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Side-by-side financial comparison of Palomar Holdings, Inc. (PLMR) 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 $253.4M, roughly 1.3× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 10.4%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $-13.3M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 9.5%).
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
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.
PLMR vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $253.4M | $324.4M |
| Net Profit | — | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 28.7% | 6.3% |
| Net Margin | — | 5.7% |
| Revenue YoY | 62.7% | 10.4% |
| Net Profit YoY | — | 50.4% |
| EPS (diluted) | $2.05 | $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 | $253.4M | $324.4M | ||
| Q3 25 | $244.7M | $295.6M | ||
| Q2 25 | $203.3M | $309.0M | ||
| Q1 25 | $174.6M | $296.7M | ||
| Q4 24 | $155.8M | $293.7M | ||
| Q3 24 | $148.5M | $283.1M | ||
| Q2 24 | $131.1M | $282.5M | ||
| Q1 24 | $118.5M | $270.6M |
| Q4 25 | — | $18.6M | ||
| Q3 25 | $51.5M | $21.2M | ||
| Q2 25 | $46.5M | $10.2M | ||
| Q1 25 | $42.9M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $30.5M | $11.0M | ||
| Q2 24 | $25.7M | $15.4M | ||
| Q1 24 | $26.4M | $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 | 28.7% | 6.3% | ||
| Q3 25 | 27.4% | 7.1% | ||
| Q2 25 | 29.5% | 5.8% | ||
| Q1 25 | 30.8% | 5.0% | ||
| Q4 24 | 28.9% | 3.9% | ||
| Q3 24 | 25.9% | 5.0% | ||
| Q2 24 | 25.5% | 5.8% | ||
| Q1 24 | 29.0% | 3.4% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | 21.0% | 7.2% | ||
| Q2 25 | 22.9% | 3.3% | ||
| Q1 25 | 24.6% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 20.5% | 3.9% | ||
| Q2 24 | 19.6% | 5.4% | ||
| Q1 24 | 22.3% | 4.0% |
| Q4 25 | $2.05 | $0.27 | ||
| Q3 25 | $1.87 | $0.29 | ||
| Q2 25 | $1.68 | $0.14 | ||
| Q1 25 | $1.57 | $0.16 | ||
| Q4 24 | $1.29 | $0.18 | ||
| Q3 24 | $1.15 | $0.15 | ||
| Q2 24 | $1.00 | $0.21 | ||
| Q1 24 | $1.04 | $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 | $106.9M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $942.7M | $512.5M |
| Total Assets | $3.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $106.9M | $292.3M | ||
| Q3 25 | $111.7M | $315.4M | ||
| Q2 25 | $81.3M | $310.7M | ||
| Q1 25 | $119.3M | $300.8M | ||
| Q4 24 | $80.4M | $256.6M | ||
| Q3 24 | $86.5M | $252.8M | ||
| Q2 24 | $47.8M | $244.7M | ||
| Q1 24 | $61.4M | $273.4M |
| Q4 25 | $942.7M | $512.5M | ||
| Q3 25 | $878.1M | $490.2M | ||
| Q2 25 | $847.2M | $468.6M | ||
| Q1 25 | $790.4M | $453.4M | ||
| Q4 24 | $729.0M | $437.8M | ||
| Q3 24 | $703.3M | $420.8M | ||
| Q2 24 | $532.6M | $405.8M | ||
| Q1 24 | $501.7M | $389.9M |
| Q4 25 | $3.1B | $765.0M | ||
| Q3 25 | $2.9B | $751.3M | ||
| Q2 25 | $2.8B | $722.9M | ||
| Q1 25 | $2.4B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.3B | $670.9M | ||
| Q2 24 | $2.0B | $657.8M | ||
| Q1 24 | $1.9B | $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 | $409.1M | $-10.2M |
| Free Cash FlowOCF − Capex | $409.0M | $-13.3M |
| FCF MarginFCF / Revenue | 161.4% | -4.1% |
| Capex IntensityCapex / Revenue | 0.1% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $700.6M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $409.1M | $-10.2M | ||
| Q3 25 | $83.6M | $11.8M | ||
| Q2 25 | $120.9M | $12.6M | ||
| Q1 25 | $87.2M | $45.1M | ||
| Q4 24 | $261.2M | $3.9M | ||
| Q3 24 | $100.3M | $9.1M | ||
| Q2 24 | $55.1M | $-24.7M | ||
| Q1 24 | $33.1M | $38.4M |
| Q4 25 | $409.0M | $-13.3M | ||
| Q3 25 | $83.6M | $7.5M | ||
| Q2 25 | $120.8M | $10.4M | ||
| Q1 25 | $87.1M | $43.4M | ||
| Q4 24 | $260.9M | $2.1M | ||
| Q3 24 | $100.1M | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | 161.4% | -4.1% | ||
| Q3 25 | 34.2% | 2.5% | ||
| Q2 25 | 59.4% | 3.4% | ||
| Q1 25 | 49.9% | 14.6% | ||
| Q4 24 | 167.5% | 0.7% | ||
| Q3 24 | 67.4% | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | 1.63× | 0.56× | ||
| Q2 25 | 2.60× | 1.24× | ||
| Q1 25 | 2.03× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 3.29× | 0.83× | ||
| Q2 24 | 2.14× | -1.60× | ||
| Q1 24 | 1.26× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLMR
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% |
