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American Homes 4 Rent（AMH）与Dave & Buster's Entertainment, Inc.（PLAY）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Dave & Buster's Entertainment, Inc.的1.0倍（$455.0M vs $448.2M），American Homes 4 Rent净利率更高（31.7% vs -9.4%，领先41.1%），American Homes 4 Rent同比增速更快（4.2% vs -1.1%），American Homes 4 Rent自由现金流更多（$823.7M vs $-20.6M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -13.5%）
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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
AMH vs PLAY — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $448.2M |
| 净利润 | $144.3M | $-42.1M |
| 毛利率 | — | 85.8% |
| 营业利润率 | — | -3.6% |
| 净利率 | 31.7% | -9.4% |
| 营收同比 | 4.2% | -1.1% |
| 净利润同比 | 0.3% | -28.7% |
| 每股收益（稀释后） | $0.33 | $-1.22 |
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 | $448.2M | ||
| Q3 25 | $478.5M | $557.4M | ||
| Q2 25 | $457.5M | $567.7M | ||
| Q1 25 | $459.3M | $534.5M | ||
| Q4 24 | $436.6M | $453.0M | ||
| Q3 24 | $445.1M | $557.1M | ||
| Q2 24 | $423.5M | $588.1M | ||
| Q1 24 | $423.6M | $599.0M |
| Q4 25 | $144.3M | $-42.1M | ||
| Q3 25 | $116.8M | $11.4M | ||
| Q2 25 | $123.6M | $21.7M | ||
| Q1 25 | $128.7M | $9.3M | ||
| Q4 24 | $143.9M | $-32.7M | ||
| Q3 24 | $87.6M | $40.3M | ||
| Q2 24 | $108.5M | $41.4M | ||
| Q1 24 | $128.1M | $36.1M |
| Q4 25 | — | 85.8% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | — | 85.5% | ||
| Q1 25 | — | 85.5% | ||
| Q4 24 | — | 85.0% | ||
| Q3 24 | — | 85.3% | ||
| Q2 24 | — | 85.2% | ||
| Q1 24 | — | 84.1% |
| Q4 25 | — | -3.6% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 14.5% | ||
| Q1 24 | — | 14.9% |
| Q4 25 | 31.7% | -9.4% | ||
| Q3 25 | 24.4% | 2.0% | ||
| Q2 25 | 27.0% | 3.8% | ||
| Q1 25 | 28.0% | 1.7% | ||
| Q4 24 | 33.0% | -7.2% | ||
| Q3 24 | 19.7% | 7.2% | ||
| Q2 24 | 25.6% | 7.0% | ||
| Q1 24 | 30.2% | 6.0% |
| Q4 25 | $0.33 | $-1.22 | ||
| Q3 25 | $0.27 | $0.32 | ||
| Q2 25 | $0.28 | $0.62 | ||
| Q1 25 | $0.30 | $0.32 | ||
| Q4 24 | $0.33 | $-0.84 | ||
| Q3 24 | $0.20 | $0.99 | ||
| Q2 24 | $0.25 | $0.99 | ||
| Q1 24 | $0.30 | $0.95 |
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 | $13.6M |
| 总债务越低越好 | $5.1B | $1.6B |
| 股东权益账面价值 | $7.0B | $130.8M |
| 总资产 | $13.2B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.72× | 12.17× |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $13.6M | ||
| Q3 25 | $45.6M | $12.0M | ||
| Q2 25 | $323.3M | $11.9M | ||
| Q1 25 | $69.7M | $6.9M | ||
| Q4 24 | $199.4M | $8.6M | ||
| Q3 24 | $162.5M | $13.1M | ||
| Q2 24 | $718.4M | $32.1M | ||
| Q1 24 | $124.8M | $37.3M |
| Q4 25 | $5.1B | $1.6B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $4.9B | $1.5B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $4.5B | $1.3B | ||
| Q2 24 | $5.0B | $1.3B | ||
| Q1 24 | $4.5B | $1.3B |
| Q4 25 | $7.0B | $130.8M | ||
| Q3 25 | $7.2B | $166.2M | ||
| Q2 25 | $7.2B | $146.8M | ||
| Q1 25 | $7.2B | $145.8M | ||
| Q4 24 | $7.2B | $226.6M | ||
| Q3 24 | $7.0B | $284.4M | ||
| Q2 24 | $7.0B | $292.5M | ||
| Q1 24 | $7.0B | $251.2M |
| Q4 25 | $13.2B | $4.1B | ||
| Q3 25 | $13.3B | $4.1B | ||
| Q2 25 | $13.6B | $4.1B | ||
| Q1 25 | $13.3B | $4.0B | ||
| Q4 24 | $13.4B | $3.9B | ||
| Q3 24 | $12.8B | $3.8B | ||
| Q2 24 | $13.3B | $3.8B | ||
| Q1 24 | $12.8B | $3.8B |
| Q4 25 | 0.72× | 12.17× | ||
| Q3 25 | 0.68× | 9.57× | ||
| Q2 25 | 0.72× | 10.98× | ||
| Q1 25 | 0.69× | 10.45× | ||
| Q4 24 | 0.70× | 6.58× | ||
| Q3 24 | 0.64× | 4.72× | ||
| Q2 24 | 0.71× | 4.58× | ||
| Q1 24 | 0.64× | 5.33× |
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 | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-20.6M |
| 自由现金流率自由现金流/营收 | 181.0% | -4.6% |
| 资本支出强度资本支出/营收 | 8.9% | 17.5% |
| 现金转化率经营现金流/净利润 | 5.99× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-195.6M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $58.0M | ||
| Q3 25 | $223.3M | $34.0M | ||
| Q2 25 | $271.9M | $95.8M | ||
| Q1 25 | $223.4M | $108.9M | ||
| Q4 24 | $811.5M | $-7.2M | ||
| Q3 24 | $233.6M | $101.8M | ||
| Q2 24 | $274.0M | $108.8M | ||
| Q1 24 | $201.8M | $97.2M |
| Q4 25 | $823.7M | $-20.6M | ||
| Q3 25 | $214.5M | $-55.2M | ||
| Q2 25 | $257.7M | $-58.8M | ||
| Q1 25 | $215.9M | $-61.0M | ||
| Q4 24 | $777.5M | $-138.4M | ||
| Q3 24 | $225.3M | $-14.3M | ||
| Q2 24 | $263.3M | $-4.2M | ||
| Q1 24 | $191.0M | $-25.4M |
| Q4 25 | 181.0% | -4.6% | ||
| Q3 25 | 44.8% | -9.9% | ||
| Q2 25 | 56.3% | -10.4% | ||
| Q1 25 | 47.0% | -11.4% | ||
| Q4 24 | 178.1% | -30.6% | ||
| Q3 24 | 50.6% | -2.6% | ||
| Q2 24 | 62.2% | -0.7% | ||
| Q1 24 | 45.1% | -4.2% |
| Q4 25 | 8.9% | 17.5% | ||
| Q3 25 | 1.8% | 16.0% | ||
| Q2 25 | 3.1% | 27.2% | ||
| Q1 25 | 1.6% | 31.8% | ||
| Q4 24 | 7.8% | 29.0% | ||
| Q3 24 | 1.9% | 20.8% | ||
| Q2 24 | 2.5% | 19.2% | ||
| Q1 24 | 2.6% | 20.5% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 2.98× | ||
| Q2 25 | 2.20× | 4.41× | ||
| Q1 25 | 1.74× | 11.71× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 2.53× | ||
| Q2 24 | 2.52× | 2.63× | ||
| Q1 24 | 1.58× | 2.69× |
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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
