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Side-by-side financial comparison of DELUXE CORP (DLX) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
DELUXE CORP is the larger business by last-quarter revenue ($535.2M vs $324.4M, roughly 1.7× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 2.2%, a 3.5% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 2.8%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 0.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
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.
DLX vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $324.4M |
| Net Profit | $12.0M | $18.6M |
| Gross Margin | 52.2% | 53.3% |
| Operating Margin | 8.9% | 6.3% |
| Net Margin | 2.2% | 5.7% |
| Revenue YoY | 2.8% | 10.4% |
| Net Profit YoY | -5.0% | 50.4% |
| EPS (diluted) | $0.25 | $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 | $535.2M | $324.4M | ||
| Q3 25 | $540.2M | $295.6M | ||
| Q2 25 | $521.3M | $309.0M | ||
| Q1 25 | $536.5M | $296.7M | ||
| Q4 24 | $520.6M | $293.7M | ||
| Q3 24 | $528.4M | $283.1M | ||
| Q2 24 | $537.8M | $282.5M | ||
| Q1 24 | $535.0M | $270.6M |
| Q4 25 | $12.0M | $18.6M | ||
| Q3 25 | $33.7M | $21.2M | ||
| Q2 25 | $22.4M | $10.2M | ||
| Q1 25 | $14.0M | $11.8M | ||
| Q4 24 | $12.6M | $12.3M | ||
| Q3 24 | $8.9M | $11.0M | ||
| Q2 24 | $20.5M | $15.4M | ||
| Q1 24 | $10.8M | $10.9M |
| Q4 25 | 52.2% | 53.3% | ||
| Q3 25 | 53.9% | 54.6% | ||
| Q2 25 | 53.6% | 54.1% | ||
| Q1 25 | 52.4% | 52.0% | ||
| Q4 24 | 52.3% | 52.5% | ||
| Q3 24 | 53.3% | 51.2% | ||
| Q2 24 | 53.7% | 54.0% | ||
| Q1 24 | 53.0% | 52.3% |
| Q4 25 | 8.9% | 6.3% | ||
| Q3 25 | 14.0% | 7.1% | ||
| Q2 25 | 11.7% | 5.8% | ||
| Q1 25 | 9.0% | 5.0% | ||
| Q4 24 | 9.0% | 3.9% | ||
| Q3 24 | 7.9% | 5.0% | ||
| Q2 24 | 11.0% | 5.8% | ||
| Q1 24 | 8.3% | 3.4% |
| Q4 25 | 2.2% | 5.7% | ||
| Q3 25 | 6.2% | 7.2% | ||
| Q2 25 | 4.3% | 3.3% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 2.4% | 4.2% | ||
| Q3 24 | 1.7% | 3.9% | ||
| Q2 24 | 3.8% | 5.4% | ||
| Q1 24 | 2.0% | 4.0% |
| Q4 25 | $0.25 | $0.27 | ||
| Q3 25 | $0.74 | $0.29 | ||
| Q2 25 | $0.50 | $0.14 | ||
| Q1 25 | $0.31 | $0.16 | ||
| Q4 24 | $0.28 | $0.18 | ||
| Q3 24 | $0.20 | $0.15 | ||
| Q2 24 | $0.46 | $0.21 | ||
| Q1 24 | $0.24 | $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 | $36.9M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $512.5M |
| Total Assets | $2.9B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | $292.3M | ||
| Q3 25 | $25.8M | $315.4M | ||
| Q2 25 | $26.0M | $310.7M | ||
| Q1 25 | $30.3M | $300.8M | ||
| Q4 24 | $34.4M | $256.6M | ||
| Q3 24 | $41.3M | $252.8M | ||
| Q2 24 | $23.1M | $244.7M | ||
| Q1 24 | $23.5M | $273.4M |
| Q4 25 | $680.7M | $512.5M | ||
| Q3 25 | $664.1M | $490.2M | ||
| Q2 25 | $638.7M | $468.6M | ||
| Q1 25 | $622.5M | $453.4M | ||
| Q4 24 | $620.9M | $437.8M | ||
| Q3 24 | $612.7M | $420.8M | ||
| Q2 24 | $620.5M | $405.8M | ||
| Q1 24 | $608.4M | $389.9M |
| Q4 25 | $2.9B | $765.0M | ||
| Q3 25 | $2.6B | $751.3M | ||
| Q2 25 | $2.5B | $722.9M | ||
| Q1 25 | $2.6B | $713.9M | ||
| Q4 24 | $2.8B | $665.5M | ||
| Q3 24 | $2.6B | $670.9M | ||
| Q2 24 | $2.7B | $657.8M | ||
| Q1 24 | $2.7B | $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 | $102.1M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 8.53× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | $-10.2M | ||
| Q3 25 | $67.1M | $11.8M | ||
| Q2 25 | $51.1M | $12.6M | ||
| Q1 25 | $50.3M | $45.1M | ||
| Q4 24 | $60.2M | $3.9M | ||
| Q3 24 | $67.9M | $9.1M | ||
| Q2 24 | $39.6M | $-24.7M | ||
| Q1 24 | $26.6M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | $27.8M | $10.4M | ||
| Q1 25 | $24.3M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | $46.7M | $8.0M | ||
| Q2 24 | $11.4M | $-25.7M | ||
| Q1 24 | $6.1M | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 4.5% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 8.8% | 2.8% | ||
| Q2 24 | 2.1% | -9.1% | ||
| Q1 24 | 1.1% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 4.5% | 0.7% | ||
| Q1 25 | 4.8% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 4.0% | 0.4% | ||
| Q2 24 | 5.2% | 0.4% | ||
| Q1 24 | 3.8% | 0.6% |
| Q4 25 | 8.53× | -0.55× | ||
| Q3 25 | 1.99× | 0.56× | ||
| Q2 25 | 2.28× | 1.24× | ||
| Q1 25 | 3.59× | 3.82× | ||
| Q4 24 | 4.77× | 0.32× | ||
| Q3 24 | 7.60× | 0.83× | ||
| Q2 24 | 1.94× | -1.60× | ||
| Q1 24 | 2.46× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
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% |
