Skip to Content

Revolve Group Inc Class A RVLV

Morningstar Rating
$15.30 −0.10 (0.65%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Revolve Well-Positioned to Benefit From Growing E-Commerce Penetration as Near-Term Pressures Ease

The Revolve Group has carved out an interesting competitive niche in the attainable luxury category, leaning heavily into the strengths of the e-commerce channel—breadth of selection, scalability, and ubiquity of access—to reach a mobile-first, millennial and Gen Z audience. With the firm cycling through 300,000 styles on its Revolve and FWRD (luxury) marketplaces during 2023, and with roughly 1,500 new styles launching weekly, the firm has positioned itself as an "online source for discovery and inspiration," capturing more than $400 in after-return spending among its base of 2.5 million active buyers at year-end 2023.

Price vs Fair Value

RVLV is trading at a 443% premium.
Price
$15.40
Fair Value
$69.00
Uncertainty
Very High
1-Star Price
$95.12
5-Star Price
$48.80
Economic Moat
Pmzx
Capital Allocation
Vfmfbgjszq

Bulls Say, Bears Say

Bulls

Revolve offers attractive exposure to a quickly growing e-commerce apparel segment, representing one of only a handful of profitable pure-play online-only stores.

Bears

Wholesale rationalization by larger brands in the luxury space remains a risk, particularly considering the smaller scale of Revolve's FWRD (luxury) marketplace.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if RVLV is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$15.40
Day Range
$15.1215.56
52-Week Range
$12.2723.18
Bid/Ask
$15.32 / $15.38
Market Cap
$1.08 Bil
Volume/Avg
317,026 / 919,925

Key Statistics

Price/Earnings (Normalized)
34.28
Price/Sales
1.06
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield
2.83%

Company Profile

The Revolve Group is an emerging e-commerce retailer, selling women’s dresses, handbags, shoes, beauty products, and incidentals across its marketplace properties, Revolve and FWRD. The platform is built to suit the "next-generation customer," emphasizing mobile commerce, influencer marketing, and occupying an aspirational but attainable luxury niche. With $1.1 billion in 2023 net sales, the firm sits just outside the top 30 apparel retailers (by sales) in the US, but has consistently generated robust top-line growth as the industry continues to favor digital channels. Revolve generates approximately 20% of sales from private-label offerings, while focusing on building an inventory of unique products from emerging fashion brands with less than $10 million in annual sales.
Sector
Consumer Cyclical
Industry
Internet Retail
Stock Style Box
Small Core
Total Number of Employees
1,478

Competitors

Valuation

Metric
RVLV
REAL
Price/Earnings (Normalized)
34.28
Price/Book Value
2.80
Price/Sales
1.060.57
Price/Cash Flow
35.14
Price/Earnings
RVLV
REAL

Financial Strength

Metric
RVLV
REAL
Quick Ratio
1.270.96
Current Ratio
2.511.16
Interest Coverage
−9.66
Quick Ratio
RVLV
REAL

Profitability

Metric
RVLV
REAL
Return on Assets (Normalized)
4.79%−14.18%
Return on Equity (Normalized)
7.63%
Return on Invested Capital (Normalized)
6.89%−21.74%
Return on Assets
RVLV
REAL
See how this stock stacks up to its competitors with Morningstar Investor

Internet Retail Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Amazon.com Inc
AMZN
ZszdxrgfFpfw$1.9 Tril
PDD Holdings Inc ADR
PDD
YyfljsysTrrtbv$200.2 Bil
Alibaba Group Holding Ltd ADR
BABA
RnnhhvvlGzyw$181.9 Bil
MercadoLibre Inc
MELI
HnrtfjhkcfTwhnz$80.4 Bil
JD.com Inc ADR
JD
ZhpvdckzrXpp$44.1 Bil
Sea Ltd ADR
SE
RtsbzdsgsCkv$43.6 Bil
eBay Inc
EBAY
YwcmjngmXbwdcf$27.0 Bil
Chewy Inc
CHWY
DdvlqkxhrSgfdwks$11.1 Bil
Maplebear Inc
CART
SgyrzvfCjd$8.8 Bil
Etsy Inc
ETSY
DzmkwrzbMpzb$6.8 Bil

Sponsor Center