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MGIC INVESTMENT CORP（MTG）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是MGIC INVESTMENT CORP的1.1倍（$324.4M vs $297.1M），MGIC INVESTMENT CORP净利率更高（55.6% vs 5.7%，领先49.9%），Revolve Group, Inc.同比增速更快（10.4% vs -3.0%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -1.4%）
MGIC投资集团（纽交所代码：MTG）是美国专业的私人抵押贷款保险服务商，总部位于威斯康星州密尔沃基市，主要为美国本土住房抵押贷款业务提供保险解决方案，帮助贷款机构管控信用风险，助力普通消费者顺利获得购房贷款支持。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
MTG vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$297.1M
营收增速更快
RVLV
高出13.4%
-3.0%
净利率更高
MTG
高出49.9%
5.7%
两年增速更快
RVLV
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $297.1M | $324.4M |
| 净利润 | $165.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 55.6% | 5.7% |
| 营收同比 | -3.0% | 10.4% |
| 净利润同比 | -10.9% | 50.4% |
| 每股收益（稀释后） | $0.76 | $0.27 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收MTGRVLV
| Q1 26 | $297.1M | — | ||
| Q4 25 | $298.7M | $324.4M | ||
| Q3 25 | $304.5M | $295.6M | ||
| Q2 25 | $304.2M | $309.0M | ||
| Q1 25 | $306.2M | $296.7M | ||
| Q4 24 | $301.4M | $293.7M | ||
| Q3 24 | $306.6M | $283.1M | ||
| Q2 24 | $305.3M | $282.5M |
净利润MTGRVLV
| Q1 26 | $165.3M | — | ||
| Q4 25 | $169.3M | $18.6M | ||
| Q3 25 | $191.1M | $21.2M | ||
| Q2 25 | $192.5M | $10.2M | ||
| Q1 25 | $185.5M | $11.8M | ||
| Q4 24 | $184.7M | $12.3M | ||
| Q3 24 | $200.0M | $11.0M | ||
| Q2 24 | $204.2M | $15.4M |
毛利率MTGRVLV
| Q1 26 | — | — | ||
| 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% |
营业利润率MTGRVLV
| Q1 26 | — | — | ||
| Q4 25 | 71.2% | 6.3% | ||
| Q3 25 | 77.2% | 7.1% | ||
| Q2 25 | 80.9% | 5.8% | ||
| Q1 25 | 76.6% | 5.0% | ||
| Q4 24 | 77.9% | 3.9% | ||
| Q3 24 | 82.9% | 5.0% | ||
| Q2 24 | 85.1% | 5.8% |
净利率MTGRVLV
| Q1 26 | 55.6% | — | ||
| Q4 25 | 56.7% | 5.7% | ||
| Q3 25 | 62.8% | 7.2% | ||
| Q2 25 | 63.3% | 3.3% | ||
| Q1 25 | 60.6% | 4.0% | ||
| Q4 24 | 61.3% | 4.2% | ||
| Q3 24 | 65.2% | 3.9% | ||
| Q2 24 | 66.9% | 5.4% |
每股收益（稀释后）MTGRVLV
| Q1 26 | $0.76 | — | ||
| Q4 25 | $0.75 | $0.27 | ||
| Q3 25 | $0.83 | $0.29 | ||
| Q2 25 | $0.81 | $0.14 | ||
| Q1 25 | $0.75 | $0.16 | ||
| Q4 24 | $0.71 | $0.18 | ||
| Q3 24 | $0.77 | $0.15 | ||
| Q2 24 | $0.77 | $0.21 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $235.1M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $512.5M |
| 总资产 | $6.4B | $765.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MTGRVLV
| Q1 26 | $235.1M | — | ||
| Q4 25 | $369.0M | $292.3M | ||
| Q3 25 | $266.9M | $315.4M | ||
| Q2 25 | $294.9M | $310.7M | ||
| Q1 25 | $207.0M | $300.8M | ||
| Q4 24 | $229.5M | $256.6M | ||
| Q3 24 | $288.6M | $252.8M | ||
| Q2 24 | $281.8M | $244.7M |
股东权益MTGRVLV
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.1B | $512.5M | ||
| Q3 25 | $5.2B | $490.2M | ||
| Q2 25 | $5.2B | $468.6M | ||
| Q1 25 | $5.1B | $453.4M | ||
| Q4 24 | $5.2B | $437.8M | ||
| Q3 24 | $5.3B | $420.8M | ||
| Q2 24 | $5.1B | $405.8M |
总资产MTGRVLV
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.6B | $765.0M | ||
| Q3 25 | $6.6B | $751.3M | ||
| Q2 25 | $6.5B | $722.9M | ||
| Q1 25 | $6.5B | $713.9M | ||
| Q4 24 | $6.5B | $665.5M | ||
| Q3 24 | $6.7B | $670.9M | ||
| Q2 24 | $6.5B | $657.8M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流MTGRVLV
| Q1 26 | — | — | ||
| Q4 25 | $230.8M | $-10.2M | ||
| Q3 25 | $215.4M | $11.8M | ||
| Q2 25 | $183.0M | $12.6M | ||
| Q1 25 | $223.7M | $45.1M | ||
| Q4 24 | $182.4M | $3.9M | ||
| Q3 24 | $182.9M | $9.1M | ||
| Q2 24 | $169.2M | $-24.7M |
自由现金流MTGRVLV
| Q1 26 | — | — | ||
| Q4 25 | $230.2M | $-13.3M | ||
| Q3 25 | $215.1M | $7.5M | ||
| Q2 25 | $183.0M | $10.4M | ||
| Q1 25 | $223.5M | $43.4M | ||
| Q4 24 | $181.9M | $2.1M | ||
| Q3 24 | $182.5M | $8.0M | ||
| Q2 24 | $169.0M | $-25.7M |
自由现金流率MTGRVLV
| Q1 26 | — | — | ||
| Q4 25 | 77.1% | -4.1% | ||
| Q3 25 | 70.6% | 2.5% | ||
| Q2 25 | 60.1% | 3.4% | ||
| Q1 25 | 73.0% | 14.6% | ||
| Q4 24 | 60.3% | 0.7% | ||
| Q3 24 | 59.5% | 2.8% | ||
| Q2 24 | 55.3% | -9.1% |
资本支出强度MTGRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.1% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.1% | 0.4% |
现金转化率MTGRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.36× | -0.55× | ||
| Q3 25 | 1.13× | 0.56× | ||
| Q2 25 | 0.95× | 1.24× | ||
| Q1 25 | 1.21× | 3.82× | ||
| Q4 24 | 0.99× | 0.32× | ||
| Q3 24 | 0.91× | 0.83× | ||
| Q2 24 | 0.83× | -1.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MTG
暂无分部数据
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% |
