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Side-by-side financial comparison of American Homes 4 Rent (AMH) and MURPHY OIL CORP (MUR). Click either name above to swap in a different company.
MURPHY OIL CORP is the larger business by last-quarter revenue ($613.1M vs $455.0M, roughly 1.3× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 1.9%, a 29.8% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -8.4%). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -12.2%).
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.
Murphy Oil Corporation is an American energy company engaged in hydrocarbon exploration headquartered in Houston, Texas.
AMH vs MUR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $613.1M |
| Net Profit | $144.3M | $11.9M |
| Gross Margin | — | — |
| Operating Margin | — | 9.7% |
| Net Margin | 31.7% | 1.9% |
| Revenue YoY | 4.2% | -8.4% |
| Net Profit YoY | 0.3% | -76.3% |
| EPS (diluted) | $0.33 | $0.08 |
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 | $613.1M | ||
| Q3 25 | $478.5M | $721.0M | ||
| Q2 25 | $457.5M | $683.0M | ||
| Q1 25 | $459.3M | $672.7M | ||
| Q4 24 | $436.6M | $669.6M | ||
| Q3 24 | $445.1M | $753.2M | ||
| Q2 24 | $423.5M | $801.0M | ||
| Q1 24 | $423.6M | $794.8M |
| Q4 25 | $144.3M | $11.9M | ||
| Q3 25 | $116.8M | $-3.0M | ||
| Q2 25 | $123.6M | $22.3M | ||
| Q1 25 | $128.7M | $73.0M | ||
| Q4 24 | $143.9M | $50.4M | ||
| Q3 24 | $87.6M | $139.1M | ||
| Q2 24 | $108.5M | $127.7M | ||
| Q1 24 | $128.1M | $90.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 99.6% | ||
| Q1 24 | — | 100.0% |
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 13.5% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 23.0% | ||
| Q1 24 | — | 19.4% |
| Q4 25 | 31.7% | 1.9% | ||
| Q3 25 | 24.4% | -0.4% | ||
| Q2 25 | 27.0% | 3.3% | ||
| Q1 25 | 28.0% | 10.9% | ||
| Q4 24 | 33.0% | 7.5% | ||
| Q3 24 | 19.7% | 18.5% | ||
| Q2 24 | 25.6% | 15.9% | ||
| Q1 24 | 30.2% | 11.3% |
| Q4 25 | $0.33 | $0.08 | ||
| Q3 25 | $0.27 | $-0.02 | ||
| Q2 25 | $0.28 | $0.16 | ||
| Q1 25 | $0.30 | $0.50 | ||
| Q4 24 | $0.33 | $0.35 | ||
| Q3 24 | $0.20 | $0.93 | ||
| Q2 24 | $0.25 | $0.83 | ||
| Q1 24 | $0.30 | $0.59 |
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 | $377.2M |
| Total DebtLower is stronger | $5.1B | $1.4B |
| Stockholders' EquityBook value | $7.0B | $5.1B |
| Total Assets | $13.2B | $9.8B |
| Debt / EquityLower = less leverage | 0.72× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $377.2M | ||
| Q3 25 | $45.6M | $426.0M | ||
| Q2 25 | $323.3M | $379.6M | ||
| Q1 25 | $69.7M | $392.9M | ||
| Q4 24 | $199.4M | $423.6M | ||
| Q3 24 | $162.5M | $271.2M | ||
| Q2 24 | $718.4M | $333.6M | ||
| Q1 24 | $124.8M | $323.4M |
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $4.8B | $1.4B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $4.9B | $1.5B | ||
| Q4 24 | $5.0B | $1.3B | ||
| Q3 24 | $4.5B | $1.3B | ||
| Q2 24 | $5.0B | $1.3B | ||
| Q1 24 | $4.5B | $1.3B |
| Q4 25 | $7.0B | $5.1B | ||
| Q3 25 | $7.2B | $5.1B | ||
| Q2 25 | $7.2B | $5.2B | ||
| Q1 25 | $7.2B | $5.1B | ||
| Q4 24 | $7.2B | $5.2B | ||
| Q3 24 | $7.0B | $5.2B | ||
| Q2 24 | $7.0B | $5.3B | ||
| Q1 24 | $7.0B | $5.3B |
| Q4 25 | $13.2B | $9.8B | ||
| Q3 25 | $13.3B | $9.7B | ||
| Q2 25 | $13.6B | $9.8B | ||
| Q1 25 | $13.3B | $9.8B | ||
| Q4 24 | $13.4B | $9.7B | ||
| Q3 24 | $12.8B | $9.7B | ||
| Q2 24 | $13.3B | $9.9B | ||
| Q1 24 | $12.8B | $9.7B |
| Q4 25 | 0.72× | 0.27× | ||
| Q3 25 | 0.68× | 0.28× | ||
| Q2 25 | 0.72× | 0.28× | ||
| Q1 25 | 0.69× | 0.29× | ||
| Q4 24 | 0.70× | 0.25× | ||
| Q3 24 | 0.64× | 0.24× | ||
| Q2 24 | 0.71× | 0.24× | ||
| Q1 24 | 0.64× | 0.25× |
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 | $249.6M |
| Free Cash FlowOCF − Capex | $823.7M | — |
| FCF MarginFCF / Revenue | 181.0% | — |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | 20.92× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $249.6M | ||
| Q3 25 | $223.3M | $339.4M | ||
| Q2 25 | $271.9M | $358.1M | ||
| Q1 25 | $223.4M | $300.7M | ||
| Q4 24 | $811.5M | $433.6M | ||
| Q3 24 | $233.6M | $429.0M | ||
| Q2 24 | $274.0M | $467.7M | ||
| Q1 24 | $201.8M | $398.8M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | — |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 5.99× | 20.92× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 16.06× | ||
| Q1 25 | 1.74× | 4.12× | ||
| Q4 24 | 5.64× | 8.61× | ||
| Q3 24 | 2.67× | 3.08× | ||
| Q2 24 | 2.52× | 3.66× | ||
| Q1 24 | 1.58× | 4.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
