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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Grand Canyon Education, Inc. (LOPE). 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 $308.1M, roughly 1.5× Grand Canyon Education, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 28.1%, a 3.6% gap on every dollar of revenue. On growth, Grand Canyon Education, Inc. posted the faster year-over-year revenue change (5.3% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $122.9M). Over the past eight quarters, Grand Canyon Education, Inc.'s revenue compounded faster (5.9% 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.
Grand Canyon Education, Inc. (GCE) is an American for-profit corporation that provides services to universities, specializing in program development, online education, and operational support. Formerly affiliated with Grand Canyon University (GCU), a Christian university in Arizona, GCE became a separate publicly traded company in 2008.
AMH vs LOPE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $308.1M |
| Net Profit | $144.3M | $86.7M |
| Gross Margin | — | — |
| Operating Margin | — | 35.1% |
| Net Margin | 31.7% | 28.1% |
| Revenue YoY | 4.2% | 5.3% |
| Net Profit YoY | 0.3% | 5.9% |
| EPS (diluted) | $0.33 | $3.13 |
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 | $308.1M | ||
| Q3 25 | $478.5M | $261.1M | ||
| Q2 25 | $457.5M | $247.5M | ||
| Q1 25 | $459.3M | $289.3M | ||
| Q4 24 | $436.6M | $292.6M | ||
| Q3 24 | $445.1M | $238.3M | ||
| Q2 24 | $423.5M | $227.5M | ||
| Q1 24 | $423.6M | $274.7M |
| Q4 25 | $144.3M | $86.7M | ||
| Q3 25 | $116.8M | $16.3M | ||
| Q2 25 | $123.6M | $41.5M | ||
| Q1 25 | $128.7M | $71.6M | ||
| Q4 24 | $143.9M | $81.9M | ||
| Q3 24 | $87.6M | $41.5M | ||
| Q2 24 | $108.5M | $34.9M | ||
| Q1 24 | $128.1M | $68.0M |
| Q4 25 | — | 35.1% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 30.4% | ||
| Q4 24 | — | 34.2% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 18.8% | ||
| Q1 24 | — | 30.8% |
| Q4 25 | 31.7% | 28.1% | ||
| Q3 25 | 24.4% | 6.2% | ||
| Q2 25 | 27.0% | 16.8% | ||
| Q1 25 | 28.0% | 24.8% | ||
| Q4 24 | 33.0% | 28.0% | ||
| Q3 24 | 19.7% | 17.4% | ||
| Q2 24 | 25.6% | 15.3% | ||
| Q1 24 | 30.2% | 24.8% |
| Q4 25 | $0.33 | $3.13 | ||
| Q3 25 | $0.27 | $0.58 | ||
| Q2 25 | $0.28 | $1.48 | ||
| Q1 25 | $0.30 | $2.52 | ||
| Q4 24 | $0.33 | $2.83 | ||
| Q3 24 | $0.20 | $1.42 | ||
| Q2 24 | $0.25 | $1.19 | ||
| Q1 24 | $0.30 | $2.29 |
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 | $111.8M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $746.9M |
| Total Assets | $13.2B | $992.3M |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $111.8M | ||
| Q3 25 | $45.6M | $97.3M | ||
| Q2 25 | $323.3M | $192.3M | ||
| Q1 25 | $69.7M | $144.5M | ||
| Q4 24 | $199.4M | $324.6M | ||
| Q3 24 | $162.5M | $263.6M | ||
| Q2 24 | $718.4M | $241.3M | ||
| Q1 24 | $124.8M | $196.2M |
| 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 | $746.9M | ||
| Q3 25 | $7.2B | $758.0M | ||
| Q2 25 | $7.2B | $778.0M | ||
| Q1 25 | $7.2B | $780.7M | ||
| Q4 24 | $7.2B | $783.9M | ||
| Q3 24 | $7.0B | $764.1M | ||
| Q2 24 | $7.0B | $759.2M | ||
| Q1 24 | $7.0B | $759.4M |
| Q4 25 | $13.2B | $992.3M | ||
| Q3 25 | $13.3B | $1.0B | ||
| Q2 25 | $13.6B | $1.0B | ||
| Q1 25 | $13.3B | $1.0B | ||
| Q4 24 | $13.4B | $1.0B | ||
| Q3 24 | $12.8B | $992.9M | ||
| Q2 24 | $13.3B | $992.7M | ||
| Q1 24 | $12.8B | $1.0B |
| 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 | $130.5M |
| Free Cash FlowOCF − Capex | $823.7M | $122.9M |
| FCF MarginFCF / Revenue | 181.0% | 39.9% |
| Capex IntensityCapex / Revenue | 8.9% | 2.5% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.50× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $238.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $130.5M | ||
| Q3 25 | $223.3M | $-48.6M | ||
| Q2 25 | $271.9M | $124.0M | ||
| Q1 25 | $223.4M | $67.6M | ||
| Q4 24 | $811.5M | $135.8M | ||
| Q3 24 | $233.6M | $-29.4M | ||
| Q2 24 | $274.0M | $98.6M | ||
| Q1 24 | $201.8M | $85.0M |
| Q4 25 | $823.7M | $122.9M | ||
| Q3 25 | $214.5M | $-58.3M | ||
| Q2 25 | $257.7M | $115.4M | ||
| Q1 25 | $215.9M | $58.7M | ||
| Q4 24 | $777.5M | $126.1M | ||
| Q3 24 | $225.3M | $-39.0M | ||
| Q2 24 | $263.3M | $89.6M | ||
| Q1 24 | $191.0M | $76.0M |
| Q4 25 | 181.0% | 39.9% | ||
| Q3 25 | 44.8% | -22.3% | ||
| Q2 25 | 56.3% | 46.6% | ||
| Q1 25 | 47.0% | 20.3% | ||
| Q4 24 | 178.1% | 43.1% | ||
| Q3 24 | 50.6% | -16.3% | ||
| Q2 24 | 62.2% | 39.4% | ||
| Q1 24 | 45.1% | 27.7% |
| Q4 25 | 8.9% | 2.5% | ||
| Q3 25 | 1.8% | 3.7% | ||
| Q2 25 | 3.1% | 3.5% | ||
| Q1 25 | 1.6% | 3.1% | ||
| Q4 24 | 7.8% | 3.3% | ||
| Q3 24 | 1.9% | 4.0% | ||
| Q2 24 | 2.5% | 3.9% | ||
| Q1 24 | 2.6% | 3.3% |
| Q4 25 | 5.99× | 1.50× | ||
| Q3 25 | 1.91× | -2.99× | ||
| Q2 25 | 2.20× | 2.98× | ||
| Q1 25 | 1.74× | 0.94× | ||
| Q4 24 | 5.64× | 1.66× | ||
| Q3 24 | 2.67× | -0.71× | ||
| Q2 24 | 2.52× | 2.83× | ||
| Q1 24 | 1.58× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
