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Side-by-side financial comparison of RADIAN GROUP INC (RDN) 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 $300.5M, roughly 1.1× RADIAN GROUP INC). RADIAN GROUP INC runs the higher net margin — 51.5% vs 5.7%, a 45.8% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 2.7%). RADIAN GROUP INC produced more free cash flow last quarter ($115.7M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -0.2%).
Radian Group Inc. is a mortgage insurance company with a suite of mortgage, risk, real estate, and title 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.
RDN vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $300.5M | $324.4M |
| Net Profit | $154.8M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 76.2% | 6.3% |
| Net Margin | 51.5% | 5.7% |
| Revenue YoY | 2.7% | 10.4% |
| Net Profit YoY | 4.4% | 50.4% |
| EPS (diluted) | $1.11 | $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 | $300.5M | $324.4M | ||
| Q3 25 | $303.2M | $295.6M | ||
| Q2 25 | $298.6M | $309.0M | ||
| Q1 25 | $294.8M | $296.7M | ||
| Q4 24 | $292.7M | $293.7M | ||
| Q3 24 | $313.4M | $283.1M | ||
| Q2 24 | $298.6M | $282.5M | ||
| Q1 24 | $301.7M | $270.6M |
| Q4 25 | $154.8M | $18.6M | ||
| Q3 25 | $141.4M | $21.2M | ||
| Q2 25 | $141.8M | $10.2M | ||
| Q1 25 | $144.6M | $11.8M | ||
| Q4 24 | $148.3M | $12.3M | ||
| Q3 24 | $151.9M | $11.0M | ||
| Q2 24 | $151.9M | $15.4M | ||
| Q1 24 | $152.4M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | 97.2% | 54.1% | ||
| Q1 25 | 97.0% | 52.0% | ||
| Q4 24 | 96.6% | 52.5% | ||
| Q3 24 | 97.0% | 51.2% | ||
| Q2 24 | 96.8% | 54.0% | ||
| Q1 24 | 96.9% | 52.3% |
| Q4 25 | 76.2% | 6.3% | ||
| Q3 25 | 65.5% | 7.1% | ||
| Q2 25 | 58.6% | 5.8% | ||
| Q1 25 | 63.9% | 5.0% | ||
| Q4 24 | 83.6% | 3.9% | ||
| Q3 24 | 68.4% | 5.0% | ||
| Q2 24 | 63.0% | 5.8% | ||
| Q1 24 | 65.8% | 3.4% |
| Q4 25 | 51.5% | 5.7% | ||
| Q3 25 | 46.7% | 7.2% | ||
| Q2 25 | 47.5% | 3.3% | ||
| Q1 25 | 49.0% | 4.0% | ||
| Q4 24 | 50.7% | 4.2% | ||
| Q3 24 | 48.5% | 3.9% | ||
| Q2 24 | 50.9% | 5.4% | ||
| Q1 24 | 50.5% | 4.0% |
| Q4 25 | $1.11 | $0.27 | ||
| Q3 25 | $1.03 | $0.29 | ||
| Q2 25 | $1.02 | $0.14 | ||
| Q1 25 | $0.98 | $0.16 | ||
| Q4 24 | $0.97 | $0.18 | ||
| Q3 24 | $0.99 | $0.15 | ||
| Q2 24 | $0.98 | $0.21 | ||
| Q1 24 | $0.98 | $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 | $24.8M | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.8B | $512.5M |
| Total Assets | $8.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $292.3M | ||
| Q3 25 | $15.3M | $315.4M | ||
| Q2 25 | $22.1M | $310.7M | ||
| Q1 25 | $24.2M | $300.8M | ||
| Q4 24 | $19.2M | $256.6M | ||
| Q3 24 | $28.1M | $252.8M | ||
| Q2 24 | $13.8M | $244.7M | ||
| Q1 24 | $27.0M | $273.4M |
| Q4 25 | $4.8B | $512.5M | ||
| Q3 25 | $4.7B | $490.2M | ||
| Q2 25 | $4.5B | $468.6M | ||
| Q1 25 | $4.6B | $453.4M | ||
| Q4 24 | $4.6B | $437.8M | ||
| Q3 24 | $4.7B | $420.8M | ||
| Q2 24 | $4.5B | $405.8M | ||
| Q1 24 | $4.4B | $389.9M |
| Q4 25 | $8.1B | $765.0M | ||
| Q3 25 | $8.2B | $751.3M | ||
| Q2 25 | $9.6B | $722.9M | ||
| Q1 25 | $8.8B | $713.9M | ||
| Q4 24 | $8.7B | $665.5M | ||
| Q3 24 | $8.4B | $670.9M | ||
| Q2 24 | $8.1B | $657.8M | ||
| Q1 24 | $7.8B | $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 | $119.9M | $-10.2M |
| Free Cash FlowOCF − Capex | $115.7M | $-13.3M |
| FCF MarginFCF / Revenue | 38.5% | -4.1% |
| Capex IntensityCapex / Revenue | 1.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.77× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $-174.8M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $119.9M | $-10.2M | ||
| Q3 25 | $358.4M | $11.8M | ||
| Q2 25 | $-713.3M | $12.6M | ||
| Q1 25 | $67.8M | $45.1M | ||
| Q4 24 | $-663.6M | $3.9M | ||
| Q3 24 | $-237.9M | $9.1M | ||
| Q2 24 | $-207.3M | $-24.7M | ||
| Q1 24 | $51.0M | $38.4M |
| Q4 25 | $115.7M | $-13.3M | ||
| Q3 25 | $357.6M | $7.5M | ||
| Q2 25 | $-714.6M | $10.4M | ||
| Q1 25 | $66.6M | $43.4M | ||
| Q4 24 | $-665.1M | $2.1M | ||
| Q3 24 | $-239.2M | $8.0M | ||
| Q2 24 | $-208.3M | $-25.7M | ||
| Q1 24 | $49.5M | $36.7M |
| Q4 25 | 38.5% | -4.1% | ||
| Q3 25 | 117.9% | 2.5% | ||
| Q2 25 | -239.4% | 3.4% | ||
| Q1 25 | 22.6% | 14.6% | ||
| Q4 24 | -227.3% | 0.7% | ||
| Q3 24 | -76.3% | 2.8% | ||
| Q2 24 | -69.8% | -9.1% | ||
| Q1 24 | 16.4% | 13.5% |
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.4% | 0.7% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 0.4% | 0.4% | ||
| Q1 24 | 0.5% | 0.6% |
| Q4 25 | 0.77× | -0.55× | ||
| Q3 25 | 2.53× | 0.56× | ||
| Q2 25 | -5.03× | 1.24× | ||
| Q1 25 | 0.47× | 3.82× | ||
| Q4 24 | -4.47× | 0.32× | ||
| Q3 24 | -1.57× | 0.83× | ||
| Q2 24 | -1.36× | -1.60× | ||
| Q1 24 | 0.34× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RDN
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% |
