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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) 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 $208.9M, roughly 1.6× iRhythm Holdings, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 2.7%, a 3.0% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 10.4%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-13.3M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 9.5%).
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
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.
IRTC vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $324.4M |
| Net Profit | $5.6M | $18.6M |
| Gross Margin | 70.9% | 53.3% |
| Operating Margin | 1.1% | 6.3% |
| Net Margin | 2.7% | 5.7% |
| Revenue YoY | 27.1% | 10.4% |
| Net Profit YoY | 518.5% | 50.4% |
| EPS (diluted) | $0.18 | $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 | $208.9M | $324.4M | ||
| Q3 25 | $192.9M | $295.6M | ||
| Q2 25 | $186.7M | $309.0M | ||
| Q1 25 | $158.7M | $296.7M | ||
| Q4 24 | $164.3M | $293.7M | ||
| Q3 24 | $147.5M | $283.1M | ||
| Q2 24 | $148.0M | $282.5M | ||
| Q1 24 | $131.9M | $270.6M |
| Q4 25 | $5.6M | $18.6M | ||
| Q3 25 | $-5.2M | $21.2M | ||
| Q2 25 | $-14.2M | $10.2M | ||
| Q1 25 | $-30.7M | $11.8M | ||
| Q4 24 | $-1.3M | $12.3M | ||
| Q3 24 | $-46.2M | $11.0M | ||
| Q2 24 | $-20.1M | $15.4M | ||
| Q1 24 | $-45.7M | $10.9M |
| Q4 25 | 70.9% | 53.3% | ||
| Q3 25 | 71.1% | 54.6% | ||
| Q2 25 | 71.2% | 54.1% | ||
| Q1 25 | 68.8% | 52.0% | ||
| Q4 24 | 70.0% | 52.5% | ||
| Q3 24 | 68.8% | 51.2% | ||
| Q2 24 | 69.9% | 54.0% | ||
| Q1 24 | 66.3% | 52.3% |
| Q4 25 | 1.1% | 6.3% | ||
| Q3 25 | -4.4% | 7.1% | ||
| Q2 25 | -10.0% | 5.8% | ||
| Q1 25 | -20.5% | 5.0% | ||
| Q4 24 | -2.5% | 3.9% | ||
| Q3 24 | -34.1% | 5.0% | ||
| Q2 24 | -15.5% | 5.8% | ||
| Q1 24 | -28.9% | 3.4% |
| Q4 25 | 2.7% | 5.7% | ||
| Q3 25 | -2.7% | 7.2% | ||
| Q2 25 | -7.6% | 3.3% | ||
| Q1 25 | -19.3% | 4.0% | ||
| Q4 24 | -0.8% | 4.2% | ||
| Q3 24 | -31.3% | 3.9% | ||
| Q2 24 | -13.6% | 5.4% | ||
| Q1 24 | -34.6% | 4.0% |
| Q4 25 | $0.18 | $0.27 | ||
| Q3 25 | $-0.16 | $0.29 | ||
| Q2 25 | $-0.44 | $0.14 | ||
| Q1 25 | $-0.97 | $0.16 | ||
| Q4 24 | $-0.03 | $0.18 | ||
| Q3 24 | $-1.48 | $0.15 | ||
| Q2 24 | $-0.65 | $0.21 | ||
| Q1 24 | $-1.47 | $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 | $583.8M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $152.7M | $512.5M |
| Total Assets | $1.0B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $292.3M | ||
| Q3 25 | $565.2M | $315.4M | ||
| Q2 25 | $545.5M | $310.7M | ||
| Q1 25 | $520.6M | $300.8M | ||
| Q4 24 | $535.6M | $256.6M | ||
| Q3 24 | $522.0M | $252.8M | ||
| Q2 24 | $561.5M | $244.7M | ||
| Q1 24 | $569.1M | $273.4M |
| Q4 25 | $152.7M | $512.5M | ||
| Q3 25 | $121.9M | $490.2M | ||
| Q2 25 | $103.7M | $468.6M | ||
| Q1 25 | $86.7M | $453.4M | ||
| Q4 24 | $90.9M | $437.8M | ||
| Q3 24 | $71.8M | $420.8M | ||
| Q2 24 | $99.2M | $405.8M | ||
| Q1 24 | $90.3M | $389.9M |
| Q4 25 | $1.0B | $765.0M | ||
| Q3 25 | $995.2M | $751.3M | ||
| Q2 25 | $964.0M | $722.9M | ||
| Q1 25 | $926.1M | $713.9M | ||
| Q4 24 | $931.4M | $665.5M | ||
| Q3 24 | $909.7M | $670.9M | ||
| Q2 24 | $919.2M | $657.8M | ||
| Q1 24 | $909.8M | $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 | $26.2M | $-10.2M |
| Free Cash FlowOCF − Capex | $14.5M | $-13.3M |
| FCF MarginFCF / Revenue | 6.9% | -4.1% |
| Capex IntensityCapex / Revenue | 5.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 4.70× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $-10.2M | ||
| Q3 25 | $34.9M | $11.8M | ||
| Q2 25 | $27.7M | $12.6M | ||
| Q1 25 | $-7.9M | $45.1M | ||
| Q4 24 | $19.2M | $3.9M | ||
| Q3 24 | $24.3M | $9.1M | ||
| Q2 24 | $11.8M | $-24.7M | ||
| Q1 24 | $-52.0M | $38.4M |
| Q4 25 | $14.5M | $-13.3M | ||
| Q3 25 | $20.1M | $7.5M | ||
| Q2 25 | $17.3M | $10.4M | ||
| Q1 25 | $-17.3M | $43.4M | ||
| Q4 24 | $12.4M | $2.1M | ||
| Q3 24 | $15.5M | $8.0M | ||
| Q2 24 | $3.4M | $-25.7M | ||
| Q1 24 | $-61.8M | $36.7M |
| Q4 25 | 6.9% | -4.1% | ||
| Q3 25 | 10.4% | 2.5% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | -10.9% | 14.6% | ||
| Q4 24 | 7.5% | 0.7% | ||
| Q3 24 | 10.5% | 2.8% | ||
| Q2 24 | 2.3% | -9.1% | ||
| Q1 24 | -46.8% | 13.5% |
| Q4 25 | 5.6% | 1.0% | ||
| Q3 25 | 7.7% | 1.5% | ||
| Q2 25 | 5.6% | 0.7% | ||
| Q1 25 | 5.9% | 0.6% | ||
| Q4 24 | 4.2% | 0.6% | ||
| Q3 24 | 6.0% | 0.4% | ||
| Q2 24 | 5.7% | 0.4% | ||
| Q1 24 | 7.4% | 0.6% |
| Q4 25 | 4.70× | -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
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 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% |
