COMPARE · Reviewed August 3, 2026
RVLV vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. RVLV scored 66.5, SE scored 73.7 — SE leads.
Compare another set
Different reporting periods. RVLV's fundamentals are as of March 2026, but SE's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
RVLV
Revolve Group, Inc.
66.5
$25.82 · $1.8B
fundamentals as of
Score gap
7.2
SE leads
SE
Sea Limited
73.7
$111.76 · $68.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
RVLV
stronger →← stronger
SE
61
Qualityreturns · margins · balance sheet
67
82
Growthrevenue & earnings expansion
100
59
Valuevaluation vs sector peers
60
SE is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
RVLV
SE
$49mC-
FCF
$4.5bB
+10.0%B
Rev
+33.2%A
0.06A
D/E
0.28A-
28.7xC+
P/E
43.8xC
1.08B+
PEG
1.53C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
RVLV
SE
190% above
Price vs fair valuelower is cheaper
9% below
~40%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-71%
1-yr DCF upside
-16%
-65%
5-yr DCF upside
+10%
-57%
10-yr DCF upside
+59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
RVLV
No notable signals flagged.
SE
Why this score
- Diluting shareholders
The companies
RVLVRevolve Group, Inc.
Why now
Internet Retail · market cap $1.8b. 18% off the 52-week high of $31.68. Revenue growing +10%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $29.69 (implying +15% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.64 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
SESea Limited
Why now
Internet Retail · market cap $68.1b. Down 44% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $142.26 (implying +27% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $68.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 44x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.