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AGNC Investment Corp.（AGNC）与American Homes 4 Rent（AMH）财务数据对比。点击上方公司名可切换其他公司
American Homes 4 Rent的季度营收约是AGNC Investment Corp.的2.2倍（$455.0M vs $206.0M）。AGNC Investment Corp.净利率更高（463.1% vs 31.7%，领先431.4%）。AGNC Investment Corp.同比增速更快（79.1% vs 4.2%）。过去两年AGNC Investment Corp.的营收复合增速更高（187.1% vs 3.6%）
该内容仅为指数相关说明，未提供AGNC Investment Corp.本身的有效业务信息，无法整理出对应企业介绍内容。
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
AGNC vs AMH — 直观对比
营收规模更大
AMH
是对方的2.2倍
$206.0M
营收增速更快
AGNC
高出74.9%
4.2%
净利率更高
AGNC
高出431.4%
31.7%
两年增速更快
AGNC
近两年复合增速
3.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $206.0M | $455.0M |
| 净利润 | $954.0M | $144.3M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 463.1% | 31.7% |
| 营收同比 | 79.1% | 4.2% |
| 净利润同比 | 682.0% | 0.3% |
| 每股收益（稀释后） | $0.90 | $0.33 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AGNCAMH
| Q4 25 | $206.0M | $455.0M | ||
| Q3 25 | $148.0M | $478.5M | ||
| Q2 25 | $162.0M | $457.5M | ||
| Q1 25 | $159.0M | $459.3M | ||
| Q4 24 | — | $436.6M | ||
| Q3 24 | $-64.0M | $445.1M | ||
| Q2 24 | $-3.0M | $423.5M | ||
| Q1 24 | $-30.0M | $423.6M |
净利润AGNCAMH
| Q4 25 | $954.0M | $144.3M | ||
| Q3 25 | $806.0M | $116.8M | ||
| Q2 25 | $-140.0M | $123.6M | ||
| Q1 25 | $50.0M | $128.7M | ||
| Q4 24 | — | $143.9M | ||
| Q3 24 | $346.0M | $87.6M | ||
| Q2 24 | $-48.0M | $108.5M | ||
| Q1 24 | $443.0M | $128.1M |
净利率AGNCAMH
| Q4 25 | 463.1% | 31.7% | ||
| Q3 25 | 544.6% | 24.4% | ||
| Q2 25 | -86.4% | 27.0% | ||
| Q1 25 | 31.4% | 28.0% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | -540.6% | 19.7% | ||
| Q2 24 | 1600.0% | 25.6% | ||
| Q1 24 | -1476.7% | 30.2% |
每股收益（稀释后）AGNCAMH
| Q4 25 | $0.90 | $0.33 | ||
| Q3 25 | $0.72 | $0.27 | ||
| Q2 25 | $-0.17 | $0.28 | ||
| Q1 25 | $0.02 | $0.30 | ||
| Q4 24 | — | $0.33 | ||
| Q3 24 | $0.39 | $0.20 | ||
| Q2 24 | $-0.11 | $0.25 | ||
| Q1 24 | $0.59 | $0.30 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $450.0M | $108.5M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $12.4B | $7.0B |
| 总资产 | $115.1B | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资AGNCAMH
| Q4 25 | $450.0M | $108.5M | ||
| Q3 25 | $450.0M | $45.6M | ||
| Q2 25 | $656.0M | $323.3M | ||
| Q1 25 | $455.0M | $69.7M | ||
| Q4 24 | — | $199.4M | ||
| Q3 24 | $507.0M | $162.5M | ||
| Q2 24 | $530.0M | $718.4M | ||
| Q1 24 | $505.0M | $124.8M |
总债务AGNCAMH
| 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 |
股东权益AGNCAMH
| Q4 25 | $12.4B | $7.0B | ||
| Q3 25 | $11.4B | $7.2B | ||
| Q2 25 | $10.3B | $7.2B | ||
| Q1 25 | $10.0B | $7.2B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | $9.7B | $7.0B | ||
| Q2 24 | $8.7B | $7.0B | ||
| Q1 24 | $8.6B | $7.0B |
总资产AGNCAMH
| Q4 25 | $115.1B | $13.2B | ||
| Q3 25 | $109.0B | $13.3B | ||
| Q2 25 | $102.0B | $13.6B | ||
| Q1 25 | $95.9B | $13.3B | ||
| Q4 24 | — | $13.4B | ||
| Q3 24 | $89.6B | $12.8B | ||
| Q2 24 | $79.7B | $13.3B | ||
| Q1 24 | $71.9B | $12.8B |
负债/权益比AGNCAMH
| 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× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $128.0M | $145.8M |
| 自由现金流经营现金流 - 资本支出 | — | $135.5M |
| 自由现金流率自由现金流/营收 | — | 29.8% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 0.13× | 1.01× |
| 过去12个月自由现金流最近4个季度 | — | $823.7M |
8季度趋势，按日历期对齐
经营现金流AGNCAMH
| Q4 25 | $128.0M | $145.8M | ||
| Q3 25 | $153.0M | $223.3M | ||
| Q2 25 | $180.0M | $271.9M | ||
| Q1 25 | $192.0M | $223.4M | ||
| Q4 24 | — | $102.2M | ||
| Q3 24 | $7.0M | $233.6M | ||
| Q2 24 | $-20.0M | $274.0M | ||
| Q1 24 | $20.0M | $201.8M |
自由现金流AGNCAMH
| Q4 25 | — | $135.5M | ||
| Q3 25 | — | $214.5M | ||
| Q2 25 | — | $257.7M | ||
| Q1 25 | — | $215.9M | ||
| Q4 24 | — | $97.9M | ||
| Q3 24 | — | $225.3M | ||
| Q2 24 | — | $263.3M | ||
| Q1 24 | — | $191.0M |
自由现金流率AGNCAMH
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 44.8% | ||
| Q2 25 | — | 56.3% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 50.6% | ||
| Q2 24 | — | 62.2% | ||
| Q1 24 | — | 45.1% |
资本支出强度AGNCAMH
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 2.6% |
现金转化率AGNCAMH
| Q4 25 | 0.13× | 1.01× | ||
| Q3 25 | 0.19× | 1.91× | ||
| Q2 25 | — | 2.20× | ||
| Q1 25 | 3.84× | 1.74× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 0.02× | 2.67× | ||
| Q2 24 | — | 2.52× | ||
| Q1 24 | 0.05× | 1.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
