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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Zeta Global Holdings Corp. (ZETA). 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 $394.6M, roughly 1.2× Zeta Global Holdings Corp.). American Homes 4 Rent runs the higher net margin — 31.7% vs 1.7%, a 30.0% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% 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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
AMH vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $394.6M |
| Net Profit | $144.3M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | — | 4.5% |
| Net Margin | 31.7% | 1.7% |
| Revenue YoY | 4.2% | 25.4% |
| Net Profit YoY | 0.3% | -57.1% |
| EPS (diluted) | $0.33 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $478.5M | $337.2M | ||
| Q2 25 | $457.5M | $308.4M | ||
| Q1 25 | $459.3M | $264.4M | ||
| Q4 24 | $436.6M | $314.7M | ||
| Q3 24 | $445.1M | $268.3M | ||
| Q2 24 | $423.5M | $227.8M | ||
| Q1 24 | $423.6M | $194.9M |
| Q4 25 | $144.3M | $6.5M | ||
| Q3 25 | $116.8M | $-3.6M | ||
| Q2 25 | $123.6M | $-12.8M | ||
| Q1 25 | $128.7M | $-21.6M | ||
| Q4 24 | $143.9M | $15.2M | ||
| Q3 24 | $87.6M | $-17.4M | ||
| Q2 24 | $108.5M | $-28.1M | ||
| Q1 24 | $128.1M | $-39.6M |
| Q4 25 | — | 59.5% | ||
| Q3 25 | — | 60.5% | ||
| Q2 25 | — | 62.1% | ||
| Q1 25 | — | 60.9% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 60.6% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 60.6% |
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | — | -11.7% | ||
| Q1 24 | — | -18.4% |
| Q4 25 | 31.7% | 1.7% | ||
| Q3 25 | 24.4% | -1.1% | ||
| Q2 25 | 27.0% | -4.2% | ||
| Q1 25 | 28.0% | -8.2% | ||
| Q4 24 | 33.0% | 4.8% | ||
| Q3 24 | 19.7% | -6.5% | ||
| Q2 24 | 25.6% | -12.3% | ||
| Q1 24 | 30.2% | -20.3% |
| Q4 25 | $0.33 | $0.04 | ||
| Q3 25 | $0.27 | $-0.02 | ||
| Q2 25 | $0.28 | $-0.06 | ||
| Q1 25 | $0.30 | $-0.10 | ||
| Q4 24 | $0.33 | $0.10 | ||
| Q3 24 | $0.20 | $-0.09 | ||
| Q2 24 | $0.25 | $-0.16 | ||
| Q1 24 | $0.30 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | $5.1B | $197.1M |
| Stockholders' EquityBook value | $7.0B | $804.6M |
| Total Assets | $13.2B | $1.5B |
| Debt / EquityLower = less leverage | 0.72× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $319.8M | ||
| Q3 25 | $45.6M | $385.2M | ||
| Q2 25 | $323.3M | $365.3M | ||
| Q1 25 | $69.7M | $364.4M | ||
| Q4 24 | $199.4M | $366.2M | ||
| Q3 24 | $162.5M | $418.5M | ||
| Q2 24 | $718.4M | $154.7M | ||
| Q1 24 | $124.8M | $141.6M |
| Q4 25 | $5.1B | $197.1M | ||
| Q3 25 | $4.8B | $196.9M | ||
| Q2 25 | $5.2B | $196.7M | ||
| Q1 25 | $4.9B | $196.5M | ||
| Q4 24 | $5.0B | $196.3M | ||
| Q3 24 | $4.5B | $196.1M | ||
| Q2 24 | $5.0B | $184.4M | ||
| Q1 24 | $4.5B | $184.2M |
| Q4 25 | $7.0B | $804.6M | ||
| Q3 25 | $7.2B | $689.2M | ||
| Q2 25 | $7.2B | $673.3M | ||
| Q1 25 | $7.2B | $676.6M | ||
| Q4 24 | $7.2B | $676.8M | ||
| Q3 24 | $7.0B | $474.9M | ||
| Q2 24 | $7.0B | $217.0M | ||
| Q1 24 | $7.0B | $191.6M |
| Q4 25 | $13.2B | $1.5B | ||
| Q3 25 | $13.3B | $1.2B | ||
| Q2 25 | $13.6B | $1.1B | ||
| Q1 25 | $13.3B | $1.1B | ||
| Q4 24 | $13.4B | $1.1B | ||
| Q3 24 | $12.8B | $869.1M | ||
| Q2 24 | $13.3B | $583.9M | ||
| Q1 24 | $12.8B | $550.3M |
| Q4 25 | 0.72× | 0.24× | ||
| Q3 25 | 0.68× | 0.29× | ||
| Q2 25 | 0.72× | 0.29× | ||
| Q1 25 | 0.69× | 0.29× | ||
| Q4 24 | 0.70× | 0.29× | ||
| Q3 24 | 0.64× | 0.41× | ||
| Q2 24 | 0.71× | 0.85× | ||
| Q1 24 | 0.64× | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $823.7M | $60.9M |
| FCF MarginFCF / Revenue | 181.0% | 15.4% |
| Capex IntensityCapex / Revenue | 8.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 5.99× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $64.1M | ||
| Q3 25 | $223.3M | $57.9M | ||
| Q2 25 | $271.9M | $42.0M | ||
| Q1 25 | $223.4M | $34.8M | ||
| Q4 24 | $811.5M | $43.7M | ||
| Q3 24 | $233.6M | $34.4M | ||
| Q2 24 | $274.0M | $31.1M | ||
| Q1 24 | $201.8M | $24.7M |
| Q4 25 | $823.7M | $60.9M | ||
| Q3 25 | $214.5M | $52.4M | ||
| Q2 25 | $257.7M | $39.7M | ||
| Q1 25 | $215.9M | $32.1M | ||
| Q4 24 | $777.5M | $35.4M | ||
| Q3 24 | $225.3M | $29.5M | ||
| Q2 24 | $263.3M | $24.4M | ||
| Q1 24 | $191.0M | $18.9M |
| Q4 25 | 181.0% | 15.4% | ||
| Q3 25 | 44.8% | 15.6% | ||
| Q2 25 | 56.3% | 12.9% | ||
| Q1 25 | 47.0% | 12.1% | ||
| Q4 24 | 178.1% | 11.3% | ||
| Q3 24 | 50.6% | 11.0% | ||
| Q2 24 | 62.2% | 10.7% | ||
| Q1 24 | 45.1% | 9.7% |
| Q4 25 | 8.9% | 0.8% | ||
| Q3 25 | 1.8% | 1.6% | ||
| Q2 25 | 3.1% | 0.8% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 1.9% | 1.8% | ||
| Q2 24 | 2.5% | 3.0% | ||
| Q1 24 | 2.6% | 3.0% |
| Q4 25 | 5.99× | 9.81× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 2.87× | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
