Revolve Group, Inc.

NYSE:RVLV 주식 리포트

시가총액: US$1.8b

Revolve Group 대차대조표 건전성

재무 건전성 기준 점검 6/6

Revolve Group 의 총 주주 지분은 $512.5M 이고 총 부채는 $0.0, 이는 부채 대 자기자본 비율을 0% 로 가져옵니다. 총자산과 총부채는 각각 $765.0M 및 $252.5M 입니다.

핵심 정보

0%

부채/자본 비율

US$0

부채

이자보상배율n/a
현금US$292.26m
자본US$512.54m
총부채US$252.47m
총자산US$765.00m

최근 재무 건전성 업데이트

업데이트 없음

Recent 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 09

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.

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
The Returns On Capital At Revolve Group (NYSE:RVLV) Don't Inspire Confidence

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 05
Revolve Group, Inc.'s (NYSE:RVLV) 30% Price Boost Is Out Of Tune With Earnings

Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends

Sep 03
Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends

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).

At US$22.24, Is It Time To Put Revolve Group, Inc. (NYSE:RVLV) On Your Watch List?

Jul 23
At US$22.24, Is It Time To Put Revolve Group, Inc. (NYSE:RVLV) On Your Watch List?

Some Shareholders Feeling Restless Over Revolve Group, Inc.'s (NYSE:RVLV) P/E Ratio

Jul 02
Some Shareholders Feeling Restless Over Revolve Group, Inc.'s (NYSE:RVLV) P/E Ratio

Revolve Group, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

May 09
Revolve Group, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

Estimating The Intrinsic Value Of Revolve Group, Inc. (NYSE:RVLV)

Apr 25
Estimating The Intrinsic Value Of Revolve Group, Inc. (NYSE:RVLV)

Revolve Group: Overperformance Offsetting The Luxury Downturn

Mar 18

Revolve Group, Inc.'s (NYSE:RVLV) 30% Cheaper Price Remains In Tune With Earnings

Mar 14
Revolve Group, Inc.'s (NYSE:RVLV) 30% Cheaper Price Remains In Tune With Earnings

Revolve Group, Inc. (NYSE:RVLV) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Jan 15
Revolve Group, Inc. (NYSE:RVLV) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Revolve Group (NYSE:RVLV) Might Be Having Difficulty Using Its Capital Effectively

Jan 12
Revolve Group (NYSE:RVLV) Might Be Having Difficulty Using Its Capital Effectively

Revolve: Margin Dynamics Don't Sustain Valuation (Rating Downgrade)

Jan 03

Revolve Group, Inc.'s (NYSE:RVLV) Intrinsic Value Is Potentially 19% Below Its Share Price

Dec 22
Revolve Group, Inc.'s (NYSE:RVLV) Intrinsic Value Is Potentially 19% Below Its Share Price

Revolve Group, Inc. (NYSE:RVLV) Stocks Shoot Up 42% But Its P/E Still Looks Reasonable

Nov 07
Revolve Group, Inc. (NYSE:RVLV) Stocks Shoot Up 42% But Its P/E Still Looks Reasonable

Revolve Group (NYSE:RVLV) Will Be Hoping To Turn Its Returns On Capital Around

Oct 13
Revolve Group (NYSE:RVLV) Will Be Hoping To Turn Its Returns On Capital Around

Estimating The Fair Value Of Revolve Group, Inc. (NYSE:RVLV)

Sep 22
Estimating The Fair Value Of Revolve Group, Inc. (NYSE:RVLV)

Revolve Group's Epic Marketing Is A Hit, But Its Valuation May Be Too Bold

Sep 20
User avatar

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 31
With Revolve Group, Inc. (NYSE:RVLV) It Looks Like You'll Get What You Pay For

This Is Why Shareholders May Want To Hold Back On A Pay Rise For Revolve Group, Inc.'s (NYSE:RVLV) CEO

Jun 01
This Is Why Shareholders May Want To Hold Back On A Pay Rise For Revolve Group, Inc.'s (NYSE:RVLV) CEO

Market Participants Recognise Revolve Group, Inc.'s (NYSE:RVLV) Earnings

May 31
Market Participants Recognise Revolve Group, Inc.'s (NYSE:RVLV) Earnings

Revolve Group: Margin Expansion Potential With Decent Risk-Reward

May 19

Revolve Group's (NYSE:RVLV) Returns On Capital Not Reflecting Well On The Business

Apr 25
Revolve Group's (NYSE:RVLV) Returns On Capital Not Reflecting Well On The Business

Why Investors Shouldn't Be Surprised By Revolve Group, Inc.'s (NYSE:RVLV) 38% Share Price Surge

Feb 29
Why Investors Shouldn't Be Surprised By Revolve Group, Inc.'s (NYSE:RVLV) 38% Share Price Surge

재무 상태 분석

단기부채: RVLV 의 단기 자산 ( $647.0M )이 단기 부채( $230.5M ).

장기 부채: RVLV의 단기 자산($647.0M)이 장기 부채($21.9M)를 초과합니다.


부채/자본 비율 추이 및 분석

부채 수준: RVLV 부채가 없습니다.

부채 감소: RVLV는 5년 전에 부채가 없었습니다.

부채 범위: RVLV 은 부채가 없으므로 영업현금흐름으로 충당할 필요가 없습니다.

이자 보장: RVLV 에는 부채가 없으므로 이자 지불에 대한 보장은 문제가 되지 않습니다.


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 02:29
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Revolve Group, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark AltschwagerBaird
Ross SandlerBarclays
Trevor YoungBarclays