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Side-by-side financial comparison of GRACO INC (GGG) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $324.4M, roughly 1.8× Revolve Group, Inc.). GRACO INC runs the higher net margin — 22.3% vs 5.7%, a 16.6% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 8.1%). GRACO INC produced more free cash flow last quarter ($184.3M vs $-13.3M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 9.5%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
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.
GGG vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $324.4M |
| Net Profit | $132.5M | $18.6M |
| Gross Margin | 51.7% | 53.3% |
| Operating Margin | 26.7% | 6.3% |
| Net Margin | 22.3% | 5.7% |
| Revenue YoY | 8.1% | 10.4% |
| Net Profit YoY | 21.9% | 50.4% |
| EPS (diluted) | $0.78 | $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 | $593.2M | $324.4M | ||
| Q3 25 | $543.4M | $295.6M | ||
| Q2 25 | $571.8M | $309.0M | ||
| Q1 25 | $528.3M | $296.7M | ||
| Q4 24 | $548.7M | $293.7M | ||
| Q3 24 | $519.2M | $283.1M | ||
| Q2 24 | $553.2M | $282.5M | ||
| Q1 24 | $492.2M | $270.6M |
| Q4 25 | $132.5M | $18.6M | ||
| Q3 25 | $137.6M | $21.2M | ||
| Q2 25 | $127.6M | $10.2M | ||
| Q1 25 | $124.1M | $11.8M | ||
| Q4 24 | $108.7M | $12.3M | ||
| Q3 24 | $122.2M | $11.0M | ||
| Q2 24 | $133.0M | $15.4M | ||
| Q1 24 | $122.2M | $10.9M |
| Q4 25 | 51.7% | 53.3% | ||
| Q3 25 | 53.2% | 54.6% | ||
| Q2 25 | 52.4% | 54.1% | ||
| Q1 25 | 52.6% | 52.0% | ||
| Q4 24 | 50.9% | 52.5% | ||
| Q3 24 | 53.2% | 51.2% | ||
| Q2 24 | 54.4% | 54.0% | ||
| Q1 24 | 54.1% | 52.3% |
| Q4 25 | 26.7% | 6.3% | ||
| Q3 25 | 30.3% | 7.1% | ||
| Q2 25 | 27.5% | 5.8% | ||
| Q1 25 | 27.3% | 5.0% | ||
| Q4 24 | 23.7% | 3.9% | ||
| Q3 24 | 28.1% | 5.0% | ||
| Q2 24 | 29.2% | 5.8% | ||
| Q1 24 | 27.0% | 3.4% |
| Q4 25 | 22.3% | 5.7% | ||
| Q3 25 | 25.3% | 7.2% | ||
| Q2 25 | 22.3% | 3.3% | ||
| Q1 25 | 23.5% | 4.0% | ||
| Q4 24 | 19.8% | 4.2% | ||
| Q3 24 | 23.5% | 3.9% | ||
| Q2 24 | 24.0% | 5.4% | ||
| Q1 24 | 24.8% | 4.0% |
| Q4 25 | $0.78 | $0.27 | ||
| Q3 25 | $0.82 | $0.29 | ||
| Q2 25 | $0.76 | $0.14 | ||
| Q1 25 | $0.72 | $0.16 | ||
| Q4 24 | $0.63 | $0.18 | ||
| Q3 24 | $0.71 | $0.15 | ||
| Q2 24 | $0.77 | $0.21 | ||
| Q1 24 | $0.71 | $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 | $624.1M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $512.5M |
| Total Assets | $3.3B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $292.3M | ||
| Q3 25 | $618.7M | $315.4M | ||
| Q2 25 | $534.9M | $310.7M | ||
| Q1 25 | $536.1M | $300.8M | ||
| Q4 24 | $675.3M | $256.6M | ||
| Q3 24 | $764.5M | $252.8M | ||
| Q2 24 | $666.0M | $244.7M | ||
| Q1 24 | $622.7M | $273.4M |
| Q4 25 | $2.7B | $512.5M | ||
| Q3 25 | $2.6B | $490.2M | ||
| Q2 25 | $2.5B | $468.6M | ||
| Q1 25 | $2.5B | $453.4M | ||
| Q4 24 | $2.6B | $437.8M | ||
| Q3 24 | $2.5B | $420.8M | ||
| Q2 24 | $2.4B | $405.8M | ||
| Q1 24 | $2.3B | $389.9M |
| Q4 25 | $3.3B | $765.0M | ||
| Q3 25 | $3.2B | $751.3M | ||
| Q2 25 | $3.0B | $722.9M | ||
| Q1 25 | $3.0B | $713.9M | ||
| Q4 24 | $3.1B | $665.5M | ||
| Q3 24 | $3.0B | $670.9M | ||
| Q2 24 | $2.9B | $657.8M | ||
| Q1 24 | $2.8B | $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 | $196.3M | $-10.2M |
| Free Cash FlowOCF − Capex | $184.3M | $-13.3M |
| FCF MarginFCF / Revenue | 31.1% | -4.1% |
| Capex IntensityCapex / Revenue | 2.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.48× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | $-10.2M | ||
| Q3 25 | $179.2M | $11.8M | ||
| Q2 25 | $182.7M | $12.6M | ||
| Q1 25 | $125.4M | $45.1M | ||
| Q4 24 | $185.2M | $3.9M | ||
| Q3 24 | $178.6M | $9.1M | ||
| Q2 24 | $139.0M | $-24.7M | ||
| Q1 24 | $118.9M | $38.4M |
| Q4 25 | $184.3M | $-13.3M | ||
| Q3 25 | $175.7M | $7.5M | ||
| Q2 25 | $163.1M | $10.4M | ||
| Q1 25 | $114.8M | $43.4M | ||
| Q4 24 | $171.3M | $2.1M | ||
| Q3 24 | $159.2M | $8.0M | ||
| Q2 24 | $102.7M | $-25.7M | ||
| Q1 24 | $81.7M | $36.7M |
| Q4 25 | 31.1% | -4.1% | ||
| Q3 25 | 32.3% | 2.5% | ||
| Q2 25 | 28.5% | 3.4% | ||
| Q1 25 | 21.7% | 14.6% | ||
| Q4 24 | 31.2% | 0.7% | ||
| Q3 24 | 30.7% | 2.8% | ||
| Q2 24 | 18.6% | -9.1% | ||
| Q1 24 | 16.6% | 13.5% |
| Q4 25 | 2.0% | 1.0% | ||
| Q3 25 | 0.6% | 1.5% | ||
| Q2 25 | 3.4% | 0.7% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 3.7% | 0.4% | ||
| Q2 24 | 6.6% | 0.4% | ||
| Q1 24 | 7.6% | 0.6% |
| Q4 25 | 1.48× | -0.55× | ||
| Q3 25 | 1.30× | 0.56× | ||
| Q2 25 | 1.43× | 1.24× | ||
| Q1 25 | 1.01× | 3.82× | ||
| Q4 24 | 1.70× | 0.32× | ||
| Q3 24 | 1.46× | 0.83× | ||
| Q2 24 | 1.05× | -1.60× | ||
| Q1 24 | 0.97× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
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% |
