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Side-by-side financial comparison of Revolve Group, Inc. (RVLV) and Wayfair Inc. (W). Click either name above to swap in a different company.
Wayfair Inc. is the larger business by last-quarter revenue ($3.3B vs $324.4M, roughly 10.3× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs -3.5%, a 9.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 6.9%). Wayfair Inc. produced more free cash flow last quarter ($177.0M vs $-13.3M). Over the past eight quarters, Wayfair Inc.'s revenue compounded faster (10.6% 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.
Wayfair Inc. is an American e-commerce company based in Boston, Massachusetts that sells furniture and home goods online. Formerly known as CSN Stores, it was founded in 2002, and currently offers 14 million items from more than 11,000 global suppliers. The company maintains international operations, including locations in North America and in Canada, Germany, Ireland, China and the United Kingdom.
RVLV vs W — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $324.4M | $3.3B |
| Net Profit | $18.6M | $-116.0M |
| Gross Margin | 53.3% | 30.3% |
| Operating Margin | 6.3% | 2.5% |
| Net Margin | 5.7% | -3.5% |
| Revenue YoY | 10.4% | 6.9% |
| Net Profit YoY | 50.4% | 9.4% |
| EPS (diluted) | $0.27 | $-0.90 |
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 | $3.3B | ||
| Q3 25 | $295.6M | $3.1B | ||
| Q2 25 | $309.0M | $3.3B | ||
| Q1 25 | $296.7M | $2.7B | ||
| Q4 24 | $293.7M | $3.1B | ||
| Q3 24 | $283.1M | $2.9B | ||
| Q2 24 | $282.5M | $3.1B | ||
| Q1 24 | $270.6M | $2.7B |
| Q4 25 | $18.6M | $-116.0M | ||
| Q3 25 | $21.2M | $-99.0M | ||
| Q2 25 | $10.2M | $15.0M | ||
| Q1 25 | $11.8M | $-113.0M | ||
| Q4 24 | $12.3M | $-128.0M | ||
| Q3 24 | $11.0M | $-74.0M | ||
| Q2 24 | $15.4M | $-42.0M | ||
| Q1 24 | $10.9M | $-248.0M |
| Q4 25 | 53.3% | 30.3% | ||
| Q3 25 | 54.6% | 30.0% | ||
| Q2 25 | 54.1% | 30.1% | ||
| Q1 25 | 52.0% | 30.7% | ||
| Q4 24 | 52.5% | 30.2% | ||
| Q3 24 | 51.2% | 30.3% | ||
| Q2 24 | 54.0% | 30.2% | ||
| Q1 24 | 52.3% | 30.0% |
| Q4 25 | 6.3% | 2.5% | ||
| Q3 25 | 7.1% | 1.2% | ||
| Q2 25 | 5.8% | 0.5% | ||
| Q1 25 | 5.0% | -4.5% | ||
| Q4 24 | 3.9% | -3.7% | ||
| Q3 24 | 5.0% | -2.6% | ||
| Q2 24 | 5.8% | -1.1% | ||
| Q1 24 | 3.4% | -8.6% |
| Q4 25 | 5.7% | -3.5% | ||
| Q3 25 | 7.2% | -3.2% | ||
| Q2 25 | 3.3% | 0.5% | ||
| Q1 25 | 4.0% | -4.1% | ||
| Q4 24 | 4.2% | -4.1% | ||
| Q3 24 | 3.9% | -2.6% | ||
| Q2 24 | 5.4% | -1.3% | ||
| Q1 24 | 4.0% | -9.1% |
| Q4 25 | $0.27 | $-0.90 | ||
| Q3 25 | $0.29 | $-0.76 | ||
| Q2 25 | $0.14 | $0.11 | ||
| Q1 25 | $0.16 | $-0.89 | ||
| Q4 24 | $0.18 | $-1.01 | ||
| Q3 24 | $0.15 | $-0.60 | ||
| Q2 24 | $0.21 | $-0.34 | ||
| Q1 24 | $0.15 | $-2.06 |
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 | $1.5B |
| Total DebtLower is stronger | — | $3.3B |
| Stockholders' EquityBook value | $512.5M | $-2.8B |
| Total Assets | $765.0M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $292.3M | $1.5B | ||
| Q3 25 | $315.4M | $1.2B | ||
| Q2 25 | $310.7M | $1.4B | ||
| Q1 25 | $300.8M | $1.4B | ||
| Q4 24 | $256.6M | $1.4B | ||
| Q3 24 | $252.8M | $1.3B | ||
| Q2 24 | $244.7M | $1.3B | ||
| Q1 24 | $273.4M | $1.2B |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.2B |
| Q4 25 | $512.5M | $-2.8B | ||
| Q3 25 | $490.2M | $-2.8B | ||
| Q2 25 | $468.6M | $-2.7B | ||
| Q1 25 | $453.4M | $-2.8B | ||
| Q4 24 | $437.8M | $-2.8B | ||
| Q3 24 | $420.8M | $-2.7B | ||
| Q2 24 | $405.8M | $-2.8B | ||
| Q1 24 | $389.9M | $-2.8B |
| Q4 25 | $765.0M | $3.4B | ||
| Q3 25 | $751.3M | $3.1B | ||
| Q2 25 | $722.9M | $3.3B | ||
| Q1 25 | $713.9M | $3.4B | ||
| Q4 24 | $665.5M | $3.5B | ||
| Q3 24 | $670.9M | $3.4B | ||
| 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 | $202.0M |
| Free Cash FlowOCF − Capex | $-13.3M | $177.0M |
| FCF MarginFCF / Revenue | -4.1% | 5.3% |
| Capex IntensityCapex / Revenue | 1.0% | 0.7% |
| Cash ConversionOCF / Net Profit | -0.55× | — |
| TTM Free Cash FlowTrailing 4 quarters | $48.0M | $464.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-10.2M | $202.0M | ||
| Q3 25 | $11.8M | $155.0M | ||
| Q2 25 | $12.6M | $273.0M | ||
| Q1 25 | $45.1M | $-96.0M | ||
| Q4 24 | $3.9M | $162.0M | ||
| Q3 24 | $9.1M | $49.0M | ||
| Q2 24 | $-24.7M | $245.0M | ||
| Q1 24 | $38.4M | $-139.0M |
| Q4 25 | $-13.3M | $177.0M | ||
| Q3 25 | $7.5M | $128.0M | ||
| Q2 25 | $10.4M | $260.0M | ||
| Q1 25 | $43.4M | $-101.0M | ||
| Q4 24 | $2.1M | $142.0M | ||
| Q3 24 | $8.0M | $32.0M | ||
| Q2 24 | $-25.7M | $222.0M | ||
| Q1 24 | $36.7M | $-152.0M |
| Q4 25 | -4.1% | 5.3% | ||
| Q3 25 | 2.5% | 4.1% | ||
| Q2 25 | 3.4% | 7.9% | ||
| Q1 25 | 14.6% | -3.7% | ||
| Q4 24 | 0.7% | 4.5% | ||
| Q3 24 | 2.8% | 1.1% | ||
| Q2 24 | -9.1% | 7.1% | ||
| Q1 24 | 13.5% | -5.6% |
| Q4 25 | 1.0% | 0.7% | ||
| Q3 25 | 1.5% | 0.9% | ||
| Q2 25 | 0.7% | 0.4% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.6% | 0.6% | ||
| Q3 24 | 0.4% | 0.6% | ||
| Q2 24 | 0.4% | 0.7% | ||
| Q1 24 | 0.6% | 0.5% |
| Q4 25 | -0.55× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 1.24× | 18.20× | ||
| 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
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% |
W
| US Segment | $2.9B | 88% |
| International Segment | $395.0M | 12% |
