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Side-by-side financial comparison of Klaviyo, Inc. (KVYO) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Klaviyo, Inc. is the larger business by last-quarter revenue ($350.2M vs $324.4M, roughly 1.1× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 2.0%, a 3.7% gap on every dollar of revenue. On growth, Klaviyo, Inc. posted the faster year-over-year revenue change (29.6% vs 10.4%). Klaviyo, Inc. produced more free cash flow last quarter ($90.7M vs $-13.3M). Over the past eight quarters, Klaviyo, Inc.'s revenue compounded faster (29.1% CAGR vs 9.5%).
Klaviyo is an American technology company that provides a marketing automation platform, used primarily for email marketing and SMS marketing.
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.
KVYO vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $350.2M | $324.4M |
| Net Profit | $7.0M | $18.6M |
| Gross Margin | 72.2% | 53.3% |
| Operating Margin | -0.5% | 6.3% |
| Net Margin | 2.0% | 5.7% |
| Revenue YoY | 29.6% | 10.4% |
| Net Profit YoY | 126.1% | 50.4% |
| EPS (diluted) | $0.03 | $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 | $350.2M | $324.4M | ||
| Q3 25 | $310.9M | $295.6M | ||
| Q2 25 | $293.1M | $309.0M | ||
| Q1 25 | $279.8M | $296.7M | ||
| Q4 24 | $270.2M | $293.7M | ||
| Q3 24 | $235.1M | $283.1M | ||
| Q2 24 | $222.2M | $282.5M | ||
| Q1 24 | $210.0M | $270.6M |
| Q4 25 | $7.0M | $18.6M | ||
| Q3 25 | $-426.0K | $21.2M | ||
| Q2 25 | $-24.3M | $10.2M | ||
| Q1 25 | $-14.1M | $11.8M | ||
| Q4 24 | $-27.0M | $12.3M | ||
| Q3 24 | $-1.3M | $11.0M | ||
| Q2 24 | $-4.9M | $15.4M | ||
| Q1 24 | $-12.9M | $10.9M |
| Q4 25 | 72.2% | 53.3% | ||
| Q3 25 | 75.5% | 54.6% | ||
| Q2 25 | 75.7% | 54.1% | ||
| Q1 25 | 75.8% | 52.0% | ||
| Q4 24 | 73.4% | 52.5% | ||
| Q3 24 | 76.9% | 51.2% | ||
| Q2 24 | 77.4% | 54.0% | ||
| Q1 24 | 78.6% | 52.3% |
| Q4 25 | -0.5% | 6.3% | ||
| Q3 25 | -3.5% | 7.1% | ||
| Q2 25 | -10.7% | 5.8% | ||
| Q1 25 | -8.5% | 5.0% | ||
| Q4 24 | -12.8% | 3.9% | ||
| Q3 24 | -5.6% | 5.0% | ||
| Q2 24 | -6.3% | 5.8% | ||
| Q1 24 | -10.5% | 3.4% |
| Q4 25 | 2.0% | 5.7% | ||
| Q3 25 | -0.1% | 7.2% | ||
| Q2 25 | -8.3% | 3.3% | ||
| Q1 25 | -5.0% | 4.0% | ||
| Q4 24 | -10.0% | 4.2% | ||
| Q3 24 | -0.6% | 3.9% | ||
| Q2 24 | -2.2% | 5.4% | ||
| Q1 24 | -6.1% | 4.0% |
| Q4 25 | $0.03 | $0.27 | ||
| Q3 25 | $0.00 | $0.29 | ||
| Q2 25 | $-0.09 | $0.14 | ||
| Q1 25 | $-0.05 | $0.16 | ||
| Q4 24 | $-0.09 | $0.18 | ||
| Q3 24 | $-0.01 | $0.15 | ||
| Q2 24 | $-0.02 | $0.21 | ||
| Q1 24 | $-0.05 | $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 | $1.1B | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $512.5M |
| Total Assets | $1.6B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $292.3M | ||
| Q3 25 | $980.3M | $315.4M | ||
| Q2 25 | $935.5M | $310.7M | ||
| Q1 25 | $888.4M | $300.8M | ||
| Q4 24 | $881.5M | $256.6M | ||
| Q3 24 | $826.7M | $252.8M | ||
| Q2 24 | $793.6M | $244.7M | ||
| Q1 24 | $755.8M | $273.4M |
| Q4 25 | $1.2B | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.1B | $453.4M | ||
| Q4 24 | $1.0B | $437.8M | ||
| Q3 24 | $1.0B | $420.8M | ||
| Q2 24 | $979.5M | $405.8M | ||
| Q1 24 | $937.5M | $389.9M |
| Q4 25 | $1.6B | $765.0M | ||
| Q3 25 | $1.5B | $751.3M | ||
| Q2 25 | $1.4B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.1B | $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 | $93.2M | $-10.2M |
| Free Cash FlowOCF − Capex | $90.7M | $-13.3M |
| FCF MarginFCF / Revenue | 25.9% | -4.1% |
| Capex IntensityCapex / Revenue | 0.7% | 1.0% |
| Cash ConversionOCF / Net Profit | 13.26× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $208.5M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $93.2M | $-10.2M | ||
| Q3 25 | $54.8M | $11.8M | ||
| Q2 25 | $55.7M | $12.6M | ||
| Q1 25 | $14.4M | $45.1M | ||
| Q4 24 | $60.1M | $3.9M | ||
| Q3 24 | $38.8M | $9.1M | ||
| Q2 24 | $40.9M | $-24.7M | ||
| Q1 24 | $26.2M | $38.4M |
| Q4 25 | $90.7M | $-13.3M | ||
| Q3 25 | $52.5M | $7.5M | ||
| Q2 25 | $53.7M | $10.4M | ||
| Q1 25 | $11.7M | $43.4M | ||
| Q4 24 | $57.7M | $2.1M | ||
| Q3 24 | $37.2M | $8.0M | ||
| Q2 24 | $40.1M | $-25.7M | ||
| Q1 24 | $24.9M | $36.7M |
| Q4 25 | 25.9% | -4.1% | ||
| Q3 25 | 16.9% | 2.5% | ||
| Q2 25 | 18.3% | 3.4% | ||
| Q1 25 | 4.2% | 14.6% | ||
| Q4 24 | 21.4% | 0.7% | ||
| Q3 24 | 15.8% | 2.8% | ||
| Q2 24 | 18.1% | -9.1% | ||
| Q1 24 | 11.9% | 13.5% |
| Q4 25 | 0.7% | 1.0% | ||
| Q3 25 | 0.7% | 1.5% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 1.0% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 0.3% | 0.4% | ||
| Q1 24 | 0.6% | 0.6% |
| Q4 25 | 13.26× | -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
KVYO
Segment breakdown not available.
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% |
