vs
Side-by-side financial comparison of American Homes 4 Rent (AMH) and Revolve Group, Inc. (RVLV). 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 $324.4M, roughly 1.4× Revolve Group, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 5.7%, a 26.0% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
AMH vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $324.4M |
| Net Profit | $144.3M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 31.7% | 5.7% |
| Revenue YoY | 4.2% | 10.4% |
| Net Profit YoY | 0.3% | 50.4% |
| EPS (diluted) | $0.33 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $478.5M | $295.6M | ||
| Q2 25 | $457.5M | $309.0M | ||
| Q1 25 | $459.3M | $296.7M | ||
| Q4 24 | $436.6M | $293.7M | ||
| Q3 24 | $445.1M | $283.1M | ||
| Q2 24 | $423.5M | $282.5M | ||
| Q1 24 | $423.6M | $270.6M |
| Q4 25 | $144.3M | $18.6M | ||
| Q3 25 | $116.8M | $21.2M | ||
| Q2 25 | $123.6M | $10.2M | ||
| Q1 25 | $128.7M | $11.8M | ||
| Q4 24 | $143.9M | $12.3M | ||
| Q3 24 | $87.6M | $11.0M | ||
| Q2 24 | $108.5M | $15.4M | ||
| Q1 24 | $128.1M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 3.4% |
| Q4 25 | 31.7% | 5.7% | ||
| Q3 25 | 24.4% | 7.2% | ||
| Q2 25 | 27.0% | 3.3% | ||
| Q1 25 | 28.0% | 4.0% | ||
| Q4 24 | 33.0% | 4.2% | ||
| Q3 24 | 19.7% | 3.9% | ||
| Q2 24 | 25.6% | 5.4% | ||
| Q1 24 | 30.2% | 4.0% |
| Q4 25 | $0.33 | $0.27 | ||
| Q3 25 | $0.27 | $0.29 | ||
| Q2 25 | $0.28 | $0.14 | ||
| Q1 25 | $0.30 | $0.16 | ||
| Q4 24 | $0.33 | $0.18 | ||
| Q3 24 | $0.20 | $0.15 | ||
| Q2 24 | $0.25 | $0.21 | ||
| Q1 24 | $0.30 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $512.5M |
| Total Assets | $13.2B | $765.0M |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $292.3M | ||
| Q3 25 | $45.6M | $315.4M | ||
| Q2 25 | $323.3M | $310.7M | ||
| Q1 25 | $69.7M | $300.8M | ||
| Q4 24 | $199.4M | $256.6M | ||
| Q3 24 | $162.5M | $252.8M | ||
| Q2 24 | $718.4M | $244.7M | ||
| Q1 24 | $124.8M | $273.4M |
| 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 | $512.5M | ||
| Q3 25 | $7.2B | $490.2M | ||
| Q2 25 | $7.2B | $468.6M | ||
| Q1 25 | $7.2B | $453.4M | ||
| Q4 24 | $7.2B | $437.8M | ||
| Q3 24 | $7.0B | $420.8M | ||
| Q2 24 | $7.0B | $405.8M | ||
| Q1 24 | $7.0B | $389.9M |
| Q4 25 | $13.2B | $765.0M | ||
| Q3 25 | $13.3B | $751.3M | ||
| Q2 25 | $13.6B | $722.9M | ||
| Q1 25 | $13.3B | $713.9M | ||
| Q4 24 | $13.4B | $665.5M | ||
| Q3 24 | $12.8B | $670.9M | ||
| Q2 24 | $13.3B | $657.8M | ||
| Q1 24 | $12.8B | $650.0M |
| 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $823.7M | $-13.3M |
| FCF MarginFCF / Revenue | 181.0% | -4.1% |
| Capex IntensityCapex / Revenue | 8.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 5.99× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $-10.2M | ||
| Q3 25 | $223.3M | $11.8M | ||
| Q2 25 | $271.9M | $12.6M | ||
| Q1 25 | $223.4M | $45.1M | ||
| Q4 24 | $811.5M | $3.9M | ||
| Q3 24 | $233.6M | $9.1M | ||
| Q2 24 | $274.0M | $-24.7M | ||
| Q1 24 | $201.8M | $38.4M |
| Q4 25 | $823.7M | $-13.3M | ||
| Q3 25 | $214.5M | $7.5M | ||
| Q2 25 | $257.7M | $10.4M | ||
| Q1 25 | $215.9M | $43.4M | ||
| Q4 24 | $777.5M | $2.1M | ||
| Q3 24 | $225.3M | $8.0M | ||
| Q2 24 | $263.3M | $-25.7M | ||
| Q1 24 | $191.0M | $36.7M |
| Q4 25 | 181.0% | -4.1% | ||
| Q3 25 | 44.8% | 2.5% | ||
| Q2 25 | 56.3% | 3.4% | ||
| Q1 25 | 47.0% | 14.6% | ||
| Q4 24 | 178.1% | 0.7% | ||
| Q3 24 | 50.6% | 2.8% | ||
| Q2 24 | 62.2% | -9.1% | ||
| Q1 24 | 45.1% | 13.5% |
| Q4 25 | 8.9% | 1.0% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 3.1% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 2.5% | 0.4% | ||
| Q1 24 | 2.6% | 0.6% |
| Q4 25 | 5.99× | -0.55× | ||
| Q3 25 | 1.91× | 0.56× | ||
| Q2 25 | 2.20× | 1.24× | ||
| Q1 25 | 1.74× | 3.82× | ||
| Q4 24 | 5.64× | 0.32× | ||
| Q3 24 | 2.67× | 0.83× | ||
| Q2 24 | 2.52× | -1.60× | ||
| Q1 24 | 1.58× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
