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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) 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 $218.2M, roughly 1.5× ONTO INNOVATION INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs 5.7%, a 7.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 2.6%).
Onto Innovation Inc. is an American semiconductor company formed in 2019 from the merger of Rudolph Technologies, Inc. and Nanometrics Incorporated. It is a provider of process and process control equipment and software for microelectronic manufacturing 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.
ONTO vs RVLV — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $324.4M |
| Net Profit | $28.2M | $18.6M |
| Gross Margin | 50.7% | 53.3% |
| Operating Margin | 10.9% | 6.3% |
| Net Margin | 12.9% | 5.7% |
| Revenue YoY | -13.5% | 10.4% |
| Net Profit YoY | -46.8% | 50.4% |
| EPS (diluted) | $0.57 | $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 | — | $324.4M | ||
| Q3 25 | $218.2M | $295.6M | ||
| Q2 25 | $253.6M | $309.0M | ||
| Q1 25 | $266.6M | $296.7M | ||
| Q4 24 | $263.9M | $293.7M | ||
| Q3 24 | $252.2M | $283.1M | ||
| Q2 24 | $242.3M | $282.5M | ||
| Q1 24 | $228.8M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $28.2M | $21.2M | ||
| Q2 25 | $33.9M | $10.2M | ||
| Q1 25 | $64.1M | $11.8M | ||
| Q4 24 | $48.8M | $12.3M | ||
| Q3 24 | $53.1M | $11.0M | ||
| Q2 24 | $52.9M | $15.4M | ||
| Q1 24 | $46.9M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | 50.7% | 54.6% | ||
| Q2 25 | 48.2% | 54.1% | ||
| Q1 25 | 53.7% | 52.0% | ||
| Q4 24 | 50.2% | 52.5% | ||
| Q3 24 | 54.1% | 51.2% | ||
| Q2 24 | 52.9% | 54.0% | ||
| Q1 24 | 51.7% | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 10.9% | 7.1% | ||
| Q2 25 | 12.7% | 5.8% | ||
| Q1 25 | 23.7% | 5.0% | ||
| Q4 24 | 16.1% | 3.9% | ||
| Q3 24 | 21.0% | 5.0% | ||
| Q2 24 | 20.2% | 5.8% | ||
| Q1 24 | 18.7% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | 12.9% | 7.2% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | 24.0% | 4.0% | ||
| Q4 24 | 18.5% | 4.2% | ||
| Q3 24 | 21.0% | 3.9% | ||
| Q2 24 | 21.9% | 5.4% | ||
| Q1 24 | 20.5% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | $0.57 | $0.29 | ||
| Q2 25 | $0.69 | $0.14 | ||
| Q1 25 | $1.30 | $0.16 | ||
| Q4 24 | $0.98 | $0.18 | ||
| Q3 24 | $1.07 | $0.15 | ||
| Q2 24 | $1.07 | $0.21 | ||
| Q1 24 | $0.94 | $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 | $603.1M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $512.5M |
| Total Assets | $2.2B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | $603.1M | $315.4M | ||
| Q2 25 | $217.5M | $310.7M | ||
| Q1 25 | $203.7M | $300.8M | ||
| Q4 24 | $212.9M | $256.6M | ||
| Q3 24 | $188.7M | $252.8M | ||
| Q2 24 | $172.6M | $244.7M | ||
| Q1 24 | $190.9M | $273.4M |
| Q4 25 | — | $512.5M | ||
| Q3 25 | $2.0B | $490.2M | ||
| Q2 25 | $2.0B | $468.6M | ||
| Q1 25 | $1.9B | $453.4M | ||
| Q4 24 | $1.9B | $437.8M | ||
| Q3 24 | $1.9B | $420.8M | ||
| Q2 24 | $1.8B | $405.8M | ||
| Q1 24 | $1.8B | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $2.0B | $657.8M | ||
| Q1 24 | $2.0B | $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 | $83.4M | $-10.2M |
| Free Cash FlowOCF − Capex | $82.0M | $-13.3M |
| FCF MarginFCF / Revenue | 37.6% | -4.1% |
| Capex IntensityCapex / Revenue | 0.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.95× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $83.4M | $11.8M | ||
| Q2 25 | $57.9M | $12.6M | ||
| Q1 25 | $92.0M | $45.1M | ||
| Q4 24 | $56.0M | $3.9M | ||
| Q3 24 | $67.2M | $9.1M | ||
| Q2 24 | $65.3M | $-24.7M | ||
| Q1 24 | $57.1M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $82.0M | $7.5M | ||
| Q2 25 | $44.2M | $10.4M | ||
| Q1 25 | $83.7M | $43.4M | ||
| Q4 24 | $51.4M | $2.1M | ||
| Q3 24 | $59.2M | $8.0M | ||
| Q2 24 | $53.0M | $-25.7M | ||
| Q1 24 | $50.2M | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | 37.6% | 2.5% | ||
| Q2 25 | 17.4% | 3.4% | ||
| Q1 25 | 31.4% | 14.6% | ||
| Q4 24 | 19.5% | 0.7% | ||
| Q3 24 | 23.5% | 2.8% | ||
| Q2 24 | 21.9% | -9.1% | ||
| Q1 24 | 21.9% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.6% | 1.5% | ||
| Q2 25 | 5.4% | 0.7% | ||
| Q1 25 | 3.1% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 5.1% | 0.4% | ||
| Q1 24 | 3.0% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | 2.95× | 0.56× | ||
| Q2 25 | 1.71× | 1.24× | ||
| Q1 25 | 1.44× | 3.82× | ||
| Q4 24 | 1.15× | 0.32× | ||
| Q3 24 | 1.27× | 0.83× | ||
| Q2 24 | 1.23× | -1.60× | ||
| Q1 24 | 1.22× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
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% |
