Baozun vs Revolve Group
Baozun and Revolve Group are similar in size: $1.38bn and $1.23bn of revenue in their latest fiscal years. Revolve Group grew faster (8.5% against 5.7%). Revolve Group kept more of each dollar of sales as profit: a net margin of 5.0% against -2.4%. Revolve Group carries less debt relative to equity (0.0% against 33.2%).
| Latest fiscal year | BaozunBZUN, 2025 | Revolve GroupRVLV, 2025 |
|---|---|---|
| Revenue | $1.38bn | $1.23bn |
| Revenue growth | 5.7% | 8.5% |
| Net income | −$33.7m | $61.7m |
| Operating margin | 0.6% | 6.1% |
| Net margin | -2.4% | 5.0% |
| Return on equity | -6.4% | 13.0% |
| Free cash flow | $43.7m | $48.0m |
| Cash | $130m | $292m |
| Total debt | $173m | $0 |
| Debt to equity | 33.2% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | 1.7% | — |
| Share buybacks | $1.4m | $2.0m |
| Employees | — | 1,664 |
| Market value | $187m | $1.58bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 66 (Moderate) |
| Insider trades, 12 months | 52 buys, 0 sales | 0 buys, 66 sales |