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Side-by-side financial comparison of Paymentus Holdings, Inc. (PAY) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Paymentus Holdings, Inc. is the larger business by last-quarter revenue ($330.5M vs $324.4M, roughly 1.0× Revolve Group, Inc.). Paymentus Holdings, Inc. runs the higher net margin — 6.3% vs 5.7%, a 0.5% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 10.4%). Paymentus Holdings, Inc. produced more free cash flow last quarter ($45.0M vs $-13.3M). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs 9.5%).
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
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.
PAY vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $330.5M | $324.4M |
| Net Profit | $20.7M | $18.6M |
| Gross Margin | 25.4% | 53.3% |
| Operating Margin | 7.3% | 6.3% |
| Net Margin | 6.3% | 5.7% |
| Revenue YoY | 28.1% | 10.4% |
| Net Profit YoY | 57.2% | 50.4% |
| EPS (diluted) | $0.16 | $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 | $330.5M | $324.4M | ||
| Q3 25 | $310.7M | $295.6M | ||
| Q2 25 | $280.1M | $309.0M | ||
| Q1 25 | $275.2M | $296.7M | ||
| Q4 24 | $257.9M | $293.7M | ||
| Q3 24 | $231.6M | $283.1M | ||
| Q2 24 | $197.4M | $282.5M | ||
| Q1 24 | $184.9M | $270.6M |
| Q4 25 | $20.7M | $18.6M | ||
| Q3 25 | $17.7M | $21.2M | ||
| Q2 25 | $14.7M | $10.2M | ||
| Q1 25 | $13.8M | $11.8M | ||
| Q4 24 | $13.1M | $12.3M | ||
| Q3 24 | $14.4M | $11.0M | ||
| Q2 24 | $9.4M | $15.4M | ||
| Q1 24 | $7.2M | $10.9M |
| Q4 25 | 25.4% | 53.3% | ||
| Q3 25 | 24.1% | 54.6% | ||
| Q2 25 | 25.5% | 54.1% | ||
| Q1 25 | 24.0% | 52.0% | ||
| Q4 24 | 25.6% | 52.5% | ||
| Q3 24 | 26.2% | 51.2% | ||
| Q2 24 | 29.8% | 54.0% | ||
| Q1 24 | 28.5% | 52.3% |
| Q4 25 | 7.3% | 6.3% | ||
| Q3 25 | 6.4% | 7.1% | ||
| Q2 25 | 5.7% | 5.8% | ||
| Q1 25 | 5.7% | 5.0% | ||
| Q4 24 | 5.5% | 3.9% | ||
| Q3 24 | 5.2% | 5.0% | ||
| Q2 24 | 5.2% | 5.8% | ||
| Q1 24 | 4.5% | 3.4% |
| Q4 25 | 6.3% | 5.7% | ||
| Q3 25 | 5.7% | 7.2% | ||
| Q2 25 | 5.3% | 3.3% | ||
| Q1 25 | 5.0% | 4.0% | ||
| Q4 24 | 5.1% | 4.2% | ||
| Q3 24 | 6.2% | 3.9% | ||
| Q2 24 | 4.7% | 5.4% | ||
| Q1 24 | 3.9% | 4.0% |
| Q4 25 | $0.16 | $0.27 | ||
| Q3 25 | $0.14 | $0.29 | ||
| Q2 25 | $0.11 | $0.14 | ||
| Q1 25 | $0.11 | $0.16 | ||
| Q4 24 | $0.11 | $0.18 | ||
| Q3 24 | $0.11 | $0.15 | ||
| Q2 24 | $0.07 | $0.21 | ||
| Q1 24 | $0.06 | $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 | $320.9M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $560.4M | $512.5M |
| Total Assets | $667.9M | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $320.9M | $292.3M | ||
| Q3 25 | $287.9M | $315.4M | ||
| Q2 25 | $266.4M | $310.7M | ||
| Q1 25 | $245.8M | $300.8M | ||
| Q4 24 | $205.9M | $256.6M | ||
| Q3 24 | $187.5M | $252.8M | ||
| Q2 24 | $188.8M | $244.7M | ||
| Q1 24 | $180.1M | $273.4M |
| Q4 25 | $560.4M | $512.5M | ||
| Q3 25 | $537.4M | $490.2M | ||
| Q2 25 | $516.7M | $468.6M | ||
| Q1 25 | $500.4M | $453.4M | ||
| Q4 24 | $485.6M | $437.8M | ||
| Q3 24 | $468.8M | $420.8M | ||
| Q2 24 | $451.6M | $405.8M | ||
| Q1 24 | $439.4M | $389.9M |
| Q4 25 | $667.9M | $765.0M | ||
| Q3 25 | $644.4M | $751.3M | ||
| Q2 25 | $609.5M | $722.9M | ||
| Q1 25 | $590.9M | $713.9M | ||
| Q4 24 | $576.2M | $665.5M | ||
| Q3 24 | $552.9M | $670.9M | ||
| Q2 24 | $527.7M | $657.8M | ||
| Q1 24 | $514.0M | $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 | $45.1M | $-10.2M |
| Free Cash FlowOCF − Capex | $45.0M | $-13.3M |
| FCF MarginFCF / Revenue | 13.6% | -4.1% |
| Capex IntensityCapex / Revenue | 0.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.18× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $161.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $45.1M | $-10.2M | ||
| Q3 25 | $35.1M | $11.8M | ||
| Q2 25 | $31.5M | $12.6M | ||
| Q1 25 | $50.4M | $45.1M | ||
| Q4 24 | $27.9M | $3.9M | ||
| Q3 24 | $6.7M | $9.1M | ||
| Q2 24 | $18.0M | $-24.7M | ||
| Q1 24 | $11.0M | $38.4M |
| Q4 25 | $45.0M | $-13.3M | ||
| Q3 25 | $35.0M | $7.5M | ||
| Q2 25 | $31.4M | $10.4M | ||
| Q1 25 | $50.4M | $43.4M | ||
| Q4 24 | $27.8M | $2.1M | ||
| Q3 24 | $6.7M | $8.0M | ||
| Q2 24 | $17.8M | $-25.7M | ||
| Q1 24 | $10.8M | $36.7M |
| Q4 25 | 13.6% | -4.1% | ||
| Q3 25 | 11.3% | 2.5% | ||
| Q2 25 | 11.2% | 3.4% | ||
| Q1 25 | 18.3% | 14.6% | ||
| Q4 24 | 10.8% | 0.7% | ||
| Q3 24 | 2.9% | 2.8% | ||
| Q2 24 | 9.0% | -9.1% | ||
| Q1 24 | 5.9% | 13.5% |
| Q4 25 | 0.0% | 1.0% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 0.1% | 0.6% |
| Q4 25 | 2.18× | -0.55× | ||
| Q3 25 | 1.98× | 0.56× | ||
| Q2 25 | 2.14× | 1.24× | ||
| Q1 25 | 3.65× | 3.82× | ||
| Q4 24 | 2.12× | 0.32× | ||
| Q3 24 | 0.47× | 0.83× | ||
| Q2 24 | 1.93× | -1.60× | ||
| Q1 24 | 1.52× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
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% |
