Forensic Analysis · Retail / Consumer Discretionary · as of Aug 8, 2026

Revolve Group, Inc. (RVLV)

A forensic read on Revolve Group, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

B · Sound & dependable

Forensic grade

Safe

Financial health

13.1

Distress distance

Clean

Earnings quality

Forensic signals

23.9

P / E (ttm)

12.0%

ROE

$1.8B

Market cap

8.5%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Revolve Group, Inc. earns a B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 13.1, placing it in the Safe zone. 3 forensic signals were flagged in its latest SEC filings, led by cash conversion.

What the filings flag

0.93×

FY2023–FY2025

Cash conversion. Over FY2023–FY2025, operating cash flow was 0.93× cumulative net income. Cash is lagging reported profit. The shortfall is profit tied up in working capital rather than collected — the accrual and receivables lines below show where.

+19.5%

FY2024→FY2025

Accruals ratio (% of NOA). Net operating assets grew +19.5% relative to their own average in FY2025 — scaled by NOA itself, not total assets (see the Forensic Screens card's differently-scaled Sloan Accrual Ratio for that read). Accruals are building faster than is comfortable — part of profit is sitting in the balance sheet rather than turning to cash. The build is led by receivables up +60% against revenue +8% and inventory up +10% against +6% in cost of sales. The cash-flow cross-check is more mixed: reported earnings ran in line with operating cash by 1% of net operating assets, diverging from the balance-sheet accrual read.

154d

FY2024→FY2025

Inventory days. Days inventory outstanding moved from 147 to 154 FY2024→FY2025 (against cost of goods sold; inventory +10% vs +6% in cost of sales). Inventory is building a little faster than sales — watch for markdowns.

Key fundamentals

Latest Revenue$1.23B

Revenue Growth YoY+8.5%

Revenue CAGR (3yr)+3.6%

Net Margin5.0%

Free Cash Flow$48.0M

Return on Equity12.0%

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Data from SEC EDGAR public filings · metrics as of Aug 8, 2026. Forensic signals flag probability, not certainty.