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Side-by-side financial comparison of RLI CORP (RLI) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
RLI CORP is the larger business by last-quarter revenue ($465.7M vs $324.4M, roughly 1.4× Revolve Group, Inc.). RLI CORP runs the higher net margin — 19.6% vs 5.7%, a 13.9% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 6.1%). RLI CORP produced more free cash flow last quarter ($155.0M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 2.3%).
RLI Corp. is an American insurance company specializing in property insurance and casualty insurance. It is headquartered in Peoria, Illinois.
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.
RLI vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $465.7M | $324.4M |
| Net Profit | $91.2M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 24.4% | 6.3% |
| Net Margin | 19.6% | 5.7% |
| Revenue YoY | 6.1% | 10.4% |
| Net Profit YoY | 123.1% | 50.4% |
| EPS (diluted) | $1.00 | $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 | $465.7M | $324.4M | ||
| Q3 25 | $509.3M | $295.6M | ||
| Q2 25 | $499.8M | $309.0M | ||
| Q1 25 | $407.7M | $296.7M | ||
| Q4 24 | $439.1M | $293.7M | ||
| Q3 24 | $470.0M | $283.1M | ||
| Q2 24 | $416.4M | $282.5M | ||
| Q1 24 | $444.8M | $270.6M |
| Q4 25 | $91.2M | $18.6M | ||
| Q3 25 | $124.6M | $21.2M | ||
| Q2 25 | $124.3M | $10.2M | ||
| Q1 25 | $63.2M | $11.8M | ||
| Q4 24 | $40.9M | $12.3M | ||
| Q3 24 | $95.0M | $11.0M | ||
| Q2 24 | $82.0M | $15.4M | ||
| Q1 24 | $127.9M | $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 | 24.4% | 6.3% | ||
| Q3 25 | 30.9% | 7.1% | ||
| Q2 25 | 31.3% | 5.8% | ||
| Q1 25 | 19.3% | 5.0% | ||
| Q4 24 | 10.8% | 3.9% | ||
| Q3 24 | 24.9% | 5.0% | ||
| Q2 24 | 24.8% | 5.8% | ||
| Q1 24 | 36.0% | 3.4% |
| Q4 25 | 19.6% | 5.7% | ||
| Q3 25 | 24.5% | 7.2% | ||
| Q2 25 | 24.9% | 3.3% | ||
| Q1 25 | 15.5% | 4.0% | ||
| Q4 24 | 9.3% | 4.2% | ||
| Q3 24 | 20.2% | 3.9% | ||
| Q2 24 | 19.7% | 5.4% | ||
| Q1 24 | 28.8% | 4.0% |
| Q4 25 | $1.00 | $0.27 | ||
| Q3 25 | $1.35 | $0.29 | ||
| Q2 25 | $1.34 | $0.14 | ||
| Q1 25 | $0.68 | $0.16 | ||
| Q4 24 | $-2.87 | $0.18 | ||
| Q3 24 | $2.06 | $0.15 | ||
| Q2 24 | $1.78 | $0.21 | ||
| Q1 24 | $2.77 | $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 | — | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $512.5M |
| Total Assets | $6.2B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | — | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | $100.0M | — | ||
| Q2 25 | $100.0M | — | ||
| Q1 25 | $100.0M | — | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $100.0M | — | ||
| Q2 24 | $100.0M | — | ||
| Q1 24 | $100.0M | — |
| Q4 25 | $1.8B | $512.5M | ||
| Q3 25 | $1.9B | $490.2M | ||
| Q2 25 | $1.7B | $468.6M | ||
| Q1 25 | $1.6B | $453.4M | ||
| Q4 24 | $1.5B | $437.8M | ||
| Q3 24 | $1.7B | $420.8M | ||
| Q2 24 | $1.6B | $405.8M | ||
| Q1 24 | $1.5B | $389.9M |
| Q4 25 | $6.2B | $765.0M | ||
| Q3 25 | $6.2B | $751.3M | ||
| Q2 25 | $6.0B | $722.9M | ||
| Q1 25 | $5.7B | $713.9M | ||
| Q4 24 | $5.6B | $665.5M | ||
| Q3 24 | $5.8B | $670.9M | ||
| Q2 24 | $5.5B | $657.8M | ||
| Q1 24 | $5.3B | $650.0M |
| Q4 25 | — | — | ||
| Q3 25 | 0.05× | — | ||
| Q2 25 | 0.06× | — | ||
| Q1 25 | 0.06× | — | ||
| Q4 24 | 0.07× | — | ||
| Q3 24 | 0.06× | — | ||
| Q2 24 | 0.06× | — | ||
| Q1 24 | 0.07× | — |
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 | $156.8M | $-10.2M |
| Free Cash FlowOCF − Capex | $155.0M | $-13.3M |
| FCF MarginFCF / Revenue | 33.3% | -4.1% |
| Capex IntensityCapex / Revenue | 0.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.72× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $608.7M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $156.8M | $-10.2M | ||
| Q3 25 | $179.2M | $11.8M | ||
| Q2 25 | $174.7M | $12.6M | ||
| Q1 25 | $103.5M | $45.1M | ||
| Q4 24 | $128.1M | $3.9M | ||
| Q3 24 | $219.4M | $9.1M | ||
| Q2 24 | $141.8M | $-24.7M | ||
| Q1 24 | $70.9M | $38.4M |
| Q4 25 | $155.0M | $-13.3M | ||
| Q3 25 | $177.8M | $7.5M | ||
| Q2 25 | $173.4M | $10.4M | ||
| Q1 25 | $102.5M | $43.4M | ||
| Q4 24 | $127.6M | $2.1M | ||
| Q3 24 | $219.0M | $8.0M | ||
| Q2 24 | $139.1M | $-25.7M | ||
| Q1 24 | $69.9M | $36.7M |
| Q4 25 | 33.3% | -4.1% | ||
| Q3 25 | 34.9% | 2.5% | ||
| Q2 25 | 34.7% | 3.4% | ||
| Q1 25 | 25.1% | 14.6% | ||
| Q4 24 | 29.0% | 0.7% | ||
| Q3 24 | 46.6% | 2.8% | ||
| Q2 24 | 33.4% | -9.1% | ||
| Q1 24 | 15.7% | 13.5% |
| Q4 25 | 0.4% | 1.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 0.1% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 0.2% | 0.6% |
| Q4 25 | 1.72× | -0.55× | ||
| Q3 25 | 1.44× | 0.56× | ||
| Q2 25 | 1.41× | 1.24× | ||
| Q1 25 | 1.64× | 3.82× | ||
| Q4 24 | 3.13× | 0.32× | ||
| Q3 24 | 2.31× | 0.83× | ||
| Q2 24 | 1.73× | -1.60× | ||
| Q1 24 | 0.55× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RLI
| Casualty Segment | $246.8M | 53% |
| Property Insurance Segment | $122.5M | 26% |
| Other | $59.3M | 13% |
| Surety Insurance Segment | $37.1M | 8% |
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% |
