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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Distribution Solutions Group, Inc. (DSGR). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $455.0M, roughly 1.1× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 1.2%, a 30.5% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $32.9M). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% 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.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
AMH vs DSGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $518.0M |
| Net Profit | $144.3M | $6.5M |
| Gross Margin | — | 32.9% |
| Operating Margin | — | 4.6% |
| Net Margin | 31.7% | 1.2% |
| Revenue YoY | 4.2% | 10.7% |
| Net Profit YoY | 0.3% | -70.6% |
| EPS (diluted) | $0.33 | $0.14 |
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 | $518.0M | ||
| Q2 25 | $457.5M | $502.4M | ||
| Q1 25 | $459.3M | $478.0M | ||
| Q4 24 | $436.6M | $480.5M | ||
| Q3 24 | $445.1M | $468.0M | ||
| Q2 24 | $423.5M | $439.5M | ||
| Q1 24 | $423.6M | $416.1M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $6.5M | ||
| Q2 25 | $123.6M | $5.0M | ||
| Q1 25 | $128.7M | $3.3M | ||
| Q4 24 | $143.9M | $-25.9M | ||
| Q3 24 | $87.6M | $21.9M | ||
| Q2 24 | $108.5M | $1.9M | ||
| Q1 24 | $128.1M | $-5.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 33.9% | ||
| Q1 25 | — | 34.3% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 33.9% | ||
| Q2 24 | — | 34.5% | ||
| Q1 24 | — | 34.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | 1.2% | ||
| Q2 25 | 27.0% | 1.0% | ||
| Q1 25 | 28.0% | 0.7% | ||
| Q4 24 | 33.0% | -5.4% | ||
| Q3 24 | 19.7% | 4.7% | ||
| Q2 24 | 25.6% | 0.4% | ||
| Q1 24 | 30.2% | -1.3% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $0.14 | ||
| Q2 25 | $0.28 | $0.11 | ||
| Q1 25 | $0.30 | $0.07 | ||
| Q4 24 | $0.33 | $-0.55 | ||
| Q3 24 | $0.20 | $0.46 | ||
| Q2 24 | $0.25 | $0.04 | ||
| Q1 24 | $0.30 | $-0.11 |
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 | $69.2M |
| Total DebtLower is stronger | $5.1B | $665.5M |
| Stockholders' EquityBook value | $7.0B | $653.9M |
| Total Assets | $13.2B | $1.8B |
| Debt / EquityLower = less leverage | 0.72× | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $69.2M | ||
| Q2 25 | $323.3M | $47.4M | ||
| Q1 25 | $69.7M | $65.4M | ||
| Q4 24 | $199.4M | $66.5M | ||
| Q3 24 | $162.5M | $61.3M | ||
| Q2 24 | $718.4M | $46.8M | ||
| Q1 24 | $124.8M | $73.1M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $665.5M | ||
| Q2 25 | $5.2B | $675.0M | ||
| Q1 25 | $4.9B | $712.4M | ||
| Q4 24 | $5.0B | $693.9M | ||
| Q3 24 | $4.5B | $704.1M | ||
| Q2 24 | $5.0B | $573.7M | ||
| Q1 24 | $4.5B | $535.7M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $653.9M | ||
| Q2 25 | $7.2B | $649.4M | ||
| Q1 25 | $7.2B | $636.7M | ||
| Q4 24 | $7.2B | $640.5M | ||
| Q3 24 | $7.0B | $680.8M | ||
| Q2 24 | $7.0B | $653.3M | ||
| Q1 24 | $7.0B | $654.7M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $1.8B | ||
| Q2 25 | $13.6B | $1.8B | ||
| Q1 25 | $13.3B | $1.8B | ||
| Q4 24 | $13.4B | $1.7B | ||
| Q3 24 | $12.8B | $1.8B | ||
| Q2 24 | $13.3B | $1.6B | ||
| Q1 24 | $12.8B | $1.5B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 1.02× | ||
| Q2 25 | 0.72× | 1.04× | ||
| Q1 25 | 0.69× | 1.12× | ||
| Q4 24 | 0.70× | 1.08× | ||
| Q3 24 | 0.64× | 1.03× | ||
| Q2 24 | 0.71× | 0.88× | ||
| Q1 24 | 0.64× | 0.82× |
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 | $38.4M |
| Free Cash FlowOCF − Capex | $823.7M | $32.9M |
| FCF MarginFCF / Revenue | 181.0% | 6.3% |
| Capex IntensityCapex / Revenue | 8.9% | 1.1% |
| Cash ConversionOCF / Net Profit | 5.99× | 5.95× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $92.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $38.4M | ||
| Q2 25 | $271.9M | $33.3M | ||
| Q1 25 | $223.4M | $-4.8M | ||
| Q4 24 | $811.5M | $45.7M | ||
| Q3 24 | $233.6M | $-17.3M | ||
| Q2 24 | $274.0M | $21.4M | ||
| Q1 24 | $201.8M | $6.6M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $32.9M | ||
| Q2 25 | $257.7M | $28.7M | ||
| Q1 25 | $215.9M | $-10.4M | ||
| Q4 24 | $777.5M | $41.1M | ||
| Q3 24 | $225.3M | $-20.5M | ||
| Q2 24 | $263.3M | $18.0M | ||
| Q1 24 | $191.0M | $4.2M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 6.3% | ||
| Q2 25 | 56.3% | 5.7% | ||
| Q1 25 | 47.0% | -2.2% | ||
| Q4 24 | 178.1% | 8.6% | ||
| Q3 24 | 50.6% | -4.4% | ||
| Q2 24 | 62.2% | 4.1% | ||
| Q1 24 | 45.1% | 1.0% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 1.1% | ||
| Q2 25 | 3.1% | 0.9% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 7.8% | 1.0% | ||
| Q3 24 | 1.9% | 0.7% | ||
| Q2 24 | 2.5% | 0.8% | ||
| Q1 24 | 2.6% | 0.6% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 5.95× | ||
| Q2 25 | 2.20× | 6.66× | ||
| Q1 25 | 1.74× | -1.46× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | -0.79× | ||
| Q2 24 | 2.52× | 11.28× | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
