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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) 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 $190.7M, roughly 1.7× Phillips Edison & Company, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 5.7%, a 11.7% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 7.0%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 8.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
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.
PECO vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $324.4M |
| Net Profit | $33.2M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 30.5% | 6.3% |
| Net Margin | 17.4% | 5.7% |
| Revenue YoY | 7.0% | 10.4% |
| Net Profit YoY | 15.1% | 50.4% |
| EPS (diluted) | $0.24 | $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.
| Q1 26 | $190.7M | — | ||
| Q4 25 | $187.9M | $324.4M | ||
| Q3 25 | $182.7M | $295.6M | ||
| Q2 25 | $177.8M | $309.0M | ||
| Q1 25 | $178.3M | $296.7M | ||
| Q4 24 | $173.0M | $293.7M | ||
| Q3 24 | $165.5M | $283.1M | ||
| Q2 24 | $161.5M | $282.5M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $18.6M | ||
| Q3 25 | $24.7M | $21.2M | ||
| Q2 25 | $12.8M | $10.2M | ||
| Q1 25 | $26.3M | $11.8M | ||
| Q4 24 | $18.1M | $12.3M | ||
| Q3 24 | $11.6M | $11.0M | ||
| Q2 24 | $15.3M | $15.4M |
| Q1 26 | — | — | ||
| 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 26 | 30.5% | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | 5.7% | ||
| Q3 25 | 13.5% | 7.2% | ||
| Q2 25 | 7.2% | 3.3% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 10.5% | 4.2% | ||
| Q3 24 | 7.0% | 3.9% | ||
| Q2 24 | 9.5% | 5.4% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $0.27 | ||
| Q3 25 | $0.20 | $0.29 | ||
| Q2 25 | $0.10 | $0.14 | ||
| Q1 25 | $0.21 | $0.16 | ||
| Q4 24 | $0.16 | $0.18 | ||
| Q3 24 | $0.09 | $0.15 | ||
| Q2 24 | $0.12 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | $512.5M |
| Total Assets | $5.4B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $292.3M | ||
| Q3 25 | $4.1M | $315.4M | ||
| Q2 25 | $5.6M | $310.7M | ||
| Q1 25 | $5.5M | $300.8M | ||
| Q4 24 | $4.9M | $256.6M | ||
| Q3 24 | $6.4M | $252.8M | ||
| Q2 24 | $7.1M | $244.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $512.5M | ||
| Q3 25 | $2.3B | $490.2M | ||
| Q2 25 | $2.3B | $468.6M | ||
| Q1 25 | $2.3B | $453.4M | ||
| Q4 24 | $2.3B | $437.8M | ||
| Q3 24 | $2.2B | $420.8M | ||
| Q2 24 | $2.3B | $405.8M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $765.0M | ||
| Q3 25 | $5.3B | $751.3M | ||
| Q2 25 | $5.3B | $722.9M | ||
| Q1 25 | $5.2B | $713.9M | ||
| Q4 24 | $5.0B | $665.5M | ||
| Q3 24 | $5.0B | $670.9M | ||
| Q2 24 | $4.9B | $657.8M |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.90× | — |
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 | $55.6M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | 12.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.67× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $-10.2M | ||
| Q3 25 | $95.4M | $11.8M | ||
| Q2 25 | $96.1M | $12.6M | ||
| Q1 25 | $60.5M | $45.1M | ||
| Q4 24 | $334.7M | $3.9M | ||
| Q3 24 | $109.1M | $9.1M | ||
| Q2 24 | $78.5M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | -0.55× | ||
| Q3 25 | 3.87× | 0.56× | ||
| Q2 25 | 7.52× | 1.24× | ||
| Q1 25 | 2.30× | 3.82× | ||
| Q4 24 | 18.45× | 0.32× | ||
| Q3 24 | 9.40× | 0.83× | ||
| Q2 24 | 5.14× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
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% |
