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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) 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 $172.9M, roughly 1.9× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 38.4% vs 5.7%, a 32.6% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 6.6%). UNIVERSAL DISPLAY CORP \PA\ produced more free cash flow last quarter ($15.1M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 2.3%).
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
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.
OLED vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.9M | $324.4M |
| Net Profit | $66.3M | $18.6M |
| Gross Margin | 76.1% | 53.3% |
| Operating Margin | 38.9% | 6.3% |
| Net Margin | 38.4% | 5.7% |
| Revenue YoY | 6.6% | 10.4% |
| Net Profit YoY | 44.2% | 50.4% |
| EPS (diluted) | $1.40 | $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 | $172.9M | $324.4M | ||
| Q3 25 | $139.6M | $295.6M | ||
| Q2 25 | $171.8M | $309.0M | ||
| Q1 25 | $166.3M | $296.7M | ||
| Q4 24 | $162.3M | $293.7M | ||
| Q3 24 | $161.6M | $283.1M | ||
| Q2 24 | $158.5M | $282.5M | ||
| Q1 24 | $165.3M | $270.6M |
| Q4 25 | $66.3M | $18.6M | ||
| Q3 25 | $44.0M | $21.2M | ||
| Q2 25 | $67.3M | $10.2M | ||
| Q1 25 | $64.4M | $11.8M | ||
| Q4 24 | $46.0M | $12.3M | ||
| Q3 24 | $66.9M | $11.0M | ||
| Q2 24 | $52.3M | $15.4M | ||
| Q1 24 | $56.9M | $10.9M |
| Q4 25 | 76.1% | 53.3% | ||
| Q3 25 | 74.6% | 54.6% | ||
| Q2 25 | 77.2% | 54.1% | ||
| Q1 25 | 77.1% | 52.0% | ||
| Q4 24 | 77.0% | 52.5% | ||
| Q3 24 | 77.8% | 51.2% | ||
| Q2 24 | 75.8% | 54.0% | ||
| Q1 24 | 77.6% | 52.3% |
| Q4 25 | 38.9% | 6.3% | ||
| Q3 25 | 30.9% | 7.1% | ||
| Q2 25 | 39.9% | 5.8% | ||
| Q1 25 | 41.9% | 5.0% | ||
| Q4 24 | 32.3% | 3.9% | ||
| Q3 24 | 41.5% | 5.0% | ||
| Q2 24 | 35.6% | 5.8% | ||
| Q1 24 | 38.0% | 3.4% |
| Q4 25 | 38.4% | 5.7% | ||
| Q3 25 | 31.5% | 7.2% | ||
| Q2 25 | 39.2% | 3.3% | ||
| Q1 25 | 38.8% | 4.0% | ||
| Q4 24 | 28.4% | 4.2% | ||
| Q3 24 | 41.4% | 3.9% | ||
| Q2 24 | 33.0% | 5.4% | ||
| Q1 24 | 34.4% | 4.0% |
| Q4 25 | $1.40 | $0.27 | ||
| Q3 25 | $0.92 | $0.29 | ||
| Q2 25 | $1.41 | $0.14 | ||
| Q1 25 | $1.35 | $0.16 | ||
| Q4 24 | $0.96 | $0.18 | ||
| Q3 24 | $1.40 | $0.15 | ||
| Q2 24 | $1.10 | $0.21 | ||
| Q1 24 | $1.19 | $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 | $602.4M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $512.5M |
| Total Assets | $2.0B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $602.4M | $292.3M | ||
| Q3 25 | $603.0M | $315.4M | ||
| Q2 25 | $525.2M | $310.7M | ||
| Q1 25 | $571.3M | $300.8M | ||
| Q4 24 | $492.7M | $256.6M | ||
| Q3 24 | $551.6M | $252.8M | ||
| Q2 24 | $530.5M | $244.7M | ||
| Q1 24 | $539.3M | $273.4M |
| Q4 25 | $1.8B | $512.5M | ||
| Q3 25 | $1.7B | $490.2M | ||
| Q2 25 | $1.7B | $468.6M | ||
| Q1 25 | $1.7B | $453.4M | ||
| Q4 24 | $1.6B | $437.8M | ||
| Q3 24 | $1.6B | $420.8M | ||
| Q2 24 | $1.5B | $405.8M | ||
| Q1 24 | $1.5B | $389.9M |
| Q4 25 | $2.0B | $765.0M | ||
| Q3 25 | $1.9B | $751.3M | ||
| Q2 25 | $1.9B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.8B | $657.8M | ||
| Q1 24 | $1.7B | $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 | $31.1M | $-10.2M |
| Free Cash FlowOCF − Capex | $15.1M | $-13.3M |
| FCF MarginFCF / Revenue | 8.7% | -4.1% |
| Capex IntensityCapex / Revenue | 9.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.47× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $154.4M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $31.1M | $-10.2M | ||
| Q3 25 | $97.2M | $11.8M | ||
| Q2 25 | $51.9M | $12.6M | ||
| Q1 25 | $30.6M | $45.1M | ||
| Q4 24 | $34.7M | $3.9M | ||
| Q3 24 | $79.9M | $9.1M | ||
| Q2 24 | $67.0M | $-24.7M | ||
| Q1 24 | $72.2M | $38.4M |
| Q4 25 | $15.1M | $-13.3M | ||
| Q3 25 | $84.3M | $7.5M | ||
| Q2 25 | $37.5M | $10.4M | ||
| Q1 25 | $17.5M | $43.4M | ||
| Q4 24 | $22.0M | $2.1M | ||
| Q3 24 | $66.2M | $8.0M | ||
| Q2 24 | $57.9M | $-25.7M | ||
| Q1 24 | $65.0M | $36.7M |
| Q4 25 | 8.7% | -4.1% | ||
| Q3 25 | 60.4% | 2.5% | ||
| Q2 25 | 21.8% | 3.4% | ||
| Q1 25 | 10.5% | 14.6% | ||
| Q4 24 | 13.6% | 0.7% | ||
| Q3 24 | 41.0% | 2.8% | ||
| Q2 24 | 36.5% | -9.1% | ||
| Q1 24 | 39.3% | 13.5% |
| Q4 25 | 9.3% | 1.0% | ||
| Q3 25 | 9.2% | 1.5% | ||
| Q2 25 | 8.4% | 0.7% | ||
| Q1 25 | 7.9% | 0.6% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 8.4% | 0.4% | ||
| Q2 24 | 5.8% | 0.4% | ||
| Q1 24 | 4.4% | 0.6% |
| Q4 25 | 0.47× | -0.55× | ||
| Q3 25 | 2.21× | 0.56× | ||
| Q2 25 | 0.77× | 1.24× | ||
| Q1 25 | 0.47× | 3.82× | ||
| Q4 24 | 0.75× | 0.32× | ||
| Q3 24 | 1.19× | 0.83× | ||
| Q2 24 | 1.28× | -1.60× | ||
| Q1 24 | 1.27× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
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% |
