Revolve Group Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Revolve Group de 12.4% y 7.4% por año respectivamente. Se prevé que el BPA crezca en un 11.6% al año. Se espera que la rentabilidad financiera sea de 12.8% en 3 años.
Información clave
12.4%
Tasa de crecimiento de los beneficios
11.57%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Specialty Retail | 9.6% |
| Tasa de crecimiento de los ingresos | 7.4% |
| Rentabilidad financiera futura | 12.80% |
| Cobertura de analistas | Good |
| Última actualización | 06 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • Apr 30
RVLV: Q4 Beat And 2026 Investments Will Drive Renewed Bullish Momentum
Analysts have lifted their average price targets on Revolve Group into a higher $20s to mid $30s range, citing a strong Q4 beat on revenue and margins, accelerating growth expectations into 2026, and confidence that recent investments in marketing, merchandising, and technology are gaining traction, even as some highlight near term margin pressure. Analyst Commentary Analysts with a positive view are generally responding favorably to Revolve Group's recent Q4 performance, refining their valuation frameworks around stronger execution on revenue growth and margins, even as they acknowledge near term margin pressure.
Actualización del análisis • Apr 16
RVLV: Q4 Beat And Brand Investments Will Support More Constructive Outlook
Analysts have lifted their price expectations for Revolve Group by several dollars per share, with new targets clustered in the mid to high $20s and low $30s. They highlight the recent Q4 beat, improving top-line trends, and ongoing investment in growth, while also flagging that higher expenses and initial margin guidance could cap near term enthusiasm.Seeking Alpha • Apr 09
Revolve Group: A Solid GARP Play That Continues To Deliver On Growth
Summary Revolve Group targets Millennials and Gen Z with premium online fashion, leveraging influencer partnerships and a differentiated digital model. RVLV achieved robust growth: 2023–2025 revenue rose from $1.07 billion to $1.26 billion, net income nearly tripled to $61.7 million, and EBITDA more than doubled to $93.8 million. AI-driven personalization, expanded owned brands, and new luxury partnerships underpin continued growth, with recent revenue up 16% despite temporary wildfire headwinds. With no debt, $303.2 million in cash, and a GARP profile, RVLV merits a "Buy" rating based on growth trajectory and operational momentum. Read the full article on Seeking AlphaActualización del análisis • Apr 01
RVLV: Q4 Execution And 2026 Investments Will Support Future Upside
Analysts have lifted the base fair value estimate for Revolve Group to about $39 from $35, reflecting updated views on slightly higher revenue growth, modestly stronger profit margins, and a marginally lower discount rate after a series of higher Street price targets following the Q4 beat. Analyst Commentary Street research has turned more constructive on Revolve Group, with a series of higher price targets following the recent Q4 beat.Actualización del análisis • Mar 18
RVLV: Q4 Beat And Growth Investments Will Support More Constructive Outlook
The analyst price target for Revolve Group has been raised by about $2, reflecting higher modeled revenue growth, improved profit margin assumptions, a modestly lower discount rate, and a reduced future P/E multiple that aligns with recent Street updates following the Q4 earnings beat and growth investment plans. Analyst Commentary Recent Street research on Revolve Group clusters around higher price targets following the Q4 earnings beat, with analysts split on how much of that performance and planned growth investment should be reflected in valuation today.
Actualización del análisis • Mar 04
RVLV: Revenue Momentum And Q4 Beat Will Test 2025 Margin Discipline
Our fair value estimate for Revolve Group moves to $24.00 from $20.00, reflecting analysts' higher price targets based on strong Q4 results, expectations for faster revenue growth and margin improvement, and continued investment in marketing, merchandising, and technology. Analyst Commentary Recent Street research on Revolve Group reflects a mix of optimism around the Q4 beat and growth investments, alongside some clear caution on valuation, margins, and execution risk.Actualización del análisis • Feb 18
RVLV: GenAI ROIC Execution Will Support Future Upside Potential
Analysts have nudged their price targets on Revolve Group higher, with recent increases of $10 and $1. These changes are supported by views that the company can participate in areas of the internet sector that are expected to be rewarded for clear returns on invested capital from GenAI and related technologies.Actualización del análisis • Feb 04
RVLV: GenAI Focus And New Grove Store Will Shape Balanced Outlook
Analysts have lifted their fair value estimate for Revolve Group by about US$4.50 to roughly US$29.07, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples in light of recent price target increases from the Street. Analyst Commentary Recent Street research around Revolve Group has focused on how the company fits into a broader internet sector picture that is increasingly influenced by GenAI and GPU related themes, as well as how much uncertainty exists around certain e commerce and digital categories.Actualización del análisis • Jan 21
RVLV: GenAI Execution And New Flagship Store Will Support Higher Returns
Analysts have lifted their fair value estimate for Revolve Group to $35 from $30, citing updated expectations around discount rates, revenue growth, profit margins, and future P/E multiples in the context of recent price target adjustments and sector views on companies that can show stronger ROIC from GenAI and GPU related technologies. Analyst Commentary Bullish analysts are framing Revolve Group as a potential beneficiary of investor interest in companies that can show stronger returns on invested capital from GenAI and GPU related technologies.Actualización del análisis • Jan 06
RVLV: Recent Revenue Resilience Will Conceal Persistent 2025 Margin Execution Risks
Analysts have nudged their price target on Revolve Group to $23 from $22, citing solid recent revenue trends and unchanged tariff assumptions that support existing FY25 guidance. Analyst Commentary Recent research points to a mixed setup for Revolve Group, with the updated US$23 price target paired with a Neutral stance that reflects both constructive and cautious views.Artículo de análisis • Dec 30
The Returns On Capital At Revolve Group (NYSE:RVLV) Don't Inspire Confidence
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Actualización del análisis • Dec 15
RVLV: Revenue Momentum Will Mask 2025 Execution Risks And Downside Potential
Analysts have raised their fair value estimate for Revolve Group from $17.00 to $20.00 per share, citing solid recent revenue trends and confidence in the company’s ability to sustain its long term guidance. Analyst Commentary Recent research updates highlight that while the near term revenue backdrop appears constructive, sentiment on the stock remains balanced, with limited conviction that current momentum will translate into sustained outperformance versus expectations.Artículo de análisis • Dec 05
Revolve Group, Inc.'s (NYSE:RVLV) 30% Price Boost Is Out Of Tune With Earnings
Revolve Group, Inc. ( NYSE:RVLV ) shares have had a really impressive month, gaining 30% after a shaky period...Artículo de análisis • Sep 03
Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Actualización del análisis • Aug 07
International Expansion And Digital Focus Will Fuel Success
Despite consensus revenue growth forecasts remaining stable, a substantial decline in Revolve Group's future P/E multiple suggests lower expectations for profitability, resulting in the analyst price target staying unchanged at $24.57. What's in the News From April 1 to June 30, 2025, Revolve Group repurchased 92,583 shares for $1.74 million, completing the buyback program announced on August 2, 2023, with a total of 3,058,635 shares repurchased for $44.11 million (4.22% of shares outstanding).Artículo de análisis • Jul 23
At US$22.24, Is It Time To Put Revolve Group, Inc. (NYSE:RVLV) On Your Watch List?
Revolve Group, Inc. ( NYSE:RVLV ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...Artículo de análisis • Jul 02
Some Shareholders Feeling Restless Over Revolve Group, Inc.'s (NYSE:RVLV) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 30.1x Revolve Group, Inc. ( NYSE:RVLV ) may be sending very bearish...Artículo de análisis • May 09
Revolve Group, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for Revolve Group, Inc. ( NYSE:RVLV ) shares in the week since its quarterly...Artículo de análisis • Apr 25
Estimating The Intrinsic Value Of Revolve Group, Inc. (NYSE:RVLV)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Revolve Group fair value estimate is US$21.59 With US$20.80...Seeking Alpha • Mar 18
Revolve Group: Overperformance Offsetting The Luxury Downturn
Summary I rate RVLV a buy with a 1-year price target of $27.5 per share, projecting a 23% upside due to its attractive valuation. RVLV's fundamentals are solid, with steady revenue, profitability, and cash flow; FY 2024 saw revenue growth of 6% and operating income more than doubled. AI-driven improvements in marketing, inventory management, and customer service are expected to continue boosting profitability and international segment growth. Risks include a potential downturn in the luxury sector, which could impact RVLV's growth, especially in international markets. Read the full article on Seeking AlphaArtículo de análisis • Mar 14
Revolve Group, Inc.'s (NYSE:RVLV) 30% Cheaper Price Remains In Tune With Earnings
Unfortunately for some shareholders, the Revolve Group, Inc. ( NYSE:RVLV ) share price has dived 30% in the last thirty...Artículo de análisis • Jan 15
Revolve Group, Inc. (NYSE:RVLV) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
Revolve Group, Inc. ( NYSE:RVLV ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...Artículo de análisis • Jan 12
Revolve Group (NYSE:RVLV) Might Be Having Difficulty Using Its Capital Effectively
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Jan 03
Revolve: Margin Dynamics Don't Sustain Valuation (Rating Downgrade)
Summary Revolve's growth momentum is improving, with web traffic pointing towards accelerated Q4 revenues. Online apparel retailers' margin dynamics are challenging due to high logistics, customer return, and customer acquisition costs. Revolve's margins remain low, and competitors' earnings highlight the challenges. RVLV stock's incredibly high valuation doesn't support the relatively low margin outlook. I estimate 35% downside to a fair value of $21.7. Read the full article on Seeking AlphaArtículo de análisis • Dec 22
Revolve Group, Inc.'s (NYSE:RVLV) Intrinsic Value Is Potentially 19% Below Its Share Price
Key Insights The projected fair value for Revolve Group is US$27.59 based on 2 Stage Free Cash Flow to Equity Revolve...Artículo de análisis • Nov 07
Revolve Group, Inc. (NYSE:RVLV) Stocks Shoot Up 42% But Its P/E Still Looks Reasonable
Revolve Group, Inc. ( NYSE:RVLV ) shareholders have had their patience rewarded with a 42% share price jump in the last...Artículo de análisis • Oct 13
Revolve Group (NYSE:RVLV) Will Be Hoping To Turn Its Returns On Capital Around
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Artículo de análisis • Sep 22
Estimating The Fair Value Of Revolve Group, Inc. (NYSE:RVLV)
Key Insights The projected fair value for Revolve Group is US$21.44 based on 2 Stage Free Cash Flow to Equity Current...Seeking Alpha • Sep 20
Revolve Group's Epic Marketing Is A Hit, But Its Valuation May Be Too Bold
Summary Revolve Group is a next-gen fashion retailer targeting Gen Z and millennials with a dynamic online platform offering 100,000 styles and 1,200 premium brands. Revolve Group’s innovative, community-driven marketing approach has boosted customer engagement and efficiency, highlighted by successful events and strategic investments, including its acquisition of haute couture brand Alexandre Vauthier. Revolve Group returned to topline growth in Q2, boosting revenue, gross margins, and doubling net income, while achieving impressive logistics efficiencies and positioning itself for future growth. Revolve's stock, despite its growth, appears overvalued at nearly $25, trading at a significant premium compared to its peers, making it difficult to justify a buy at the current price. Read the full article on Seeking Alpha
Nuevo análisis • Sep 13
Tactical Moves And AI Integration Set To Propel Luxury Market Dominance And Earnings Surge
Strategic marketing and operational efficiencies hint at better margins and cost-effective brand promotion, enhancing earnings without increasing expenses.Artículo de análisis • Aug 31
With Revolve Group, Inc. (NYSE:RVLV) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 49.2x Revolve Group, Inc. ( NYSE:RVLV ) may be sending very bearish...Artículo de análisis • Jun 01
This Is Why Shareholders May Want To Hold Back On A Pay Rise For Revolve Group, Inc.'s (NYSE:RVLV) CEO
Key Insights Revolve Group to hold its Annual General Meeting on 7th of June Total pay for CEO Mike Karanikolas...Artículo de análisis • May 31
Market Participants Recognise Revolve Group, Inc.'s (NYSE:RVLV) Earnings
Revolve Group, Inc.'s ( NYSE:RVLV ) price-to-earnings (or "P/E") ratio of 52.9x might make it look like a strong sell...Seeking Alpha • May 19
Revolve Group: Margin Expansion Potential With Decent Risk-Reward
Summary Revolve Group is an e-commerce fashion company targeting Gen Z and Millennials. The company's share performance has been lackluster, but it has seen recent momentum with a 28% increase in share price over the past year. Despite uncertain revenue growth, Revolve Group has the potential for margin expansion through optimization strategies on return and exchange policies. Read the full article on Seeking AlphaArtículo de análisis • Apr 25
Revolve Group's (NYSE:RVLV) Returns On Capital Not Reflecting Well On The Business
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Artículo de análisis • Feb 29
Why Investors Shouldn't Be Surprised By Revolve Group, Inc.'s (NYSE:RVLV) 38% Share Price Surge
Despite an already strong run, Revolve Group, Inc. ( NYSE:RVLV ) shares have been powering on, with a gain of 38% in...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,571 | 100 | N/A | N/A | 2 |
| 12/31/2027 | 1,449 | 74 | 56 | 96 | 14 |
| 12/31/2026 | 1,347 | 61 | 52 | 78 | 13 |
| 3/31/2026 | 1,272 | 64 | 49 | 64 | N/A |
| 12/31/2025 | 1,226 | 62 | 48 | 59 | N/A |
| 9/30/2025 | 1,195 | 55 | 63 | 74 | N/A |
| 6/30/2025 | 1,183 | 45 | 64 | 71 | N/A |
| 3/31/2025 | 1,156 | 51 | 28 | 33 | N/A |
| 12/31/2024 | 1,130 | 50 | 21 | 27 | N/A |
| 9/30/2024 | 1,094 | 41 | 14 | 19 | N/A |
| 6/30/2024 | 1,068 | 33 | 17 | 22 | N/A |
| 3/31/2024 | 1,060 | 25 | 28 | 33 | N/A |
| 12/31/2023 | 1,069 | 28 | 39 | 43 | N/A |
| 9/30/2023 | 1,070 | 33 | 32 | 36 | N/A |
| 6/30/2023 | 1,081 | 41 | 29 | 34 | N/A |
| 3/31/2023 | 1,098 | 50 | 13 | 18 | N/A |
| 12/31/2022 | 1,101 | 59 | 18 | 23 | N/A |
| 9/30/2022 | 1,082 | 80 | 24 | 28 | N/A |
| 6/30/2022 | 1,057 | 85 | 17 | 20 | N/A |
| 3/31/2022 | 996 | 100 | 80 | 83 | N/A |
| 12/31/2021 | 891 | 100 | 60 | 62 | N/A |
| 9/30/2021 | 792 | 89 | 64 | 66 | N/A |
| 6/30/2021 | 699 | 92 | 76 | 78 | N/A |
| 3/31/2021 | 613 | 75 | 96 | 99 | N/A |
| 12/31/2020 | 581 | 57 | 71 | 74 | N/A |
| 9/30/2020 | 587 | 46 | 88 | 90 | N/A |
| 6/30/2020 | 591 | 36 | 81 | 85 | N/A |
| 3/31/2020 | 610 | -6 | 30 | 38 | N/A |
| 12/31/2019 | 601 | -5 | N/A | 46 | N/A |
| 9/30/2019 | 581 | -9 | N/A | 30 | N/A |
| 6/30/2019 | 553 | -14 | N/A | 24 | N/A |
| 3/31/2019 | 523 | 21 | N/A | 30 | N/A |
| 12/31/2018 | 499 | 20 | N/A | 27 | N/A |
| 9/30/2018 | 473 | 13 | N/A | 30 | N/A |
| 6/30/2018 | 447 | 10 | N/A | 30 | N/A |
| 3/31/2018 | 423 | 7 | N/A | 20 | N/A |
| 12/31/2017 | 400 | 3 | N/A | 16 | N/A |
| 12/31/2016 | 312 | 2 | N/A | -1 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (12.4% al año) de RVLV es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (12.4% al año) de RVLV crezcan menos que el mercado US (16.4% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de RVLV crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (7.4% al año) de RVLV crezcan más despacio que el mercado de US (11.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 7.4% al año) de RVLV crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de RVLV sea baja dentro de 3 años (12.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 05:41 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Revolve Group, Inc. está cubierta por 24 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Altschwager | Baird |
| Ross Sandler | Barclays |
| Trevor Young | Barclays |