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Side-by-side financial comparison of Payoneer Global Inc. (PAYO) 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 $217.0M, roughly 1.5× Payoneer Global Inc.). Payoneer Global Inc. runs the higher net margin — 8.8% vs 5.7%, a 3.0% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 9.5%). Payoneer Global Inc. produced more free cash flow last quarter ($40.3M vs $-13.3M). Over the past eight quarters, Payoneer Global Inc.'s revenue compounded faster (16.3% CAGR vs 9.5%).
Payoneer Global Inc. is an American financial services company that provides online money transfer, digital payment services and provides customers with working capital.
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.
PAYO vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $217.0M | $324.4M |
| Net Profit | $19.0M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 13.3% | 6.3% |
| Net Margin | 8.8% | 5.7% |
| Revenue YoY | 9.5% | 10.4% |
| Net Profit YoY | 4.5% | 50.4% |
| EPS (diluted) | $0.05 | $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 | $217.0M | $324.4M | ||
| Q3 25 | $209.7M | $295.6M | ||
| Q2 25 | $200.5M | $309.0M | ||
| Q1 25 | $186.3M | $296.7M | ||
| Q4 24 | $198.2M | $293.7M | ||
| Q3 24 | $180.4M | $283.1M | ||
| Q2 24 | $171.2M | $282.5M | ||
| Q1 24 | $160.5M | $270.6M |
| Q4 25 | $19.0M | $18.6M | ||
| Q3 25 | $14.1M | $21.2M | ||
| Q2 25 | $19.5M | $10.2M | ||
| Q1 25 | $20.6M | $11.8M | ||
| Q4 24 | $18.2M | $12.3M | ||
| Q3 24 | $41.6M | $11.0M | ||
| Q2 24 | $32.4M | $15.4M | ||
| Q1 24 | $29.0M | $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 | 13.3% | 6.3% | ||
| Q3 25 | 17.3% | 7.1% | ||
| Q2 25 | 15.0% | 5.8% | ||
| Q1 25 | 15.7% | 5.0% | ||
| Q4 24 | 14.7% | 3.9% | ||
| Q3 24 | 19.5% | 5.0% | ||
| Q2 24 | 27.0% | 5.8% | ||
| Q1 24 | 23.9% | 3.4% |
| Q4 25 | 8.8% | 5.7% | ||
| Q3 25 | 6.7% | 7.2% | ||
| Q2 25 | 9.7% | 3.3% | ||
| Q1 25 | 11.0% | 4.0% | ||
| Q4 24 | 9.2% | 4.2% | ||
| Q3 24 | 23.1% | 3.9% | ||
| Q2 24 | 18.9% | 5.4% | ||
| Q1 24 | 18.1% | 4.0% |
| Q4 25 | $0.05 | $0.27 | ||
| Q3 25 | $0.04 | $0.29 | ||
| Q2 25 | $0.05 | $0.14 | ||
| Q1 25 | $0.05 | $0.16 | ||
| Q4 24 | $0.03 | $0.18 | ||
| Q3 24 | $0.11 | $0.15 | ||
| Q2 24 | $0.09 | $0.21 | ||
| Q1 24 | $0.08 | $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 | $415.5M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $704.4M | $512.5M |
| Total Assets | $9.0B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $415.5M | $292.3M | ||
| Q3 25 | $479.4M | $315.4M | ||
| Q2 25 | $497.1M | $310.7M | ||
| Q1 25 | $524.1M | $300.8M | ||
| Q4 24 | $497.5M | $256.6M | ||
| Q3 24 | $534.2M | $252.8M | ||
| Q2 24 | $575.7M | $244.7M | ||
| Q1 24 | $587.2M | $273.4M |
| Q4 25 | $704.4M | $512.5M | ||
| Q3 25 | $750.5M | $490.2M | ||
| Q2 25 | $770.9M | $468.6M | ||
| Q1 25 | $750.7M | $453.4M | ||
| Q4 24 | $724.8M | $437.8M | ||
| Q3 24 | $727.9M | $420.8M | ||
| Q2 24 | $669.4M | $405.8M | ||
| Q1 24 | $661.5M | $389.9M |
| Q4 25 | $9.0B | $765.0M | ||
| Q3 25 | $8.2B | $751.3M | ||
| Q2 25 | $8.1B | $722.9M | ||
| Q1 25 | $7.6B | $713.9M | ||
| Q4 24 | $7.9B | $665.5M | ||
| Q3 24 | $7.1B | $670.9M | ||
| Q2 24 | $6.9B | $657.8M | ||
| Q1 24 | $6.8B | $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 | $54.9M | $-10.2M |
| Free Cash FlowOCF − Capex | $40.3M | $-13.3M |
| FCF MarginFCF / Revenue | 18.6% | -4.1% |
| Capex IntensityCapex / Revenue | 6.7% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.89× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $206.6M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $54.9M | $-10.2M | ||
| Q3 25 | $54.2M | $11.8M | ||
| Q2 25 | $70.7M | $12.6M | ||
| Q1 25 | $53.7M | $45.1M | ||
| Q4 24 | $45.9M | $3.9M | ||
| Q3 24 | $50.1M | $9.1M | ||
| Q2 24 | $41.4M | $-24.7M | ||
| Q1 24 | $39.5M | $38.4M |
| Q4 25 | $40.3M | $-13.3M | ||
| Q3 25 | $49.2M | $7.5M | ||
| Q2 25 | $68.1M | $10.4M | ||
| Q1 25 | $49.0M | $43.4M | ||
| Q4 24 | $42.1M | $2.1M | ||
| Q3 24 | $48.5M | $8.0M | ||
| Q2 24 | $40.2M | $-25.7M | ||
| Q1 24 | $37.9M | $36.7M |
| Q4 25 | 18.6% | -4.1% | ||
| Q3 25 | 23.5% | 2.5% | ||
| Q2 25 | 34.0% | 3.4% | ||
| Q1 25 | 26.3% | 14.6% | ||
| Q4 24 | 21.3% | 0.7% | ||
| Q3 24 | 26.9% | 2.8% | ||
| Q2 24 | 23.5% | -9.1% | ||
| Q1 24 | 23.6% | 13.5% |
| Q4 25 | 6.7% | 1.0% | ||
| Q3 25 | 2.4% | 1.5% | ||
| Q2 25 | 1.3% | 0.7% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 1.9% | 0.6% | ||
| Q3 24 | 0.9% | 0.4% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 1.0% | 0.6% |
| Q4 25 | 2.89× | -0.55× | ||
| Q3 25 | 3.84× | 0.56× | ||
| Q2 25 | 3.63× | 1.24× | ||
| Q1 25 | 2.61× | 3.82× | ||
| Q4 24 | 2.52× | 0.32× | ||
| Q3 24 | 1.21× | 0.83× | ||
| Q2 24 | 1.28× | -1.60× | ||
| Q1 24 | 1.36× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PAYO
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% |
