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Side-by-side financial comparison of MASIMO CORP (MASI) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
MASIMO CORP is the larger business by last-quarter revenue ($371.5M vs $324.4M, roughly 1.1× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -27.0%, a 32.7% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -26.4%). MASIMO CORP produced more free cash flow last quarter ($50.9M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -17.7%).
Masimo Corporation is an American health technology and consumer electronics company headquartered in Irvine, California. The company develops patient monitoring devices, non-invasive sensors, and related software platforms used in hospital and home settings. Masimo has also operated in the consumer audio and wearable device markets.
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.
MASI vs RVLV — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $371.5M | $324.4M |
| Net Profit | $-100.4M | $18.6M |
| Gross Margin | 62.1% | 53.3% |
| Operating Margin | 22.5% | 6.3% |
| Net Margin | -27.0% | 5.7% |
| Revenue YoY | -26.4% | 10.4% |
| Net Profit YoY | -1124.5% | 50.4% |
| EPS (diluted) | $-1.84 | $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 | $371.5M | $295.6M | ||
| Q2 25 | $370.9M | $309.0M | ||
| Q1 25 | $372.0M | $296.7M | ||
| Q4 24 | $600.7M | $293.7M | ||
| Q3 24 | $504.6M | $283.1M | ||
| Q2 24 | $496.3M | $282.5M | ||
| Q1 24 | $492.8M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-100.4M | $21.2M | ||
| Q2 25 | $51.3M | $10.2M | ||
| Q1 25 | $-170.7M | $11.8M | ||
| Q4 24 | $-349.6M | $12.3M | ||
| Q3 24 | $9.8M | $11.0M | ||
| Q2 24 | $16.0M | $15.4M | ||
| Q1 24 | $18.9M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | 62.1% | 54.6% | ||
| Q2 25 | 62.9% | 54.1% | ||
| Q1 25 | 62.9% | 52.0% | ||
| Q4 24 | 40.7% | 52.5% | ||
| Q3 24 | 52.2% | 51.2% | ||
| Q2 24 | 51.3% | 54.0% | ||
| Q1 24 | 49.0% | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 22.5% | 7.1% | ||
| Q2 25 | 17.4% | 5.8% | ||
| Q1 25 | 21.0% | 5.0% | ||
| Q4 24 | -59.8% | 3.9% | ||
| Q3 24 | 6.0% | 5.0% | ||
| Q2 24 | 5.7% | 5.8% | ||
| Q1 24 | 6.9% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | -27.0% | 7.2% | ||
| Q2 25 | 13.8% | 3.3% | ||
| Q1 25 | -45.9% | 4.0% | ||
| Q4 24 | -58.2% | 4.2% | ||
| Q3 24 | 1.9% | 3.9% | ||
| Q2 24 | 3.2% | 5.4% | ||
| Q1 24 | 3.8% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | $-1.84 | $0.29 | ||
| Q2 25 | $0.94 | $0.14 | ||
| Q1 25 | $-3.12 | $0.16 | ||
| Q4 24 | $-6.54 | $0.18 | ||
| Q3 24 | $0.18 | $0.15 | ||
| Q2 24 | $0.29 | $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 | $312.3M | $292.3M |
| Total DebtLower is stronger | $559.1M | — |
| Stockholders' EquityBook value | $810.0M | $512.5M |
| Total Assets | $1.8B | $765.0M |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | $312.3M | $315.4M | ||
| Q2 25 | $149.6M | $310.7M | ||
| Q1 25 | $130.8M | $300.8M | ||
| Q4 24 | $177.6M | $256.6M | ||
| Q3 24 | $158.5M | $252.8M | ||
| Q2 24 | $129.6M | $244.7M | ||
| Q1 24 | $157.6M | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | $559.1M | — | ||
| Q2 25 | $613.7M | — | ||
| Q1 25 | $651.0M | — | ||
| Q4 24 | $765.2M | — | ||
| Q3 24 | $772.6M | — | ||
| Q2 24 | $781.6M | — | ||
| Q1 24 | $876.0M | — |
| Q4 25 | — | $512.5M | ||
| Q3 25 | $810.0M | $490.2M | ||
| Q2 25 | $1.0B | $468.6M | ||
| Q1 25 | $946.4M | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.5B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M | ||
| Q1 24 | $1.4B | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | $1.8B | $751.3M | ||
| Q2 25 | $2.4B | $722.9M | ||
| Q1 25 | $2.3B | $713.9M | ||
| Q4 24 | $2.6B | $665.5M | ||
| Q3 24 | $3.1B | $670.9M | ||
| Q2 24 | $2.9B | $657.8M | ||
| Q1 24 | $3.0B | $650.0M |
| Q4 25 | — | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.64× | — |
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 | $56.8M | $-10.2M |
| Free Cash FlowOCF − Capex | $50.9M | $-13.3M |
| FCF MarginFCF / Revenue | 13.7% | -4.1% |
| Capex IntensityCapex / Revenue | 1.6% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $191.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $56.8M | $11.8M | ||
| Q2 25 | $69.4M | $12.6M | ||
| Q1 25 | $31.1M | $45.1M | ||
| Q4 24 | $50.5M | $3.9M | ||
| Q3 24 | $25.6M | $9.1M | ||
| Q2 24 | $74.5M | $-24.7M | ||
| Q1 24 | $45.8M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $50.9M | $7.5M | ||
| Q2 25 | $65.6M | $10.4M | ||
| Q1 25 | $28.5M | $43.4M | ||
| Q4 24 | $46.0M | $2.1M | ||
| Q3 24 | $16.9M | $8.0M | ||
| Q2 24 | $66.9M | $-25.7M | ||
| Q1 24 | $37.6M | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | 13.7% | 2.5% | ||
| Q2 25 | 17.7% | 3.4% | ||
| Q1 25 | 7.7% | 14.6% | ||
| Q4 24 | 7.7% | 0.7% | ||
| Q3 24 | 3.3% | 2.8% | ||
| Q2 24 | 13.5% | -9.1% | ||
| Q1 24 | 7.6% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 1.6% | 1.5% | ||
| Q2 25 | 1.0% | 0.7% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 0.7% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 1.5% | 0.4% | ||
| Q1 24 | 1.7% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 1.35× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.61× | 0.83× | ||
| Q2 24 | 4.66× | -1.60× | ||
| Q1 24 | 2.42× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MASI
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% |
