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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Dayforce (DAY). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $455.0M, roughly 1.1× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs -40.9%, a 72.6% gap on every dollar of revenue. On growth, Dayforce posted the faster year-over-year revenue change (9.5% vs 4.2%). Over the past eight quarters, Dayforce's revenue compounded faster (9.8% CAGR vs 3.6%).
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.
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
AMH vs DAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $481.6M |
| Net Profit | $144.3M | $-196.8M |
| Gross Margin | — | — |
| Operating Margin | — | 6.3% |
| Net Margin | 31.7% | -40.9% |
| Revenue YoY | 4.2% | 9.5% |
| Net Profit YoY | 0.3% | -9940.0% |
| EPS (diluted) | $0.33 | $-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 | $455.0M | — | ||
| Q3 25 | $478.5M | $481.6M | ||
| Q2 25 | $457.5M | $464.7M | ||
| Q1 25 | $459.3M | $481.8M | ||
| Q4 24 | $436.6M | $465.2M | ||
| Q3 24 | $445.1M | $440.0M | ||
| Q2 24 | $423.5M | $423.3M | ||
| Q1 24 | $423.6M | $431.5M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $-196.8M | ||
| Q2 25 | $123.6M | $21.3M | ||
| Q1 25 | $128.7M | $14.9M | ||
| Q4 24 | $143.9M | $10.8M | ||
| Q3 24 | $87.6M | $2.0M | ||
| Q2 24 | $108.5M | $-1.8M | ||
| Q1 24 | $128.1M | $7.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 47.0% | ||
| Q3 24 | — | 45.8% | ||
| Q2 24 | — | 44.1% | ||
| Q1 24 | — | 47.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 9.4% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | -40.9% | ||
| Q2 25 | 27.0% | 4.6% | ||
| Q1 25 | 28.0% | 3.1% | ||
| Q4 24 | 33.0% | 2.3% | ||
| Q3 24 | 19.7% | 0.5% | ||
| Q2 24 | 25.6% | -0.4% | ||
| Q1 24 | 30.2% | 1.6% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $-1.23 | ||
| Q2 25 | $0.28 | $0.13 | ||
| Q1 25 | $0.30 | $0.09 | ||
| Q4 24 | $0.33 | $0.07 | ||
| Q3 24 | $0.20 | $0.01 | ||
| Q2 24 | $0.25 | $-0.01 | ||
| Q1 24 | $0.30 | $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 | $108.5M | $627.6M |
| Total DebtLower is stronger | $5.1B | $631.1M |
| Stockholders' EquityBook value | $7.0B | $2.7B |
| Total Assets | $13.2B | $8.7B |
| Debt / EquityLower = less leverage | 0.72× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $627.6M | ||
| Q2 25 | $323.3M | $625.2M | ||
| Q1 25 | $69.7M | $557.3M | ||
| Q4 24 | $199.4M | $579.7M | ||
| Q3 24 | $162.5M | $494.1M | ||
| Q2 24 | $718.4M | $465.4M | ||
| Q1 24 | $124.8M | $392.5M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $631.1M | ||
| Q2 25 | $5.2B | $631.8M | ||
| Q1 25 | $4.9B | $632.4M | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | $4.5B | $1.2B | ||
| Q2 24 | $5.0B | $1.2B | ||
| Q1 24 | $4.5B | $1.2B |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $2.7B | ||
| Q2 25 | $7.2B | $2.7B | ||
| Q1 25 | $7.2B | $2.6B | ||
| Q4 24 | $7.2B | $2.5B | ||
| Q3 24 | $7.0B | $2.6B | ||
| Q2 24 | $7.0B | $2.5B | ||
| Q1 24 | $7.0B | $2.4B |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $8.7B | ||
| Q2 25 | $13.6B | $8.5B | ||
| Q1 25 | $13.3B | $9.5B | ||
| Q4 24 | $13.4B | $9.1B | ||
| Q3 24 | $12.8B | $8.1B | ||
| Q2 24 | $13.3B | $9.0B | ||
| Q1 24 | $12.8B | $10.8B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 0.23× | ||
| Q2 25 | 0.72× | 0.23× | ||
| Q1 25 | 0.69× | 0.24× | ||
| Q4 24 | 0.70× | 0.47× | ||
| Q3 24 | 0.64× | 0.47× | ||
| Q2 24 | 0.71× | 0.49× | ||
| Q1 24 | 0.64× | 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 | $864.3M | $31.2M |
| 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 | $31.2M | ||
| Q2 25 | $271.9M | $112.7M | ||
| Q1 25 | $223.4M | $49.6M | ||
| Q4 24 | $811.5M | $81.0M | ||
| Q3 24 | $233.6M | $91.8M | ||
| Q2 24 | $274.0M | $99.2M | ||
| Q1 24 | $201.8M | $9.1M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | — |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 5.29× | ||
| Q1 25 | 1.74× | 3.33× | ||
| Q4 24 | 5.64× | 7.50× | ||
| Q3 24 | 2.67× | 45.90× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
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% |
