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American Homes 4 Rent（AMH）与LifeStance Health Group, Inc.（LFST）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LifeStance Health Group, Inc.的1.2倍（$455.0M vs $382.2M），American Homes 4 Rent净利率更高（31.7% vs 3.1%，领先28.7%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% 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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
AMH vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $382.2M |
| 净利润 | $144.3M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 4.7% |
| 净利率 | 31.7% | 3.1% |
| 营收同比 | 4.2% | 17.4% |
| 净利润同比 | 0.3% | 264.1% |
| 每股收益（稀释后） | $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
| Q4 25 | $455.0M | $382.2M | ||
| Q3 25 | $478.5M | $363.8M | ||
| Q2 25 | $457.5M | $345.3M | ||
| Q1 25 | $459.3M | $333.0M | ||
| Q4 24 | $436.6M | $325.5M | ||
| Q3 24 | $445.1M | $312.7M | ||
| Q2 24 | $423.5M | $312.3M | ||
| Q1 24 | $423.6M | $300.4M |
| Q4 25 | $144.3M | $11.7M | ||
| Q3 25 | $116.8M | $1.1M | ||
| Q2 25 | $123.6M | $-3.8M | ||
| Q1 25 | $128.7M | $709.0K | ||
| Q4 24 | $143.9M | $-7.1M | ||
| Q3 24 | $87.6M | $-6.0M | ||
| Q2 24 | $108.5M | $-23.3M | ||
| Q1 24 | $128.1M | $-21.1M |
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | -5.1% | ||
| Q1 24 | — | -5.6% |
| Q4 25 | 31.7% | 3.1% | ||
| Q3 25 | 24.4% | 0.3% | ||
| Q2 25 | 27.0% | -1.1% | ||
| Q1 25 | 28.0% | 0.2% | ||
| Q4 24 | 33.0% | -2.2% | ||
| Q3 24 | 19.7% | -1.9% | ||
| Q2 24 | 25.6% | -7.5% | ||
| Q1 24 | 30.2% | -7.0% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.33 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $0.25 | — | ||
| Q1 24 | $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 | $108.5M | $248.6M |
| 总债务越低越好 | $5.1B | $282.8M |
| 股东权益账面价值 | $7.0B | $1.5B |
| 总资产 | $13.2B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $248.6M | ||
| Q3 25 | $45.6M | $203.9M | ||
| Q2 25 | $323.3M | $188.9M | ||
| Q1 25 | $69.7M | $134.3M | ||
| Q4 24 | $199.4M | $154.6M | ||
| Q3 24 | $162.5M | $102.6M | ||
| Q2 24 | $718.4M | $87.0M | ||
| Q1 24 | $124.8M | $49.5M |
| Q4 25 | $5.1B | $282.8M | ||
| Q3 25 | $4.8B | $284.6M | ||
| Q2 25 | $5.2B | $286.4M | ||
| Q1 25 | $4.9B | $288.2M | ||
| Q4 24 | $5.0B | $290.0M | ||
| Q3 24 | $4.5B | $287.3M | ||
| Q2 24 | $5.0B | $288.0M | ||
| Q1 24 | $4.5B | $288.8M |
| Q4 25 | $7.0B | $1.5B | ||
| Q3 25 | $7.2B | $1.5B | ||
| Q2 25 | $7.2B | $1.5B | ||
| Q1 25 | $7.2B | $1.5B | ||
| Q4 24 | $7.2B | $1.4B | ||
| Q3 24 | $7.0B | $1.4B | ||
| Q2 24 | $7.0B | $1.4B | ||
| Q1 24 | $7.0B | $1.4B |
| Q4 25 | $13.2B | $2.2B | ||
| Q3 25 | $13.3B | $2.1B | ||
| Q2 25 | $13.6B | $2.1B | ||
| Q1 25 | $13.3B | $2.1B | ||
| Q4 24 | $13.4B | $2.1B | ||
| Q3 24 | $12.8B | $2.1B | ||
| Q2 24 | $13.3B | $2.1B | ||
| Q1 24 | $12.8B | $2.1B |
| Q4 25 | 0.72× | 0.19× | ||
| Q3 25 | 0.68× | 0.19× | ||
| Q2 25 | 0.72× | 0.19× | ||
| Q1 25 | 0.69× | 0.20× | ||
| Q4 24 | 0.70× | 0.20× | ||
| Q3 24 | 0.64× | 0.20× | ||
| Q2 24 | 0.71× | 0.20× | ||
| Q1 24 | 0.64× | 0.20× |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $46.6M |
| 自由现金流率自由现金流/营收 | 181.0% | 12.2% |
| 资本支出强度资本支出/营收 | 8.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 5.99× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $57.6M | ||
| Q3 25 | $223.3M | $27.3M | ||
| Q2 25 | $271.9M | $64.4M | ||
| Q1 25 | $223.4M | $-3.1M | ||
| Q4 24 | $811.5M | $62.3M | ||
| Q3 24 | $233.6M | $22.7M | ||
| Q2 24 | $274.0M | $44.1M | ||
| Q1 24 | $201.8M | $-21.8M |
| Q4 25 | $823.7M | $46.6M | ||
| Q3 25 | $214.5M | $17.0M | ||
| Q2 25 | $257.7M | $56.6M | ||
| Q1 25 | $215.9M | $-10.3M | ||
| Q4 24 | $777.5M | $56.0M | ||
| Q3 24 | $225.3M | $17.7M | ||
| Q2 24 | $263.3M | $39.0M | ||
| Q1 24 | $191.0M | $-26.9M |
| Q4 25 | 181.0% | 12.2% | ||
| Q3 25 | 44.8% | 4.7% | ||
| Q2 25 | 56.3% | 16.4% | ||
| Q1 25 | 47.0% | -3.1% | ||
| Q4 24 | 178.1% | 17.2% | ||
| Q3 24 | 50.6% | 5.7% | ||
| Q2 24 | 62.2% | 12.5% | ||
| Q1 24 | 45.1% | -9.0% |
| Q4 25 | 8.9% | 2.9% | ||
| Q3 25 | 1.8% | 2.8% | ||
| Q2 25 | 3.1% | 2.2% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 7.8% | 1.9% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 2.5% | 1.6% | ||
| Q1 24 | 2.6% | 1.7% |
| Q4 25 | 5.99× | 4.93× | ||
| Q3 25 | 1.91× | 25.34× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | -4.36× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
