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Side-by-side financial comparison of James River Group Holdings, Inc. (JRVR) 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 $167.7M, roughly 1.9× James River Group Holdings, Inc.). James River Group Holdings, Inc. runs the higher net margin — 19.1% vs 5.7%, a 13.4% gap on every dollar of revenue. On growth, James River Group Holdings, Inc. posted the faster year-over-year revenue change (32.4% vs 10.4%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-23.6M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -8.7%).
James River Corporation was an American pulp and paper company based in Richmond, Virginia, once the largest paper manufacturer in the world.
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.
JRVR vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $167.7M | $324.4M |
| Net Profit | $32.1M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 14.6% | 6.3% |
| Net Margin | 19.1% | 5.7% |
| Revenue YoY | 32.4% | 10.4% |
| Net Profit YoY | 149.5% | 50.4% |
| EPS (diluted) | $0.59 | $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 | $167.7M | $324.4M | ||
| Q3 25 | $172.7M | $295.6M | ||
| Q2 25 | $174.8M | $309.0M | ||
| Q1 25 | $172.3M | $296.7M | ||
| Q4 24 | $126.7M | $293.7M | ||
| Q3 24 | $191.5M | $283.1M | ||
| Q2 24 | $188.3M | $282.5M | ||
| Q1 24 | $201.1M | $270.6M |
| Q4 25 | $32.1M | $18.6M | ||
| Q3 25 | $1.0M | $21.2M | ||
| Q2 25 | $4.8M | $10.2M | ||
| Q1 25 | $9.6M | $11.8M | ||
| Q4 24 | $-64.8M | $12.3M | ||
| Q3 24 | $-39.4M | $11.0M | ||
| Q2 24 | $7.6M | $15.4M | ||
| Q1 24 | $15.4M | $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 | 14.6% | 6.3% | ||
| Q3 25 | 1.5% | 7.1% | ||
| Q2 25 | 4.2% | 5.8% | ||
| Q1 25 | 9.3% | 5.0% | ||
| Q4 24 | -57.0% | 3.9% | ||
| Q3 24 | -27.1% | 5.0% | ||
| Q2 24 | 10.7% | 5.8% | ||
| Q1 24 | 16.4% | 3.4% |
| Q4 25 | 19.1% | 5.7% | ||
| Q3 25 | 0.6% | 7.2% | ||
| Q2 25 | 2.7% | 3.3% | ||
| Q1 25 | 5.6% | 4.0% | ||
| Q4 24 | -51.1% | 4.2% | ||
| Q3 24 | -20.6% | 3.9% | ||
| Q2 24 | 4.0% | 5.4% | ||
| Q1 24 | 7.7% | 4.0% |
| Q4 25 | $0.59 | $0.27 | ||
| Q3 25 | $-0.02 | $0.29 | ||
| Q2 25 | $0.06 | $0.14 | ||
| Q1 25 | $0.16 | $0.16 | ||
| Q4 24 | $-2.44 | $0.18 | ||
| Q3 24 | $-1.10 | $0.15 | ||
| Q2 24 | $0.13 | $0.21 | ||
| Q1 24 | $0.35 | $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 | $260.9M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $538.2M | $512.5M |
| Total Assets | $4.9B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $260.9M | $292.3M | ||
| Q3 25 | $238.8M | $315.4M | ||
| Q2 25 | $220.0M | $310.7M | ||
| Q1 25 | $279.4M | $300.8M | ||
| Q4 24 | $362.3M | $256.6M | ||
| Q3 24 | $359.8M | $252.8M | ||
| Q2 24 | $672.5M | $244.7M | ||
| Q1 24 | $305.5M | $273.4M |
| Q4 25 | $538.2M | $512.5M | ||
| Q3 25 | $503.6M | $490.2M | ||
| Q2 25 | $492.6M | $468.6M | ||
| Q1 25 | $484.5M | $453.4M | ||
| Q4 24 | $460.9M | $437.8M | ||
| Q3 24 | $530.3M | $420.8M | ||
| Q2 24 | $541.8M | $405.8M | ||
| Q1 24 | $539.5M | $389.9M |
| Q4 25 | $4.9B | $765.0M | ||
| Q3 25 | $5.0B | $751.3M | ||
| Q2 25 | $5.0B | $722.9M | ||
| Q1 25 | $4.9B | $713.9M | ||
| Q4 24 | $5.0B | $665.5M | ||
| Q3 24 | $5.0B | $670.9M | ||
| Q2 24 | $4.7B | $657.8M | ||
| Q1 24 | $5.3B | $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 | $-18.8M | $-10.2M |
| Free Cash FlowOCF − Capex | $-23.6M | $-13.3M |
| FCF MarginFCF / Revenue | -14.1% | -4.1% |
| Capex IntensityCapex / Revenue | 2.9% | 1.0% |
| Cash ConversionOCF / Net Profit | -0.59× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $-17.9M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-18.8M | $-10.2M | ||
| Q3 25 | $34.3M | $11.8M | ||
| Q2 25 | $25.2M | $12.6M | ||
| Q1 25 | $-51.5M | $45.1M | ||
| Q4 24 | $-247.1M | $3.9M | ||
| Q3 24 | $-269.9M | $9.1M | ||
| Q2 24 | $-8.7M | $-24.7M | ||
| Q1 24 | $24.1M | $38.4M |
| Q4 25 | $-23.6M | $-13.3M | ||
| Q3 25 | $33.7M | $7.5M | ||
| Q2 25 | $24.7M | $10.4M | ||
| Q1 25 | $-52.7M | $43.4M | ||
| Q4 24 | $-252.0M | $2.1M | ||
| Q3 24 | $-270.8M | $8.0M | ||
| Q2 24 | $-9.3M | $-25.7M | ||
| Q1 24 | $23.3M | $36.7M |
| Q4 25 | -14.1% | -4.1% | ||
| Q3 25 | 19.5% | 2.5% | ||
| Q2 25 | 14.1% | 3.4% | ||
| Q1 25 | -30.6% | 14.6% | ||
| Q4 24 | -198.9% | 0.7% | ||
| Q3 24 | -141.4% | 2.8% | ||
| Q2 24 | -4.9% | -9.1% | ||
| Q1 24 | 11.6% | 13.5% |
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 0.4% | 1.5% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 3.9% | 0.6% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 0.3% | 0.4% | ||
| Q1 24 | 0.4% | 0.6% |
| Q4 25 | -0.59× | -0.55× | ||
| Q3 25 | 33.61× | 0.56× | ||
| Q2 25 | 5.29× | 1.24× | ||
| Q1 25 | -5.38× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | -1.14× | -1.60× | ||
| Q1 24 | 1.56× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JRVR
| Excess And Surplus Lines | $156.7M | 93% |
| Specialty Admitted Insurance | $10.9M | 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% |
