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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Fidelity National Financial, Inc. is the larger business by last-quarter revenue ($544.0M vs $324.4M, roughly 1.7× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -21.5%, a 27.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 10.3%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% CAGR vs 9.5%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
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.
FNF vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $324.4M |
| Net Profit | $-117.0M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 82.9% | 6.3% |
| Net Margin | -21.5% | 5.7% |
| Revenue YoY | 10.3% | 10.4% |
| Net Profit YoY | -126.0% | 50.4% |
| EPS (diluted) | $-0.44 | $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 | $544.0M | $324.4M | ||
| Q3 25 | $553.0M | $295.6M | ||
| Q2 25 | $547.0M | $309.0M | ||
| Q1 25 | $455.0M | $296.7M | ||
| Q4 24 | $493.0M | $293.7M | ||
| Q3 24 | $506.0M | $283.1M | ||
| Q2 24 | $504.0M | $282.5M | ||
| Q1 24 | $421.0M | $270.6M |
| Q4 25 | $-117.0M | $18.6M | ||
| Q3 25 | $358.0M | $21.2M | ||
| Q2 25 | $278.0M | $10.2M | ||
| Q1 25 | $83.0M | $11.8M | ||
| Q4 24 | $450.0M | $12.3M | ||
| Q3 24 | $266.0M | $11.0M | ||
| Q2 24 | $306.0M | $15.4M | ||
| Q1 24 | $248.0M | $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 | 82.9% | 6.3% | ||
| Q3 25 | 81.9% | 7.1% | ||
| Q2 25 | 69.8% | 5.8% | ||
| Q1 25 | 24.4% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 61.9% | 5.0% | ||
| Q2 24 | 90.9% | 5.8% | ||
| Q1 24 | 78.6% | 3.4% |
| Q4 25 | -21.5% | 5.7% | ||
| Q3 25 | 64.7% | 7.2% | ||
| Q2 25 | 50.8% | 3.3% | ||
| Q1 25 | 18.2% | 4.0% | ||
| Q4 24 | 91.3% | 4.2% | ||
| Q3 24 | 52.6% | 3.9% | ||
| Q2 24 | 60.7% | 5.4% | ||
| Q1 24 | 58.9% | 4.0% |
| Q4 25 | $-0.44 | $0.27 | ||
| Q3 25 | $1.33 | $0.29 | ||
| Q2 25 | $1.02 | $0.14 | ||
| Q1 25 | $0.30 | $0.16 | ||
| Q4 24 | $1.65 | $0.18 | ||
| Q3 24 | $0.97 | $0.15 | ||
| Q2 24 | $1.12 | $0.21 | ||
| Q1 24 | $0.91 | $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 | $2.6B | $292.3M |
| Total DebtLower is stronger | $4.4B | — |
| Stockholders' EquityBook value | $7.4B | $512.5M |
| Total Assets | $109.0B | $765.0M |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.6B | $292.3M | ||
| Q3 25 | $3.5B | $315.4M | ||
| Q2 25 | $3.3B | $310.7M | ||
| Q1 25 | $4.5B | $300.8M | ||
| Q4 24 | $3.5B | $256.6M | ||
| Q3 24 | $5.0B | $252.8M | ||
| Q2 24 | $4.9B | $244.7M | ||
| Q1 24 | $3.5B | $273.4M |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | $3.9B | — |
| Q4 25 | $7.4B | $512.5M | ||
| Q3 25 | $8.4B | $490.2M | ||
| Q2 25 | $7.9B | $468.6M | ||
| Q1 25 | $7.9B | $453.4M | ||
| Q4 24 | $7.8B | $437.8M | ||
| Q3 24 | $8.1B | $420.8M | ||
| Q2 24 | $7.3B | $405.8M | ||
| Q1 24 | $7.1B | $389.9M |
| Q4 25 | $109.0B | $765.0M | ||
| Q3 25 | $106.6B | $751.3M | ||
| Q2 25 | $102.3B | $722.9M | ||
| Q1 25 | $98.2B | $713.9M | ||
| Q4 24 | $95.4B | $665.5M | ||
| Q3 24 | $94.7B | $670.9M | ||
| Q2 24 | $88.8B | $657.8M | ||
| Q1 24 | $84.5B | $650.0M |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.55× | — |
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 | $1.5B | $-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 | $1.5B | $-10.2M | ||
| Q3 25 | $1.3B | $11.8M | ||
| Q2 25 | $1.9B | $12.6M | ||
| Q1 25 | $1.1B | $45.1M | ||
| Q4 24 | $1.5B | $3.9M | ||
| Q3 24 | $2.4B | $9.1M | ||
| Q2 24 | $1.4B | $-24.7M | ||
| Q1 24 | $1.6B | $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 | 3.66× | 0.56× | ||
| Q2 25 | 6.82× | 1.24× | ||
| Q1 25 | 13.43× | 3.82× | ||
| Q4 24 | 3.32× | 0.32× | ||
| Q3 24 | 8.89× | 0.83× | ||
| Q2 24 | 4.45× | -1.60× | ||
| Q1 24 | 6.42× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
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% |
