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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) 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 $172.5M, roughly 1.9× Donnelley Financial Solutions, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 3.6%, a 2.1% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -7.9%).
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
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.
DFIN vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $324.4M |
| Net Profit | $6.2M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 8.3% | 6.3% |
| Net Margin | 3.6% | 5.7% |
| Revenue YoY | 10.4% | 10.4% |
| Net Profit YoY | -1.6% | 50.4% |
| EPS (diluted) | $0.31 | $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 | $172.5M | $324.4M | ||
| Q3 25 | $175.3M | $295.6M | ||
| Q2 25 | $218.1M | $309.0M | ||
| Q1 25 | $201.1M | $296.7M | ||
| Q4 24 | $156.3M | $293.7M | ||
| Q3 24 | $179.5M | $283.1M | ||
| Q2 24 | $242.7M | $282.5M | ||
| Q1 24 | $203.4M | $270.6M |
| Q4 25 | $6.2M | $18.6M | ||
| Q3 25 | $-40.9M | $21.2M | ||
| Q2 25 | $36.1M | $10.2M | ||
| Q1 25 | $31.0M | $11.8M | ||
| Q4 24 | $6.3M | $12.3M | ||
| Q3 24 | $8.7M | $11.0M | ||
| Q2 24 | $44.1M | $15.4M | ||
| Q1 24 | $33.3M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 16.1% | 7.1% | ||
| Q2 25 | 24.2% | 5.8% | ||
| Q1 25 | 22.8% | 5.0% | ||
| Q4 24 | 6.0% | 3.9% | ||
| Q3 24 | 10.1% | 5.0% | ||
| Q2 24 | 26.6% | 5.8% | ||
| Q1 24 | 21.9% | 3.4% |
| Q4 25 | 3.6% | 5.7% | ||
| Q3 25 | -23.3% | 7.2% | ||
| Q2 25 | 16.6% | 3.3% | ||
| Q1 25 | 15.4% | 4.0% | ||
| Q4 24 | 4.0% | 4.2% | ||
| Q3 24 | 4.8% | 3.9% | ||
| Q2 24 | 18.2% | 5.4% | ||
| Q1 24 | 16.4% | 4.0% |
| Q4 25 | $0.31 | $0.27 | ||
| Q3 25 | $-1.49 | $0.29 | ||
| Q2 25 | $1.28 | $0.14 | ||
| Q1 25 | $1.05 | $0.16 | ||
| Q4 24 | $0.21 | $0.18 | ||
| Q3 24 | $0.29 | $0.15 | ||
| Q2 24 | $1.47 | $0.21 | ||
| Q1 24 | $1.09 | $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 | $24.5M | $292.3M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $512.5M |
| Total Assets | $800.4M | $765.0M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $292.3M | ||
| Q3 25 | $22.7M | $315.4M | ||
| Q2 25 | $33.8M | $310.7M | ||
| Q1 25 | $16.2M | $300.8M | ||
| Q4 24 | $57.3M | $256.6M | ||
| Q3 24 | $33.6M | $252.8M | ||
| Q2 24 | $35.0M | $244.7M | ||
| Q1 24 | $43.7M | $273.4M |
| Q4 25 | $171.3M | — | ||
| Q3 25 | $154.7M | — | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $379.2M | $512.5M | ||
| Q3 25 | $423.1M | $490.2M | ||
| Q2 25 | $432.1M | $468.6M | ||
| Q1 25 | $419.9M | $453.4M | ||
| Q4 24 | $436.1M | $437.8M | ||
| Q3 24 | $444.5M | $420.8M | ||
| Q2 24 | $441.5M | $405.8M | ||
| Q1 24 | $408.9M | $389.9M |
| Q4 25 | $800.4M | $765.0M | ||
| Q3 25 | $816.3M | $751.3M | ||
| Q2 25 | $874.7M | $722.9M | ||
| Q1 25 | $852.8M | $713.9M | ||
| Q4 24 | $841.6M | $665.5M | ||
| Q3 24 | $843.6M | $670.9M | ||
| Q2 24 | $882.9M | $657.8M | ||
| Q1 24 | $867.8M | $650.0M |
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | — | ||
| 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 | $59.8M | $-10.2M |
| Free Cash FlowOCF − Capex | $47.9M | $-13.3M |
| FCF MarginFCF / Revenue | 27.8% | -4.1% |
| Capex IntensityCapex / Revenue | 6.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 9.65× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $-10.2M | ||
| Q3 25 | $74.4M | $11.8M | ||
| Q2 25 | $68.4M | $12.6M | ||
| Q1 25 | $-37.7M | $45.1M | ||
| Q4 24 | $56.4M | $3.9M | ||
| Q3 24 | $86.4M | $9.1M | ||
| Q2 24 | $56.2M | $-24.7M | ||
| Q1 24 | $-27.9M | $38.4M |
| Q4 25 | $47.9M | $-13.3M | ||
| Q3 25 | $59.2M | $7.5M | ||
| Q2 25 | $51.7M | $10.4M | ||
| Q1 25 | $-51.0M | $43.4M | ||
| Q4 24 | $41.3M | $2.1M | ||
| Q3 24 | $67.3M | $8.0M | ||
| Q2 24 | $36.8M | $-25.7M | ||
| Q1 24 | $-40.2M | $36.7M |
| Q4 25 | 27.8% | -4.1% | ||
| Q3 25 | 33.8% | 2.5% | ||
| Q2 25 | 23.7% | 3.4% | ||
| Q1 25 | -25.4% | 14.6% | ||
| Q4 24 | 26.4% | 0.7% | ||
| Q3 24 | 37.5% | 2.8% | ||
| Q2 24 | 15.2% | -9.1% | ||
| Q1 24 | -19.8% | 13.5% |
| Q4 25 | 6.9% | 1.0% | ||
| Q3 25 | 8.7% | 1.5% | ||
| Q2 25 | 7.7% | 0.7% | ||
| Q1 25 | 6.6% | 0.6% | ||
| Q4 24 | 9.7% | 0.6% | ||
| Q3 24 | 10.6% | 0.4% | ||
| Q2 24 | 8.0% | 0.4% | ||
| Q1 24 | 6.0% | 0.6% |
| Q4 25 | 9.65× | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 1.89× | 1.24× | ||
| Q1 25 | -1.22× | 3.82× | ||
| Q4 24 | 8.95× | 0.32× | ||
| Q3 24 | 9.93× | 0.83× | ||
| Q2 24 | 1.27× | -1.60× | ||
| Q1 24 | -0.84× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
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% |
