COMP <GO>
CNXN vs RVLV // REVENUE GROWTH (YOY)
PC Connection Inc. (NASDAQ) VS. Revolve Group Inc. (Class A) (NYSE) • 15-METRIC TALLY: CNXN 3
— RVLV 10
▲ REVENUE GROWTH (YOY) LEADER: RVLV
LAST: $85.62 (-1.02%) • MKT CAP: $2.16B
revenue-growth
2.50%
LAST: $23.09 (+2.21%) • MKT CAP: $1.64B
revenue-growth
8.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CNXN VS. RVLV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CNXN | RVLV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.80% | 53.50% | -34.70 | RVLV | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.90% | 26.60% | -15.70 | RVLV | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 16.1x | +2.50 | RVLV | /valuation <GO> |
| Free Cash Flow Yield | 2.69% | 2.92% | -0.23 | RVLV | /fcf-yield <GO> |
| Operating Margin | 3.50% | 6.10% | -2.60 | RVLV | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 5.00% | -2.10 | RVLV | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 2.50% | 8.50% | -6.00 | RVLV | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.71% | 0.00% | +0.71 | CNXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.96 | 7.15 | -0.19 | RVLV | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | RVLV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.6 | 57.2 | -16.60 | RVLV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.0x | 24.7x | -0.70 | CNXN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.16B | $1.64B | $520.4M | CNXN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CNXN REV | RVLV REV | CNXN GROSS % | RVLV GROSS % | CNXN FCF | RVLV FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.87B | $1.23B | 18.8% | 53.5% | $58.0M | $48.0M |
| FY 2024 | $2.80B | $1.13B | 18.6% | 52.5% | $166.3M | $21.0M |
| FY 2023 | $2.85B | $1.07B | — | — | $198.0M | $43.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CNXN // BETA —
RVLV // BETA —