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Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.3倍（$324.4M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs 10.4%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $-13.3M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 9.5%）
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
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。
PLMR vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.3倍
$253.4M
营收增速更快
PLMR
高出52.2%
10.4%
自由现金流更多
PLMR
多$422.3M
$-13.3M
两年增速更快
PLMR
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $253.4M | $324.4M |
| 净利润 | — | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 28.7% | 6.3% |
| 净利率 | — | 5.7% |
| 营收同比 | 62.7% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | $2.05 | $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PLMRRVLV
| Q4 25 | $253.4M | $324.4M | ||
| Q3 25 | $244.7M | $295.6M | ||
| Q2 25 | $203.3M | $309.0M | ||
| Q1 25 | $174.6M | $296.7M | ||
| Q4 24 | $155.8M | $293.7M | ||
| Q3 24 | $148.5M | $283.1M | ||
| Q2 24 | $131.1M | $282.5M | ||
| Q1 24 | $118.5M | $270.6M |
净利润PLMRRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $51.5M | $21.2M | ||
| Q2 25 | $46.5M | $10.2M | ||
| Q1 25 | $42.9M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $30.5M | $11.0M | ||
| Q2 24 | $25.7M | $15.4M | ||
| Q1 24 | $26.4M | $10.9M |
毛利率PLMRRVLV
| 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% |
营业利润率PLMRRVLV
| Q4 25 | 28.7% | 6.3% | ||
| Q3 25 | 27.4% | 7.1% | ||
| Q2 25 | 29.5% | 5.8% | ||
| Q1 25 | 30.8% | 5.0% | ||
| Q4 24 | 28.9% | 3.9% | ||
| Q3 24 | 25.9% | 5.0% | ||
| Q2 24 | 25.5% | 5.8% | ||
| Q1 24 | 29.0% | 3.4% |
净利率PLMRRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | 21.0% | 7.2% | ||
| Q2 25 | 22.9% | 3.3% | ||
| Q1 25 | 24.6% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 20.5% | 3.9% | ||
| Q2 24 | 19.6% | 5.4% | ||
| Q1 24 | 22.3% | 4.0% |
每股收益（稀释后）PLMRRVLV
| Q4 25 | $2.05 | $0.27 | ||
| Q3 25 | $1.87 | $0.29 | ||
| Q2 25 | $1.68 | $0.14 | ||
| Q1 25 | $1.57 | $0.16 | ||
| Q4 24 | $1.29 | $0.18 | ||
| Q3 24 | $1.15 | $0.15 | ||
| Q2 24 | $1.00 | $0.21 | ||
| Q1 24 | $1.04 | $0.15 |
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 | $106.9M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $942.7M | $512.5M |
| 总资产 | $3.1B | $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PLMRRVLV
| Q4 25 | $106.9M | $292.3M | ||
| Q3 25 | $111.7M | $315.4M | ||
| Q2 25 | $81.3M | $310.7M | ||
| Q1 25 | $119.3M | $300.8M | ||
| Q4 24 | $80.4M | $256.6M | ||
| Q3 24 | $86.5M | $252.8M | ||
| Q2 24 | $47.8M | $244.7M | ||
| Q1 24 | $61.4M | $273.4M |
股东权益PLMRRVLV
| Q4 25 | $942.7M | $512.5M | ||
| Q3 25 | $878.1M | $490.2M | ||
| Q2 25 | $847.2M | $468.6M | ||
| Q1 25 | $790.4M | $453.4M | ||
| Q4 24 | $729.0M | $437.8M | ||
| Q3 24 | $703.3M | $420.8M | ||
| Q2 24 | $532.6M | $405.8M | ||
| Q1 24 | $501.7M | $389.9M |
总资产PLMRRVLV
| Q4 25 | $3.1B | $765.0M | ||
| Q3 25 | $2.9B | $751.3M | ||
| Q2 25 | $2.8B | $722.9M | ||
| Q1 25 | $2.4B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.3B | $670.9M | ||
| Q2 24 | $2.0B | $657.8M | ||
| Q1 24 | $1.9B | $650.0M |
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 | $409.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $409.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 161.4% | -4.1% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $700.6M | $48.0M |
8季度趋势，按日历期对齐
经营现金流PLMRRVLV
| Q4 25 | $409.1M | $-10.2M | ||
| Q3 25 | $83.6M | $11.8M | ||
| Q2 25 | $120.9M | $12.6M | ||
| Q1 25 | $87.2M | $45.1M | ||
| Q4 24 | $261.2M | $3.9M | ||
| Q3 24 | $100.3M | $9.1M | ||
| Q2 24 | $55.1M | $-24.7M | ||
| Q1 24 | $33.1M | $38.4M |
自由现金流PLMRRVLV
| Q4 25 | $409.0M | $-13.3M | ||
| Q3 25 | $83.6M | $7.5M | ||
| Q2 25 | $120.8M | $10.4M | ||
| Q1 25 | $87.1M | $43.4M | ||
| Q4 24 | $260.9M | $2.1M | ||
| Q3 24 | $100.1M | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率PLMRRVLV
| Q4 25 | 161.4% | -4.1% | ||
| Q3 25 | 34.2% | 2.5% | ||
| Q2 25 | 59.4% | 3.4% | ||
| Q1 25 | 49.9% | 14.6% | ||
| Q4 24 | 167.5% | 0.7% | ||
| Q3 24 | 67.4% | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度PLMRRVLV
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.0% | 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 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
现金转化率PLMRRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 1.63× | 0.56× | ||
| Q2 25 | 2.60× | 1.24× | ||
| Q1 25 | 2.03× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 3.29× | 0.83× | ||
| Q2 24 | 2.14× | -1.60× | ||
| Q1 24 | 1.26× | 3.53× |
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
PLMR
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% |
