vs
Side-by-side financial comparison of Janus International Group, Inc. (JBI) 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 $219.3M, roughly 1.5× Janus International Group, Inc.). Janus International Group, Inc. runs the higher net margin — 6.9% vs 5.7%, a 1.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -4.7%). Janus International Group, Inc. produced more free cash flow last quarter ($8.3M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -8.8%).
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
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.
JBI vs RVLV — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $219.3M | $324.4M |
| Net Profit | $15.2M | $18.6M |
| Gross Margin | 39.1% | 53.3% |
| Operating Margin | 13.4% | 6.3% |
| Net Margin | 6.9% | 5.7% |
| Revenue YoY | -4.7% | 10.4% |
| Net Profit YoY | 28.8% | 50.4% |
| EPS (diluted) | $0.11 | $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 | — | $324.4M | ||
| Q3 25 | $219.3M | $295.6M | ||
| Q2 25 | $228.1M | $309.0M | ||
| Q1 25 | $210.5M | $296.7M | ||
| Q4 24 | $230.8M | $293.7M | ||
| Q3 24 | $230.1M | $283.1M | ||
| Q2 24 | $248.4M | $282.5M | ||
| Q1 24 | $254.5M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $15.2M | $21.2M | ||
| Q2 25 | $20.7M | $10.2M | ||
| Q1 25 | $10.8M | $11.8M | ||
| Q4 24 | $300.0K | $12.3M | ||
| Q3 24 | $11.8M | $11.0M | ||
| Q2 24 | $27.6M | $15.4M | ||
| Q1 24 | $30.7M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | 39.1% | 54.6% | ||
| Q2 25 | 40.9% | 54.1% | ||
| Q1 25 | 38.9% | 52.0% | ||
| Q4 24 | 37.8% | 52.5% | ||
| Q3 24 | 39.6% | 51.2% | ||
| Q2 24 | 43.9% | 54.0% | ||
| Q1 24 | 43.4% | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 13.4% | 7.1% | ||
| Q2 25 | 15.8% | 5.8% | ||
| Q1 25 | 12.0% | 5.0% | ||
| Q4 24 | 5.5% | 3.9% | ||
| Q3 24 | 11.6% | 5.0% | ||
| Q2 24 | 20.8% | 5.8% | ||
| Q1 24 | 21.8% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | 6.9% | 7.2% | ||
| Q2 25 | 9.1% | 3.3% | ||
| Q1 25 | 5.1% | 4.0% | ||
| Q4 24 | 0.1% | 4.2% | ||
| Q3 24 | 5.1% | 3.9% | ||
| Q2 24 | 11.1% | 5.4% | ||
| Q1 24 | 12.1% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | $0.11 | $0.29 | ||
| Q2 25 | $0.15 | $0.14 | ||
| Q1 25 | $0.08 | $0.16 | ||
| Q4 24 | $0.01 | $0.18 | ||
| Q3 24 | $0.08 | $0.15 | ||
| Q2 24 | $0.19 | $0.21 | ||
| Q1 24 | $0.21 | $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 | — | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $560.8M | $512.5M |
| Total Assets | $1.3B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | $102.1M | $252.8M | ||
| Q2 24 | $110.1M | $244.7M | ||
| Q1 24 | — | $273.4M |
| Q4 25 | — | $512.5M | ||
| Q3 25 | $560.8M | $490.2M | ||
| Q2 25 | $543.8M | $468.6M | ||
| Q1 25 | $526.8M | $453.4M | ||
| Q4 24 | $518.8M | $437.8M | ||
| Q3 24 | $526.6M | $420.8M | ||
| Q2 24 | $556.3M | $405.8M | ||
| Q1 24 | $535.4M | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.3B | $670.9M | ||
| Q2 24 | $1.3B | $657.8M | ||
| Q1 24 | $1.4B | $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 | $15.0M | $-10.2M |
| Free Cash FlowOCF − Capex | $8.3M | $-13.3M |
| FCF MarginFCF / Revenue | 3.8% | -4.1% |
| Capex IntensityCapex / Revenue | 3.1% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.99× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $140.1M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $15.0M | $11.8M | ||
| Q2 25 | $51.4M | $12.6M | ||
| Q1 25 | $48.3M | $45.1M | ||
| Q4 24 | $51.4M | $3.9M | ||
| Q3 24 | $43.0M | $9.1M | ||
| Q2 24 | $31.0M | $-24.7M | ||
| Q1 24 | $28.6M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $8.3M | $7.5M | ||
| Q2 25 | $44.6M | $10.4M | ||
| Q1 25 | $41.9M | $43.4M | ||
| Q4 24 | $45.3M | $2.1M | ||
| Q3 24 | $39.3M | $8.0M | ||
| Q2 24 | $25.3M | $-25.7M | ||
| Q1 24 | $24.0M | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | 3.8% | 2.5% | ||
| Q2 25 | 19.6% | 3.4% | ||
| Q1 25 | 19.9% | 14.6% | ||
| Q4 24 | 19.6% | 0.7% | ||
| Q3 24 | 17.1% | 2.8% | ||
| Q2 24 | 10.2% | -9.1% | ||
| Q1 24 | 9.4% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 3.1% | 1.5% | ||
| Q2 25 | 3.0% | 0.7% | ||
| Q1 25 | 3.0% | 0.6% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 2.3% | 0.4% | ||
| Q1 24 | 1.8% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | 0.99× | 0.56× | ||
| Q2 25 | 2.48× | 1.24× | ||
| Q1 25 | 4.47× | 3.82× | ||
| Q4 24 | 171.33× | 0.32× | ||
| Q3 24 | 3.64× | 0.83× | ||
| Q2 24 | 1.12× | -1.60× | ||
| Q1 24 | 0.93× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 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% |
