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Side-by-side financial comparison of PEGASYSTEMS INC (PEGA) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
PEGASYSTEMS INC is the larger business by last-quarter revenue ($430.0M vs $324.4M, roughly 1.3× Revolve Group, Inc.). PEGASYSTEMS INC runs the higher net margin — 7.6% vs 5.7%, a 1.9% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $-13.3M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% CAGR vs 9.5%).
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
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.
PEGA vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $430.0M | $324.4M |
| Net Profit | $32.8M | $18.6M |
| Gross Margin | 75.2% | 53.3% |
| Operating Margin | 8.6% | 6.3% |
| Net Margin | 7.6% | 5.7% |
| Revenue YoY | -9.6% | 10.4% |
| Net Profit YoY | — | 50.4% |
| EPS (diluted) | $0.18 | $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 | $430.0M | — | ||
| Q4 25 | $504.3M | $324.4M | ||
| Q3 25 | $381.4M | $295.6M | ||
| Q2 25 | $384.5M | $309.0M | ||
| Q1 25 | $475.6M | $296.7M | ||
| Q4 24 | $490.8M | $293.7M | ||
| Q3 24 | $325.1M | $283.1M | ||
| Q2 24 | $351.2M | $282.5M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $234.6M | $18.6M | ||
| Q3 25 | $43.4M | $21.2M | ||
| Q2 25 | $30.1M | $10.2M | ||
| Q1 25 | $85.4M | $11.8M | ||
| Q4 24 | $119.1M | $12.3M | ||
| Q3 24 | $-14.4M | $11.0M | ||
| Q2 24 | $6.6M | $15.4M |
| Q1 26 | 75.2% | — | ||
| Q4 25 | 79.5% | 53.3% | ||
| Q3 25 | 72.2% | 54.6% | ||
| Q2 25 | 71.5% | 54.1% | ||
| Q1 25 | 78.5% | 52.0% | ||
| Q4 24 | 79.1% | 52.5% | ||
| Q3 24 | 70.2% | 51.2% | ||
| Q2 24 | 72.4% | 54.0% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 20.7% | 6.3% | ||
| Q3 25 | 3.8% | 7.1% | ||
| Q2 25 | 4.5% | 5.8% | ||
| Q1 25 | 26.7% | 5.0% | ||
| Q4 24 | 29.1% | 3.9% | ||
| Q3 24 | -3.6% | 5.0% | ||
| Q2 24 | 3.7% | 5.8% |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 46.5% | 5.7% | ||
| Q3 25 | 11.4% | 7.2% | ||
| Q2 25 | 7.8% | 3.3% | ||
| Q1 25 | 18.0% | 4.0% | ||
| Q4 24 | 24.3% | 4.2% | ||
| Q3 24 | -4.4% | 3.9% | ||
| Q2 24 | 1.9% | 5.4% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.81 | $0.27 | ||
| Q3 25 | $0.24 | $0.29 | ||
| Q2 25 | $0.17 | $0.14 | ||
| Q1 25 | $0.91 | $0.16 | ||
| Q4 24 | $1.35 | $0.18 | ||
| Q3 24 | $-0.17 | $0.15 | ||
| Q2 24 | $0.07 | $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 | $270.0M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $705.9M | $512.5M |
| Total Assets | $1.6B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $270.0M | — | ||
| Q4 25 | $425.8M | $292.3M | ||
| Q3 25 | $351.4M | $315.4M | ||
| Q2 25 | $411.6M | $310.7M | ||
| Q1 25 | $371.7M | $300.8M | ||
| Q4 24 | $740.0M | $256.6M | ||
| Q3 24 | $703.0M | $252.8M | ||
| Q2 24 | $665.1M | $244.7M |
| Q1 26 | $705.9M | — | ||
| Q4 25 | $787.4M | $512.5M | ||
| Q3 25 | $596.8M | $490.2M | ||
| Q2 25 | $624.5M | $468.6M | ||
| Q1 25 | $611.3M | $453.4M | ||
| Q4 24 | $585.5M | $437.8M | ||
| Q3 24 | $473.0M | $420.8M | ||
| Q2 24 | $435.4M | $405.8M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.5B | $657.8M |
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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | $206.5M | $-13.3M |
| FCF MarginFCF / Revenue | 48.0% | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $494.9M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $158.4M | $-10.2M | ||
| Q3 25 | $56.3M | $11.8M | ||
| Q2 25 | $86.3M | $12.6M | ||
| Q1 25 | $204.2M | $45.1M | ||
| Q4 24 | $95.2M | $3.9M | ||
| Q3 24 | $30.5M | $9.1M | ||
| Q2 24 | $40.1M | $-24.7M |
| Q1 26 | $206.5M | — | ||
| Q4 25 | $152.4M | $-13.3M | ||
| Q3 25 | $51.8M | $7.5M | ||
| Q2 25 | $84.1M | $10.4M | ||
| Q1 25 | $202.3M | $43.4M | ||
| Q4 24 | $92.4M | $2.1M | ||
| Q3 24 | $27.4M | $8.0M | ||
| Q2 24 | $38.8M | $-25.7M |
| Q1 26 | 48.0% | — | ||
| Q4 25 | 30.2% | -4.1% | ||
| Q3 25 | 13.6% | 2.5% | ||
| Q2 25 | 21.9% | 3.4% | ||
| Q1 25 | 42.5% | 14.6% | ||
| Q4 24 | 18.8% | 0.7% | ||
| Q3 24 | 8.4% | 2.8% | ||
| Q2 24 | 11.1% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 1.0% | ||
| Q3 25 | 1.2% | 1.5% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.6% | 0.6% | ||
| Q3 24 | 0.9% | 0.4% | ||
| Q2 24 | 0.4% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | -0.55× | ||
| Q3 25 | 1.30× | 0.56× | ||
| Q2 25 | 2.87× | 1.24× | ||
| Q1 25 | 2.39× | 3.82× | ||
| Q4 24 | 0.80× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 6.06× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
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% |
