $2.4B | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | $8.7B | $751.3M | ||
| Q2 25 | $8.5B | $722.9M | ||
| Q1 25 | $9.5B | $713.9M | ||
| Q4 24 | $9.1B | $665.5M | ||
| Q3 24 | $8.1B | $670.9M | ||
| Q2 24 | $9.0B | $657.8M | ||
| Q1 24 | $10.8B | $650.0M |
| Q4 25 | — | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.49× | — | ||
| Q1 24 | 0.50× | — |
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 | $31.2M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $31.2M | $11.8M | ||
| Q2 25 | $112.7M | $12.6M | ||
| Q1 25 | $49.6M | $45.1M | ||
| Q4 24 | $81.0M | $3.9M | ||
| Q3 24 | $91.8M | $9.1M | ||
| Q2 24 | $99.2M | $-24.7M | ||
| Q1 24 | $9.1M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 5.29× | 1.24× | ||
| Q1 25 | 3.33× | 3.82× | ||
| Q4 24 | 7.50× | 0.32× | ||
| Q3 24 | 45.90× | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | 1.28× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
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% |
