REVOLVE GROUP, INC.

RVLV · Consumer Discretionary · $1.8B mkt cap · FY2025 filings · Wide moat

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Wide moat

The four filters

Pricing power89

Median gross margin 53.2% over 9y, very stable.

Returns on capital100

Median ROIC 38.7%, above the 9% hurdle in 100% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline62

Owner earnings +34.0%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

177% above value

Owner earnings (normalized): $58.7M
Est. intrinsic value / share: $9.05
Recent price: $25.04
Discount to value: 177% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell RVLV. See the disclaimer.