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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $324.4M, roughly 1.8× Revolve Group, Inc.). EXELIXIS, INC. runs the higher net margin — 40.8% vs 5.7%, a 35.1% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 5.6%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $-13.3M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs 9.5%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
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.
EXEL vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $324.4M |
| Net Profit | $244.5M | $18.6M |
| Gross Margin | 95.6% | 53.3% |
| Operating Margin | 39.3% | 6.3% |
| Net Margin | 40.8% | 5.7% |
| Revenue YoY | 5.6% | 10.4% |
| Net Profit YoY | 74.8% | 50.4% |
| EPS (diluted) | $0.89 | $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.
| Q1 26 | $598.7M | — | ||
| Q4 25 | $597.8M | $324.4M | ||
| Q3 25 | $568.3M | $295.6M | ||
| Q2 25 | $555.4M | $309.0M | ||
| Q1 25 | $566.8M | $296.7M | ||
| Q4 24 | — | $293.7M | ||
| Q3 24 | $539.5M | $283.1M | ||
| Q2 24 | $637.2M | $282.5M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $18.6M | ||
| Q3 25 | $184.8M | $21.2M | ||
| Q2 25 | $159.6M | $10.2M | ||
| Q1 25 | $139.9M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $118.0M | $11.0M | ||
| Q2 24 | $226.1M | $15.4M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 53.3% | ||
| Q3 25 | 96.6% | 54.6% | ||
| Q2 25 | 96.5% | 54.1% | ||
| Q1 25 | 96.5% | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | 96.8% | 51.2% | ||
| Q2 24 | 97.2% | 54.0% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 6.3% | ||
| Q3 25 | 37.6% | 7.1% | ||
| Q2 25 | 33.6% | 5.8% | ||
| Q1 25 | 28.8% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 25.2% | 5.0% | ||
| Q2 24 | 43.3% | 5.8% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | 5.7% | ||
| Q3 25 | 32.5% | 7.2% | ||
| Q2 25 | 28.7% | 3.3% | ||
| Q1 25 | 24.7% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 21.9% | 3.9% | ||
| Q2 24 | 35.5% | 5.4% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $0.27 | ||
| Q3 25 | $0.65 | $0.29 | ||
| Q2 25 | $0.55 | $0.14 | ||
| Q1 25 | $0.47 | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | $0.40 | $0.15 | ||
| Q2 24 | $0.77 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $512.5M |
| Total Assets | $2.8B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $292.3M | ||
| Q3 25 | $791.1M | $315.4M | ||
| Q2 25 | $1.0B | $310.7M | ||
| Q1 25 | $1.1B | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | $1.2B | $252.8M | ||
| Q2 24 | $1.0B | $244.7M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $512.5M | ||
| Q3 25 | $2.0B | $490.2M | ||
| Q2 25 | $2.1B | $468.6M | ||
| Q1 25 | $2.2B | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | $2.3B | $420.8M | ||
| Q2 24 | $2.1B | $405.8M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $765.0M | ||
| Q3 25 | $2.7B | $751.3M | ||
| Q2 25 | $2.8B | $722.9M | ||
| Q1 25 | $2.9B | $713.9M | ||
| Q4 24 | — | $665.5M | ||
| Q3 24 | $3.0B | $670.9M | ||
| Q2 24 | $2.8B | $657.8M |
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 | $333.5M | $-10.2M |
| Free Cash FlowOCF − Capex | $332.4M | $-13.3M |
| FCF MarginFCF / Revenue | 55.5% | -4.1% |
| Capex IntensityCapex / Revenue | 0.2% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.36× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $-10.2M | ||
| Q3 25 | $49.0M | $11.8M | ||
| Q2 25 | $211.4M | $12.6M | ||
| Q1 25 | $240.3M | $45.1M | ||
| Q4 24 | — | $3.9M | ||
| Q3 24 | $271.3M | $9.1M | ||
| Q2 24 | $119.5M | $-24.7M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $-13.3M | ||
| Q3 25 | $46.2M | $7.5M | ||
| Q2 25 | $208.5M | $10.4M | ||
| Q1 25 | $236.3M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | $263.1M | $8.0M | ||
| Q2 24 | $113.0M | $-25.7M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | -4.1% | ||
| Q3 25 | 8.1% | 2.5% | ||
| Q2 25 | 37.5% | 3.4% | ||
| Q1 25 | 41.7% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 48.8% | 2.8% | ||
| Q2 24 | 17.7% | -9.1% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.5% | 0.7% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.0% | 0.4% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | -0.55× | ||
| Q3 25 | 0.27× | 0.56× | ||
| Q2 25 | 1.32× | 1.24× | ||
| Q1 25 | 1.72× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.30× | 0.83× | ||
| Q2 24 | 0.53× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 0% |
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% |
