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American Homes 4 Rent（AMH）与DigitalOcean Holdings, Inc.（DOCN）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DigitalOcean Holdings, Inc.的1.9倍（$455.0M vs $242.4M），American Homes 4 Rent净利率更高（31.7% vs 10.6%，领先21.1%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $31.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 3.6%）
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。
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商，总部位于美国科罗拉多州布鲁姆菲尔德，在全球布局15个数据中心，面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台，助力各类技术团队高效开展业务。
AMH vs DOCN — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $242.4M |
| 净利润 | $144.3M | $25.7M |
| 毛利率 | — | 58.7% |
| 营业利润率 | — | 16.0% |
| 净利率 | 31.7% | 10.6% |
| 营收同比 | 4.2% | 18.3% |
| 净利润同比 | 0.3% | 40.5% |
| 每股收益（稀释后） | $0.33 | $0.23 |
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
| Q4 25 | $455.0M | $242.4M | ||
| Q3 25 | $478.5M | $229.6M | ||
| Q2 25 | $457.5M | $218.7M | ||
| Q1 25 | $459.3M | $210.7M | ||
| Q4 24 | $436.6M | $204.9M | ||
| Q3 24 | $445.1M | $198.5M | ||
| Q2 24 | $423.5M | $192.5M | ||
| Q1 24 | $423.6M | $184.7M |
| Q4 25 | $144.3M | $25.7M | ||
| Q3 25 | $116.8M | $158.4M | ||
| Q2 25 | $123.6M | $37.0M | ||
| Q1 25 | $128.7M | $38.2M | ||
| Q4 24 | $143.9M | $18.3M | ||
| Q3 24 | $87.6M | $32.9M | ||
| Q2 24 | $108.5M | $19.1M | ||
| Q1 24 | $128.1M | $14.1M |
| Q4 25 | — | 58.7% | ||
| Q3 25 | — | 59.6% | ||
| Q2 25 | — | 59.9% | ||
| Q1 25 | — | 61.4% | ||
| Q4 24 | — | 57.1% | ||
| Q3 24 | — | 60.2% | ||
| Q2 24 | — | 61.0% | ||
| Q1 24 | — | 60.7% |
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 11.6% | ||
| Q1 24 | — | 6.2% |
| Q4 25 | 31.7% | 10.6% | ||
| Q3 25 | 24.4% | 69.0% | ||
| Q2 25 | 27.0% | 16.9% | ||
| Q1 25 | 28.0% | 18.1% | ||
| Q4 24 | 33.0% | 8.9% | ||
| Q3 24 | 19.7% | 16.6% | ||
| Q2 24 | 25.6% | 9.9% | ||
| Q1 24 | 30.2% | 7.7% |
| Q4 25 | $0.33 | $0.23 | ||
| Q3 25 | $0.27 | $1.51 | ||
| Q2 25 | $0.28 | $0.39 | ||
| Q1 25 | $0.30 | $0.39 | ||
| Q4 24 | $0.33 | $0.21 | ||
| Q3 24 | $0.20 | $0.33 | ||
| Q2 24 | $0.25 | $0.20 | ||
| Q1 24 | $0.30 | $0.15 |
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 | $108.5M | $254.5M |
| 总债务越低越好 | $5.1B | $1.3B |
| 股东权益账面价值 | $7.0B | $-28.7M |
| 总资产 | $13.2B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $254.5M | ||
| Q3 25 | $45.6M | $236.6M | ||
| Q2 25 | $323.3M | $387.7M | ||
| Q1 25 | $69.7M | $360.4M | ||
| Q4 24 | $199.4M | $428.4M | ||
| Q3 24 | $162.5M | $439.9M | ||
| Q2 24 | $718.4M | $443.1M | ||
| Q1 24 | $124.8M | $419.1M |
| Q4 25 | $5.1B | $1.3B | ||
| Q3 25 | $4.8B | $1.3B | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $-28.7M | ||
| Q3 25 | $7.2B | $-69.6M | ||
| Q2 25 | $7.2B | $-175.2M | ||
| Q1 25 | $7.2B | $-210.7M | ||
| Q4 24 | $7.2B | $-203.0M | ||
| Q3 24 | $7.0B | $-211.7M | ||
| Q2 24 | $7.0B | $-253.8M | ||
| Q1 24 | $7.0B | $-286.1M |
| Q4 25 | $13.2B | $1.8B | ||
| Q3 25 | $13.3B | $1.7B | ||
| Q2 25 | $13.6B | $1.7B | ||
| Q1 25 | $13.3B | $1.6B | ||
| Q4 24 | $13.4B | $1.6B | ||
| Q3 24 | $12.8B | $1.5B | ||
| Q2 24 | $13.3B | $1.5B | ||
| Q1 24 | $12.8B | $1.5B |
| 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 | $864.3M | $57.3M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $31.1M |
| 自由现金流率自由现金流/营收 | 181.0% | 12.8% |
| 资本支出强度资本支出/营收 | 8.9% | 10.8% |
| 现金转化率经营现金流/净利润 | 5.99× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $180.5M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $57.3M | ||
| Q3 25 | $223.3M | $95.8M | ||
| Q2 25 | $271.9M | $92.4M | ||
| Q1 25 | $223.4M | $64.1M | ||
| Q4 24 | $811.5M | $71.3M | ||
| Q3 24 | $233.6M | $73.4M | ||
| Q2 24 | $274.0M | $71.3M | ||
| Q1 24 | $201.8M | $66.7M |
| Q4 25 | $823.7M | $31.1M | ||
| Q3 25 | $214.5M | $88.0M | ||
| Q2 25 | $257.7M | $59.3M | ||
| Q1 25 | $215.9M | $2.1M | ||
| Q4 24 | $777.5M | $26.1M | ||
| Q3 24 | $225.3M | $16.0M | ||
| Q2 24 | $263.3M | $39.5M | ||
| Q1 24 | $191.0M | $23.0M |
| Q4 25 | 181.0% | 12.8% | ||
| Q3 25 | 44.8% | 38.3% | ||
| Q2 25 | 56.3% | 27.1% | ||
| Q1 25 | 47.0% | 1.0% | ||
| Q4 24 | 178.1% | 12.7% | ||
| Q3 24 | 50.6% | 8.1% | ||
| Q2 24 | 62.2% | 20.5% | ||
| Q1 24 | 45.1% | 12.5% |
| Q4 25 | 8.9% | 10.8% | ||
| Q3 25 | 1.8% | 3.4% | ||
| Q2 25 | 3.1% | 15.2% | ||
| Q1 25 | 1.6% | 29.4% | ||
| Q4 24 | 7.8% | 22.1% | ||
| Q3 24 | 1.9% | 28.9% | ||
| Q2 24 | 2.5% | 16.6% | ||
| Q1 24 | 2.6% | 23.6% |
| Q4 25 | 5.99× | 2.23× | ||
| Q3 25 | 1.91× | 0.60× | ||
| Q2 25 | 2.20× | 2.50× | ||
| Q1 25 | 1.74× | 1.68× | ||
| Q4 24 | 5.64× | 3.91× | ||
| Q3 24 | 2.67× | 2.23× | ||
| Q2 24 | 2.52× | 3.73× | ||
| Q1 24 | 1.58× | 4.72× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMH
暂无分部数据
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
