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Side-by-side financial comparison of ARKO Corp. (ARKO) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.1B, roughly 1.6× M/I HOMES, INC.). M/I HOMES, INC. runs the higher net margin — 5.6% vs 0.1%, a 5.5% gap on every dollar of revenue. On growth, M/I HOMES, INC. posted the faster year-over-year revenue change (-4.8% vs -9.9%). ARKO Corp. produced more free cash flow last quarter ($14.9M vs $-13.0M). Over the past eight quarters, M/I HOMES, INC.'s revenue compounded faster (4.7% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
ARKO vs MHO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.1B |
| Net Profit | $1.9M | $64.0M |
| Gross Margin | — | 17.4% |
| Operating Margin | 1.2% | 6.5% |
| Net Margin | 0.1% | 5.6% |
| Revenue YoY | -9.9% | -4.8% |
| Net Profit YoY | 180.9% | -52.1% |
| EPS (diluted) | $0.01 | $2.42 |
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 | $1.8B | $1.1B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.8B | $976.1M | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.3B | $1.1B | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $2.1B | $1.0B |
| Q4 25 | $1.9M | $64.0M | ||
| Q3 25 | $13.5M | $106.5M | ||
| Q2 25 | $20.1M | $121.2M | ||
| Q1 25 | $-12.7M | $111.2M | ||
| Q4 24 | $-2.3M | $133.5M | ||
| Q3 24 | $9.7M | $145.4M | ||
| Q2 24 | $14.1M | $146.7M | ||
| Q1 24 | $-594.0K | $138.1M |
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 24.5% | ||
| Q2 25 | — | 24.7% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 27.9% | ||
| Q1 24 | — | 27.1% |
| Q4 25 | 1.2% | 6.5% | ||
| Q3 25 | 1.8% | 12.0% | ||
| Q2 25 | 2.8% | 13.4% | ||
| Q1 25 | -0.6% | 14.4% | ||
| Q4 24 | 0.7% | 13.6% | ||
| Q3 24 | 1.8% | 15.9% | ||
| Q2 24 | 1.8% | 16.8% | ||
| Q1 24 | -0.2% | 16.6% |
| Q4 25 | 0.1% | 5.6% | ||
| Q3 25 | 0.7% | 9.4% | ||
| Q2 25 | 1.0% | 10.4% | ||
| Q1 25 | -0.7% | 11.4% | ||
| Q4 24 | -0.1% | 11.1% | ||
| Q3 24 | 0.4% | 12.7% | ||
| Q2 24 | 0.6% | 13.2% | ||
| Q1 24 | -0.0% | 13.2% |
| Q4 25 | $0.01 | $2.42 | ||
| Q3 25 | $0.10 | $3.92 | ||
| Q2 25 | $0.16 | $4.42 | ||
| Q1 25 | $-0.12 | $3.98 | ||
| Q4 24 | $-0.03 | $4.71 | ||
| Q3 24 | $0.07 | $5.10 | ||
| Q2 24 | $0.11 | $5.12 | ||
| Q1 24 | $-0.02 | $4.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | — |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $3.2B |
| Total Assets | $3.5B | $4.8B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | — | ||
| Q3 25 | $313.2M | — | ||
| Q2 25 | $299.7M | — | ||
| Q1 25 | $271.1M | — | ||
| Q4 24 | $267.1M | — | ||
| Q3 24 | $296.8M | — | ||
| Q2 24 | $236.5M | — | ||
| Q1 24 | $189.1M | — |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | — |
| Q4 25 | $267.2M | $3.2B | ||
| Q3 25 | $273.1M | $3.1B | ||
| Q2 25 | $264.8M | $3.1B | ||
| Q1 25 | $255.2M | $3.0B | ||
| Q4 24 | $276.9M | $2.9B | ||
| Q3 24 | $280.0M | $2.8B | ||
| Q2 24 | $273.1M | $2.7B | ||
| Q1 24 | $261.2M | $2.6B |
| Q4 25 | $3.5B | $4.8B | ||
| Q3 25 | $3.6B | $4.8B | ||
| Q2 25 | $3.6B | $4.7B | ||
| Q1 25 | $3.6B | $4.6B | ||
| Q4 24 | $3.6B | $4.5B | ||
| Q3 24 | $3.7B | $4.5B | ||
| Q2 24 | $3.7B | $4.3B | ||
| Q1 24 | $3.6B | $4.2B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
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 | $44.6M | $-8.7M |
| Free Cash FlowOCF − Capex | $14.9M | $-13.0M |
| FCF MarginFCF / Revenue | 0.8% | -1.1% |
| Capex IntensityCapex / Revenue | 1.7% | 0.4% |
| Cash ConversionOCF / Net Profit | 23.98× | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $-8.7M | ||
| Q3 25 | $49.4M | $43.4M | ||
| Q2 25 | $55.2M | $37.8M | ||
| Q1 25 | $43.4M | $64.9M | ||
| Q4 24 | $22.7M | $104.4M | ||
| Q3 24 | $109.2M | $-67.9M | ||
| Q2 24 | $77.2M | $27.5M | ||
| Q1 24 | $12.8M | $115.8M |
| Q4 25 | $14.9M | $-13.0M | ||
| Q3 25 | $24.5M | $42.0M | ||
| Q2 25 | $9.8M | $35.1M | ||
| Q1 25 | $16.0M | $63.5M | ||
| Q4 24 | $-13.4M | $102.3M | ||
| Q3 24 | $79.9M | $-68.5M | ||
| Q2 24 | $57.9M | $22.0M | ||
| Q1 24 | $-16.5M | $115.5M |
| Q4 25 | 0.8% | -1.1% | ||
| Q3 25 | 1.2% | 3.7% | ||
| Q2 25 | 0.5% | 3.0% | ||
| Q1 25 | 0.9% | 6.5% | ||
| Q4 24 | -0.7% | 8.5% | ||
| Q3 24 | 3.5% | -6.0% | ||
| Q2 24 | 2.4% | 2.0% | ||
| Q1 24 | -0.8% | 11.0% |
| Q4 25 | 1.7% | 0.4% | ||
| Q3 25 | 1.2% | 0.1% | ||
| Q2 25 | 2.3% | 0.2% | ||
| Q1 25 | 1.5% | 0.1% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.3% | 0.1% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 1.4% | 0.0% |
| Q4 25 | 23.98× | -0.14× | ||
| Q3 25 | 3.67× | 0.41× | ||
| Q2 25 | 2.75× | 0.31× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | 11.28× | -0.47× | ||
| Q2 24 | 5.49× | 0.19× | ||
| Q1 24 | — | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
