Obermatt

Revolve Group

NYQ:RVLV · US76156B1070
Specialty RetailMedium

360

72
EV / EBIT36
Price / Owner Earnings28
Owner Earnings Yield63
Dividend Yield1
Price/Sales31
EV / Gross Profit49
Price/Book44
Return on Capital71
Cash Return on Capital75
Return on Equity58
EBIT Margin47
Gross Profitability85
Cash Conversion13
Accruals16
Owner Earnings Margin65
Sales growth81
Profit Growth40
Long-Term EPS Growth76
Owner Earnings Growth70
Reinvestment80
Price momentum40
Debt load98
Refinancing55
Debt Payback100
Liquidity1
Analyst ratings48
Opinion Changes50
Price Target Upside82
Market mood65
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Revolve Group generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySpecialty Retail
SizeMedium
TypePublic Company
ExchangeNYSE
Founded2012
Employees978
ISINUS76156B1070
Last UpdateApr 2, 2026
Themes
Machine LearningOnline PaymentsPredictive AnalyticsLifestyle

Description

Revolve Group, Inc. (Revolve) is the next-generation fashion retailer for Millennials (born between 1981 and 1996) and Generation Z (born between 1997 and 2012) consumers. Through the company’s websites, mobile applications and stores, the company d…

Analysis

Middle-of-the-road

Revolve Group, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is expensive. The owner-earnings multiple stands at 26.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 10% a year, against analyst forecasts of 11%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
35
2023202420252026

All-time high

36

Jan 2024

All-time low

32

Jan 2023

Average rank

35

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
31
15
21
13
Price/Earnings
28
11
27
10
Price/Book
44
25
26
15
Dividend Yield
1
1
1
1
Value (overall)
22
1
12
3

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →