vs
Side-by-side financial comparison of Revolve Group, Inc. (RVLV) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Skyward Specialty Insurance Group, Inc. is the larger business by last-quarter revenue ($385.6M vs $324.4M, roughly 1.2× Revolve Group, Inc.). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 11.2% vs 5.7%, a 5.5% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (26.7% vs 10.4%). Skyward Specialty Insurance Group, Inc. produced more free cash flow last quarter ($402.6M vs $-13.3M). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (20.6% CAGR vs 9.5%).
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.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
RVLV vs SKWD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $324.4M | $385.6M |
| Net Profit | $18.6M | $43.2M |
| Gross Margin | 53.3% | — |
| Operating Margin | 6.3% | 14.2% |
| Net Margin | 5.7% | 11.2% |
| Revenue YoY | 10.4% | 26.7% |
| Net Profit YoY | 50.4% | 200.1% |
| EPS (diluted) | $0.27 | $1.03 |
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 | $324.4M | $385.6M | ||
| Q3 25 | $295.6M | $382.5M | ||
| Q2 25 | $309.0M | $319.9M | ||
| Q1 25 | $296.7M | $328.5M | ||
| Q4 24 | $293.7M | $304.4M | ||
| Q3 24 | $283.1M | $300.9M | ||
| Q2 24 | $282.5M | $279.9M | ||
| Q1 24 | $270.6M | $265.0M |
| Q4 25 | $18.6M | $43.2M | ||
| Q3 25 | $21.2M | $45.9M | ||
| Q2 25 | $10.2M | $38.8M | ||
| Q1 25 | $11.8M | $42.1M | ||
| Q4 24 | $12.3M | $14.4M | ||
| Q3 24 | $11.0M | $36.7M | ||
| Q2 24 | $15.4M | $31.0M | ||
| Q1 24 | $10.9M | $36.8M |
| 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 | 6.3% | 14.2% | ||
| Q3 25 | 7.1% | 15.8% | ||
| Q2 25 | 5.8% | 15.6% | ||
| Q1 25 | 5.0% | 15.7% | ||
| Q4 24 | 3.9% | 6.1% | ||
| Q3 24 | 5.0% | 15.6% | ||
| Q2 24 | 5.8% | 14.4% | ||
| Q1 24 | 3.4% | 17.7% |
| Q4 25 | 5.7% | 11.2% | ||
| Q3 25 | 7.2% | 12.0% | ||
| Q2 25 | 3.3% | 12.1% | ||
| Q1 25 | 4.0% | 12.8% | ||
| Q4 24 | 4.2% | 4.7% | ||
| Q3 24 | 3.9% | 12.2% | ||
| Q2 24 | 5.4% | 11.1% | ||
| Q1 24 | 4.0% | 13.9% |
| Q4 25 | $0.27 | $1.03 | ||
| Q3 25 | $0.29 | $1.10 | ||
| Q2 25 | $0.14 | $0.93 | ||
| Q1 25 | $0.16 | $1.01 | ||
| Q4 24 | $0.18 | $0.33 | ||
| Q3 24 | $0.15 | $0.89 | ||
| Q2 24 | $0.21 | $0.75 | ||
| Q1 24 | $0.15 | $0.90 |
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 | $168.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $512.5M | $1.0B |
| Total Assets | $765.0M | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $292.3M | $168.5M | ||
| Q3 25 | $315.4M | $160.1M | ||
| Q2 25 | $310.7M | $136.6M | ||
| Q1 25 | $300.8M | $112.9M | ||
| Q4 24 | $256.6M | $121.6M | ||
| Q3 24 | $252.8M | $105.6M | ||
| Q2 24 | $244.7M | $73.0M | ||
| Q1 24 | $273.4M | $85.1M |
| Q4 25 | $512.5M | $1.0B | ||
| Q3 25 | $490.2M | $961.4M | ||
| Q2 25 | $468.6M | $899.9M | ||
| Q1 25 | $453.4M | $850.7M | ||
| Q4 24 | $437.8M | $794.0M | ||
| Q3 24 | $420.8M | $797.5M | ||
| Q2 24 | $405.8M | $723.6M | ||
| Q1 24 | $389.9M | $692.3M |
| Q4 25 | $765.0M | $4.8B | ||
| Q3 25 | $751.3M | $4.6B | ||
| Q2 25 | $722.9M | $4.3B | ||
| Q1 25 | $713.9M | $4.0B | ||
| Q4 24 | $665.5M | $3.7B | ||
| Q3 24 | $670.9M | $3.6B | ||
| Q2 24 | $657.8M | $3.4B | ||
| Q1 24 | $650.0M | $3.2B |
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 | $-10.2M | $408.1M |
| Free Cash FlowOCF − Capex | $-13.3M | $402.6M |
| FCF MarginFCF / Revenue | -4.1% | 104.4% |
| Capex IntensityCapex / Revenue | 1.0% | 1.4% |
| Cash ConversionOCF / Net Profit | -0.55× | 9.44× |
| TTM Free Cash FlowTrailing 4 quarters | $48.0M | $755.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-10.2M | $408.1M | ||
| Q3 25 | $11.8M | $171.4M | ||
| Q2 25 | $12.6M | $88.2M | ||
| Q1 25 | $45.1M | $96.8M | ||
| Q4 24 | $3.9M | $305.1M | ||
| Q3 24 | $9.1M | $168.0M | ||
| Q2 24 | $-24.7M | $21.0M | ||
| Q1 24 | $38.4M | $94.3M |
| Q4 25 | $-13.3M | $402.6M | ||
| Q3 25 | $7.5M | $168.9M | ||
| Q2 25 | $10.4M | $87.1M | ||
| Q1 25 | $43.4M | $96.6M | ||
| Q4 24 | $2.1M | $300.9M | ||
| Q3 24 | $8.0M | $167.6M | ||
| Q2 24 | $-25.7M | $18.4M | ||
| Q1 24 | $36.7M | $94.0M |
| Q4 25 | -4.1% | 104.4% | ||
| Q3 25 | 2.5% | 44.2% | ||
| Q2 25 | 3.4% | 27.2% | ||
| Q1 25 | 14.6% | 29.4% | ||
| Q4 24 | 0.7% | 98.8% | ||
| Q3 24 | 2.8% | 55.7% | ||
| Q2 24 | -9.1% | 6.6% | ||
| Q1 24 | 13.5% | 35.5% |
| Q4 25 | 1.0% | 1.4% | ||
| Q3 25 | 1.5% | 0.6% | ||
| Q2 25 | 0.7% | 0.3% | ||
| Q1 25 | 0.6% | 0.1% | ||
| Q4 24 | 0.6% | 1.4% | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.4% | 0.9% | ||
| Q1 24 | 0.6% | 0.1% |
| Q4 25 | -0.55× | 9.44× | ||
| Q3 25 | 0.56× | 3.73× | ||
| Q2 25 | 1.24× | 2.27× | ||
| Q1 25 | 3.82× | 2.30× | ||
| Q4 24 | 0.32× | 21.18× | ||
| Q3 24 | 0.83× | 4.58× | ||
| Q2 24 | -1.60× | 0.68× | ||
| Q1 24 | 3.53× | 2.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
SKWD
Segment breakdown not available.
