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Side-by-side financial comparison of American Homes 4 Rent (AMH) and LifeStance Health Group, Inc. (LFST). 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 $382.2M, roughly 1.2× LifeStance Health Group, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 3.1%, a 28.7% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $46.6M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% 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.
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
AMH vs LFST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $382.2M |
| Net Profit | $144.3M | $11.7M |
| Gross Margin | — | — |
| Operating Margin | — | 4.7% |
| Net Margin | 31.7% | 3.1% |
| Revenue YoY | 4.2% | 17.4% |
| Net Profit YoY | 0.3% | 264.1% |
| 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.
| Q4 25 | $455.0M | $382.2M | ||
| Q3 25 | $478.5M | $363.8M | ||
| Q2 25 | $457.5M | $345.3M | ||
| Q1 25 | $459.3M | $333.0M | ||
| Q4 24 | $436.6M | $325.5M | ||
| Q3 24 | $445.1M | $312.7M | ||
| Q2 24 | $423.5M | $312.3M | ||
| Q1 24 | $423.6M | $300.4M |
| Q4 25 | $144.3M | $11.7M | ||
| Q3 25 | $116.8M | $1.1M | ||
| Q2 25 | $123.6M | $-3.8M | ||
| Q1 25 | $128.7M | $709.0K | ||
| Q4 24 | $143.9M | $-7.1M | ||
| Q3 24 | $87.6M | $-6.0M | ||
| Q2 24 | $108.5M | $-23.3M | ||
| Q1 24 | $128.1M | $-21.1M |
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | -5.1% | ||
| Q1 24 | — | -5.6% |
| Q4 25 | 31.7% | 3.1% | ||
| Q3 25 | 24.4% | 0.3% | ||
| Q2 25 | 27.0% | -1.1% | ||
| Q1 25 | 28.0% | 0.2% | ||
| Q4 24 | 33.0% | -2.2% | ||
| Q3 24 | 19.7% | -1.9% | ||
| Q2 24 | 25.6% | -7.5% | ||
| Q1 24 | 30.2% | -7.0% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.33 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $0.25 | — | ||
| Q1 24 | $0.30 | — |
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 | $248.6M |
| Total DebtLower is stronger | $5.1B | $282.8M |
| Stockholders' EquityBook value | $7.0B | $1.5B |
| Total Assets | $13.2B | $2.2B |
| Debt / EquityLower = less leverage | 0.72× | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $248.6M | ||
| Q3 25 | $45.6M | $203.9M | ||
| Q2 25 | $323.3M | $188.9M | ||
| Q1 25 | $69.7M | $134.3M | ||
| Q4 24 | $199.4M | $154.6M | ||
| Q3 24 | $162.5M | $102.6M | ||
| Q2 24 | $718.4M | $87.0M | ||
| Q1 24 | $124.8M | $49.5M |
| Q4 25 | $5.1B | $282.8M | ||
| Q3 25 | $4.8B | $284.6M | ||
| Q2 25 | $5.2B | $286.4M | ||
| Q1 25 | $4.9B | $288.2M | ||
| Q4 24 | $5.0B | $290.0M | ||
| Q3 24 | $4.5B | $287.3M | ||
| Q2 24 | $5.0B | $288.0M | ||
| Q1 24 | $4.5B | $288.8M |
| Q4 25 | $7.0B | $1.5B | ||
| Q3 25 | $7.2B | $1.5B | ||
| Q2 25 | $7.2B | $1.5B | ||
| Q1 25 | $7.2B | $1.5B | ||
| Q4 24 | $7.2B | $1.4B | ||
| Q3 24 | $7.0B | $1.4B | ||
| Q2 24 | $7.0B | $1.4B | ||
| Q1 24 | $7.0B | $1.4B |
| Q4 25 | $13.2B | $2.2B | ||
| Q3 25 | $13.3B | $2.1B | ||
| Q2 25 | $13.6B | $2.1B | ||
| Q1 25 | $13.3B | $2.1B | ||
| Q4 24 | $13.4B | $2.1B | ||
| Q3 24 | $12.8B | $2.1B | ||
| Q2 24 | $13.3B | $2.1B | ||
| Q1 24 | $12.8B | $2.1B |
| Q4 25 | 0.72× | 0.19× | ||
| Q3 25 | 0.68× | 0.19× | ||
| Q2 25 | 0.72× | 0.19× | ||
| Q1 25 | 0.69× | 0.20× | ||
| Q4 24 | 0.70× | 0.20× | ||
| Q3 24 | 0.64× | 0.20× | ||
| Q2 24 | 0.71× | 0.20× | ||
| Q1 24 | 0.64× | 0.20× |
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 | $57.6M |
| Free Cash FlowOCF − Capex | $823.7M | $46.6M |
| FCF MarginFCF / Revenue | 181.0% | 12.2% |
| Capex IntensityCapex / Revenue | 8.9% | 2.9% |
| Cash ConversionOCF / Net Profit | 5.99× | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $57.6M | ||
| Q3 25 | $223.3M | $27.3M | ||
| Q2 25 | $271.9M | $64.4M | ||
| Q1 25 | $223.4M | $-3.1M | ||
| Q4 24 | $811.5M | $62.3M | ||
| Q3 24 | $233.6M | $22.7M | ||
| Q2 24 | $274.0M | $44.1M | ||
| Q1 24 | $201.8M | $-21.8M |
| Q4 25 | $823.7M | $46.6M | ||
| Q3 25 | $214.5M | $17.0M | ||
| Q2 25 | $257.7M | $56.6M | ||
| Q1 25 | $215.9M | $-10.3M | ||
| Q4 24 | $777.5M | $56.0M | ||
| Q3 24 | $225.3M | $17.7M | ||
| Q2 24 | $263.3M | $39.0M | ||
| Q1 24 | $191.0M | $-26.9M |
| Q4 25 | 181.0% | 12.2% | ||
| Q3 25 | 44.8% | 4.7% | ||
| Q2 25 | 56.3% | 16.4% | ||
| Q1 25 | 47.0% | -3.1% | ||
| Q4 24 | 178.1% | 17.2% | ||
| Q3 24 | 50.6% | 5.7% | ||
| Q2 24 | 62.2% | 12.5% | ||
| Q1 24 | 45.1% | -9.0% |
| Q4 25 | 8.9% | 2.9% | ||
| Q3 25 | 1.8% | 2.8% | ||
| Q2 25 | 3.1% | 2.2% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 7.8% | 1.9% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 2.5% | 1.6% | ||
| Q1 24 | 2.6% | 1.7% |
| Q4 25 | 5.99× | 4.93× | ||
| Q3 25 | 1.91× | 25.34× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | -4.36× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
