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Side-by-side financial comparison of American Healthcare REIT, Inc. (AHR) and Dayforce (DAY). Click either name above to swap in a different company.
American Healthcare REIT, Inc. is the larger business by last-quarter revenue ($564.0M vs $481.6M, roughly 1.2× Dayforce). American Healthcare REIT, Inc. runs the higher net margin — 1.9% vs -40.9%, a 42.8% gap on every dollar of revenue. On growth, American Healthcare REIT, Inc. posted the faster year-over-year revenue change (13.5% vs 9.5%). Over the past eight quarters, American Healthcare REIT, Inc.'s revenue compounded faster (11.7% CAGR vs 9.8%).
Medical Properties Trust, Inc. (MPT) is an international real estate investment trust (REIT) based in Birmingham, Alabama that purchases and invests in healthcare facilities and for-profit healthcare holding companies, primarily in the United States and Europe. Their property acquisitions often come in the form of sale-leaseback agreements, in which the original property owner sells the property to MPT and becomes their tenant. MPT's tenants are generally subject to long-term triple net lease...
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
AHR vs DAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $564.0M | $481.6M |
| Net Profit | $10.8M | $-196.8M |
| Gross Margin | 14.8% | — |
| Operating Margin | 19.8% | 6.3% |
| Net Margin | 1.9% | -40.9% |
| Revenue YoY | 13.5% | 9.5% |
| Net Profit YoY | 133.9% | -9940.0% |
| EPS (diluted) | $0.07 | $-1.23 |
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 | $564.0M | — | ||
| Q3 25 | $532.1M | $481.6M | ||
| Q2 25 | $501.3M | $464.7M | ||
| Q1 25 | $497.2M | $481.8M | ||
| Q4 24 | $496.8M | $465.2M | ||
| Q3 24 | $476.8M | $440.0M | ||
| Q2 24 | $458.0M | $423.3M | ||
| Q1 24 | $452.1M | $431.5M |
| Q4 25 | $10.8M | — | ||
| Q3 25 | $55.9M | $-196.8M | ||
| Q2 25 | $9.9M | $21.3M | ||
| Q1 25 | $-6.8M | $14.9M | ||
| Q4 24 | $-31.8M | $10.8M | ||
| Q3 24 | $-4.1M | $2.0M | ||
| Q2 24 | $2.0M | $-1.8M | ||
| Q1 24 | $-3.9M | $7.1M |
| Q4 25 | 14.8% | — | ||
| Q3 25 | 14.6% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | 13.0% | — | ||
| Q4 24 | 13.3% | 47.0% | ||
| Q3 24 | 12.5% | 45.8% | ||
| Q2 24 | 12.1% | 44.1% | ||
| Q1 24 | 10.7% | 47.6% |
| Q4 25 | 19.8% | — | ||
| Q3 25 | 19.9% | 6.3% | ||
| Q2 25 | 20.6% | 9.1% | ||
| Q1 25 | 19.0% | 6.4% | ||
| Q4 24 | 20.0% | 6.1% | ||
| Q3 24 | 19.6% | 4.7% | ||
| Q2 24 | 19.4% | 3.3% | ||
| Q1 24 | 18.2% | 9.4% |
| Q4 25 | 1.9% | — | ||
| Q3 25 | 10.5% | -40.9% | ||
| Q2 25 | 2.0% | 4.6% | ||
| Q1 25 | -1.4% | 3.1% | ||
| Q4 24 | -6.4% | 2.3% | ||
| Q3 24 | -0.9% | 0.5% | ||
| Q2 24 | 0.4% | -0.4% | ||
| Q1 24 | -0.9% | 1.6% |
| Q4 25 | $0.07 | — | ||
| Q3 25 | $0.33 | $-1.23 | ||
| Q2 25 | $0.06 | $0.13 | ||
| Q1 25 | $-0.04 | $0.09 | ||
| Q4 24 | $-0.23 | $0.07 | ||
| Q3 24 | $-0.03 | $0.01 | ||
| Q2 24 | $0.01 | $-0.01 | ||
| Q1 24 | $-0.04 | $0.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $114.8M | $627.6M |
| Total DebtLower is stronger | — | $631.1M |
| Stockholders' EquityBook value | $3.3B | $2.7B |
| Total Assets | $5.4B | $8.7B |
| Debt / EquityLower = less leverage | — | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $114.8M | — | ||
| Q3 25 | $147.4M | $627.6M | ||
| Q2 25 | $133.5M | $625.2M | ||
| Q1 25 | $86.1M | $557.3M | ||
| Q4 24 | $76.7M | $579.7M | ||
| Q3 24 | $67.8M | $494.1M | ||
| Q2 24 | $52.1M | $465.4M | ||
| Q1 24 | $77.0M | $392.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $631.1M | ||
| Q2 25 | — | $631.8M | ||
| Q1 25 | — | $632.4M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $2.7B | $2.7B | ||
| Q2 25 | $2.4B | $2.7B | ||
| Q1 25 | $2.3B | $2.6B | ||
| Q4 24 | $2.3B | $2.5B | ||
| Q3 24 | $2.2B | $2.6B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $2.0B | $2.4B |
| Q4 25 | $5.4B | — | ||
| Q3 25 | $4.8B | $8.7B | ||
| Q2 25 | $4.5B | $8.5B | ||
| Q1 25 | $4.5B | $9.5B | ||
| Q4 24 | $4.5B | $9.1B | ||
| Q3 24 | $4.7B | $8.1B | ||
| Q2 24 | $4.6B | $9.0B | ||
| Q1 24 | $4.7B | $10.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.49× | ||
| Q1 24 | — | 0.50× |
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 | $55.2M | $31.2M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 5.12× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $55.2M | — | ||
| Q3 25 | $107.2M | $31.2M | ||
| Q2 25 | $71.5M | $112.7M | ||
| Q1 25 | $60.6M | $49.6M | ||
| Q4 24 | $59.5M | $81.0M | ||
| Q3 24 | $63.1M | $91.8M | ||
| Q2 24 | $59.4M | $99.2M | ||
| Q1 24 | $-6.0M | $9.1M |
| Q4 25 | 5.12× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | 7.21× | 5.29× | ||
| Q1 25 | — | 3.33× | ||
| Q4 24 | — | 7.50× | ||
| Q3 24 | — | 45.90× | ||
| Q2 24 | 30.02× | — | ||
| Q1 24 | — | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
