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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Savers Value Village, Inc. (SVV). 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 $426.9M, roughly 1.1× Savers Value Village, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs -3.3%, a 35.0% gap on every dollar of revenue. On growth, Savers Value Village, Inc. posted the faster year-over-year revenue change (8.1% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-6.3M). Over the past eight quarters, Savers Value Village, Inc.'s revenue compounded faster (4.3% 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.
Value Village Stores, Inc. was a Midwestern United States chain of retail stores aimed at the discount department-store market. Henry Horney, formerly of F.W. Woolworth Company founded a small, regional chain of discount stores located in the two states of Wisconsin and Illinois that opened in 1961 and operated into 1989. Horney also had a real estate company and often built small shopping malls adjoining the discount stores. The chain had no relation to the Savers Value Village chain of thri...
AMH vs SVV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $426.9M |
| Net Profit | $144.3M | $-14.0M |
| Gross Margin | — | — |
| Operating Margin | — | 8.5% |
| Net Margin | 31.7% | -3.3% |
| Revenue YoY | 4.2% | 8.1% |
| Net Profit YoY | 0.3% | -164.6% |
| EPS (diluted) | $0.33 | $-0.09 |
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 | $426.9M | ||
| Q2 25 | $457.5M | $417.2M | ||
| Q1 25 | $459.3M | $370.1M | ||
| Q4 24 | $436.6M | $402.0M | ||
| Q3 24 | $445.1M | $394.8M | ||
| Q2 24 | $423.5M | $386.7M | ||
| Q1 24 | $423.6M | $354.2M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $-14.0M | ||
| Q2 25 | $123.6M | $18.9M | ||
| Q1 25 | $128.7M | $-4.7M | ||
| Q4 24 | $143.9M | $-1.9M | ||
| Q3 24 | $87.6M | $21.7M | ||
| Q2 24 | $108.5M | $9.7M | ||
| Q1 24 | $128.1M | $-467.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 26.6% | ||
| Q1 24 | — | 24.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 4.6% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | -3.3% | ||
| Q2 25 | 27.0% | 4.5% | ||
| Q1 25 | 28.0% | -1.3% | ||
| Q4 24 | 33.0% | -0.5% | ||
| Q3 24 | 19.7% | 5.5% | ||
| Q2 24 | 25.6% | 2.5% | ||
| Q1 24 | 30.2% | -0.1% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $-0.09 | ||
| Q2 25 | $0.28 | $0.12 | ||
| Q1 25 | $0.30 | $-0.03 | ||
| Q4 24 | $0.33 | $-0.02 | ||
| Q3 24 | $0.20 | $0.13 | ||
| Q2 24 | $0.25 | $0.06 | ||
| Q1 24 | $0.30 | $0.00 |
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 | $63.5M |
| Total DebtLower is stronger | $5.1B | $750.0M |
| Stockholders' EquityBook value | $7.0B | $414.6M |
| Total Assets | $13.2B | $2.0B |
| Debt / EquityLower = less leverage | 0.72× | 1.81× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $63.5M | ||
| Q2 25 | $323.3M | $70.5M | ||
| Q1 25 | $69.7M | $73.0M | ||
| Q4 24 | $199.4M | $150.0M | ||
| Q3 24 | $162.5M | $137.7M | ||
| Q2 24 | $718.4M | $160.7M | ||
| Q1 24 | $124.8M | $102.2M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $750.0M | ||
| 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 | $414.6M | ||
| Q2 25 | $7.2B | $423.5M | ||
| Q1 25 | $7.2B | $413.8M | ||
| Q4 24 | $7.2B | $421.7M | ||
| Q3 24 | $7.0B | $432.9M | ||
| Q2 24 | $7.0B | $419.5M | ||
| Q1 24 | $7.0B | $395.0M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $2.0B | ||
| Q2 25 | $13.6B | $1.9B | ||
| Q1 25 | $13.3B | $1.9B | ||
| Q4 24 | $13.4B | $1.9B | ||
| Q3 24 | $12.8B | $1.9B | ||
| Q2 24 | $13.3B | $1.9B | ||
| Q1 24 | $12.8B | $1.8B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 1.81× | ||
| 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 | $21.6M |
| Free Cash FlowOCF − Capex | $823.7M | $-6.3M |
| FCF MarginFCF / Revenue | 181.0% | -1.5% |
| Capex IntensityCapex / Revenue | 8.9% | 6.5% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $25.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $21.6M | ||
| Q2 25 | $271.9M | $54.4M | ||
| Q1 25 | $223.4M | $419.0K | ||
| Q4 24 | $811.5M | $55.8M | ||
| Q3 24 | $233.6M | $23.9M | ||
| Q2 24 | $274.0M | $60.4M | ||
| Q1 24 | $201.8M | $-5.8M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $-6.3M | ||
| Q2 25 | $257.7M | $21.9M | ||
| Q1 25 | $215.9M | $-20.2M | ||
| Q4 24 | $777.5M | $30.1M | ||
| Q3 24 | $225.3M | $-3.0M | ||
| Q2 24 | $263.3M | $29.6M | ||
| Q1 24 | $191.0M | $-28.3M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | -1.5% | ||
| Q2 25 | 56.3% | 5.2% | ||
| Q1 25 | 47.0% | -5.4% | ||
| Q4 24 | 178.1% | 7.5% | ||
| Q3 24 | 50.6% | -0.8% | ||
| Q2 24 | 62.2% | 7.6% | ||
| Q1 24 | 45.1% | -8.0% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 6.5% | ||
| Q2 25 | 3.1% | 7.8% | ||
| Q1 25 | 1.6% | 5.6% | ||
| Q4 24 | 7.8% | 6.4% | ||
| Q3 24 | 1.9% | 6.8% | ||
| Q2 24 | 2.5% | 8.0% | ||
| Q1 24 | 2.6% | 6.4% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 2.88× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 1.10× | ||
| Q2 24 | 2.52× | 6.22× | ||
| 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.
SVV
| Sales Channel Directly To Consumer | $408.3M | 96% |
| Sales Channel Through Intermediary | $18.6M | 4% |
