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Side-by-side financial comparison of American Homes 4 Rent (AMH) and COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI). 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 $240.5M, roughly 1.9× COGENT COMMUNICATIONS HOLDINGS, INC.). American Homes 4 Rent runs the higher net margin — 31.7% vs -12.8%, a 44.5% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -4.7%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-43.0M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -4.9%).
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.
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
AMH vs CCOI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $240.5M |
| Net Profit | $144.3M | $-30.8M |
| Gross Margin | — | 46.6% |
| Operating Margin | — | -4.7% |
| Net Margin | 31.7% | -12.8% |
| Revenue YoY | 4.2% | -4.7% |
| Net Profit YoY | 0.3% | 28.9% |
| EPS (diluted) | $0.33 | $-0.63 |
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 | $240.5M | ||
| Q3 25 | $478.5M | $241.9M | ||
| Q2 25 | $457.5M | $246.2M | ||
| Q1 25 | $459.3M | $247.0M | ||
| Q4 24 | $436.6M | $252.3M | ||
| Q3 24 | $445.1M | $257.2M | ||
| Q2 24 | $423.5M | $260.4M | ||
| Q1 24 | $423.6M | $266.2M |
| Q4 25 | $144.3M | $-30.8M | ||
| Q3 25 | $116.8M | $-41.5M | ||
| Q2 25 | $123.6M | $-57.8M | ||
| Q1 25 | $128.7M | $-52.0M | ||
| Q4 24 | $143.9M | $-43.3M | ||
| Q3 24 | $87.6M | $-63.1M | ||
| Q2 24 | $108.5M | $-32.3M | ||
| Q1 24 | $128.1M | $-65.3M |
| Q4 25 | — | 46.6% | ||
| Q3 25 | — | 45.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 37.2% | ||
| Q2 24 | — | 40.0% | ||
| Q1 24 | — | 36.5% |
| Q4 25 | — | -4.7% | ||
| Q3 25 | — | -7.5% | ||
| Q2 25 | — | -12.8% | ||
| Q1 25 | — | -16.3% | ||
| Q4 24 | — | -13.2% | ||
| Q3 24 | — | -22.5% | ||
| Q2 24 | — | -18.1% | ||
| Q1 24 | — | -22.3% |
| Q4 25 | 31.7% | -12.8% | ||
| Q3 25 | 24.4% | -17.2% | ||
| Q2 25 | 27.0% | -23.5% | ||
| Q1 25 | 28.0% | -21.1% | ||
| Q4 24 | 33.0% | -17.2% | ||
| Q3 24 | 19.7% | -24.5% | ||
| Q2 24 | 25.6% | -12.4% | ||
| Q1 24 | 30.2% | -24.5% |
| Q4 25 | $0.33 | $-0.63 | ||
| Q3 25 | $0.27 | $-0.87 | ||
| Q2 25 | $0.28 | $-1.21 | ||
| Q1 25 | $0.30 | $-1.09 | ||
| Q4 24 | $0.33 | $-0.89 | ||
| Q3 24 | $0.20 | $-1.33 | ||
| Q2 24 | $0.25 | $-0.68 | ||
| Q1 24 | $0.30 | $-1.38 |
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 | $148.5M |
| Total DebtLower is stronger | $5.1B | $1.7B |
| Stockholders' EquityBook value | $7.0B | $-63.8M |
| Total Assets | $13.2B | $3.1B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $148.5M | ||
| Q3 25 | $45.6M | $147.1M | ||
| Q2 25 | $323.3M | $213.7M | ||
| Q1 25 | $69.7M | $153.8M | ||
| Q4 24 | $199.4M | $198.5M | ||
| Q3 24 | $162.5M | $279.2M | ||
| Q2 24 | $718.4M | $384.4M | ||
| Q1 24 | $124.8M | $118.4M |
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $-63.8M | ||
| Q3 25 | $7.2B | $-39.2M | ||
| Q2 25 | $7.2B | $46.7M | ||
| Q1 25 | $7.2B | $142.8M | ||
| Q4 24 | $7.2B | $222.8M | ||
| Q3 24 | $7.0B | $323.6M | ||
| Q2 24 | $7.0B | $415.5M | ||
| Q1 24 | $7.0B | $500.6M |
| Q4 25 | $13.2B | $3.1B | ||
| Q3 25 | $13.3B | $3.1B | ||
| Q2 25 | $13.6B | $3.3B | ||
| Q1 25 | $13.3B | $3.1B | ||
| Q4 24 | $13.4B | $3.2B | ||
| Q3 24 | $12.8B | $3.2B | ||
| Q2 24 | $13.3B | $3.3B | ||
| Q1 24 | $12.8B | $3.1B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 6.53× | ||
| 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 | $864.3M | $-6.0M |
| Free Cash FlowOCF − Capex | $823.7M | $-43.0M |
| FCF MarginFCF / Revenue | 181.0% | -17.9% |
| Capex IntensityCapex / Revenue | 8.9% | 15.4% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-198.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $-6.0M | ||
| Q3 25 | $223.3M | $3.1M | ||
| Q2 25 | $271.9M | $-44.0M | ||
| Q1 25 | $223.4M | $36.4M | ||
| Q4 24 | $811.5M | $14.5M | ||
| Q3 24 | $233.6M | $-20.2M | ||
| Q2 24 | $274.0M | $-22.2M | ||
| Q1 24 | $201.8M | $19.2M |
| Q4 25 | $823.7M | $-43.0M | ||
| Q3 25 | $214.5M | $-33.1M | ||
| Q2 25 | $257.7M | $-100.2M | ||
| Q1 25 | $215.9M | $-21.7M | ||
| Q4 24 | $777.5M | $-31.6M | ||
| Q3 24 | $225.3M | $-79.5M | ||
| Q2 24 | $263.3M | $-70.9M | ||
| Q1 24 | $191.0M | $-21.7M |
| Q4 25 | 181.0% | -17.9% | ||
| Q3 25 | 44.8% | -13.7% | ||
| Q2 25 | 56.3% | -40.7% | ||
| Q1 25 | 47.0% | -8.8% | ||
| Q4 24 | 178.1% | -12.5% | ||
| Q3 24 | 50.6% | -30.9% | ||
| Q2 24 | 62.2% | -27.2% | ||
| Q1 24 | 45.1% | -8.1% |
| Q4 25 | 8.9% | 15.4% | ||
| Q3 25 | 1.8% | 15.0% | ||
| Q2 25 | 3.1% | 22.8% | ||
| Q1 25 | 1.6% | 23.5% | ||
| Q4 24 | 7.8% | 18.3% | ||
| Q3 24 | 1.9% | 23.0% | ||
| Q2 24 | 2.5% | 18.7% | ||
| Q1 24 | 2.6% | 15.4% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
