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Side-by-side financial comparison of NNN REIT, INC. (NNN) 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 $238.4M, roughly 1.4× NNN REIT, INC.). NNN REIT, INC. runs the higher net margin — 40.2% vs 5.7%, a 34.5% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 9.1%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 5.2%).
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
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.
NNN vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $238.4M | $324.4M |
| Net Profit | $96.0M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 62.3% | 6.3% |
| Net Margin | 40.2% | 5.7% |
| Revenue YoY | 9.1% | 10.4% |
| Net Profit YoY | -2.0% | 50.4% |
| EPS (diluted) | $0.51 | $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 | $238.4M | $324.4M | ||
| Q3 25 | $230.2M | $295.6M | ||
| Q2 25 | $226.8M | $309.0M | ||
| Q1 25 | $230.9M | $296.7M | ||
| Q4 24 | $218.5M | $293.7M | ||
| Q3 24 | $218.6M | $283.1M | ||
| Q2 24 | $216.8M | $282.5M | ||
| Q1 24 | $215.4M | $270.6M |
| Q4 25 | $96.0M | $18.6M | ||
| Q3 25 | $96.8M | $21.2M | ||
| Q2 25 | $100.5M | $10.2M | ||
| Q1 25 | $96.5M | $11.8M | ||
| Q4 24 | $97.9M | $12.3M | ||
| Q3 24 | $97.9M | $11.0M | ||
| Q2 24 | $106.7M | $15.4M | ||
| Q1 24 | $94.4M | $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 | 62.3% | 6.3% | ||
| Q3 25 | 64.0% | 7.1% | ||
| Q2 25 | 66.0% | 5.8% | ||
| Q1 25 | 62.3% | 5.0% | ||
| Q4 24 | 65.8% | 3.9% | ||
| Q3 24 | 65.7% | 5.0% | ||
| Q2 24 | 70.2% | 5.8% | ||
| Q1 24 | 64.2% | 3.4% |
| Q4 25 | 40.2% | 5.7% | ||
| Q3 25 | 42.1% | 7.2% | ||
| Q2 25 | 44.3% | 3.3% | ||
| Q1 25 | 41.8% | 4.0% | ||
| Q4 24 | 44.8% | 4.2% | ||
| Q3 24 | 44.8% | 3.9% | ||
| Q2 24 | 49.2% | 5.4% | ||
| Q1 24 | 43.8% | 4.0% |
| Q4 25 | $0.51 | $0.27 | ||
| Q3 25 | $0.51 | $0.29 | ||
| Q2 25 | $0.54 | $0.14 | ||
| Q1 25 | $0.51 | $0.16 | ||
| Q4 24 | $0.52 | $0.18 | ||
| Q3 24 | $0.53 | $0.15 | ||
| Q2 24 | $0.58 | $0.21 | ||
| Q1 24 | $0.52 | $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 | $5.0M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $512.5M |
| Total Assets | $9.4B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.0M | $292.3M | ||
| Q3 25 | $157.9M | $315.4M | ||
| Q2 25 | $6.0M | $310.7M | ||
| Q1 25 | $5.1M | $300.8M | ||
| Q4 24 | $8.7M | $256.6M | ||
| Q3 24 | $173.5M | $252.8M | ||
| Q2 24 | $2.1M | $244.7M | ||
| Q1 24 | $1.1M | $273.4M |
| Q4 25 | $4.4B | $512.5M | ||
| Q3 25 | $4.4B | $490.2M | ||
| Q2 25 | $4.4B | $468.6M | ||
| Q1 25 | $4.4B | $453.4M | ||
| Q4 24 | $4.4B | $437.8M | ||
| Q3 24 | $4.4B | $420.8M | ||
| Q2 24 | $4.2B | $405.8M | ||
| Q1 24 | $4.2B | $389.9M |
| Q4 25 | $9.4B | $765.0M | ||
| Q3 25 | $9.5B | $751.3M | ||
| Q2 25 | $9.1B | $722.9M | ||
| Q1 25 | $9.0B | $713.9M | ||
| Q4 24 | $8.9B | $665.5M | ||
| Q3 24 | $8.9B | $670.9M | ||
| Q2 24 | $8.7B | $657.8M | ||
| Q1 24 | $8.7B | $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 | $667.1M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 6.95× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $667.1M | $-10.2M | ||
| Q3 25 | $218.3M | $11.8M | ||
| Q2 25 | $119.4M | $12.6M | ||
| Q1 25 | $203.3M | $45.1M | ||
| Q4 24 | $635.5M | $3.9M | ||
| Q3 24 | $206.6M | $9.1M | ||
| Q2 24 | $120.5M | $-24.7M | ||
| Q1 24 | $190.7M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | 6.95× | -0.55× | ||
| Q3 25 | 2.25× | 0.56× | ||
| Q2 25 | 1.19× | 1.24× | ||
| Q1 25 | 2.11× | 3.82× | ||
| Q4 24 | 6.49× | 0.32× | ||
| Q3 24 | 2.11× | 0.83× | ||
| Q2 24 | 1.13× | -1.60× | ||
| Q1 24 | 2.02× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NNN
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% |
