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Side-by-side financial comparison of HCI Group, Inc. (HCI) 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 $246.2M, roughly 1.3× HCI Group, Inc.). HCI Group, Inc. runs the higher net margin — 39.7% vs 5.7%, a 33.9% gap on every dollar of revenue. On growth, HCI Group, Inc. posted the faster year-over-year revenue change (52.1% vs 10.4%). HCI Group, Inc. produced more free cash flow last quarter ($440.8M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 9.2%).
HCI Equity Partners is a Washington, DC–based private equity firm with an additional office in Chicago, Illinois.
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.
HCI vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $246.2M | $324.4M |
| Net Profit | $97.7M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 58.5% | 6.3% |
| Net Margin | 39.7% | 5.7% |
| Revenue YoY | 52.1% | 10.4% |
| Net Profit YoY | 3679.2% | 50.4% |
| EPS (diluted) | $7.29 | $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 | $246.2M | $324.4M | ||
| Q3 25 | $216.3M | $295.6M | ||
| Q2 25 | $221.9M | $309.0M | ||
| Q1 25 | $216.4M | $296.7M | ||
| Q4 24 | $161.9M | $293.7M | ||
| Q3 24 | $175.3M | $283.1M | ||
| Q2 24 | $206.2M | $282.5M | ||
| Q1 24 | $206.6M | $270.6M |
| Q4 25 | $97.7M | $18.6M | ||
| Q3 25 | $65.5M | $21.2M | ||
| Q2 25 | $66.2M | $10.2M | ||
| Q1 25 | $69.7M | $11.8M | ||
| Q4 24 | $2.6M | $12.3M | ||
| Q3 24 | $5.7M | $11.0M | ||
| Q2 24 | $54.1M | $15.4M | ||
| Q1 24 | $47.6M | $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 | 58.5% | 6.3% | ||
| Q3 25 | 41.9% | 7.1% | ||
| Q2 25 | 42.5% | 5.8% | ||
| Q1 25 | 46.4% | 5.0% | ||
| Q4 24 | 3.6% | 3.9% | ||
| Q3 24 | 8.0% | 5.0% | ||
| Q2 24 | 36.9% | 5.8% | ||
| Q1 24 | 37.5% | 3.4% |
| Q4 25 | 39.7% | 5.7% | ||
| Q3 25 | 30.3% | 7.2% | ||
| Q2 25 | 29.8% | 3.3% | ||
| Q1 25 | 32.2% | 4.0% | ||
| Q4 24 | 1.6% | 4.2% | ||
| Q3 24 | 3.2% | 3.9% | ||
| Q2 24 | 26.2% | 5.4% | ||
| Q1 24 | 23.0% | 4.0% |
| Q4 25 | $7.29 | $0.27 | ||
| Q3 25 | $4.90 | $0.29 | ||
| Q2 25 | $5.18 | $0.14 | ||
| Q1 25 | $5.35 | $0.16 | ||
| Q4 24 | $0.32 | $0.18 | ||
| Q3 24 | $0.52 | $0.15 | ||
| Q2 24 | $4.24 | $0.21 | ||
| Q1 24 | $3.81 | $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 | $1.2B | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $512.5M |
| Total Assets | $2.5B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $292.3M | ||
| Q3 25 | $987.9M | $315.4M | ||
| Q2 25 | $947.2M | $310.7M | ||
| Q1 25 | $754.5M | $300.8M | ||
| Q4 24 | $532.5M | $256.6M | ||
| Q3 24 | $518.8M | $252.8M | ||
| Q2 24 | $445.8M | $244.7M | ||
| Q1 24 | $655.4M | $273.4M |
| Q4 25 | $1.0B | $512.5M | ||
| Q3 25 | $821.8M | $490.2M | ||
| Q2 25 | $758.6M | $468.6M | ||
| Q1 25 | $522.7M | $453.4M | ||
| Q4 24 | $453.3M | $437.8M | ||
| Q3 24 | $455.3M | $420.8M | ||
| Q2 24 | $447.3M | $405.8M | ||
| Q1 24 | $395.7M | $389.9M |
| Q4 25 | $2.5B | $765.0M | ||
| Q3 25 | $2.3B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.2B | $665.5M | ||
| Q3 24 | $2.0B | $670.9M | ||
| Q2 24 | $1.9B | $657.8M | ||
| Q1 24 | $1.8B | $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 | $444.4M | $-10.2M |
| Free Cash FlowOCF − Capex | $440.8M | $-13.3M |
| FCF MarginFCF / Revenue | 179.0% | -4.1% |
| Capex IntensityCapex / Revenue | 1.5% | 1.0% |
| Cash ConversionOCF / Net Profit | 4.55× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $771.4M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $444.4M | $-10.2M | ||
| Q3 25 | $26.7M | $11.8M | ||
| Q2 25 | $145.0M | $12.6M | ||
| Q1 25 | $162.0M | $45.1M | ||
| Q4 24 | $331.8M | $3.9M | ||
| Q3 24 | $104.1M | $9.1M | ||
| Q2 24 | $-29.0M | $-24.7M | ||
| Q1 24 | $182.0M | $38.4M |
| Q4 25 | $440.8M | $-13.3M | ||
| Q3 25 | $25.9M | $7.5M | ||
| Q2 25 | $144.5M | $10.4M | ||
| Q1 25 | $160.3M | $43.4M | ||
| Q4 24 | $327.8M | $2.1M | ||
| Q3 24 | $103.2M | $8.0M | ||
| Q2 24 | $-30.1M | $-25.7M | ||
| Q1 24 | $181.0M | $36.7M |
| Q4 25 | 179.0% | -4.1% | ||
| Q3 25 | 12.0% | 2.5% | ||
| Q2 25 | 65.1% | 3.4% | ||
| Q1 25 | 74.1% | 14.6% | ||
| Q4 24 | 202.5% | 0.7% | ||
| Q3 24 | 58.9% | 2.8% | ||
| Q2 24 | -14.6% | -9.1% | ||
| Q1 24 | 87.6% | 13.5% |
| Q4 25 | 1.5% | 1.0% | ||
| Q3 25 | 0.4% | 1.5% | ||
| Q2 25 | 0.2% | 0.7% | ||
| Q1 25 | 0.8% | 0.6% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 0.5% | 0.4% | ||
| Q1 24 | 0.5% | 0.6% |
| Q4 25 | 4.55× | -0.55× | ||
| Q3 25 | 0.41× | 0.56× | ||
| Q2 25 | 2.19× | 1.24× | ||
| Q1 25 | 2.32× | 3.82× | ||
| Q4 24 | 128.41× | 0.32× | ||
| Q3 24 | 18.33× | 0.83× | ||
| Q2 24 | -0.54× | -1.60× | ||
| Q1 24 | 3.82× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HCI
| Insurance Operation | $218.3M | 89% |
| Reciprocal Exchange Operation | $27.0M | 11% |
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% |
