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Side-by-side financial comparison of BRC Group Holdings, Inc. (RILY) 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 $188.3M, roughly 1.7× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 5.7%, a 42.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -21.9%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs -15.4%).
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.
RILY vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $188.3M | $324.4M |
| Net Profit | $90.3M | $18.6M |
| Gross Margin | 79.5% | 53.3% |
| Operating Margin | 32.3% | 6.3% |
| Net Margin | 47.9% | 5.7% |
| Revenue YoY | -21.9% | 10.4% |
| Net Profit YoY | 1710.8% | 50.4% |
| EPS (diluted) | $2.78 | $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 | $188.3M | $324.4M | ||
| Q3 25 | $215.3M | $295.6M | ||
| Q2 25 | $188.2M | $309.0M | ||
| Q1 25 | $197.2M | $296.7M | ||
| Q4 24 | $241.0M | $293.7M | ||
| Q3 24 | $225.5M | $283.1M | ||
| Q2 24 | $256.0M | $282.5M | ||
| Q1 24 | $263.4M | $270.6M |
| Q4 25 | $90.3M | $18.6M | ||
| Q3 25 | $91.1M | $21.2M | ||
| Q2 25 | $139.5M | $10.2M | ||
| Q1 25 | $-10.0M | $11.8M | ||
| Q4 24 | $-5.6M | $12.3M | ||
| Q3 24 | $-284.4M | $11.0M | ||
| Q2 24 | $-433.6M | $15.4M | ||
| Q1 24 | $-49.2M | $10.9M |
| Q4 25 | 79.5% | 53.3% | ||
| Q3 25 | 83.7% | 54.6% | ||
| Q2 25 | 81.3% | 54.1% | ||
| Q1 25 | 81.4% | 52.0% | ||
| Q4 24 | 79.8% | 52.5% | ||
| Q3 24 | 82.1% | 51.2% | ||
| Q2 24 | 84.5% | 54.0% | ||
| Q1 24 | 85.3% | 52.3% |
| Q4 25 | 32.3% | 6.3% | ||
| Q3 25 | 30.4% | 7.1% | ||
| Q2 25 | 5.7% | 5.8% | ||
| Q1 25 | -31.2% | 5.0% | ||
| Q4 24 | -69.2% | 3.9% | ||
| Q3 24 | -36.4% | 5.0% | ||
| Q2 24 | -90.8% | 5.8% | ||
| Q1 24 | -6.1% | 3.4% |
| Q4 25 | 47.9% | 5.7% | ||
| Q3 25 | 42.3% | 7.2% | ||
| Q2 25 | 74.1% | 3.3% | ||
| Q1 25 | -5.1% | 4.0% | ||
| Q4 24 | -2.3% | 4.2% | ||
| Q3 24 | -126.1% | 3.9% | ||
| Q2 24 | -169.4% | 5.4% | ||
| Q1 24 | -18.7% | 4.0% |
| Q4 25 | $2.78 | $0.27 | ||
| Q3 25 | $2.91 | $0.29 | ||
| Q2 25 | $4.50 | $0.14 | ||
| Q1 25 | $-0.39 | $0.16 | ||
| Q4 24 | $-0.01 | $0.18 | ||
| Q3 24 | $-9.39 | $0.15 | ||
| Q2 24 | $-14.35 | $0.21 | ||
| Q1 24 | $-1.71 | $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 | $226.6M | $292.3M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $-171.5M | $512.5M |
| Total Assets | $1.7B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $226.6M | $292.3M | ||
| Q3 25 | $184.2M | $315.4M | ||
| Q2 25 | $267.4M | $310.7M | ||
| Q1 25 | $138.3M | $300.8M | ||
| Q4 24 | $146.9M | $256.6M | ||
| Q3 24 | $159.2M | $252.8M | ||
| Q2 24 | $236.9M | $244.7M | ||
| Q1 24 | $190.7M | $273.4M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-171.5M | $512.5M | ||
| Q3 25 | $-260.5M | $490.2M | ||
| Q2 25 | $-351.7M | $468.6M | ||
| Q1 25 | $-496.8M | $453.4M | ||
| Q4 24 | $-488.2M | $437.8M | ||
| Q3 24 | $-497.6M | $420.8M | ||
| Q2 24 | $-218.3M | $405.8M | ||
| Q1 24 | $228.4M | $389.9M |
| Q4 25 | $1.7B | $765.0M | ||
| Q3 25 | $1.7B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.5B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $2.2B | $670.9M | ||
| Q2 24 | $3.2B | $657.8M | ||
| Q1 24 | $5.0B | $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 | $26.2M | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 0.29× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $-10.2M | ||
| Q3 25 | $-60.6M | $11.8M | ||
| Q2 25 | $-25.6M | $12.6M | ||
| Q1 25 | $184.0K | $45.1M | ||
| Q4 24 | $-2.7M | $3.9M | ||
| Q3 24 | $19.5M | $9.1M | ||
| Q2 24 | $111.5M | $-24.7M | ||
| Q1 24 | $135.4M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | 0.29× | -0.55× | ||
| Q3 25 | -0.66× | 0.56× | ||
| Q2 25 | -0.18× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
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% |
