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Side-by-side financial comparison of American Homes 4 Rent (AMH) and BJs RESTAURANTS INC (BJRI). 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 $355.4M, roughly 1.3× BJs RESTAURANTS INC). American Homes 4 Rent runs the higher net margin — 31.7% vs 3.6%, a 28.1% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 3.2%). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 2.6%).
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.
BJ's Restaurants Inc. operates a chain of casual dining restaurants across the United States. Its menu features signature deep-dish pizzas, craft beers, handcrafted cocktails, and a wide range of American comfort food. The brand primarily serves family groups, friend gatherings, and casual diners seeking affordable, high-quality meals in a relaxed, welcoming in-store environment.
AMH vs BJRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $355.4M |
| Net Profit | $144.3M | $12.6M |
| Gross Margin | — | 74.5% |
| Operating Margin | — | 3.1% |
| Net Margin | 31.7% | 3.6% |
| Revenue YoY | 4.2% | 3.2% |
| Net Profit YoY | 0.3% | -24.2% |
| EPS (diluted) | $0.33 | $0.58 |
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 | $455.0M | $355.4M | ||
| Q3 25 | $478.5M | $365.6M | ||
| Q2 25 | $457.5M | $348.0M | ||
| Q1 25 | $459.3M | — | ||
| Q4 24 | $436.6M | $325.7M | ||
| Q3 24 | $445.1M | $349.9M | ||
| Q2 24 | $423.5M | $337.3M | ||
| Q1 24 | $423.6M | — |
| Q4 25 | $144.3M | $12.6M | ||
| Q3 25 | $116.8M | $22.2M | ||
| Q2 25 | $123.6M | $13.5M | ||
| Q1 25 | $128.7M | — | ||
| Q4 24 | $143.9M | $-2.9M | ||
| Q3 24 | $87.6M | $17.2M | ||
| Q2 24 | $108.5M | $7.7M | ||
| Q1 24 | $128.1M | — |
| Q4 25 | — | 74.5% | ||
| Q3 25 | — | 75.2% | ||
| Q2 25 | — | 75.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 73.4% | ||
| Q3 24 | — | 74.3% | ||
| Q2 24 | — | 74.8% | ||
| Q1 24 | — | — |
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.8% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | — |
| Q4 25 | 31.7% | 3.6% | ||
| Q3 25 | 24.4% | 6.1% | ||
| Q2 25 | 27.0% | 3.9% | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 33.0% | -0.9% | ||
| Q3 24 | 19.7% | 4.9% | ||
| Q2 24 | 25.6% | 2.3% | ||
| Q1 24 | 30.2% | — |
| Q4 25 | $0.33 | $0.58 | ||
| Q3 25 | $0.27 | $0.97 | ||
| Q2 25 | $0.28 | $0.58 | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.33 | $-0.13 | ||
| Q3 24 | $0.20 | $0.72 | ||
| Q2 24 | $0.25 | $0.32 | ||
| Q1 24 | $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 | $108.5M | $23.8M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $366.2M |
| Total Assets | $13.2B | $1.0B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $23.8M | ||
| Q3 25 | $45.6M | $26.0M | ||
| Q2 25 | $323.3M | $19.0M | ||
| Q1 25 | $69.7M | — | ||
| Q4 24 | $199.4M | $18.4M | ||
| Q3 24 | $162.5M | $16.2M | ||
| Q2 24 | $718.4M | $18.8M | ||
| Q1 24 | $124.8M | — |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $60.5M | ||
| Q2 25 | $5.2B | $85.5M | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $66.5M | ||
| Q3 24 | $4.5B | $63.5M | ||
| Q2 24 | $5.0B | $58.0M | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $366.2M | ||
| Q3 25 | $7.2B | $386.6M | ||
| Q2 25 | $7.2B | $371.5M | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.2B | $376.2M | ||
| Q3 24 | $7.0B | $386.5M | ||
| Q2 24 | $7.0B | $375.4M | ||
| Q1 24 | $7.0B | — |
| Q4 25 | $13.2B | $1.0B | ||
| Q3 25 | $13.3B | $1.0B | ||
| Q2 25 | $13.6B | $1.0B | ||
| Q1 25 | $13.3B | — | ||
| Q4 24 | $13.4B | $1.0B | ||
| Q3 24 | $12.8B | $1.0B | ||
| Q2 24 | $13.3B | $1.0B | ||
| Q1 24 | $12.8B | — |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 0.16× | ||
| Q2 25 | 0.72× | 0.23× | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.18× | ||
| Q3 24 | 0.64× | 0.16× | ||
| Q2 24 | 0.71× | 0.15× | ||
| 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 | $864.3M | — |
| Free Cash FlowOCF − Capex | $823.7M | — |
| FCF MarginFCF / Revenue | 181.0% | — |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $62.3M | ||
| Q2 25 | $271.9M | $4.6M | ||
| Q1 25 | $223.4M | — | ||
| Q4 24 | $811.5M | $27.3M | ||
| Q3 24 | $233.6M | $20.2M | ||
| Q2 24 | $274.0M | $22.3M | ||
| Q1 24 | $201.8M | — |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $41.9M | ||
| Q2 25 | $257.7M | $-12.1M | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | $7.6M | ||
| Q3 24 | $225.3M | $735.0K | ||
| Q2 24 | $263.3M | $448.0K | ||
| Q1 24 | $191.0M | — |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 11.5% | ||
| Q2 25 | 56.3% | -3.5% | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | 2.3% | ||
| Q3 24 | 50.6% | 0.2% | ||
| Q2 24 | 62.2% | 0.1% | ||
| Q1 24 | 45.1% | — |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 5.6% | ||
| Q2 25 | 3.1% | 4.8% | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | 6.0% | ||
| Q3 24 | 1.9% | 5.6% | ||
| Q2 24 | 2.5% | 6.5% | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 2.80× | ||
| Q2 25 | 2.20× | 0.34× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 1.18× | ||
| Q2 24 | 2.52× | 2.89× | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
