vs
Side-by-side financial comparison of American Homes 4 Rent (AMH) and Soho House & Co Inc. (SHCO). 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 $370.8M, roughly 1.2× Soho House & Co Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs -5.0%, a 36.8% gap on every dollar of revenue. On growth, Soho House & Co Inc. posted the faster year-over-year revenue change (11.2% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $3.5M). Over the past eight quarters, Soho House & Co Inc.'s revenue compounded faster (13.5% 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.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
AMH vs SHCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $370.8M |
| Net Profit | $144.3M | $-18.7M |
| Gross Margin | — | — |
| Operating Margin | — | -1.6% |
| Net Margin | 31.7% | -5.0% |
| Revenue YoY | 4.2% | 11.2% |
| Net Profit YoY | 0.3% | -10790.3% |
| EPS (diluted) | $0.33 | $-0.10 |
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 | $370.8M | ||
| Q2 25 | $457.5M | $329.8M | ||
| Q1 25 | $459.3M | $282.9M | ||
| Q4 24 | $436.6M | $305.6M | ||
| Q3 24 | $445.1M | $333.4M | ||
| Q2 24 | $423.5M | $302.9M | ||
| Q1 24 | $423.6M | $261.9M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $-18.7M | ||
| Q2 25 | $123.6M | $24.9M | ||
| Q1 25 | $128.7M | $8.2M | ||
| Q4 24 | $143.9M | $-91.7M | ||
| Q3 24 | $87.6M | $175.0K | ||
| Q2 24 | $108.5M | $-29.9M | ||
| Q1 24 | $128.1M | $-41.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | — | 18.1% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | — | -23.1% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | -4.3% | ||
| Q1 24 | — | -9.3% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | -5.0% | ||
| Q2 25 | 27.0% | 7.5% | ||
| Q1 25 | 28.0% | 2.9% | ||
| Q4 24 | 33.0% | -30.0% | ||
| Q3 24 | 19.7% | 0.1% | ||
| Q2 24 | 25.6% | -9.9% | ||
| Q1 24 | 30.2% | -15.9% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $-0.10 | ||
| Q2 25 | $0.28 | $0.13 | ||
| Q1 25 | $0.30 | $0.04 | ||
| Q4 24 | $0.33 | $-0.48 | ||
| Q3 24 | $0.20 | $0.00 | ||
| Q2 24 | $0.25 | $-0.15 | ||
| Q1 24 | $0.30 | $-0.21 |
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 | $142.5M |
| Total DebtLower is stronger | $5.1B | $735.8M |
| Stockholders' EquityBook value | $7.0B | $-351.6M |
| Total Assets | $13.2B | $2.7B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $142.5M | ||
| Q2 25 | $323.3M | $150.3M | ||
| Q1 25 | $69.7M | $150.1M | ||
| Q4 24 | $199.4M | $152.7M | ||
| Q3 24 | $162.5M | $142.8M | ||
| Q2 24 | $718.4M | $148.5M | ||
| Q1 24 | $124.8M | $139.8M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $735.8M | ||
| Q2 25 | $5.2B | $729.8M | ||
| Q1 25 | $4.9B | $705.1M | ||
| Q4 24 | $5.0B | $691.5M | ||
| Q3 24 | $4.5B | $694.8M | ||
| Q2 24 | $5.0B | $682.1M | ||
| Q1 24 | $4.5B | $671.7M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $-351.6M | ||
| Q2 25 | $7.2B | $-348.6M | ||
| Q1 25 | $7.2B | $-340.1M | ||
| Q4 24 | $7.2B | $-335.1M | ||
| Q3 24 | $7.0B | $-279.4M | ||
| Q2 24 | $7.0B | $-231.7M | ||
| Q1 24 | $7.0B | $-193.0M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $2.7B | ||
| Q2 25 | $13.6B | $2.6B | ||
| Q1 25 | $13.3B | $2.5B | ||
| Q4 24 | $13.4B | $2.4B | ||
| Q3 24 | $12.8B | $2.6B | ||
| Q2 24 | $13.3B | $2.6B | ||
| Q1 24 | $12.8B | $2.5B |
| 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 | $34.9M |
| Free Cash FlowOCF − Capex | $823.7M | $3.5M |
| FCF MarginFCF / Revenue | 181.0% | 0.9% |
| Capex IntensityCapex / Revenue | 8.9% | 8.5% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $34.9M | ||
| Q2 25 | $271.9M | $41.0M | ||
| Q1 25 | $223.4M | $22.8M | ||
| Q4 24 | $811.5M | $26.9M | ||
| Q3 24 | $233.6M | $20.6M | ||
| Q2 24 | $274.0M | $36.0M | ||
| Q1 24 | $201.8M | $6.2M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $3.5M | ||
| Q2 25 | $257.7M | $12.4M | ||
| Q1 25 | $215.9M | $7.5M | ||
| Q4 24 | $777.5M | $18.5M | ||
| Q3 24 | $225.3M | $10.3M | ||
| Q2 24 | $263.3M | $10.2M | ||
| Q1 24 | $191.0M | $-13.5M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 0.9% | ||
| Q2 25 | 56.3% | 3.8% | ||
| Q1 25 | 47.0% | 2.7% | ||
| Q4 24 | 178.1% | 6.1% | ||
| Q3 24 | 50.6% | 3.1% | ||
| Q2 24 | 62.2% | 3.4% | ||
| Q1 24 | 45.1% | -5.2% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 8.5% | ||
| Q2 25 | 3.1% | 8.7% | ||
| Q1 25 | 1.6% | 5.4% | ||
| Q4 24 | 7.8% | 2.7% | ||
| Q3 24 | 1.9% | 3.1% | ||
| Q2 24 | 2.5% | 8.5% | ||
| Q1 24 | 2.6% | 7.5% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 1.65× | ||
| Q1 25 | 1.74× | 2.79× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 117.70× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
