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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Driven Brands Holdings Inc. is the larger business by last-quarter revenue ($535.7M vs $455.0M, roughly 1.2× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 11.4%, a 20.3% gap on every dollar of revenue. On growth, Driven Brands Holdings Inc. posted the faster year-over-year revenue change (6.6% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $39.5M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -4.0%).
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.
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
AMH vs DRVN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $535.7M |
| Net Profit | $144.3M | $60.9M |
| Gross Margin | — | — |
| Operating Margin | — | 11.6% |
| Net Margin | 31.7% | 11.4% |
| Revenue YoY | 4.2% | 6.6% |
| Net Profit YoY | 0.3% | 507.2% |
| EPS (diluted) | $0.33 | $0.37 |
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 | $535.7M | ||
| Q2 25 | $457.5M | $551.0M | ||
| Q1 25 | $459.3M | $516.2M | ||
| Q4 24 | $436.6M | $836.5M | ||
| Q3 24 | $445.1M | $502.3M | ||
| Q2 24 | $423.5M | $518.8M | ||
| Q1 24 | $423.6M | $482.0M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $60.9M | ||
| Q2 25 | $123.6M | $47.6M | ||
| Q1 25 | $128.7M | $5.5M | ||
| Q4 24 | $143.9M | $-312.0M | ||
| Q3 24 | $87.6M | $-14.9M | ||
| Q2 24 | $108.5M | $30.2M | ||
| Q1 24 | $128.1M | $4.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 11.9% | ||
| Q4 24 | — | -41.6% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | — | 14.1% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | 11.4% | ||
| Q2 25 | 27.0% | 8.6% | ||
| Q1 25 | 28.0% | 1.1% | ||
| Q4 24 | 33.0% | -37.3% | ||
| Q3 24 | 19.7% | -3.0% | ||
| Q2 24 | 25.6% | 5.8% | ||
| Q1 24 | 30.2% | 0.9% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $0.37 | ||
| Q2 25 | $0.28 | $0.29 | ||
| Q1 25 | $0.30 | $0.04 | ||
| Q4 24 | $0.33 | $-1.93 | ||
| Q3 24 | $0.20 | $-0.09 | ||
| Q2 24 | $0.25 | $0.18 | ||
| Q1 24 | $0.30 | $0.02 |
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 | $162.0M |
| Total DebtLower is stronger | $5.1B | $1.9B |
| Stockholders' EquityBook value | $7.0B | $793.5M |
| Total Assets | $13.2B | $4.2B |
| Debt / EquityLower = less leverage | 0.72× | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $162.0M | ||
| Q2 25 | $323.3M | $166.1M | ||
| Q1 25 | $69.7M | $152.0M | ||
| Q4 24 | $199.4M | $149.6M | ||
| Q3 24 | $162.5M | $204.2M | ||
| Q2 24 | $718.4M | $148.8M | ||
| Q1 24 | $124.8M | $165.5M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $1.9B | ||
| Q2 25 | $5.2B | $2.1B | ||
| Q1 25 | $4.9B | $2.6B | ||
| Q4 24 | $5.0B | $2.7B | ||
| Q3 24 | $4.5B | $2.7B | ||
| Q2 24 | $5.0B | $2.9B | ||
| Q1 24 | $4.5B | $2.9B |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $793.5M | ||
| Q2 25 | $7.2B | $743.4M | ||
| Q1 25 | $7.2B | $643.2M | ||
| Q4 24 | $7.2B | $607.3M | ||
| Q3 24 | $7.0B | $962.8M | ||
| Q2 24 | $7.0B | $942.8M | ||
| Q1 24 | $7.0B | $906.2M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $4.2B | ||
| Q2 25 | $13.6B | $4.3B | ||
| Q1 25 | $13.3B | $5.3B | ||
| Q4 24 | $13.4B | $5.3B | ||
| Q3 24 | $12.8B | $5.8B | ||
| Q2 24 | $13.3B | $5.8B | ||
| Q1 24 | $12.8B | $5.9B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 2.44× | ||
| Q2 25 | 0.72× | 2.82× | ||
| Q1 25 | 0.69× | 4.07× | ||
| Q4 24 | 0.70× | 4.37× | ||
| Q3 24 | 0.64× | 2.84× | ||
| Q2 24 | 0.71× | 3.03× | ||
| Q1 24 | 0.64× | 3.21× |
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 | $79.2M |
| Free Cash FlowOCF − Capex | $823.7M | $39.5M |
| FCF MarginFCF / Revenue | 181.0% | 7.4% |
| Capex IntensityCapex / Revenue | 8.9% | 7.4% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $79.2M | ||
| Q2 25 | $271.9M | $80.4M | ||
| Q1 25 | $223.4M | $75.1M | ||
| Q4 24 | $811.5M | $32.9M | ||
| Q3 24 | $233.6M | $101.3M | ||
| Q2 24 | $274.0M | $46.9M | ||
| Q1 24 | $201.8M | $60.3M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $39.5M | ||
| Q2 25 | $257.7M | $9.0M | ||
| Q1 25 | $215.9M | $18.9M | ||
| Q4 24 | $777.5M | $-36.3M | ||
| Q3 24 | $225.3M | $37.9M | ||
| Q2 24 | $263.3M | $-19.5M | ||
| Q1 24 | $191.0M | $-29.2M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 7.4% | ||
| Q2 25 | 56.3% | 1.6% | ||
| Q1 25 | 47.0% | 3.7% | ||
| Q4 24 | 178.1% | -4.3% | ||
| Q3 24 | 50.6% | 7.5% | ||
| Q2 24 | 62.2% | -3.8% | ||
| Q1 24 | 45.1% | -6.1% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 7.4% | ||
| Q2 25 | 3.1% | 13.0% | ||
| Q1 25 | 1.6% | 10.9% | ||
| Q4 24 | 7.8% | 8.3% | ||
| Q3 24 | 1.9% | 12.6% | ||
| Q2 24 | 2.5% | 12.8% | ||
| Q1 24 | 2.6% | 18.6% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 1.30× | ||
| Q2 25 | 2.20× | 1.69× | ||
| Q1 25 | 1.74× | 13.65× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 1.56× | ||
| Q1 24 | 1.58× | 14.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
