Revolve Group, Inc. (RVLV) AI Stock Analysis

Established in 2003 and based in Cerritos, California, Revolve Group, Inc. operates as an online fashion retailer catering to style-conscious consumers worldwide. The company conducts business through two primary segments: REVOLVE and FWRD. The REVOLVE segment connects shoppers with fashion influencers, emerging designers, and established labels across women's apparel, footwear, accessories, and beauty products, including exclusive owned brands. The FWRD segment focuses on luxury fashion, offering designer collections and premium lifestyle products. Revolve Group leverages digital platforms and influencer collaborations to curate trendsetting shopping experiences and expand its global footprint.

Revolve Group achieved a 5-year revenue CAGR of 16.1% from FY2020 to FY2025. Annual revenue grew from $891.4M in FY2021 to $1.10B in FY2022, before contracting 3.0% to $1.07B in FY2023. Revenue rebounded 5.7% to $1.13B in FY2024 and expanded 8.5% to $1.23B in FY2025, when net income reached $61.7M with a 5.0% net margin. Gross margin settled at 53.5% in FY2025, compared to 55.0% in FY2021. In the latest quarter ended June 30, 2026, quarterly revenue grew 12.4% year-over-year, while quarterly earnings surged 82.5% year-over-year, bringing trailing twelve-month revenue to $1.31B.

As of June 30, 2026, Revolve Group maintained a liquid financial profile with $311.6M in cash and short-term investments against $30.9M in total debt, yielding net cash of $280.7M. The company's current ratio stood at 2.48, and its debt-to-equity ratio was 0.06 on shareholders' equity of $538.2M. In FY2025, operating cash flow was $59.4M and free cash flow was $48.0M, supporting capital expenditures of $11.4M and share buybacks of $2.0M.

At a closing price of $22.80 on October 16, 2026, Revolve Group had a market capitalization of $1.62B and an enterprise value of $1.19B. RVLV traded at a trailing P/E of 22.6x and a forward P/E of 18.2x, higher than the median of its US-listed Consumer Cyclical peers of 18.0x and 14.1x, respectively. Its price-to-sales ratio was 1.2x compared to the peer median of 0.7x, while its EV-to-EBITDA was 13.8x against the peer median of 11.1x. Over the past year, RVLV returned 9.6%, lagging the S&P 500 (SPY) return of 16.8%.

Wall Street coverage on RVLV consists of 7 Strong Buy, 2 Buy, 5 Hold, and 1 Sell ratings. The mean price target of $30.62 sits 34.3% above the October 16, 2026 closing price of $22.80. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.39B and EPS of $0.91. Revolve Group exceeded EPS estimates in each of the last 4 quarters, and its next earnings release is scheduled for November 3, 2026.

This page is an AI-written research summary of Revolve Group, Inc. (RVLV). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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