Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RVLV
HoldFallen FavouriteRevolve Group, Inc. · Consumer Cyclical · United States · $1.6B · Avg Vol: $19M/d
COMPANY DESCRIPTION
Revolve Group, Inc. is a next-generation fashion retailer for Millennial and Gen Z consumers, leveraging a proprietary technology platform to manage merchandising and marketing. The company's competitive moat is built on its data-driven inventory management and an extensive influencer marketing network that drives high brand loyalty. It operates as a leading digital-first fashion platform with a highly efficient, asset-light business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.1B | 1.1B | 1.1B | 1.2B | 3.6% | 1.3B | 1.4B | 1.5B | 11.1% |
| EPS | 0.80 | 0.39 | 0.70 | 0.87 | 2.8% | 1.02 | 0.90 | 1.13 | 13.9% |
| Shares | 73.4M | 71.3M | 71.2M | 71.4M | -2.7% | — | — | — | — |
| Debt | 24.5M | 41.0M | 40.7M | 32.5M | 9.8% | 30.9M | — | — | — |
| Equity | 379.6M | 385.1M | 438.2M | 512.5M | 10.5% | — | — | — | — |
| Op CF | 23.4M | 43.3M | 26.7M | 59.4M | 36.3% | 42.8M | — | — | — |
| Inv CF | -5.2M | -4.2M | -9.1M | -14.9M | — | — | — | — | — |
| Fin CF | 0.9M | -30.4M | -5.4M | -1.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of RVLV are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RVLV | Revolve Group, Inc.(you) | $1.6B | 54 | Hold |
| LQDT | Liquidity Services, Inc. | $1.3B | 92 | Strong Buy |
| LOGC | ContextLogic Holdings Inc. | $544M | 30 | Sell |
| CHWY | Chewy, Inc. | $9.5B | 40 | Hold |
| W | Wayfair Inc. | $14.2B | 45 | Hold |
| ETSY | Etsy, Inc. | $7.7B | 88 | Strong Buy |
| NXH | Neighborhood Intelligence, Inc. | $375M | 10 | Strong Sell |
| CART | Maplebear Inc. | $11.7B | 90 | Strong Buy |
| NEGG | Newegg Commerce, Inc. | $350M | 8 | Strong Sell |
| EBAY | eBay Inc. | $47.0B | 65 | Buy |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%