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Side-by-side financial comparison of NERDWALLET, INC. (NRDS) 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 $225.4M, roughly 1.4× NERDWALLET, INC.). NERDWALLET, INC. runs the higher net margin — 6.2% vs 5.7%, a 0.5% gap on every dollar of revenue. On growth, NERDWALLET, INC. posted the faster year-over-year revenue change (22.6% vs 10.4%). NERDWALLET, INC. produced more free cash flow last quarter ($38.6M vs $-13.3M). Over the past eight quarters, NERDWALLET, INC.'s revenue compounded faster (18.0% CAGR vs 9.5%).
NerdWallet is an American personal finance company, founded in 2009 by Tim Chen and Jacob Gibson. It has a website and app that earns money by promoting financial products to its users.
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.
NRDS vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $225.4M | $324.4M |
| Net Profit | $14.0M | $18.6M |
| Gross Margin | 94.0% | 53.3% |
| Operating Margin | 8.6% | 6.3% |
| Net Margin | 6.2% | 5.7% |
| Revenue YoY | 22.6% | 10.4% |
| Net Profit YoY | -63.7% | 50.4% |
| EPS (diluted) | $0.19 | $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 | $225.4M | $324.4M | ||
| Q3 25 | $215.1M | $295.6M | ||
| Q2 25 | $186.9M | $309.0M | ||
| Q1 25 | $209.2M | $296.7M | ||
| Q4 24 | $183.8M | $293.7M | ||
| Q3 24 | $191.3M | $283.1M | ||
| Q2 24 | $150.6M | $282.5M | ||
| Q1 24 | $161.9M | $270.6M |
| Q4 25 | $14.0M | $18.6M | ||
| Q3 25 | $26.3M | $21.2M | ||
| Q2 25 | $8.2M | $10.2M | ||
| Q1 25 | $200.0K | $11.8M | ||
| Q4 24 | $38.6M | $12.3M | ||
| Q3 24 | $100.0K | $11.0M | ||
| Q2 24 | $-9.4M | $15.4M | ||
| Q1 24 | $1.1M | $10.9M |
| Q4 25 | 94.0% | 53.3% | ||
| Q3 25 | 92.9% | 54.6% | ||
| Q2 25 | 91.1% | 54.1% | ||
| Q1 25 | 91.3% | 52.0% | ||
| Q4 24 | 90.9% | 52.5% | ||
| Q3 24 | 90.7% | 51.2% | ||
| Q2 24 | 90.1% | 54.0% | ||
| Q1 24 | 91.2% | 52.3% |
| Q4 25 | 8.6% | 6.3% | ||
| Q3 25 | 16.0% | 7.1% | ||
| Q2 25 | 5.7% | 5.8% | ||
| Q1 25 | 0.3% | 5.0% | ||
| Q4 24 | 4.7% | 3.9% | ||
| Q3 24 | 3.5% | 5.0% | ||
| Q2 24 | -6.4% | 5.8% | ||
| Q1 24 | 2.3% | 3.4% |
| Q4 25 | 6.2% | 5.7% | ||
| Q3 25 | 12.2% | 7.2% | ||
| Q2 25 | 4.4% | 3.3% | ||
| Q1 25 | 0.1% | 4.0% | ||
| Q4 24 | 21.0% | 4.2% | ||
| Q3 24 | 0.1% | 3.9% | ||
| Q2 24 | -6.2% | 5.4% | ||
| Q1 24 | 0.7% | 4.0% |
| Q4 25 | $0.19 | $0.27 | ||
| Q3 25 | $0.34 | $0.29 | ||
| Q2 25 | $0.11 | $0.14 | ||
| Q1 25 | $0.00 | $0.16 | ||
| Q4 24 | $0.49 | $0.18 | ||
| Q3 24 | $0.00 | $0.15 | ||
| Q2 24 | $-0.12 | $0.21 | ||
| Q1 24 | $0.01 | $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 | $98.3M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $374.5M | $512.5M |
| Total Assets | $461.1M | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $98.3M | $292.3M | ||
| Q3 25 | $120.6M | $315.4M | ||
| Q2 25 | $105.3M | $310.7M | ||
| Q1 25 | $92.2M | $300.8M | ||
| Q4 24 | $66.3M | $256.6M | ||
| Q3 24 | $71.7M | $252.8M | ||
| Q2 24 | $113.8M | $244.7M | ||
| Q1 24 | $110.9M | $273.4M |
| Q4 25 | $374.5M | $512.5M | ||
| Q3 25 | $402.4M | $490.2M | ||
| Q2 25 | $390.0M | $468.6M | ||
| Q1 25 | $371.6M | $453.4M | ||
| Q4 24 | $364.2M | $437.8M | ||
| Q3 24 | $322.4M | $420.8M | ||
| Q2 24 | $379.4M | $405.8M | ||
| Q1 24 | $378.7M | $389.9M |
| Q4 25 | $461.1M | $765.0M | ||
| Q3 25 | $492.8M | $751.3M | ||
| Q2 25 | $476.0M | $722.9M | ||
| Q1 25 | $475.0M | $713.9M | ||
| Q4 24 | $437.6M | $665.5M | ||
| Q3 24 | $402.4M | $670.9M | ||
| Q2 24 | $446.2M | $657.8M | ||
| Q1 24 | $446.1M | $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 | $38.9M | $-10.2M |
| Free Cash FlowOCF − Capex | $38.6M | $-13.3M |
| FCF MarginFCF / Revenue | 17.1% | -4.1% |
| Capex IntensityCapex / Revenue | 0.1% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.78× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $130.3M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.9M | $-10.2M | ||
| Q3 25 | $48.5M | $11.8M | ||
| Q2 25 | $17.5M | $12.6M | ||
| Q1 25 | $26.7M | $45.1M | ||
| Q4 24 | $9.9M | $3.9M | ||
| Q3 24 | $29.0M | $9.1M | ||
| Q2 24 | $10.2M | $-24.7M | ||
| Q1 24 | $22.7M | $38.4M |
| Q4 25 | $38.6M | $-13.3M | ||
| Q3 25 | $48.4M | $7.5M | ||
| Q2 25 | $16.8M | $10.4M | ||
| Q1 25 | $26.5M | $43.4M | ||
| Q4 24 | $9.7M | $2.1M | ||
| Q3 24 | $28.9M | $8.0M | ||
| Q2 24 | $9.9M | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | 17.1% | -4.1% | ||
| Q3 25 | 22.5% | 2.5% | ||
| Q2 25 | 9.0% | 3.4% | ||
| Q1 25 | 12.7% | 14.6% | ||
| Q4 24 | 5.3% | 0.7% | ||
| Q3 24 | 15.1% | 2.8% | ||
| Q2 24 | 6.6% | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.4% | 0.7% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.1% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | 2.78× | -0.55× | ||
| Q3 25 | 1.84× | 0.56× | ||
| Q2 25 | 2.13× | 1.24× | ||
| Q1 25 | 133.50× | 3.82× | ||
| Q4 24 | 0.26× | 0.32× | ||
| Q3 24 | 290.00× | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | 20.64× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NRDS
| Insurance | $81.2M | 36% |
| Emerging Verticals | $52.9M | 23% |
| Loans | $42.3M | 19% |
| Credit Card | $26.5M | 12% |
| SMB Products | $22.5M | 10% |
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% |
