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Side-by-side financial comparison of MAGNITE, INC. (MGNI) 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 $205.4M, roughly 1.6× MAGNITE, INC.). MAGNITE, INC. runs the higher net margin — 59.9% vs 5.7%, a 54.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 5.9%). MAGNITE, INC. produced more free cash flow last quarter ($103.1M vs $-13.3M). Over the past eight quarters, MAGNITE, INC.'s revenue compounded faster (17.3% CAGR vs 9.5%).
Magnite Inc. is an American online advertising technology firm based in Los Angeles, California. The company was formed following a merger between Rubicon Project and Telaria in 2020.
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.
MGNI vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $324.4M |
| Net Profit | $123.0M | $18.6M |
| Gross Margin | 66.2% | 53.3% |
| Operating Margin | 25.3% | 6.3% |
| Net Margin | 59.9% | 5.7% |
| Revenue YoY | 5.9% | 10.4% |
| Net Profit YoY | 238.0% | 50.4% |
| EPS (diluted) | $0.81 | $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 | $205.4M | $324.4M | ||
| Q3 25 | $179.5M | $295.6M | ||
| Q2 25 | $173.3M | $309.0M | ||
| Q1 25 | $155.8M | $296.7M | ||
| Q4 24 | $194.0M | $293.7M | ||
| Q3 24 | $162.0M | $283.1M | ||
| Q2 24 | $162.9M | $282.5M | ||
| Q1 24 | $149.3M | $270.6M |
| Q4 25 | $123.0M | $18.6M | ||
| Q3 25 | $20.1M | $21.2M | ||
| Q2 25 | $11.1M | $10.2M | ||
| Q1 25 | $-9.6M | $11.8M | ||
| Q4 24 | $36.4M | $12.3M | ||
| Q3 24 | $5.2M | $11.0M | ||
| Q2 24 | $-1.1M | $15.4M | ||
| Q1 24 | $-17.8M | $10.9M |
| Q4 25 | 66.2% | 53.3% | ||
| Q3 25 | 61.4% | 54.6% | ||
| Q2 25 | 62.5% | 54.1% | ||
| Q1 25 | 59.7% | 52.0% | ||
| Q4 24 | 65.1% | 52.5% | ||
| Q3 24 | 61.4% | 51.2% | ||
| Q2 24 | 61.6% | 54.0% | ||
| Q1 24 | 55.9% | 52.3% |
| Q4 25 | 25.3% | 6.3% | ||
| Q3 25 | 14.0% | 7.1% | ||
| Q2 25 | 12.7% | 5.8% | ||
| Q1 25 | -0.9% | 5.0% | ||
| Q4 24 | 20.7% | 3.9% | ||
| Q3 24 | 9.3% | 5.0% | ||
| Q2 24 | 5.9% | 5.8% | ||
| Q1 24 | -9.3% | 3.4% |
| Q4 25 | 59.9% | 5.7% | ||
| Q3 25 | 11.2% | 7.2% | ||
| Q2 25 | 6.4% | 3.3% | ||
| Q1 25 | -6.2% | 4.0% | ||
| Q4 24 | 18.8% | 4.2% | ||
| Q3 24 | 3.2% | 3.9% | ||
| Q2 24 | -0.7% | 5.4% | ||
| Q1 24 | -11.9% | 4.0% |
| Q4 25 | $0.81 | $0.27 | ||
| Q3 25 | $0.13 | $0.29 | ||
| Q2 25 | $0.08 | $0.14 | ||
| Q1 25 | $-0.07 | $0.16 | ||
| Q4 24 | $0.26 | $0.18 | ||
| Q3 24 | $0.04 | $0.15 | ||
| Q2 24 | $-0.01 | $0.21 | ||
| Q1 24 | $-0.13 | $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 | $553.4M | $292.3M |
| Total DebtLower is stronger | $556.1M | — |
| Stockholders' EquityBook value | $922.4M | $512.5M |
| Total Assets | $3.2B | $765.0M |
| Debt / EquityLower = less leverage | 0.60× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $553.4M | $292.3M | ||
| Q3 25 | $482.1M | $315.4M | ||
| Q2 25 | $426.0M | $310.7M | ||
| Q1 25 | $429.7M | $300.8M | ||
| Q4 24 | $483.2M | $256.6M | ||
| Q3 24 | $387.2M | $252.8M | ||
| Q2 24 | $326.5M | $244.7M | ||
| Q1 24 | $252.8M | $273.4M |
| Q4 25 | $556.1M | — | ||
| Q3 25 | $556.3M | — | ||
| Q2 25 | $556.4M | — | ||
| Q1 25 | $556.6M | — | ||
| Q4 24 | $553.7M | — | ||
| Q3 24 | $553.8M | — | ||
| Q2 24 | $552.7M | — | ||
| Q1 24 | $552.7M | — |
| Q4 25 | $922.4M | $512.5M | ||
| Q3 25 | $808.0M | $490.2M | ||
| Q2 25 | $768.5M | $468.6M | ||
| Q1 25 | $741.8M | $453.4M | ||
| Q4 24 | $768.2M | $437.8M | ||
| Q3 24 | $725.9M | $420.8M | ||
| Q2 24 | $713.0M | $405.8M | ||
| Q1 24 | $695.4M | $389.9M |
| Q4 25 | $3.2B | $765.0M | ||
| Q3 25 | $2.9B | $751.3M | ||
| Q2 25 | $2.9B | $722.9M | ||
| Q1 25 | $2.7B | $713.9M | ||
| Q4 24 | $2.9B | $665.5M | ||
| Q3 24 | $2.7B | $670.9M | ||
| Q2 24 | $2.6B | $657.8M | ||
| Q1 24 | $2.5B | $650.0M |
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.79× | — |
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 | $128.5M | $-10.2M |
| Free Cash FlowOCF − Capex | $103.1M | $-13.3M |
| FCF MarginFCF / Revenue | 50.2% | -4.1% |
| Capex IntensityCapex / Revenue | 12.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.04× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $165.6M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $128.5M | $-10.2M | ||
| Q3 25 | $86.6M | $11.8M | ||
| Q2 25 | $18.5M | $12.6M | ||
| Q1 25 | $2.6M | $45.1M | ||
| Q4 24 | $114.7M | $3.9M | ||
| Q3 24 | $91.3M | $9.1M | ||
| Q2 24 | $89.6M | $-24.7M | ||
| Q1 24 | $-60.4M | $38.4M |
| Q4 25 | $103.1M | $-13.3M | ||
| Q3 25 | $68.4M | $7.5M | ||
| Q2 25 | $6.0M | $10.4M | ||
| Q1 25 | $-11.8M | $43.4M | ||
| Q4 24 | $111.0M | $2.1M | ||
| Q3 24 | $77.3M | $8.0M | ||
| Q2 24 | $80.4M | $-25.7M | ||
| Q1 24 | $-66.3M | $36.7M |
| Q4 25 | 50.2% | -4.1% | ||
| Q3 25 | 38.1% | 2.5% | ||
| Q2 25 | 3.5% | 3.4% | ||
| Q1 25 | -7.6% | 14.6% | ||
| Q4 24 | 57.2% | 0.7% | ||
| Q3 24 | 47.7% | 2.8% | ||
| Q2 24 | 49.4% | -9.1% | ||
| Q1 24 | -44.4% | 13.5% |
| Q4 25 | 12.4% | 1.0% | ||
| Q3 25 | 10.2% | 1.5% | ||
| Q2 25 | 7.2% | 0.7% | ||
| Q1 25 | 9.2% | 0.6% | ||
| Q4 24 | 1.9% | 0.6% | ||
| Q3 24 | 8.7% | 0.4% | ||
| Q2 24 | 5.6% | 0.4% | ||
| Q1 24 | 3.9% | 0.6% |
| Q4 25 | 1.04× | -0.55× | ||
| Q3 25 | 4.32× | 0.56× | ||
| Q2 25 | 1.66× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | 3.15× | 0.32× | ||
| Q3 24 | 17.52× | 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
MGNI
| Connected Television | $103.4M | 50% |
| Other | $55.7M | 27% |
| Desktop | $28.9M | 14% |
| Gross Revenue | $17.4M | 8% |
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% |
