vs
Side-by-side financial comparison of American Homes 4 Rent (AMH) and Dynatrace, Inc. (DT). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $455.0M, roughly 1.1× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 7.8%, a 23.9% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% 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.
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
AMH vs DT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $515.5M |
| Net Profit | $144.3M | $40.1M |
| Gross Margin | — | 81.4% |
| Operating Margin | — | 14.1% |
| Net Margin | 31.7% | 7.8% |
| Revenue YoY | 4.2% | 18.2% |
| Net Profit YoY | 0.3% | -88.9% |
| EPS (diluted) | $0.33 | $0.13 |
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 | $515.5M | ||
| Q3 25 | $478.5M | $493.8M | ||
| Q2 25 | $457.5M | $477.3M | ||
| Q1 25 | $459.3M | $445.2M | ||
| Q4 24 | $436.6M | $436.2M | ||
| Q3 24 | $445.1M | $418.1M | ||
| Q2 24 | $423.5M | $399.2M | ||
| Q1 24 | $423.6M | $380.8M |
| Q4 25 | $144.3M | $40.1M | ||
| Q3 25 | $116.8M | $57.2M | ||
| Q2 25 | $123.6M | $48.0M | ||
| Q1 25 | $128.7M | $39.3M | ||
| Q4 24 | $143.9M | $361.8M | ||
| Q3 24 | $87.6M | $44.0M | ||
| Q2 24 | $108.5M | $38.6M | ||
| Q1 24 | $128.1M | $37.9M |
| Q4 25 | — | 81.4% | ||
| Q3 25 | — | 81.8% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 80.9% | ||
| Q4 24 | — | 81.1% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 81.1% |
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | 6.1% |
| Q4 25 | 31.7% | 7.8% | ||
| Q3 25 | 24.4% | 11.6% | ||
| Q2 25 | 27.0% | 10.0% | ||
| Q1 25 | 28.0% | 8.8% | ||
| Q4 24 | 33.0% | 82.9% | ||
| Q3 24 | 19.7% | 10.5% | ||
| Q2 24 | 25.6% | 9.7% | ||
| Q1 24 | 30.2% | 10.0% |
| Q4 25 | $0.33 | $0.13 | ||
| Q3 25 | $0.27 | $0.19 | ||
| Q2 25 | $0.28 | $0.16 | ||
| Q1 25 | $0.30 | $0.12 | ||
| Q4 24 | $0.33 | $1.19 | ||
| Q3 24 | $0.20 | $0.15 | ||
| Q2 24 | $0.25 | $0.13 | ||
| Q1 24 | $0.30 | $0.13 |
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 | $1.2B |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $2.7B |
| Total Assets | $13.2B | $4.1B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $1.2B | ||
| Q3 25 | $45.6M | $1.3B | ||
| Q2 25 | $323.3M | $1.3B | ||
| Q1 25 | $69.7M | $1.1B | ||
| Q4 24 | $199.4M | $1.0B | ||
| Q3 24 | $162.5M | $1.0B | ||
| Q2 24 | $718.4M | $1.0B | ||
| Q1 24 | $124.8M | $836.9M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $2.7B | ||
| Q3 25 | $7.2B | $2.8B | ||
| Q2 25 | $7.2B | $2.7B | ||
| Q1 25 | $7.2B | $2.6B | ||
| Q4 24 | $7.2B | $2.6B | ||
| Q3 24 | $7.0B | $2.1B | ||
| Q2 24 | $7.0B | $2.1B | ||
| Q1 24 | $7.0B | $2.0B |
| Q4 25 | $13.2B | $4.1B | ||
| Q3 25 | $13.3B | $4.1B | ||
| Q2 25 | $13.6B | $4.1B | ||
| Q1 25 | $13.3B | $4.1B | ||
| Q4 24 | $13.4B | $3.7B | ||
| Q3 24 | $12.8B | $3.3B | ||
| Q2 24 | $13.3B | $3.3B | ||
| Q1 24 | $12.8B | $3.4B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| 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 | $33.8M |
| Free Cash FlowOCF − Capex | $823.7M | $27.2M |
| FCF MarginFCF / Revenue | 181.0% | 5.3% |
| Capex IntensityCapex / Revenue | 8.9% | 1.3% |
| Cash ConversionOCF / Net Profit | 5.99× | 0.84× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $465.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $33.8M | ||
| Q3 25 | $223.3M | $32.0M | ||
| Q2 25 | $271.9M | $269.7M | ||
| Q1 25 | $223.4M | $162.8M | ||
| Q4 24 | $811.5M | $42.2M | ||
| Q3 24 | $233.6M | $23.6M | ||
| Q2 24 | $274.0M | $230.7M | ||
| Q1 24 | $201.8M | $131.7M |
| Q4 25 | $823.7M | $27.2M | ||
| Q3 25 | $214.5M | $27.8M | ||
| Q2 25 | $257.7M | $262.2M | ||
| Q1 25 | $215.9M | $148.2M | ||
| Q4 24 | $777.5M | $37.6M | ||
| Q3 24 | $225.3M | $20.1M | ||
| Q2 24 | $263.3M | $227.4M | ||
| Q1 24 | $191.0M | $121.9M |
| Q4 25 | 181.0% | 5.3% | ||
| Q3 25 | 44.8% | 5.6% | ||
| Q2 25 | 56.3% | 54.9% | ||
| Q1 25 | 47.0% | 33.3% | ||
| Q4 24 | 178.1% | 8.6% | ||
| Q3 24 | 50.6% | 4.8% | ||
| Q2 24 | 62.2% | 57.0% | ||
| Q1 24 | 45.1% | 32.0% |
| Q4 25 | 8.9% | 1.3% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 3.1% | 1.6% | ||
| Q1 25 | 1.6% | 3.3% | ||
| Q4 24 | 7.8% | 1.1% | ||
| Q3 24 | 1.9% | 0.8% | ||
| Q2 24 | 2.5% | 0.8% | ||
| Q1 24 | 2.6% | 2.6% |
| Q4 25 | 5.99× | 0.84× | ||
| Q3 25 | 1.91× | 0.56× | ||
| Q2 25 | 2.20× | 5.62× | ||
| Q1 25 | 1.74× | 4.14× | ||
| Q4 24 | 5.64× | 0.12× | ||
| Q3 24 | 2.67× | 0.54× | ||
| Q2 24 | 2.52× | 5.97× | ||
| Q1 24 | 1.58× | 3.47× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
