vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) 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 $172.6M, roughly 1.9× Fastly, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -9.0%, a 14.7% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 10.4%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-13.3M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 9.5%).
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
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.
FSLY vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $324.4M |
| Net Profit | $-15.5M | $18.6M |
| Gross Margin | 61.4% | 53.3% |
| Operating Margin | -8.7% | 6.3% |
| Net Margin | -9.0% | 5.7% |
| Revenue YoY | 22.8% | 10.4% |
| Net Profit YoY | 52.9% | 50.4% |
| EPS (diluted) | $-0.10 | $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 | $172.6M | $324.4M | ||
| Q3 25 | $158.2M | $295.6M | ||
| Q2 25 | $148.7M | $309.0M | ||
| Q1 25 | $144.5M | $296.7M | ||
| Q4 24 | $140.6M | $293.7M | ||
| Q3 24 | $137.2M | $283.1M | ||
| Q2 24 | $132.4M | $282.5M | ||
| Q1 24 | $133.5M | $270.6M |
| Q4 25 | $-15.5M | $18.6M | ||
| Q3 25 | $-29.5M | $21.2M | ||
| Q2 25 | $-37.5M | $10.2M | ||
| Q1 25 | $-39.1M | $11.8M | ||
| Q4 24 | $-32.9M | $12.3M | ||
| Q3 24 | $-38.0M | $11.0M | ||
| Q2 24 | $-43.7M | $15.4M | ||
| Q1 24 | $-43.4M | $10.9M |
| Q4 25 | 61.4% | 53.3% | ||
| Q3 25 | 58.4% | 54.6% | ||
| Q2 25 | 54.5% | 54.1% | ||
| Q1 25 | 53.2% | 52.0% | ||
| Q4 24 | 53.4% | 52.5% | ||
| Q3 24 | 54.5% | 51.2% | ||
| Q2 24 | 55.1% | 54.0% | ||
| Q1 24 | 54.8% | 52.3% |
| Q4 25 | -8.7% | 6.3% | ||
| Q3 25 | -18.2% | 7.1% | ||
| Q2 25 | -24.8% | 5.8% | ||
| Q1 25 | -26.4% | 5.0% | ||
| Q4 24 | -24.4% | 3.9% | ||
| Q3 24 | -29.6% | 5.0% | ||
| Q2 24 | -35.3% | 5.8% | ||
| Q1 24 | -34.6% | 3.4% |
| Q4 25 | -9.0% | 5.7% | ||
| Q3 25 | -18.6% | 7.2% | ||
| Q2 25 | -25.2% | 3.3% | ||
| Q1 25 | -27.1% | 4.0% | ||
| Q4 24 | -23.4% | 4.2% | ||
| Q3 24 | -27.7% | 3.9% | ||
| Q2 24 | -33.0% | 5.4% | ||
| Q1 24 | -32.5% | 4.0% |
| Q4 25 | $-0.10 | $0.27 | ||
| Q3 25 | $-0.20 | $0.29 | ||
| Q2 25 | $-0.26 | $0.14 | ||
| Q1 25 | $-0.27 | $0.16 | ||
| Q4 24 | $-0.23 | $0.18 | ||
| Q3 24 | $-0.27 | $0.15 | ||
| Q2 24 | $-0.32 | $0.21 | ||
| Q1 24 | $-0.32 | $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 | $361.8M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $512.5M |
| Total Assets | $1.5B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $292.3M | ||
| Q3 25 | $342.9M | $315.4M | ||
| Q2 25 | $321.2M | $310.7M | ||
| Q1 25 | $307.3M | $300.8M | ||
| Q4 24 | $295.9M | $256.6M | ||
| Q3 24 | $308.2M | $252.8M | ||
| Q2 24 | $311.8M | $244.7M | ||
| Q1 24 | $329.5M | $273.4M |
| Q4 25 | $929.6M | $512.5M | ||
| Q3 25 | $937.0M | $490.2M | ||
| Q2 25 | $942.6M | $468.6M | ||
| Q1 25 | $957.0M | $453.4M | ||
| Q4 24 | $965.3M | $437.8M | ||
| Q3 24 | $969.5M | $420.8M | ||
| Q2 24 | $981.2M | $405.8M | ||
| Q1 24 | $991.8M | $389.9M |
| Q4 25 | $1.5B | $765.0M | ||
| Q3 25 | $1.5B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.5B | $665.5M | ||
| Q3 24 | $1.5B | $670.9M | ||
| Q2 24 | $1.5B | $657.8M | ||
| Q1 24 | $1.5B | $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 | $22.4M | $-10.2M |
| Free Cash FlowOCF − Capex | $12.2M | $-13.3M |
| FCF MarginFCF / Revenue | 7.1% | -4.1% |
| Capex IntensityCapex / Revenue | 5.9% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $-10.2M | ||
| Q3 25 | $28.9M | $11.8M | ||
| Q2 25 | $25.8M | $12.6M | ||
| Q1 25 | $17.3M | $45.1M | ||
| Q4 24 | $5.2M | $3.9M | ||
| Q3 24 | $5.0M | $9.1M | ||
| Q2 24 | $-4.9M | $-24.7M | ||
| Q1 24 | $11.1M | $38.4M |
| Q4 25 | $12.2M | $-13.3M | ||
| Q3 25 | $22.9M | $7.5M | ||
| Q2 25 | $15.9M | $10.4M | ||
| Q1 25 | $14.7M | $43.4M | ||
| Q4 24 | $251.0K | $2.1M | ||
| Q3 24 | $3.0M | $8.0M | ||
| Q2 24 | $-6.7M | $-25.7M | ||
| Q1 24 | $9.5M | $36.7M |
| Q4 25 | 7.1% | -4.1% | ||
| Q3 25 | 14.5% | 2.5% | ||
| Q2 25 | 10.7% | 3.4% | ||
| Q1 25 | 10.2% | 14.6% | ||
| Q4 24 | 0.2% | 0.7% | ||
| Q3 24 | 2.2% | 2.8% | ||
| Q2 24 | -5.1% | -9.1% | ||
| Q1 24 | 7.1% | 13.5% |
| Q4 25 | 5.9% | 1.0% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 6.6% | 0.7% | ||
| Q1 25 | 1.8% | 0.6% | ||
| Q4 24 | 3.5% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 1.2% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
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% |
