Revolve Group

RVLV

Specialty Retail · Consumer Cyclical

Price

$24.88

-0.68 (-2.66%)

Market Cap

$1.78B

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Share count falling — buybacks

−3.3% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 74.5M (2021) → 72.1M (2025)

Revolve Group is an online fashion retailer that sells clothing, shoes, and accessories mainly to younger women in their 20s and 30s. It operates two websites — REVOLVE, which targets trend-focused shoppers, and FWRD, which carries higher-end luxury brands. The company is known for using social media influencers and celebrity partnerships to market its products instead of traditional advertising.

Revolve makes money by selling apparel and accessories directly to customers through its websites, keeping over half of each sale as gross profit. It operates primarily in the United States but ships internationally, generating roughly $1 billion in annual net sales. Its main competitive advantage is its data-driven inventory system, which helps it avoid excess stock and stay current with fast-moving fashion trends. The biggest risk the company faces is that consumer spending on discretionary items like fashion tends to drop sharply during economic slowdowns, which can quickly hurt sales and margins.

Winston Score History

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+15.6% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+17.6% YoY

YoY Growth Rate

Steady EPS growth

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

0.6%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Position

Cash flow positive

$336M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Revolve Group is a rare growth stock that's already generating positive cash flow while growing at 16%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin

52.7%

Healthy — 52.7% gross margin

Operating Margin

4.6%

Thin — 4.6% operating margin

ROCE

2.8%

Weak — 2.8% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

+10.0%

Steady sales growth (10.0% YoY)

EPS YoY

+25.0%

Earnings growing fast (25.0% YoY)

Earnings growing 25%+ a year. The compounder zone.

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Cash Conversion

99%

Turns 99% of profit into real cash

FCF Margin

3.7%

Thin free cash flow (3.7%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

Debt / Equity

0.06

Conservative — low debt load (0.06)

Interest Cover

100.00x

—

Comfortably covers interest (100.0x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

P/E Ratio (TTM)

27.6x

Growth-priced — P/E 27.6

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+0.6

GROWING

Earnings roughly flat

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Dividends

Not applicable for this business.

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