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Revolve Group, Inc. (RVLV) Stock Fundamental Analysis & AI Rating 2026

RVLV NYSE Retail-Catalog & Mail-Order Houses DE CIK: 0001746618
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 RVLV Key Takeaways

Revenue: $1.2B
Net Margin: 5.0%
Free Cash Flow: $48.0M
Current Ratio: 2.81x
Debt/Equity: 0.00x
EPS: $0.86
AI Rating: HOLD with 72% confidence
Revolve Group, Inc. (RVLV) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of 5.0%, and return on equity (ROE) of 12.0%, Revolve Group, Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete RVLV stock analysis for 2026.

Is Revolve Group, Inc. (RVLV) a Good Investment?

Claude

Revolve Group demonstrates exceptional financial strength with zero debt, $292.3M cash reserves, and robust liquidity metrics. However, net income growth of only 0.9% despite 8.5% revenue growth reveals concerning margin compression that suggests underlying operational challenges outweigh the fortress balance sheet.

Why Buy Revolve Group, Inc. Stock? RVLV Key Strengths

Claude
  • + Zero long-term debt with substantial cash position ($292.3M) provides exceptional financial flexibility and downside protection
  • + Excellent gross margin of 53.5% demonstrates strong pricing power and operational efficiency in competitive retail
  • + Superior liquidity metrics (2.81x current ratio, 1.71x quick ratio) ensure financial resilience through market cycles

RVLV Stock Risks: Revolve Group, Inc. Investment Risks

Claude
  • ! Alarming profit growth disconnect: 8.5% revenue growth but only 0.9% net income growth indicates severe margin compression
  • ! Operating margin of 6.1% is vulnerable in retail; thin margins provide limited buffer for sector headwinds
  • ! Catalog/mail-order retail sector faces structural headwinds from e-commerce disruption; digital transition execution unclear

Key Metrics to Watch

Claude
  • * Operating margin stabilization or recovery trajectory
  • * Operating expense ratio trends and cost control management
  • * Free cash flow sustainability and working capital efficiency

Revolve Group, Inc. (RVLV) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$61.7M
EPS (Diluted)
$0.86
Free Cash Flow
$48.0M
Total Assets
$765.0M
Cash Position
$292.3M

💡 AI Analyst Insight

The relatively thin 3.9% FCF margin may limit capital allocation flexibility. Strong liquidity with a 2.81x current ratio provides a solid financial cushion.

RVLV Profit Margin, ROE & Profitability Analysis

Gross Margin 53.5%
Operating Margin 6.1%
Net Margin 5.0%
ROE 12.0%
ROA 8.1%
FCF Margin 3.9%

RVLV vs Consumer Sector: How Revolve Group, Inc. Compares

How Revolve Group, Inc. compares to Consumer sector averages

Net Margin
RVLV 5.0%
vs
Sector Avg 8.0%
RVLV Sector
ROE
RVLV 12.0%
vs
Sector Avg 18.0%
RVLV Sector
Current Ratio
RVLV 2.8x
vs
Sector Avg 1.5x
RVLV Sector
Debt/Equity
RVLV 0.0x
vs
Sector Avg 0.8x
RVLV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Revolve Group, Inc. Stock Overvalued? RVLV Valuation Analysis 2026

Based on fundamental analysis, Revolve Group, Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
12.0%
Sector avg: 18%
Net Profit Margin
5.0%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Revolve Group, Inc. Balance Sheet: RVLV Debt, Cash & Liquidity

Current Ratio
2.81x
Quick Ratio
1.71x
Debt/Equity
0.00x
Debt/Assets
33.0%
Interest Coverage
N/A
Long-term Debt
N/A

RVLV Revenue & Earnings Growth: 5-Year Financial Trend

RVLV 5-year financial data: Year 2021: Revenue $891.4M, Net Income $35.7M, EPS $-0.09. Year 2022: Revenue $1.1B, Net Income $56.8M, EPS $0.79. Year 2023: Revenue $1.1B, Net Income $99.8M, EPS $1.34. Year 2024: Revenue $1.1B, Net Income $58.7M, EPS $0.79. Year 2025: Revenue $1.2B, Net Income $28.1M, EPS $0.38.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Revolve Group, Inc.'s revenue has grown significantly by 38% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.38 reflects profitable operations.

RVLV Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.9%
Free cash flow / Revenue

RVLV Quarterly Earnings & Performance

Quarterly financial performance data for Revolve Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $283.1M $11.0M $0.15
Q2 2025 $282.5M $10.2M $0.14
Q1 2025 $270.6M $10.9M $0.15
Q3 2024 $257.6M $3.2M $0.04
Q2 2024 $273.7M $7.3M $0.10
Q1 2024 $270.6M $10.9M $0.15
Q3 2023 $257.6M $3.2M $0.04
Q2 2023 $273.7M $7.3M $0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Revolve Group, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$59.4M
Cash generated from operations
Stock Buybacks
$2.0M
Shares repurchased (TTM)
Capital Expenditures
$11.4M
Investment in assets
Dividends
None
No dividend program

RVLV SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Revolve Group, Inc. (CIK: 0001746618)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 4 xslF345X06/ownership.xml View →
Apr 13, 2026 4 xslF345X06/ownership.xml View →
Apr 13, 2026 4 xslF345X06/ownership.xml View →
Mar 20, 2026 4 xslF345X06/ownership.xml View →
Mar 20, 2026 8-K rvlv-20260318.htm View →

Frequently Asked Questions about RVLV

What is the AI rating for RVLV?

Revolve Group, Inc. (RVLV) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RVLV's key strengths?

Claude: Zero long-term debt with substantial cash position ($292.3M) provides exceptional financial flexibility and downside protection. Excellent gross margin of 53.5% demonstrates strong pricing power and operational efficiency in competitive retail.

What are the risks of investing in RVLV?

Claude: Alarming profit growth disconnect: 8.5% revenue growth but only 0.9% net income growth indicates severe margin compression. Operating margin of 6.1% is vulnerable in retail; thin margins provide limited buffer for sector headwinds.

What is RVLV's revenue and growth?

Revolve Group, Inc. reported revenue of $1.2B.

Does RVLV pay dividends?

Revolve Group, Inc. does not currently pay dividends.

Where can I find RVLV SEC filings?

Official SEC filings for Revolve Group, Inc. (CIK: 0001746618) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RVLV's EPS?

Revolve Group, Inc. has a diluted EPS of $0.86.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RVLV a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Revolve Group, Inc. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RVLV stock overvalued or undervalued?

Valuation metrics for RVLV: ROE of 12.0% (sector avg: 18%), net margin of 5.0% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy RVLV stock in 2026?

Our dual AI analysis gives Revolve Group, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RVLV's free cash flow?

Revolve Group, Inc.'s operating cash flow is $59.4M, with capital expenditures of $11.4M. FCF margin is 3.9%.

How does RVLV compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 5.0% (avg: 8%), ROE 12.0% (avg: 18%), current ratio 2.81 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI