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Side-by-side financial comparison of American Homes 4 Rent (AMH) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
monday.com Ltd. is the larger business by last-quarter revenue ($704.0M vs $455.0M, roughly 1.5× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 1.3%, a 30.4% gap on every dollar of revenue. American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $224.6M).
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.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
AMH vs MNDY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $704.0M |
| Net Profit | $144.3M | $9.4M |
| Gross Margin | — | 89.6% |
| Operating Margin | — | -4.4% |
| Net Margin | 31.7% | 1.3% |
| Revenue YoY | 4.2% | — |
| Net Profit YoY | 0.3% | — |
| 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 | — | ||
| Q3 25 | $478.5M | $704.0M | ||
| Q2 25 | $457.5M | $453.0M | ||
| Q1 25 | $459.3M | $216.9M | ||
| Q4 24 | $436.6M | — | ||
| Q3 24 | $445.1M | $527.1M | ||
| Q2 24 | $423.5M | $337.9M | ||
| Q1 24 | $423.6M | $162.3M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $9.4M | ||
| Q2 25 | $123.6M | $21.4M | ||
| Q1 25 | $128.7M | $7.1M | ||
| Q4 24 | $143.9M | — | ||
| Q3 24 | $87.6M | $-14.2M | ||
| Q2 24 | $108.5M | $-21.7M | ||
| Q1 24 | $128.1M | $-14.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | 89.6% | ||
| Q2 25 | — | 89.6% | ||
| Q1 25 | — | 89.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 89.0% | ||
| Q2 24 | — | 89.2% | ||
| Q1 24 | — | 89.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | — | -0.7% | ||
| Q1 25 | — | -2.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -7.1% | ||
| Q2 24 | — | -10.3% | ||
| Q1 24 | — | -14.0% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | 1.3% | ||
| Q2 25 | 27.0% | 4.7% | ||
| Q1 25 | 28.0% | 3.3% | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 19.7% | -2.7% | ||
| Q2 24 | 25.6% | -6.4% | ||
| Q1 24 | 30.2% | -9.0% |
| 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 | $1.4B |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $1.0B |
| Total Assets | $13.2B | $1.7B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $1.4B | ||
| Q2 25 | $323.3M | $1.7B | ||
| Q1 25 | $69.7M | $1.4B | ||
| Q4 24 | $199.4M | — | ||
| Q3 24 | $162.5M | $1.1B | ||
| Q2 24 | $718.4M | $1.3B | ||
| Q1 24 | $124.8M | $1.1B |
| 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 | — | ||
| Q3 25 | $7.2B | $1.0B | ||
| Q2 25 | $7.2B | $1.2B | ||
| Q1 25 | $7.2B | $1.0B | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $7.0B | $813.5M | ||
| Q2 24 | $7.0B | $910.1M | ||
| Q1 24 | $7.0B | $813.5M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $1.7B | ||
| Q2 25 | $13.6B | $2.0B | ||
| Q1 25 | $13.3B | $1.7B | ||
| Q4 24 | $13.4B | — | ||
| Q3 24 | $12.8B | $1.3B | ||
| Q2 24 | $13.3B | $1.5B | ||
| Q1 24 | $12.8B | $1.3B |
| 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 | $234.4M |
| Free Cash FlowOCF − Capex | $823.7M | $224.6M |
| FCF MarginFCF / Revenue | 181.0% | 31.9% |
| Capex IntensityCapex / Revenue | 8.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 5.99× | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $234.4M | ||
| Q2 25 | $271.9M | $147.7M | ||
| Q1 25 | $223.4M | $92.0M | ||
| Q4 24 | $811.5M | — | ||
| Q3 24 | $233.6M | $156.9M | ||
| Q2 24 | $274.0M | $90.3M | ||
| Q1 24 | $201.8M | $42.7M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $224.6M | ||
| Q2 25 | $257.7M | $141.8M | ||
| Q1 25 | $215.9M | $90.5M | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | $151.4M | ||
| Q2 24 | $263.3M | $85.6M | ||
| Q1 24 | $191.0M | $39.2M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 31.9% | ||
| Q2 25 | 56.3% | 31.3% | ||
| Q1 25 | 47.0% | 41.7% | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | 28.7% | ||
| Q2 24 | 62.2% | 25.3% | ||
| Q1 24 | 45.1% | 24.1% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 3.1% | 1.3% | ||
| Q1 25 | 1.6% | 0.7% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | 1.0% | ||
| Q2 24 | 2.5% | 1.4% | ||
| Q1 24 | 2.6% | 2.2% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 25.02× | ||
| Q2 25 | 2.20× | 6.91× | ||
| Q1 25 | 1.74× | 12.99× | ||
| 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.
