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Side-by-side financial comparison of AGNC Investment Corp. (AGNC) and American Homes 4 Rent (AMH). Click either name above to swap in a different company.
American Homes 4 Rent is the larger business by last-quarter revenue ($455.0M vs $206.0M, roughly 2.2× AGNC Investment Corp.). AGNC Investment Corp. runs the higher net margin — 463.1% vs 31.7%, a 431.4% gap on every dollar of revenue. On growth, AGNC Investment Corp. posted the faster year-over-year revenue change (79.1% vs 4.2%). Over the past eight quarters, AGNC Investment Corp.'s revenue compounded faster (187.1% CAGR vs 3.6%).
The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The index is market cap weighted, meaning larger companies have a greater influence on the index than smaller companies.
American Homes 4 RentAMHEarnings & Financial Report
American Homes 4 Rent, doing business as AMH, is a real estate investment trust based in Las Vegas, Nevada, that invests in single-family rental homes. As of December 31, 2019, the company owned 52,552 homes in 22 states. Its largest concentrations are in Atlanta, Dallas-Fort Worth, and Charlotte, North Carolina.
AGNC vs AMH — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $206.0M | $455.0M |
| Net Profit | $954.0M | $144.3M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 463.1% | 31.7% |
| Revenue YoY | 79.1% | 4.2% |
| Net Profit YoY | 682.0% | 0.3% |
| EPS (diluted) | $0.90 | $0.33 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $206.0M | $455.0M | ||
| Q3 25 | $148.0M | $478.5M | ||
| Q2 25 | $162.0M | $457.5M | ||
| Q1 25 | $159.0M | $459.3M | ||
| Q4 24 | — | $436.6M | ||
| Q3 24 | $-64.0M | $445.1M | ||
| Q2 24 | $-3.0M | $423.5M | ||
| Q1 24 | $-30.0M | $423.6M |
| Q4 25 | $954.0M | $144.3M | ||
| Q3 25 | $806.0M | $116.8M | ||
| Q2 25 | $-140.0M | $123.6M | ||
| Q1 25 | $50.0M | $128.7M | ||
| Q4 24 | — | $143.9M | ||
| Q3 24 | $346.0M | $87.6M | ||
| Q2 24 | $-48.0M | $108.5M | ||
| Q1 24 | $443.0M | $128.1M |
| Q4 25 | 463.1% | 31.7% | ||
| Q3 25 | 544.6% | 24.4% | ||
| Q2 25 | -86.4% | 27.0% | ||
| Q1 25 | 31.4% | 28.0% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | -540.6% | 19.7% | ||
| Q2 24 | 1600.0% | 25.6% | ||
| Q1 24 | -1476.7% | 30.2% |
| Q4 25 | $0.90 | $0.33 | ||
| Q3 25 | $0.72 | $0.27 | ||
| Q2 25 | $-0.17 | $0.28 | ||
| Q1 25 | $0.02 | $0.30 | ||
| Q4 24 | — | $0.33 | ||
| Q3 24 | $0.39 | $0.20 | ||
| Q2 24 | $-0.11 | $0.25 | ||
| Q1 24 | $0.59 | $0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $450.0M | $108.5M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $12.4B | $7.0B |
| Total Assets | $115.1B | $13.2B |
| Debt / EquityLower = less leverage | — | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $450.0M | $108.5M | ||
| Q3 25 | $450.0M | $45.6M | ||
| Q2 25 | $656.0M | $323.3M | ||
| Q1 25 | $455.0M | $69.7M | ||
| Q4 24 | — | $199.4M | ||
| Q3 24 | $507.0M | $162.5M | ||
| Q2 24 | $530.0M | $718.4M | ||
| Q1 24 | $505.0M | $124.8M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $12.4B | $7.0B | ||
| Q3 25 | $11.4B | $7.2B | ||
| Q2 25 | $10.3B | $7.2B | ||
| Q1 25 | $10.0B | $7.2B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | $9.7B | $7.0B | ||
| Q2 24 | $8.7B | $7.0B | ||
| Q1 24 | $8.6B | $7.0B |
| Q4 25 | $115.1B | $13.2B | ||
| Q3 25 | $109.0B | $13.3B | ||
| Q2 25 | $102.0B | $13.6B | ||
| Q1 25 | $95.9B | $13.3B | ||
| Q4 24 | — | $13.4B | ||
| Q3 24 | $89.6B | $12.8B | ||
| Q2 24 | $79.7B | $13.3B | ||
| Q1 24 | $71.9B | $12.8B |
| Q4 25 | — | 0.72× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.64× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $128.0M | $145.8M |
| Free Cash FlowOCF − Capex | — | $135.5M |
| FCF MarginFCF / Revenue | — | 29.8% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | 0.13× | 1.01× |
| TTM Free Cash FlowTrailing 4 quarters | — | $823.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $128.0M | $145.8M | ||
| Q3 25 | $153.0M | $223.3M | ||
| Q2 25 | $180.0M | $271.9M | ||
| Q1 25 | $192.0M | $223.4M | ||
| Q4 24 | — | $102.2M | ||
| Q3 24 | $7.0M | $233.6M | ||
| Q2 24 | $-20.0M | $274.0M | ||
| Q1 24 | $20.0M | $201.8M |
| Q4 25 | — | $135.5M | ||
| Q3 25 | — | $214.5M | ||
| Q2 25 | — | $257.7M | ||
| Q1 25 | — | $215.9M | ||
| Q4 24 | — | $97.9M | ||
| Q3 24 | — | $225.3M | ||
| Q2 24 | — | $263.3M | ||
| Q1 24 | — | $191.0M |
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 44.8% | ||
| Q2 25 | — | 56.3% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 50.6% | ||
| Q2 24 | — | 62.2% | ||
| Q1 24 | — | 45.1% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 2.6% |
| Q4 25 | 0.13× | 1.01× | ||
| Q3 25 | 0.19× | 1.91× | ||
| Q2 25 | — | 2.20× | ||
| Q1 25 | 3.84× | 1.74× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 0.02× | 2.67× | ||
| Q2 24 | — | 2.52× | ||
| Q1 24 | 0.05× | 1.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
