13F Pro Quality Score

60.3/100

Rank #859 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

57.8/100

Profitability

56.0/100

Balance Sheet

80.4/100

Earnings Quality

74.5/100

Free Cash Flow

59.5/100

Institutional Flow

35.6/100

Revenue Scale

53.5/100

Dilution Risk

61.3/100

RVLV Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Revolve Group, Inc. (RVLV), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RVLV at 60.3/100 on a 32-signal composite quality model, placing it at rank #859 of 2,879 stocks — the top half of the AI-ranked universe. RVLV scores in the top quartile across balance sheet strength (80.4). Areas of concern include institutional flow (35.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Revolve Group, Inc. reports quarterly revenue of $342.9M, net income of $14.4M, an operating margin of 4.6%. Top institutional holders of RVLV by reported 13-F value include FMR, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RVLV trades on the NYSE exchange and files with the SEC under CIK 1746618. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RVLV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Revolve Group, Inc. directly from SEC EDGAR. Revolve Group, Inc.'s 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 60.3 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about Revolve Group, Inc.

Quirks, history, and lore behind RVLV — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. e-commerce company · small-cap · listed on NYSE · headquartered in Southern California.
  • 2
    The Numbers
    Annual revenue in the range of $800 million to $1 billion, built almost entirely on online sales with no significant brick-and-mortar footprint.
  • 3
    The History
    Founded in the early 2000s, it went public around 2019 and carved out a niche by targeting fashion-forward millennial women rather than mass-market shoppers.
  • 4
    The Secret
    Its entire business model runs through a curated network of social media influencers — who wear the clothes, post the looks, and essentially do the marketing.
  • 5
    The Lore
    It sells premium contemporary apparel, footwear, and accessories from hundreds of third-party brands, positioning itself as the cool older sister of fast fashion.
  • 6
    The Giveaway
    The name rhymes with "evolve," and that's the point — this online fashion retailer built its empire dressing Instagram-era it-girls one drop-ship at a time.
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Revenue

Q1 2026

$342.9M

Net Income

Q1 2026

$14.4M

Free Cash Flow

Q1 2026

$44.5M

Operating Margin

Q1 2026

4.6%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+8.5% YoY
$1.23BFY 2025
FY22 $1.10BFY23 $1.07BFY24 $1.13BFY25 $1.23B

Net Income

+24.5% YoY
$61.7MFY 2025
FY22 $58.7MFY23 $28.1MFY24 $49.6MFY25 $61.7M

Operating Income

+44.4% YoY
$74.3MFY 2025
FY22 $73.1MFY23 $22.1MFY24 $51.4MFY25 $74.3M

EPS (Diluted)

+24.6% YoY
$0.86FY 2025
FY22 $0.79FY23 $0.38FY24 $0.69FY25 $0.86

Total Assets

+14.9% YoY
$765.0MFY 2025
FY22 $579.3MFY23 $608.9MFY24 $665.5MFY25 $765.0M

Op. Cash Flow

+122.5% YoY
$59.4MFY 2025
FY22 $23.4MFY23 $43.3MFY24 $26.7MFY25 $59.4M

AI Insight: RVLV Financial Trends

Revolve's Q1 2026 revenue hit $343M — a 15% year-over-year gain — its strongest top-line quarter in the dataset, though net income slipped sequentially.

Revenue grew steadily from $282M in Q2 2024 to $343M in Q1 2026, an ~21% cumulative increase over eight quarters.

Operating income expanded from $16M in Q2 2024 to $21M by Q3 2025, with Q1 2026 at $16M — still above the Q4 2024 trough of $11M.

Net income jumped to $21M in Q3 2025 but retreated to $14M in Q1 2026, the weakest net income print in three quarters despite record revenue.

Operating cash flow is volatile: swinging from -$25M in Q2 2024 to +$49M in Q1 2026, with two negative quarters (Q2 2024, Q4 2025) in between.

Net income margin compressed in Q1 2026 (~4.1%) versus Q3 2025 (~7.1%) despite higher revenue — cost pressure warrants monitoring.

Operating cash flow turned negative again in Q4 2025 (-$10M); whether Q1 2026's $49M rebound is structural or seasonal is key.

Debt data is entirely absent across all periods — leverage position and balance sheet risk cannot be assessed.

AI Insight: RVLV Ratio Trends

Revolve's operating margin peaked at 7.1% in Q3 2025 but has since retreated to 4.6% in Q1 2026, signaling a fading profitability recovery.

Operating margin improved from 3.9% in Q4 2024 to 7.1% in Q3 2025, a 320bp recovery over three quarters.

Operating margin then fell from 7.1% in Q3 2025 to 4.6% in Q1 2026, erasing most of the prior recovery.

ROA dropped from 11.3% in Q3 2025 to 7.0% in Q1 2026, though remains above the 6.6% trough in Q1 2025.

Net profit margin diverged from operating margin in Q2 2025: NPM compressed to 3.3% while OpMargin held at 5.8%.

Q1 seasonality or structural cost pressure? OpMargin hit 5.0% in Q1 2025 and 4.6% in Q1 2026 — worth monitoring trend.

ROE and ROIC data are largely absent; limited visibility into capital efficiency and shareholder return dynamics.

NPM-to-OpMargin spread narrowed sharply in Q3 2025 (7.2% vs 7.1%) but diverged negatively in Q2 2025 — below-line items volatile.

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Available Research

13F Pro tracks comprehensive data for Revolve Group, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of RVLV

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Is RVLV a good stock to buy?

13F Pro's AI-powered analysis of Revolve Group, Inc. (RVLV) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RVLV are available on the RVLV stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RVLV?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RVLV. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Revolve Group, Inc.'s investment landscape.