Revolve Group, Inc.(RVLV)Stock Analysis
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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
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
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.
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% YoYNet Income
+24.5% YoYOperating Income
+44.4% YoYEPS (Diluted)
+24.6% YoYTotal Assets
+14.9% YoYOp. Cash Flow
+122.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.23B +8.5% | $1.13B +5.7% | $1.07B -3.0% | $1.10B +23.6% | $891.4M +53.5% | $580.6M |
| Net Income | $61.7M +24.5% | $49.6M +76.1% | $28.1M -52.0% | $58.7M -41.2% | $99.8M +75.8% | $56.8M |
| Operating Income | $74.3M +44.4% | $51.4M +132.3% | $22.1M -69.7% | $73.1M -30.5% | $105.3M +72.4% | $61.1M |
| EPS (Diluted) | $0.86 +24.6% | $0.69 +81.6% | $0.38 -51.9% | $0.79 -41.0% | $1.34 +69.6% | $0.79 |
| Total Assets | $765.0M +14.9% | $665.5M +9.3% | $608.9M +5.1% | $579.3M +20.6% | $480.4M +57.1% | $305.8M |
| Operating Cash Flow | $59.4M +122.5% | $26.7M -38.4% | $43.3M +84.9% | $23.4M -62.4% | $62.3M -15.5% | $73.8M |
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:
Top Institutional Holders of RVLV
FMR LLC
$139.9M6,187,963 shBlackRock, Inc.
$83.2M3,680,298 shVANGUARD PORTFOLIO MANAGEMENT LLC
$75.0M3,319,254 shFULLER & THALER ASSET MANAGEMENT, INC.
$45.2M1,999,411 shMARSHALL WACE, LLP
$44.1M1,950,751 shWILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$39.9M1,766,423 shVANGUARD CAPITAL MANAGEMENT LLC
$39.8M1,759,032 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$36.3M1,603,961 shBALYASNY ASSET MANAGEMENT L.P.
$27.1M1,199,048 shSTATE STREET CORP
$25.9M1,145,648 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $139.9M | 6,187,963 |
| BlackRock, Inc. | $83.2M | 3,680,298 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $75.0M | 3,319,254 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $45.2M | 1,999,411 |
| MARSHALL WACE, LLP | $44.1M | 1,950,751 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $39.9M | 1,766,423 |
| VANGUARD CAPITAL MANAGEMENT LLC | $39.8M | 1,759,032 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $36.3M | 1,603,961 |
| BALYASNY ASSET MANAGEMENT L.P. | $27.1M | 1,199,048 |
| STATE STREET CORP | $25.9M | 1,145,648 |
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Popular Research
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.