Revolve Group (RVLV): Evaluating Valuation After Record Q3 Profitability and Expanding Growth Initiatives

Simply Wall St.11-09

Revolve Group (RVLV) just delivered its third quarter earnings, highlighting a major jump in profitability and efficiency. The company reached a record high in adjusted EBITDA, even as tariff ...

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The company reached a record high in adjusted EBITDA, even as tariff ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-rvlv/revolve-group/news/revolve-group-rvlv-evaluating-valuation-after-record-q3-prof\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revolve Group (RVLV): Evaluating Valuation After Record Q3 Profitability and Expanding Growth Initiatives</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevolve Group (RVLV): Evaluating Valuation After Record Q3 Profitability and Expanding Growth Initiatives\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-09 00:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-rvlv/revolve-group/news/revolve-group-rvlv-evaluating-valuation-after-record-q3-prof><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Revolve Group (RVLV) just delivered its third quarter earnings, highlighting a major jump in profitability and efficiency. The company reached a record high in adjusted EBITDA, even as tariff ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-rvlv/revolve-group/news/revolve-group-rvlv-evaluating-valuation-after-record-q3-prof\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-rvlv/revolve-group/news/revolve-group-rvlv-evaluating-valuation-after-record-q3-prof","article_id":"2582866103","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4422000-choice2-main-header/1585186866479"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-rvlv/revolve-group/news/revolve-group-rvlv-evaluating-valuation-after-record-q3-prof","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582866103","pubTimestamp":1762619933,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Revolve Group (RVLV) just delivered its third quarter earnings, highlighting a major jump in profitability and efficiency. The company reached a record high in adjusted EBITDA, even as tariff pressures influenced the retail sector.\nSee our latest analysis for Revolve Group.\nAfter a standout third quarter, Revolve Group’s stock has captured fresh attention, but the momentum has yet to fully reverse its longer-term slide. While the share price climbed nearly 9% over the past 90 days, its total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","RVLV":"Revolve Group, LLC","BK4588":"碎股","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4122":"互联网与直销零售","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4094":"服装零售"},"translate_title":"Revolve Group(RVLV)：在创纪录的第三季度盈利能力和扩大增长计划后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RVLV":1.5},"content_text":"Revolve Group (RVLV) just delivered its third quarter earnings, highlighting a major jump in profitability and efficiency. The company reached a record high in adjusted EBITDA, even as tariff pressures influenced the retail sector. See our latest analysis for Revolve Group. After a standout third quarter, Revolve Group’s stock has captured fresh attention, but the momentum has yet to fully reverse its longer-term slide. While the share price climbed nearly 9% over the past 90 days, its total shareholder return for the past year remains down 32%. Momentum is building after a stretch of underperformance, as investors react to both the record-high adjusted EBITDA and the company’s ongoing share buybacks and brand expansion initiatives. If you’re watching for other promising moves in the market, now’s the perfect time to broaden your radar and discover fast growing stocks with high insider ownership The latest rally sparks debate, as some see Revolve Group’s current price reflecting tangible earnings progress while others wonder if ongoing investments and analyst optimism signal the stock is undervalued and due for a rebound. Is there a real buying opportunity, or is growth already fully priced in? AdvertisementMost Popular Narrative: 12.9% Undervalued Revolve Group closed at $21.40 per share, while the most widely followed narrative suggests a fair value near $24.57. With this gap, the narrative positions Revolve’s current price as having potential upside if its growth story unfolds as anticipated.   \"Expanding international presence, especially with substantial growth in China and other underpenetrated markets, positions Revolve to capture outsized revenue growth as Millennial and Gen Z consumers in these regions increasingly shift spending online. Ongoing investments in owned and exclusive brands are expected to drive higher gross margins and net margins, supported by better inventory management, tighter markdown algorithms, and diversification of supply chains to mitigate tariff impacts.\"\n  Read the complete narrative. Curious about what powers that bullish price tag? Hidden in the narrative are aggressive growth bets, bold margin forecasts, and expectations that could transform Revolve’s future far beyond today’s numbers. The real surprises are in the forecasts: who’s behind them, and what models back them up? Result: Fair Value of $24.57 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, continued tariff volatility and a shift in consumer tastes could pressure margins and disrupt growth. These factors pose real challenges to Revolve's bullish outlook. Find out about the key risks to this Revolve Group narrative. Another View: Multiples Suggest an Expensive Stock While many investors are focused on Revolve Group’s growth forecasts and narrative-driven targets, a look at market valuation shows a different side. The company’s price-to-earnings ratio sits at 27.5x, well above both the specialty retail industry average of 18x and its own fair ratio of 16.1x. This kind of premium suggests the market is already pricing in a lot of future hope, which leaves less room for positive surprises or creates more risk if growth stalls. Is Revolve Group’s upside potential already baked into the price, or could the story shift again? See what the numbers say about this price — find out in our valuation breakdown. NYSE:RVLV PE Ratio as at Nov 2025 Build Your Own Revolve Group Narrative If you have your own perspective or want to dig deeper into the numbers, it’s quick and easy to shape your own take on Revolve’s outlook in just a few minutes. Do it your way A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Revolve Group. Looking for More Smart Investing Moves? Don’t miss your chance to get ahead of the crowd and spot tomorrow’s winners before everyone else. These opportunities are open and waiting for action-oriented investors.  Snap up income potential by checking out these 16 dividend stocks with yields > 3% for companies offering yields above 3%. This approach can help boost your passive earnings. Get ahead of market tech trends by scouting these 24 AI penny stocks featuring the latest breakthroughs in artificial intelligence. These movers are positioned for notable growth. Zero in on value by targeting these 870 undervalued stocks based on cash flows, which highlights stocks with strong cash flows that the market has not fully recognized yet.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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