Revolve Group（RVLV）株式概要
リボルブ・グループは、ミレニアル世代やZ世代の消費者向けのファッション小売業を米国内外で展開している。 詳細
報酬
リスク分析
リスクチェックの結果、RVLV 、リスクは検出されなかった。
RVLV Community Fair Values
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Analyst Price Targets
Revolve Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$23.44 |
| 52週高値 | US$31.68 |
| 52週安値 | US$16.80 |
| ベータ | 1.77 |
| 1ヶ月の変化 | 5.35% |
| 3ヶ月変化 | -12.05% |
| 1年変化 | 23.76% |
| 3年間の変化 | 31.61% |
| 5年間の変化 | -53.27% |
| IPOからの変化 | -31.06% |
最新ニュース
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.
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.Revolve Group: A Solid GARP Play That Continues To Deliver On Growth
Apr 09Recent updates
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.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.Revolve Group: A Solid GARP Play That Continues To Deliver On Growth
Apr 09RVLV: 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.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.
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.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.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.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.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.The Returns On Capital At Revolve Group (NYSE:RVLV) Don't Inspire Confidence
Dec 30
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.Revolve Group, Inc.'s (NYSE:RVLV) 30% Price Boost Is Out Of Tune With Earnings
Dec 05Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends
Sep 03International 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).At US$22.24, Is It Time To Put Revolve Group, Inc. (NYSE:RVLV) On Your Watch List?
Jul 23Some Shareholders Feeling Restless Over Revolve Group, Inc.'s (NYSE:RVLV) P/E Ratio
Jul 02Revolve Group, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next
May 09Estimating The Intrinsic Value Of Revolve Group, Inc. (NYSE:RVLV)
Apr 25Revolve Group: Overperformance Offsetting The Luxury Downturn
Mar 18Revolve Group, Inc.'s (NYSE:RVLV) 30% Cheaper Price Remains In Tune With Earnings
Mar 14Revolve Group, Inc. (NYSE:RVLV) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
Jan 15Revolve Group (NYSE:RVLV) Might Be Having Difficulty Using Its Capital Effectively
Jan 12Revolve: Margin Dynamics Don't Sustain Valuation (Rating Downgrade)
Jan 03Revolve Group, Inc.'s (NYSE:RVLV) Intrinsic Value Is Potentially 19% Below Its Share Price
Dec 22Revolve Group, Inc. (NYSE:RVLV) Stocks Shoot Up 42% But Its P/E Still Looks Reasonable
Nov 07Revolve Group (NYSE:RVLV) Will Be Hoping To Turn Its Returns On Capital Around
Oct 13Estimating The Fair Value Of Revolve Group, Inc. (NYSE:RVLV)
Sep 22Revolve Group's Epic Marketing Is A Hit, But Its Valuation May Be Too Bold
Sep 20
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.With Revolve Group, Inc. (NYSE:RVLV) It Looks Like You'll Get What You Pay For
Aug 31This Is Why Shareholders May Want To Hold Back On A Pay Rise For Revolve Group, Inc.'s (NYSE:RVLV) CEO
Jun 01Market Participants Recognise Revolve Group, Inc.'s (NYSE:RVLV) Earnings
May 31Revolve Group: Margin Expansion Potential With Decent Risk-Reward
May 19Revolve Group's (NYSE:RVLV) Returns On Capital Not Reflecting Well On The Business
Apr 25Why Investors Shouldn't Be Surprised By Revolve Group, Inc.'s (NYSE:RVLV) 38% Share Price Surge
Feb 29株主還元
| RVLV | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | -10.9% | -4.3% | 0.6% |
| 1Y | 23.8% | 4.8% | 28.4% |
業界別リターン: RVLV過去 1 年間で4.8 % の収益を上げたUS Specialty Retail業界を上回りました。
リターン対市場: RVLVは、過去 1 年間で28.4 % のリターンを上げたUS市場を下回りました。
価格変動
| RVLV volatility | |
|---|---|
| RVLV Average Weekly Movement | 7.1% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: RVLV 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RVLVの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2003 | 1,664 | Mike Karanikolas | www.revolve.com |
リボルブ・グループは、ミレニアル世代とZ世代の消費者向けのファッション小売業を米国内外で展開している。同社はREVOLVEとFWRDの2つのセグメントで事業を展開している。消費者とグローバルファッションインフルエンサー、新興ブランド、既存ブランド、自社ブランドをつなぐプラットフォームを運営している。アパレル、フットウェア、アクセサリー、ビューティ製品を、新興ブランド、既存ブランド、自社ブランド、高級ブランドから提供している。ウェブサイト、モバイルアプリケーション、店舗を通じて顧客にサービスを提供している。同社は以前はAdvance Holdings, LLCとして知られていたが、2018年10月に社名をRevolve Group, Inc.に変更した。リボルブグループは2003年に設立され、カリフォルニア州セリトスに本社を置いている。
Revolve Group, Inc. 基礎のまとめ
| RVLV 基礎統計学 | |
|---|---|
| 時価総額 | US$1.68b |
| 収益（TTM） | US$61.71m |
| 売上高(TTM) | US$1.23b |
27.2x
PER（株価収益率1.4x
P/SレシオRVLV は割高か？
公正価値と評価分析を参照収益と収入
| RVLV 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.23b |
| 売上原価 | US$569.90m |
| 売上総利益 | US$655.78m |
| その他の費用 | US$594.08m |
| 収益 | US$61.71m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.86 |
| グロス・マージン | 53.50% |
| 純利益率 | 5.03% |
| 有利子負債／自己資本比率 | 0% |
RVLV の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/05 02:57 |
| 終値 | 2026/05/05 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Revolve Group, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Mark Altschwager | Baird |
| Ross Sandler | Barclays |
| Trevor Young | Barclays |