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Side-by-side financial comparison of Angel Oak Mortgage REIT, Inc. (AOMR) and American Express (AXP). Click either name above to swap in a different company.
American Express is the larger business by last-quarter revenue ($18.9M vs $10.9M, roughly 1.7× Angel Oak Mortgage REIT, Inc.). Angel Oak Mortgage REIT, Inc. runs the higher net margin — 103.9% vs 15.7%, a 88.2% gap on every dollar of revenue. On growth, American Express posted the faster year-over-year revenue change (11.4% vs 10.4%). Over the past eight quarters, Angel Oak Mortgage REIT, Inc.'s revenue compounded faster (12.7% CAGR vs -95.6%).
Angel Oak Mortgage REIT, Inc. is a U.S.-based real estate investment trust focused on investing in residential mortgage assets, including non-agency mortgage-backed securities, residential mortgage loans, and credit-linked real estate instruments. It serves U.S. institutional and retail investors, targeting competitive risk-adjusted returns through regular income and long-term capital growth.
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. The company's products an...
AOMR vs AXP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $10.9M | $18.9M |
| Net Profit | $11.3M | $3.0M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 103.9% | 15.7% |
| Revenue YoY | 10.4% | 11.4% |
| Net Profit YoY | 175.2% | 15.0% |
| EPS (diluted) | $0.44 | — |
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.
| Q1 26 | — | $18.9M | ||
| Q4 25 | $10.9M | $10.9B | ||
| Q3 25 | $10.2M | $10.4B | ||
| Q2 25 | $9.9M | $10.3B | ||
| Q1 25 | $10.1M | $9.6B | ||
| Q4 24 | $9.9M | $10.0B | ||
| Q3 24 | $9.0M | $9.7B | ||
| Q2 24 | $9.5M | $9.8B |
| Q1 26 | — | $3.0M | ||
| Q4 25 | $11.3M | $2.5B | ||
| Q3 25 | $11.4M | $2.9B | ||
| Q2 25 | $767.0K | $2.9B | ||
| Q1 25 | $20.5M | $2.6B | ||
| Q4 24 | $-15.1M | $2.2B | ||
| Q3 24 | $31.2M | $2.5B | ||
| Q2 24 | $-273.0K | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 28.2% | ||
| Q3 25 | — | 36.7% | ||
| Q2 25 | 7.7% | 34.4% | ||
| Q1 25 | — | 34.6% | ||
| Q4 24 | -152.6% | 27.7% | ||
| Q3 24 | — | 33.0% | ||
| Q2 24 | -1.4% | 38.6% |
| Q1 26 | — | 15.7% | ||
| Q4 25 | 103.9% | 22.5% | ||
| Q3 25 | 112.1% | 27.9% | ||
| Q2 25 | 7.7% | 28.0% | ||
| Q1 25 | 203.5% | 26.8% | ||
| Q4 24 | -152.6% | 21.8% | ||
| Q3 24 | 345.9% | 25.8% | ||
| Q2 24 | -2.9% | 30.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.44 | $3.52 | ||
| Q3 25 | $0.46 | $4.14 | ||
| Q2 25 | $0.03 | $4.08 | ||
| Q1 25 | $0.87 | $3.64 | ||
| Q4 24 | $-0.62 | $3.04 | ||
| Q3 24 | $1.29 | $3.49 | ||
| Q2 24 | $-0.01 | $4.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.6M | — |
| Total DebtLower is stronger | $2.3B | $60.4M |
| Stockholders' EquityBook value | $267.5M | $34.0M |
| Total Assets | $2.7B | $308.9M |
| Debt / EquityLower = less leverage | 8.51× | 1.78× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $41.6M | $742.0M | ||
| Q3 25 | $51.6M | $1.3B | ||
| Q2 25 | $40.5M | $197.0M | ||
| Q1 25 | $38.7M | $261.0M | ||
| Q4 24 | $40.8M | $221.0M | ||
| Q3 24 | $42.1M | $120.0M | ||
| Q2 24 | $44.0M | $188.0M |
| Q1 26 | — | $60.4M | ||
| Q4 25 | $2.3B | $56.4B | ||
| Q3 25 | $2.2B | $57.8B | ||
| Q2 25 | — | $58.2B | ||
| Q1 25 | — | $51.2B | ||
| Q4 24 | $1.8B | $49.7B | ||
| Q3 24 | — | $53.5B | ||
| Q2 24 | — | $51.5B |
| Q1 26 | — | $34.0M | ||
| Q4 25 | $267.5M | $33.5B | ||
| Q3 25 | $264.2M | $32.4B | ||
| Q2 25 | $246.4M | $32.3B | ||
| Q1 25 | $251.5M | $31.2B | ||
| Q4 24 | $239.0M | $30.3B | ||
| Q3 24 | $265.1M | $29.7B | ||
| Q2 24 | $255.8M | $29.5B |
| Q1 26 | — | $308.9M | ||
| Q4 25 | $2.7B | $300.1B | ||
| Q3 25 | $2.6B | $297.6B | ||
| Q2 25 | $2.6B | $295.6B | ||
| Q1 25 | $2.7B | $282.2B | ||
| Q4 24 | $2.3B | $271.5B | ||
| Q3 24 | $2.3B | $271.0B | ||
| Q2 24 | $2.1B | $272.2B |
| Q1 26 | — | 1.78× | ||
| Q4 25 | 8.51× | 1.68× | ||
| Q3 25 | 8.37× | 1.78× | ||
| Q2 25 | — | 1.80× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | 7.62× | 1.64× | ||
| Q3 24 | — | 1.80× | ||
| Q2 24 | — | 1.74× |
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 | $-407.0M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | -35.96× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-407.0M | $3.1B | ||
| Q3 25 | $-173.4M | $6.2B | ||
| Q2 25 | $20.6M | $4.4B | ||
| Q1 25 | $-201.7M | $4.8B | ||
| Q4 24 | $-221.5M | $5.8B | ||
| Q3 24 | $-212.4M | $-1.8B | ||
| Q2 24 | $-24.2M | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $5.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $-2.3B | ||
| Q2 24 | — | $4.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 21.4% | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 36.3% | ||
| Q1 25 | — | 45.0% | ||
| Q4 24 | — | 53.1% | ||
| Q3 24 | — | -23.3% | ||
| Q2 24 | — | 40.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | -35.96× | 1.25× | ||
| Q3 25 | -15.19× | 2.15× | ||
| Q2 25 | 26.92× | 1.51× | ||
| Q1 25 | -9.83× | 1.84× | ||
| Q4 24 | — | 2.66× | ||
| Q3 24 | -6.81× | -0.72× | ||
| Q2 24 | — | 1.50× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AOMR
| Nonrelated Party | $6.4M | 59% |
| Other | $4.5M | 41% |
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
