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Side-by-side financial comparison of Doximity, Inc. (DOCS) 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 $185.1M, roughly 1.8× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 5.7%, a 27.5% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 9.8%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 9.5%).
Doximity is an online networking service for medical professionals. Launched in 2010, the platform offers its members curated medical news, telehealth tools, and case collaboration.
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.
DOCS vs RVLV — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $324.4M |
| Net Profit | $61.6M | $18.6M |
| Gross Margin | 89.9% | 53.3% |
| Operating Margin | 38.9% | 6.3% |
| Net Margin | 33.3% | 5.7% |
| Revenue YoY | 9.8% | 10.4% |
| Net Profit YoY | -18.1% | 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 | $185.1M | $324.4M | ||
| Q3 25 | $168.5M | $295.6M | ||
| Q2 25 | $145.9M | $309.0M | ||
| Q1 25 | $138.3M | $296.7M | ||
| Q4 24 | $168.6M | $293.7M | ||
| Q3 24 | $136.8M | $283.1M | ||
| Q2 24 | $126.7M | $282.5M | ||
| Q1 24 | $118.1M | $270.6M |
| Q4 25 | $61.6M | $18.6M | ||
| Q3 25 | $62.1M | $21.2M | ||
| Q2 25 | $53.3M | $10.2M | ||
| Q1 25 | $62.5M | $11.8M | ||
| Q4 24 | $75.2M | $12.3M | ||
| Q3 24 | $44.2M | $11.0M | ||
| Q2 24 | $41.4M | $15.4M | ||
| Q1 24 | $40.6M | $10.9M |
| Q4 25 | 89.9% | 53.3% | ||
| Q3 25 | 90.3% | 54.6% | ||
| Q2 25 | 89.2% | 54.1% | ||
| Q1 25 | 89.5% | 52.0% | ||
| Q4 24 | 91.6% | 52.5% | ||
| Q3 24 | 90.0% | 51.2% | ||
| Q2 24 | 89.3% | 54.0% | ||
| Q1 24 | 89.4% | 52.3% |
| Q4 25 | 38.9% | 6.3% | ||
| Q3 25 | 37.8% | 7.1% | ||
| Q2 25 | 37.4% | 5.8% | ||
| Q1 25 | 35.2% | 5.0% | ||
| Q4 24 | 47.4% | 3.9% | ||
| Q3 24 | 38.8% | 5.0% | ||
| Q2 24 | 36.4% | 5.8% | ||
| Q1 24 | 35.5% | 3.4% |
| Q4 25 | 33.3% | 5.7% | ||
| Q3 25 | 36.8% | 7.2% | ||
| Q2 25 | 36.5% | 3.3% | ||
| Q1 25 | 45.2% | 4.0% | ||
| Q4 24 | 44.6% | 4.2% | ||
| Q3 24 | 32.3% | 3.9% | ||
| Q2 24 | 32.7% | 5.4% | ||
| Q1 24 | 34.4% | 4.0% |
| Q4 25 | $0.31 | $0.27 | ||
| Q3 25 | $0.31 | $0.29 | ||
| Q2 25 | $0.27 | $0.14 | ||
| Q1 25 | $0.31 | $0.16 | ||
| Q4 24 | $0.37 | $0.18 | ||
| Q3 24 | $0.22 | $0.15 | ||
| Q2 24 | $0.21 | $0.21 | ||
| Q1 24 | $0.20 | $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 | $64.8M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $512.5M |
| Total Assets | $1.2B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $292.3M | ||
| Q3 25 | $169.2M | $315.4M | ||
| Q2 25 | $137.3M | $310.7M | ||
| Q1 25 | $209.6M | $300.8M | ||
| Q4 24 | $165.3M | $256.6M | ||
| Q3 24 | $184.2M | $252.8M | ||
| Q2 24 | $111.4M | $244.7M | ||
| Q1 24 | $96.8M | $273.4M |
| Q4 25 | $979.3M | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.0B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $961.2M | $420.8M | ||
| Q2 24 | $913.6M | $405.8M | ||
| Q1 24 | $901.4M | $389.9M |
| Q4 25 | $1.2B | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.2B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.2B | $665.5M | ||
| Q3 24 | $1.1B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.1B | $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 | $60.9M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 0.99× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $-10.2M | ||
| Q3 25 | $93.9M | $11.8M | ||
| Q2 25 | $62.1M | $12.6M | ||
| Q1 25 | $98.5M | $45.1M | ||
| Q4 24 | $65.2M | $3.9M | ||
| Q3 24 | $68.3M | $9.1M | ||
| Q2 24 | $41.2M | $-24.7M | ||
| Q1 24 | $63.9M | $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 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | 0.99× | -0.55× | ||
| Q3 25 | 1.51× | 0.56× | ||
| Q2 25 | 1.16× | 1.24× | ||
| Q1 25 | 1.58× | 3.82× | ||
| Q4 24 | 0.87× | 0.32× | ||
| Q3 24 | 1.55× | 0.83× | ||
| Q2 24 | 1.00× | -1.60× | ||
| Q1 24 | 1.57× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
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% |
