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Side-by-side financial comparison of QUALYS, INC. (QLYS) 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 $175.3M, roughly 1.9× QUALYS, INC.). QUALYS, INC. runs the higher net margin — 30.3% vs 5.7%, a 24.6% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 10.1%). QUALYS, INC. produced more free cash flow last quarter ($74.9M vs $-13.3M). Over the past eight quarters, QUALYS, INC.'s revenue compounded faster (9.6% CAGR vs 9.5%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
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.
QLYS vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $324.4M |
| Net Profit | $53.1M | $18.6M |
| Gross Margin | 83.4% | 53.3% |
| Operating Margin | 33.6% | 6.3% |
| Net Margin | 30.3% | 5.7% |
| Revenue YoY | 10.1% | 10.4% |
| Net Profit YoY | 20.9% | 50.4% |
| EPS (diluted) | $1.47 | $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 | $175.3M | $324.4M | ||
| Q3 25 | $169.9M | $295.6M | ||
| Q2 25 | $164.1M | $309.0M | ||
| Q1 25 | $159.9M | $296.7M | ||
| Q4 24 | $159.2M | $293.7M | ||
| Q3 24 | $153.9M | $283.1M | ||
| Q2 24 | $148.7M | $282.5M | ||
| Q1 24 | $145.8M | $270.6M |
| Q4 25 | $53.1M | $18.6M | ||
| Q3 25 | $50.3M | $21.2M | ||
| Q2 25 | $47.3M | $10.2M | ||
| Q1 25 | $47.5M | $11.8M | ||
| Q4 24 | $44.0M | $12.3M | ||
| Q3 24 | $46.2M | $11.0M | ||
| Q2 24 | $43.8M | $15.4M | ||
| Q1 24 | $39.7M | $10.9M |
| Q4 25 | 83.4% | 53.3% | ||
| Q3 25 | 83.6% | 54.6% | ||
| Q2 25 | 82.4% | 54.1% | ||
| Q1 25 | 81.9% | 52.0% | ||
| Q4 24 | 81.8% | 52.5% | ||
| Q3 24 | 81.3% | 51.2% | ||
| Q2 24 | 82.2% | 54.0% | ||
| Q1 24 | 81.3% | 52.3% |
| Q4 25 | 33.6% | 6.3% | ||
| Q3 25 | 35.3% | 7.1% | ||
| Q2 25 | 31.3% | 5.8% | ||
| Q1 25 | 32.4% | 5.0% | ||
| Q4 24 | 31.0% | 3.9% | ||
| Q3 24 | 29.2% | 5.0% | ||
| Q2 24 | 32.3% | 5.8% | ||
| Q1 24 | 30.7% | 3.4% |
| Q4 25 | 30.3% | 5.7% | ||
| Q3 25 | 29.6% | 7.2% | ||
| Q2 25 | 28.8% | 3.3% | ||
| Q1 25 | 29.7% | 4.0% | ||
| Q4 24 | 27.6% | 4.2% | ||
| Q3 24 | 30.0% | 3.9% | ||
| Q2 24 | 29.4% | 5.4% | ||
| Q1 24 | 27.2% | 4.0% |
| Q4 25 | $1.47 | $0.27 | ||
| Q3 25 | $1.39 | $0.29 | ||
| Q2 25 | $1.29 | $0.14 | ||
| Q1 25 | $1.29 | $0.16 | ||
| Q4 24 | $1.19 | $0.18 | ||
| Q3 24 | $1.24 | $0.15 | ||
| Q2 24 | $1.17 | $0.21 | ||
| Q1 24 | $1.05 | $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 | $250.3M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $561.2M | $512.5M |
| Total Assets | $1.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.3M | $292.3M | ||
| Q3 25 | $225.3M | $315.4M | ||
| Q2 25 | $194.0M | $310.7M | ||
| Q1 25 | $290.7M | $300.8M | ||
| Q4 24 | $232.2M | $256.6M | ||
| Q3 24 | $235.4M | $252.8M | ||
| Q2 24 | $281.2M | $244.7M | ||
| Q1 24 | $273.8M | $273.4M |
| Q4 25 | $561.2M | $512.5M | ||
| Q3 25 | $529.4M | $490.2M | ||
| Q2 25 | $508.2M | $468.6M | ||
| Q1 25 | $498.0M | $453.4M | ||
| Q4 24 | $477.1M | $437.8M | ||
| Q3 24 | $449.6M | $420.8M | ||
| Q2 24 | $427.8M | $405.8M | ||
| Q1 24 | $404.2M | $389.9M |
| Q4 25 | $1.1B | $765.0M | ||
| Q3 25 | $1.0B | $751.3M | ||
| Q2 25 | $999.5M | $722.9M | ||
| Q1 25 | $996.5M | $713.9M | ||
| Q4 24 | $973.5M | $665.5M | ||
| Q3 24 | $908.3M | $670.9M | ||
| Q2 24 | $876.6M | $657.8M | ||
| Q1 24 | $861.8M | $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 | $75.7M | $-10.2M |
| Free Cash FlowOCF − Capex | $74.9M | $-13.3M |
| FCF MarginFCF / Revenue | 42.8% | -4.1% |
| Capex IntensityCapex / Revenue | 0.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.42× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.7M | $-10.2M | ||
| Q3 25 | $90.4M | $11.8M | ||
| Q2 25 | $33.8M | $12.6M | ||
| Q1 25 | $109.6M | $45.1M | ||
| Q4 24 | $47.7M | $3.9M | ||
| Q3 24 | $61.0M | $9.1M | ||
| Q2 24 | $49.8M | $-24.7M | ||
| Q1 24 | $85.5M | $38.4M |
| Q4 25 | $74.9M | $-13.3M | ||
| Q3 25 | $89.5M | $7.5M | ||
| Q2 25 | $32.4M | $10.4M | ||
| Q1 25 | $107.5M | $43.4M | ||
| Q4 24 | $41.9M | $2.1M | ||
| Q3 24 | $57.6M | $8.0M | ||
| Q2 24 | $48.8M | $-25.7M | ||
| Q1 24 | $83.5M | $36.7M |
| Q4 25 | 42.8% | -4.1% | ||
| Q3 25 | 52.7% | 2.5% | ||
| Q2 25 | 19.8% | 3.4% | ||
| Q1 25 | 67.3% | 14.6% | ||
| Q4 24 | 26.3% | 0.7% | ||
| Q3 24 | 37.4% | 2.8% | ||
| Q2 24 | 32.8% | -9.1% | ||
| Q1 24 | 57.2% | 13.5% |
| Q4 25 | 0.4% | 1.0% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.8% | 0.7% | ||
| Q1 25 | 1.3% | 0.6% | ||
| Q4 24 | 3.7% | 0.6% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 1.4% | 0.6% |
| Q4 25 | 1.42× | -0.55× | ||
| Q3 25 | 1.80× | 0.56× | ||
| Q2 25 | 0.71× | 1.24× | ||
| Q1 25 | 2.31× | 3.82× | ||
| Q4 24 | 1.09× | 0.32× | ||
| Q3 24 | 1.32× | 0.83× | ||
| Q2 24 | 1.14× | -1.60× | ||
| Q1 24 | 2.15× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
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% |
