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Side-by-side financial comparison of American Homes 4 Rent (AMH) and YELP INC (YELP). 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 $360.0M, roughly 1.3× YELP INC). American Homes 4 Rent runs the higher net margin — 31.7% vs 10.5%, a 21.2% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -0.5%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $72.3M). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% 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.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
AMH vs YELP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $360.0M |
| Net Profit | $144.3M | $37.8M |
| Gross Margin | — | — |
| Operating Margin | — | 13.6% |
| Net Margin | 31.7% | 10.5% |
| Revenue YoY | 4.2% | -0.5% |
| Net Profit YoY | 0.3% | -10.5% |
| EPS (diluted) | $0.33 | $0.60 |
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 | $360.0M | ||
| Q3 25 | $478.5M | $376.0M | ||
| Q2 25 | $457.5M | $370.4M | ||
| Q1 25 | $459.3M | $358.5M | ||
| Q4 24 | $436.6M | $362.0M | ||
| Q3 24 | $445.1M | $360.3M | ||
| Q2 24 | $423.5M | $357.0M | ||
| Q1 24 | $423.6M | $332.8M |
| Q4 25 | $144.3M | $37.8M | ||
| Q3 25 | $116.8M | $39.3M | ||
| Q2 25 | $123.6M | $44.1M | ||
| Q1 25 | $128.7M | $24.4M | ||
| Q4 24 | $143.9M | $42.2M | ||
| Q3 24 | $87.6M | $38.4M | ||
| Q2 24 | $108.5M | $38.0M | ||
| Q1 24 | $128.1M | $14.2M |
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 14.4% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | — | 3.4% |
| Q4 25 | 31.7% | 10.5% | ||
| Q3 25 | 24.4% | 10.5% | ||
| Q2 25 | 27.0% | 11.9% | ||
| Q1 25 | 28.0% | 6.8% | ||
| Q4 24 | 33.0% | 11.7% | ||
| Q3 24 | 19.7% | 10.7% | ||
| Q2 24 | 25.6% | 10.7% | ||
| Q1 24 | 30.2% | 4.3% |
| Q4 25 | $0.33 | $0.60 | ||
| Q3 25 | $0.27 | $0.61 | ||
| Q2 25 | $0.28 | $0.67 | ||
| Q1 25 | $0.30 | $0.36 | ||
| Q4 24 | $0.33 | $0.58 | ||
| Q3 24 | $0.20 | $0.56 | ||
| Q2 24 | $0.25 | $0.54 | ||
| Q1 24 | $0.30 | $0.20 |
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 | $319.4M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $710.9M |
| Total Assets | $13.2B | $958.5M |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $319.4M | ||
| Q3 25 | $45.6M | $333.6M | ||
| Q2 25 | $323.3M | $301.1M | ||
| Q1 25 | $69.7M | $324.4M | ||
| Q4 24 | $199.4M | $317.9M | ||
| Q3 24 | $162.5M | $397.0M | ||
| Q2 24 | $718.4M | $384.8M | ||
| Q1 24 | $124.8M | $420.8M |
| 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 | $710.9M | ||
| Q3 25 | $7.2B | $733.2M | ||
| Q2 25 | $7.2B | $746.4M | ||
| Q1 25 | $7.2B | $728.0M | ||
| Q4 24 | $7.2B | $744.0M | ||
| Q3 24 | $7.0B | $739.5M | ||
| Q2 24 | $7.0B | $735.3M | ||
| Q1 24 | $7.0B | $722.0M |
| Q4 25 | $13.2B | $958.5M | ||
| Q3 25 | $13.3B | $989.9M | ||
| Q2 25 | $13.6B | $980.2M | ||
| Q1 25 | $13.3B | $985.2M | ||
| Q4 24 | $13.4B | $983.6M | ||
| Q3 24 | $12.8B | $980.2M | ||
| Q2 24 | $13.3B | $965.0M | ||
| Q1 24 | $12.8B | $993.5M |
| 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 | $84.5M |
| Free Cash FlowOCF − Capex | $823.7M | $72.3M |
| FCF MarginFCF / Revenue | 181.0% | 20.1% |
| Capex IntensityCapex / Revenue | 8.9% | 3.4% |
| Cash ConversionOCF / Net Profit | 5.99× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $84.5M | ||
| Q3 25 | $223.3M | $131.5M | ||
| Q2 25 | $271.9M | $58.0M | ||
| Q1 25 | $223.4M | $98.0M | ||
| Q4 24 | $811.5M | $71.0M | ||
| Q3 24 | $233.6M | $102.3M | ||
| Q2 24 | $274.0M | $39.7M | ||
| Q1 24 | $201.8M | $72.9M |
| Q4 25 | $823.7M | $72.3M | ||
| Q3 25 | $214.5M | $118.9M | ||
| Q2 25 | $257.7M | $45.0M | ||
| Q1 25 | $215.9M | $87.5M | ||
| Q4 24 | $777.5M | $60.0M | ||
| Q3 24 | $225.3M | $92.5M | ||
| Q2 24 | $263.3M | $30.1M | ||
| Q1 24 | $191.0M | $65.9M |
| Q4 25 | 181.0% | 20.1% | ||
| Q3 25 | 44.8% | 31.6% | ||
| Q2 25 | 56.3% | 12.2% | ||
| Q1 25 | 47.0% | 24.4% | ||
| Q4 24 | 178.1% | 16.6% | ||
| Q3 24 | 50.6% | 25.7% | ||
| Q2 24 | 62.2% | 8.4% | ||
| Q1 24 | 45.1% | 19.8% |
| Q4 25 | 8.9% | 3.4% | ||
| Q3 25 | 1.8% | 3.3% | ||
| Q2 25 | 3.1% | 3.5% | ||
| Q1 25 | 1.6% | 2.9% | ||
| Q4 24 | 7.8% | 3.0% | ||
| Q3 24 | 1.9% | 2.7% | ||
| Q2 24 | 2.5% | 2.7% | ||
| Q1 24 | 2.6% | 2.1% |
| Q4 25 | 5.99× | 2.24× | ||
| Q3 25 | 1.91× | 3.34× | ||
| Q2 25 | 2.20× | 1.32× | ||
| Q1 25 | 1.74× | 4.02× | ||
| Q4 24 | 5.64× | 1.68× | ||
| Q3 24 | 2.67× | 2.66× | ||
| Q2 24 | 2.52× | 1.04× | ||
| Q1 24 | 1.58× | 5.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
