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Side-by-side financial comparison of MGIC INVESTMENT CORP (MTG) 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 $297.1M, roughly 1.1× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 5.7%, a 49.9% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -3.0%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -1.4%).
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
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.
MTG vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $297.1M | $324.4M |
| Net Profit | $165.3M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 55.6% | 5.7% |
| Revenue YoY | -3.0% | 10.4% |
| Net Profit YoY | -10.9% | 50.4% |
| EPS (diluted) | $0.76 | $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.
| Q1 26 | $297.1M | — | ||
| Q4 25 | $298.7M | $324.4M | ||
| Q3 25 | $304.5M | $295.6M | ||
| Q2 25 | $304.2M | $309.0M | ||
| Q1 25 | $306.2M | $296.7M | ||
| Q4 24 | $301.4M | $293.7M | ||
| Q3 24 | $306.6M | $283.1M | ||
| Q2 24 | $305.3M | $282.5M |
| Q1 26 | $165.3M | — | ||
| Q4 25 | $169.3M | $18.6M | ||
| Q3 25 | $191.1M | $21.2M | ||
| Q2 25 | $192.5M | $10.2M | ||
| Q1 25 | $185.5M | $11.8M | ||
| Q4 24 | $184.7M | $12.3M | ||
| Q3 24 | $200.0M | $11.0M | ||
| Q2 24 | $204.2M | $15.4M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 71.2% | 6.3% | ||
| Q3 25 | 77.2% | 7.1% | ||
| Q2 25 | 80.9% | 5.8% | ||
| Q1 25 | 76.6% | 5.0% | ||
| Q4 24 | 77.9% | 3.9% | ||
| Q3 24 | 82.9% | 5.0% | ||
| Q2 24 | 85.1% | 5.8% |
| Q1 26 | 55.6% | — | ||
| Q4 25 | 56.7% | 5.7% | ||
| Q3 25 | 62.8% | 7.2% | ||
| Q2 25 | 63.3% | 3.3% | ||
| Q1 25 | 60.6% | 4.0% | ||
| Q4 24 | 61.3% | 4.2% | ||
| Q3 24 | 65.2% | 3.9% | ||
| Q2 24 | 66.9% | 5.4% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $0.75 | $0.27 | ||
| Q3 25 | $0.83 | $0.29 | ||
| Q2 25 | $0.81 | $0.14 | ||
| Q1 25 | $0.75 | $0.16 | ||
| Q4 24 | $0.71 | $0.18 | ||
| Q3 24 | $0.77 | $0.15 | ||
| Q2 24 | $0.77 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $235.1M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $512.5M |
| Total Assets | $6.4B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $235.1M | — | ||
| Q4 25 | $369.0M | $292.3M | ||
| Q3 25 | $266.9M | $315.4M | ||
| Q2 25 | $294.9M | $310.7M | ||
| Q1 25 | $207.0M | $300.8M | ||
| Q4 24 | $229.5M | $256.6M | ||
| Q3 24 | $288.6M | $252.8M | ||
| Q2 24 | $281.8M | $244.7M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.1B | $512.5M | ||
| Q3 25 | $5.2B | $490.2M | ||
| Q2 25 | $5.2B | $468.6M | ||
| Q1 25 | $5.1B | $453.4M | ||
| Q4 24 | $5.2B | $437.8M | ||
| Q3 24 | $5.3B | $420.8M | ||
| Q2 24 | $5.1B | $405.8M |
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.6B | $765.0M | ||
| Q3 25 | $6.6B | $751.3M | ||
| Q2 25 | $6.5B | $722.9M | ||
| Q1 25 | $6.5B | $713.9M | ||
| Q4 24 | $6.5B | $665.5M | ||
| Q3 24 | $6.7B | $670.9M | ||
| Q2 24 | $6.5B | $657.8M |
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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $230.8M | $-10.2M | ||
| Q3 25 | $215.4M | $11.8M | ||
| Q2 25 | $183.0M | $12.6M | ||
| Q1 25 | $223.7M | $45.1M | ||
| Q4 24 | $182.4M | $3.9M | ||
| Q3 24 | $182.9M | $9.1M | ||
| Q2 24 | $169.2M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | $230.2M | $-13.3M | ||
| Q3 25 | $215.1M | $7.5M | ||
| Q2 25 | $183.0M | $10.4M | ||
| Q1 25 | $223.5M | $43.4M | ||
| Q4 24 | $181.9M | $2.1M | ||
| Q3 24 | $182.5M | $8.0M | ||
| Q2 24 | $169.0M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | 77.1% | -4.1% | ||
| Q3 25 | 70.6% | 2.5% | ||
| Q2 25 | 60.1% | 3.4% | ||
| Q1 25 | 73.0% | 14.6% | ||
| Q4 24 | 60.3% | 0.7% | ||
| Q3 24 | 59.5% | 2.8% | ||
| Q2 24 | 55.3% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.1% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.1% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.36× | -0.55× | ||
| Q3 25 | 1.13× | 0.56× | ||
| Q2 25 | 0.95× | 1.24× | ||
| Q1 25 | 1.21× | 3.82× | ||
| Q4 24 | 0.99× | 0.32× | ||
| Q3 24 | 0.91× | 0.83× | ||
| Q2 24 | 0.83× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MTG
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% |
