Revolve Group, Inc. · Catalog & Mail-Order Houses

RVLV

Low riskNext report: In 6 days (est.)

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The short version

A high-quality, profitable business with growing sales.

Going well

Sales up 12% in the latest quarter vs a year ago
Profitable every year for 9 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions cut 4.6% from their holdings in the quarter ending June 2026 (117 bought, 92 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$22.02-1.0% that day

Company value: $1.6B; Share price times all shares
Price vs profit (P/E): 21.8x; You pay about $22 for each $1 of yearly profit
Price vs sales: 1.2x; Company value is 1.2 times a year of sales
Cash vs value: 20%; Cash as a share of company value

From RVLV's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$347.4M+12% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.3B, up 11% from the 12 months before. Over 5 years, sales grew about 16% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of RVLV. Starting points are the company's recent numbers.

Sales growth+11% a yearRecently: +11% a yearProfit margin6%Last 12 months: 5.5%P/E at the end22xToday: 21.8x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$2.2B

Profit in 5 years$132M

Price these guesses point to$42.57+93% vs $22.02 todayAbout +14% a year, before dividends

What today's price needs: with a 6% margin and a 22x P/E, sales could shrink about 2.7% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/6Strong

PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.5.0%
PassProfitable every yearSteady profits, not one good year.9 of 9 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$48.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-3.3% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.53.5%

Revenue: $1.2B; +8.5% vs prior year
5-year growth: +16.1%/yr; revenue, per year
Total debt: None
Current ratio: 2.81x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 4

Revenue: $347.4M; +12.4% YoY
EPS: $0.26; vs $0.14
Op. margin: 6.4%; +0.6 pts
Gross margin: 56.6%; +2.5 pts
Free cash flow: -$11.1M
Share count: +0.1%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.3
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady-4.6%

Institutions cut 4.6% from their holdings. 117 bought, 92 sold. 2 quarters of net selling in a row.

Shares held by institutions44.9M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-0.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

72M

Earnings reports

Last 12

Next reportIn 6 days (est.)Estimated from the same quarter last year

Results filedAug 4
Results filedMay 5
Results filedFeb 24
Results filedNov 4, 2025
Results filedAug 5, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Aug 11 · View filing ↗Big holder New 5%+ holder (passive)Jul 31 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

New 5%+ holder (passive)Aug 11 · Form SCHEDULE 13G ↗Earnings resultsAug 4 · Form 8-K ↗Quarterly reportAug 4 · Form 10-Q ↗New 5%+ holder (passive)Jul 31 · Form SCHEDULE 13G ↗

Stock awardOana RuxandraDirector

5,297 shares

+25% of holdings
Now owns 26,175 shares
Filed 4 days after trade

Jun 5Form 4 ↗

Stock awardErinn Elisabeth MurphyDirector

5,297 shares

+242% of holdings
Now owns 7,483 shares
Filed 4 days after trade

Jun 5Form 4 ↗

Stock awardMelanie CoxDirector

5,297 shares

+19% of holdings
Now owns 32,887 shares
Filed 4 days after trade

Jun 5Form 4 ↗

Shareholder vote resultsJun 9 · Form 8-K ↗Investor disclosureJun 3 · Form 8-K ↗5%+ holder update (passive)May 7 · Form SCHEDULE 13G/A ↗Earnings resultsMay 5 · Form 8-K ↗Quarterly reportMay 5 · Form 10-Q ↗New 5%+ holder (passive)Apr 29 · Form SCHEDULE 13G ↗

SoldMMMK Development, Inc.10% owner

119,241 shares at $26.34 avg ($26.00 to $26.43) · $3.1M

-100% of holdings
Owns no shares after
Pre-planned sale (10b5-1)
3 transactions
Filed same day
Also: Conversion

Apr 29Form 4 ↗

SoldMichael KaranikolasCO-CHIEF EXECUTIVE OFFICER, Director, 10% owner

119,241 shares at $26.34 avg ($26.00 to $26.43) · $3.1M

-100% of holdings
Owns no shares after
Pre-planned sale (10b5-1)
Held by MMMK Development, Inc.
3 transactions
Filed same day
Also: Conversion

Apr 29Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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