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Online fashion retailer targeting young women through social-media-driven marketing, selling under REVOLVE and FWRD.
Online fashion retailer targeting young women through social-media-driven marketing, selling under REVOLVE and FWRD.
Earns a retail margin on third-party brands and a higher margin on its owned brands, and pays for growth with influencer and social-media marketing, trips and events rather than conventional ads. Returns of online fashion orders are a notable cost, and the US is its biggest market.
Moat: narrow (brand, data, distribution). Influencer/social-media marketing engine and data-driven merchandising differentiate from generic online retailers.
Headquarters: Cerritos, California, United States · Founded: 2003 · Employees: 1,664
Size Revolve (RVLV) is a United States Consumer Discretionary company (Internet Retail) with a market value of $1.32B, the 2074th largest of 3,117 United States companies the cockpit tracks. Shares closed at $18.53 on 6 Nov 2026.
Performance Over six months the shares fell 11.2%, against +5.7% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 14.7% over the last twelve months (peer median +2.0%); the operating margin is 5.8% (peer median 2.2%).
Valuation It trades at 20.4× forward earnings against a peer median of 27.0× (6th cheapest of 17).
Capital Return on invested capital runs 6.9 points above its cost of capital (12.7% WACC).
Short interest Short interest is 9.9% of the free float (15 Oct 2026).
Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.37B | $1.23B | $1.13B | $1.07B | $1.10B |
| Revenue growth | — | +8% | +6% | -3% | — |
| Gross profit | $742M | $651M | $589M | $549M | $588M |
| EBITDA | $87.2M | $85.0M | $57.8M | $27.2M | $77.9M |
| Net income | $65.9M | $61.7M | $49.6M | $28.1M | $58.7M |
| Free cash flow | -$7.27M | $44.4M | $18.0M | $39.1M | $18.3M |
| Capital expenditure | $14.0M | $15.0M | $8.69M | $4.20M | $5.17M |
| Total debt | $46.6M | $32.5M | $40.7M | $41.0M | $24.5M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Revolve RVLV | $1.32B | -11% | +15% | 6% | 20.4× | n/a |
| ASOS ASC.L | $670M | +88% | -15% | -1% | n/a | 1.2% |
| Urban Outfitters URBN | $7.26B | +18% | +11% | 10% | 13.1× | 6.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | RVLV | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.3% | +0.4% | 2nd lowest of 21 |
| 6-month return | -11.2% | +5.7% | 7th lowest of 21 |
| Distance from 52-week high | -41.5% | -25.2% | 5th lowest of 21 |
| Revenue growth (TTM) | +14.7% | +2.0% | 4th highest of 21 |
| Operating margin | 5.8% | 2.2% | 9th highest of 21 |
| Forward P/E | 20.4× | 27.0× | 6th cheapest of 17 |
| ROIC minus cost of capital | +6.9 pp | -3.2 pp | 4th highest of 16 |
| EV / EBITDA | 12.4× | 10.7× | 5th most expensive of 10 |
| Net debt / EBITDA | -2.7× | -0.1× | 3rd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Revolve RVLV | United States | $1.32B | -11% | +15% | 6% | 20.4× | n/a | n/a |
| Guangzhou Ruoyuchen Technology 003010.SZ | China | $1.31B | -8% | +75% | 10% | 23.0× | 1.7% | +24.7% |
| Liquidity Services LQDT | United States | $1.37B | +21% | +5% | 9% | 24.8× | 16.2% | +18.3% |
| LuxExperience B.V. Sponsored ADR LUXE | United States | $1.40B | +20% | +111% | -6% | 194.0× | n/a | n/a |
| Vedant Fashions MANYAVAR.NS | India | $1.22B | +6% | +2% | 32% | 29.6× | 21.4% | +21.5% |
| Akso Health Group Sponsored ADR AHG | United States | $1.14B | -34% | -6% | -29% | n/a | n/a | n/a |
| RealReal REAL | United States | $1.61B | +25% | +18% | 0% | 47.8× | n/a | n/a |
| NanJi E-Commerce 002127.SZ | China | $1.05B | -1% | -28% | -12% | 29.9× | 6.4% | -9.0% |
| IndiaMART InterMESH INDIAMART.NS | India | $985M | -26% | +12% | 34% | 17.0× | 8.2% | +18.6% |
| Global Industrial GIC | United States | $1.77B | +59% | +10% | 8% | 22.4× | 1.3% | +6.0% |
| Huakai Yibai Technology 300592.SZ | China | $966M | +27% | -11% | 7% | 15.7× | 3.4% | +132.3% |
| THG THG.L | United Kingdom | $877M | +30% | +10% | -1% | n/a | n/a | n/a |
| Petco Health & Wellness WOOF | United States | $848M | +5% | -1% | 3% | 12.5× | 6.6% | +3.9% |
| Hangzhou Onechance Tech Crop 300792.SZ | China | $839M | -32% | -19% | 9% | 46.2× | 19.9% | -3.7% |
| Aucnet 3964.T | Japan | $824M | +12% | +12% | 15% | 15.5× | 0.1% | +21.6% |
| Global Top E-Commerce 002640.SZ | China | $757M | -12% | -6% | 1% | n/a | 33.4% | -19.8% |
| AO World AO..L | United Kingdom | $687M | +6% | +11% | 4% | 13.3× | 3.0% | -5.3% |
| ASKUL 2678.T | Japan | $682M | +2% | -20% | -5% | 29.2× | n/a | n/a |
| Yiwu Huading Nylon 601113.SS | China | $670M | -28% | -5% | 1% | 41.2× | n/a | n/a |
| ASOS ASC.L | United Kingdom | $670M | +88% | -15% | -1% | n/a | 1.2% | -5.5% |
| Groupon GRPN | United States | $630M | -13% | +2% | 2% | 33.7× | 27.5% | -18.9% |