Revolve Group Inc. Class A Common Stock (RVLV)

FairStock Score: 61/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Revolve is an asset-light online fashion retailer for millennials and Gen Z, operating REVOLVE and FWRD. The balance sheet is conservative: debt-to-equity is 0.06 and the Altman Z-score is 4.81. Return on equity is 14.31%, but return on capital employed is only 6.55%, and trailing free cash flow is $27.6M against a $1.6B market cap, a 1.8% FCF yield. That suggests decent accounting profits but not a cash gusher. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $347.4M and net income $18.6M, versus $309.0M and $10.2M in fiscal Q2 2025. FY2025 revenue was $1.2B with net income of $61.7M, up from $49.6M in FY2024 and $28.1M in FY2023. Recent profit improvement is real, yet FairStock's Lynch rule still calls it a SLOW GROWER: profit grew 1.7% a year over five years, though revenue grew 16.1%. The Piotroski F-score is 5/9, middling. At the 2026-10-13 close of $21.53, FairStock shows P/E 21.11, P/B 2.84, PEG 0.26, EV/EBITDA 14.66, and a Graham Number of $13.18, a negative 63.35% margin of safety. The stock is not cheap on assets or cash flow; it depends on continued earnings momentum. The influencer-linked platform offers some customer pull, but fashion retail has few durable moats. I see a fair-to-full price, not a Graham bargain.

In plain English: Revolve Group sells fashionable clothing and accessories online, mainly to younger shoppers, through its Revolve and FWRD businesses. The business is profitable and growing: recent quarterly sales and profit were higher than a year earlier, and it carries very little debt. At the recent stock price, the shares look more than fair compared with the company's accounting value and cash generation, though they are not obviously expensive relative to current earnings.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer