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Side-by-side financial comparison of Perion Network Ltd. (PERI) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $324.4M, roughly 1.1× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 2.1%, a 3.6% gap on every dollar of revenue. Perion Network Ltd. produced more free cash flow last quarter ($-2.9M vs $-13.3M). Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% CAGR vs 9.5%).
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
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.
PERI vs RVLV — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $368.7M | $324.4M |
| Net Profit | $7.7M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 2.0% | 6.3% |
| Net Margin | 2.1% | 5.7% |
| Revenue YoY | — | 10.4% |
| Net Profit YoY | — | 50.4% |
| EPS (diluted) | — | $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 | $368.7M | $295.6M | ||
| Q2 25 | $266.5M | $309.0M | ||
| Q1 25 | $157.8M | $296.7M | ||
| Q4 24 | — | $293.7M | ||
| Q3 24 | $508.9M | $283.1M | ||
| Q2 24 | $323.6M | $282.5M | ||
| Q1 24 | $145.2M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $7.7M | $21.2M | ||
| Q2 25 | $5.6M | $10.2M | ||
| Q1 25 | $11.8M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $78.0M | $11.0M | ||
| Q2 24 | $45.2M | $15.4M | ||
| Q1 24 | $23.8M | $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 | — | 6.3% | ||
| Q3 25 | 2.0% | 7.1% | ||
| Q2 25 | -1.7% | 5.8% | ||
| Q1 25 | 5.4% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 15.1% | 5.0% | ||
| Q2 24 | 13.7% | 5.8% | ||
| Q1 24 | 16.9% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | 2.1% | 7.2% | ||
| Q2 25 | 2.1% | 3.3% | ||
| Q1 25 | 7.5% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 15.3% | 3.9% | ||
| Q2 24 | 14.0% | 5.4% | ||
| Q1 24 | 16.4% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.21 | ||
| Q1 24 | — | $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 | $156.2M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $722.9M | $512.5M |
| Total Assets | $915.5M | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | $156.2M | $315.4M | ||
| Q2 25 | $156.2M | $310.7M | ||
| Q1 25 | $156.2M | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | $187.6M | $252.8M | ||
| Q2 24 | $187.6M | $244.7M | ||
| Q1 24 | $187.6M | $273.4M |
| Q4 25 | — | $512.5M | ||
| Q3 25 | $722.9M | $490.2M | ||
| Q2 25 | $722.9M | $468.6M | ||
| Q1 25 | $722.9M | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | $718.1M | $420.8M | ||
| Q2 24 | $718.1M | $405.8M | ||
| Q1 24 | $718.1M | $389.9M |
| Q4 25 | — | $765.0M | ||
| Q3 25 | $915.5M | $751.3M | ||
| Q2 25 | $915.5M | $722.9M | ||
| Q1 25 | $915.5M | $713.9M | ||
| Q4 24 | — | $665.5M | ||
| Q3 24 | $1.1B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.1B | $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 | $2.6M | $-10.2M |
| Free Cash FlowOCF − Capex | $-2.9M | $-13.3M |
| FCF MarginFCF / Revenue | -0.8% | -4.1% |
| Capex IntensityCapex / Revenue | 1.5% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.34× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $2.6M | $11.8M | ||
| Q2 25 | — | $12.6M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | — | $3.9M | ||
| Q3 24 | $105.2M | $9.1M | ||
| Q2 24 | — | $-24.7M | ||
| Q1 24 | $17.8M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $-2.9M | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | $104.7M | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | $17.6M | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | -0.8% | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 20.6% | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | 12.2% | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | 0.1% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | 0.34× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.35× | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | 0.75× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
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% |
