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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Clearwater Paper Corp (CLW). 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 $360.3M, roughly 1.3× Clearwater Paper Corp). American Homes 4 Rent runs the higher net margin — 31.7% vs -3.6%, a 35.3% 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%). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 2.3%).
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.
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
AMH vs CLW — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $360.3M |
| Net Profit | $144.3M | $-12.8M |
| Gross Margin | — | -0.2% |
| Operating Margin | — | — |
| Net Margin | 31.7% | -3.6% |
| Revenue YoY | 4.2% | -4.7% |
| Net Profit YoY | 0.3% | -103.2% |
| EPS (diluted) | $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.
| Q1 26 | — | $360.3M | ||
| Q4 25 | $455.0M | $386.4M | ||
| Q3 25 | $478.5M | $399.0M | ||
| Q2 25 | $457.5M | $391.8M | ||
| Q1 25 | $459.3M | $378.2M | ||
| Q4 24 | $436.6M | $387.1M | ||
| Q3 24 | $445.1M | $393.3M | ||
| Q2 24 | $423.5M | $344.4M |
| Q1 26 | — | $-12.8M | ||
| Q4 25 | $144.3M | $38.3M | ||
| Q3 25 | $116.8M | $-53.3M | ||
| Q2 25 | $123.6M | $2.7M | ||
| Q1 25 | $128.7M | $-6.3M | ||
| Q4 24 | $143.9M | $199.1M | ||
| Q3 24 | $87.6M | $5.8M | ||
| Q2 24 | $108.5M | $-25.8M |
| Q1 26 | — | -0.2% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | -0.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | -13.9% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -0.3% | ||
| Q2 24 | — | -13.6% |
| Q1 26 | — | -3.6% | ||
| Q4 25 | 31.7% | 9.9% | ||
| Q3 25 | 24.4% | -13.4% | ||
| Q2 25 | 27.0% | 0.7% | ||
| Q1 25 | 28.0% | -1.7% | ||
| Q4 24 | 33.0% | 51.4% | ||
| Q3 24 | 19.7% | 1.5% | ||
| Q2 24 | 25.6% | -7.5% |
| Q1 26 | — | — | ||
| Q4 25 | $0.33 | $2.36 | ||
| Q3 25 | $0.27 | $-3.30 | ||
| Q2 25 | $0.28 | $0.17 | ||
| Q1 25 | $0.30 | $-0.38 | ||
| Q4 24 | $0.33 | $11.87 | ||
| Q3 24 | $0.20 | $0.35 | ||
| Q2 24 | $0.25 | $-1.55 |
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 | $36.5M |
| Total DebtLower is stronger | $5.1B | $361.1M |
| Stockholders' EquityBook value | $7.0B | $813.8M |
| Total Assets | $13.2B | $1.6B |
| Debt / EquityLower = less leverage | 0.72× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $36.5M | ||
| Q4 25 | $108.5M | $30.7M | ||
| Q3 25 | $45.6M | $34.4M | ||
| Q2 25 | $323.3M | $46.7M | ||
| Q1 25 | $69.7M | $44.0M | ||
| Q4 24 | $199.4M | $79.6M | ||
| Q3 24 | $162.5M | $35.5M | ||
| Q2 24 | $718.4M | $39.6M |
| Q1 26 | — | $361.1M | ||
| Q4 25 | $5.1B | $346.8M | ||
| Q3 25 | $4.8B | $337.0M | ||
| Q2 25 | $5.2B | $330.1M | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $283.4M | ||
| Q3 24 | $4.5B | $1.2B | ||
| Q2 24 | $5.0B | $1.1B |
| Q1 26 | — | $813.8M | ||
| Q4 25 | $7.0B | $825.3M | ||
| Q3 25 | $7.2B | $783.0M | ||
| Q2 25 | $7.2B | $836.8M | ||
| Q1 25 | $7.2B | $836.6M | ||
| Q4 24 | $7.2B | $854.6M | ||
| Q3 24 | $7.0B | $664.6M | ||
| Q2 24 | $7.0B | $658.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $13.2B | $1.6B | ||
| Q3 25 | $13.3B | $1.6B | ||
| Q2 25 | $13.6B | $1.6B | ||
| Q1 25 | $13.3B | $1.6B | ||
| Q4 24 | $13.4B | $1.7B | ||
| Q3 24 | $12.8B | $2.5B | ||
| Q2 24 | $13.3B | $2.5B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | 0.72× | 0.42× | ||
| Q3 25 | 0.68× | 0.43× | ||
| Q2 25 | 0.72× | 0.39× | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.33× | ||
| Q3 24 | 0.64× | 1.73× | ||
| Q2 24 | 0.71× | 1.74× |
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.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $5.0M | ||
| Q3 25 | $223.3M | $34.0M | ||
| Q2 25 | $271.9M | $-28.2M | ||
| Q1 25 | $223.4M | $1.5M | ||
| Q4 24 | $811.5M | $-35.1M | ||
| Q3 24 | $233.6M | $16.2M | ||
| Q2 24 | $274.0M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $823.7M | $-9.9M | ||
| Q3 25 | $214.5M | $15.7M | ||
| Q2 25 | $257.7M | $-51.1M | ||
| Q1 25 | $215.9M | $-31.2M | ||
| Q4 24 | $777.5M | $-68.1M | ||
| Q3 24 | $225.3M | $-30.8M | ||
| Q2 24 | $263.3M | $3.0M |
| Q1 26 | — | — | ||
| Q4 25 | 181.0% | -2.6% | ||
| Q3 25 | 44.8% | 3.9% | ||
| Q2 25 | 56.3% | -13.0% | ||
| Q1 25 | 47.0% | -8.2% | ||
| Q4 24 | 178.1% | -17.6% | ||
| Q3 24 | 50.6% | -7.8% | ||
| Q2 24 | 62.2% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 3.9% | ||
| Q3 25 | 1.8% | 4.6% | ||
| Q2 25 | 3.1% | 5.8% | ||
| Q1 25 | 1.6% | 8.6% | ||
| Q4 24 | 7.8% | 8.5% | ||
| Q3 24 | 1.9% | 12.0% | ||
| Q2 24 | 2.5% | 5.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 0.13× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | -10.44× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | -0.18× | ||
| Q3 24 | 2.67× | 2.79× | ||
| Q2 24 | 2.52× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
