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American Homes 4 Rent（AMH）与Sachem Capital Corp.（SACH）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Sachem Capital Corp.的37.9倍（$455.0M vs $12.0M），American Homes 4 Rent净利率更高（31.7% vs 8.3%，领先23.4%），American Homes 4 Rent同比增速更快（4.2% vs -18.8%），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -13.4%）
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。
Sachem Head Capital Management是一家总部位于美国纽约市的价值型投资管理公司，由斯科特·弗格森负责运营管理，专注于遵循价值投资理念开展投资管理业务。
AMH vs SACH — 直观对比
营收规模更大
AMH
是对方的37.9倍
$12.0M
营收增速更快
AMH
高出23.1%
-18.8%
净利率更高
AMH
高出23.4%
8.3%
两年增速更快
AMH
近两年复合增速
-13.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $12.0M |
| 净利润 | $144.3M | $997.0K |
| 毛利率 | — | — |
| 营业利润率 | — | -3.1% |
| 净利率 | 31.7% | 8.3% |
| 营收同比 | 4.2% | -18.8% |
| 净利润同比 | 0.3% | 119.7% |
| 每股收益（稀释后） | $0.33 | $0.00 |
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AMHSACH
| Q4 25 | $455.0M | — | ||
| Q3 25 | $478.5M | $12.0M | ||
| Q2 25 | $457.5M | $10.8M | ||
| Q1 25 | $459.3M | $11.4M | ||
| Q4 24 | $436.6M | $10.8M | ||
| Q3 24 | $445.1M | $14.8M | ||
| Q2 24 | $423.5M | $15.1M | ||
| Q1 24 | $423.6M | $16.8M |
净利润AMHSACH
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $997.0K | ||
| Q2 25 | $123.6M | $1.9M | ||
| Q1 25 | $128.7M | $904.0K | ||
| Q4 24 | $143.9M | $-36.1M | ||
| Q3 24 | $87.6M | $-5.1M | ||
| Q2 24 | $108.5M | $-3.1M | ||
| Q1 24 | $128.1M | $4.7M |
营业利润率AMHSACH
| Q4 25 | — | — | ||
| Q3 25 | — | -3.1% | ||
| Q2 25 | — | 9.9% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | -131.1% | ||
| Q3 24 | — | -32.6% | ||
| Q2 24 | — | -20.6% | ||
| Q1 24 | — | 25.4% |
净利率AMHSACH
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | 8.3% | ||
| Q2 25 | 27.0% | 17.5% | ||
| Q1 25 | 28.0% | 7.9% | ||
| Q4 24 | 33.0% | -335.6% | ||
| Q3 24 | 19.7% | -34.2% | ||
| Q2 24 | 25.6% | -20.2% | ||
| Q1 24 | 30.2% | 27.8% |
每股收益（稀释后）AMHSACH
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $0.00 | ||
| Q2 25 | $0.28 | $0.02 | ||
| Q1 25 | $0.30 | $0.00 | ||
| Q4 24 | $0.33 | $-0.79 | ||
| Q3 24 | $0.20 | $-0.13 | ||
| Q2 24 | $0.25 | $-0.09 | ||
| Q1 24 | $0.30 | $0.08 |
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 | $12.6M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $175.6M |
| 总资产 | $13.2B | $484.4M |
| 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AMHSACH
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $12.6M | ||
| Q2 25 | $323.3M | $23.5M | ||
| Q1 25 | $69.7M | $25.8M | ||
| Q4 24 | $199.4M | $19.6M | ||
| Q3 24 | $162.5M | $7.4M | ||
| Q2 24 | $718.4M | $12.4M | ||
| Q1 24 | $124.8M | $56.8M |
总债务AMHSACH
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | $230.2M | ||
| Q4 24 | $5.0B | $230.2M | ||
| Q3 24 | $4.5B | $264.7M | ||
| Q2 24 | $5.0B | $264.7M | ||
| Q1 24 | $4.5B | $288.4M |
股东权益AMHSACH
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $175.6M | ||
| Q2 25 | $7.2B | $177.9M | ||
| Q1 25 | $7.2B | $179.3M | ||
| Q4 24 | $7.2B | $181.7M | ||
| Q3 24 | $7.0B | $220.6M | ||
| Q2 24 | $7.0B | $230.2M | ||
| Q1 24 | $7.0B | $237.4M |
总资产AMHSACH
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $484.4M | ||
| Q2 25 | $13.6B | $501.8M | ||
| Q1 25 | $13.3B | $491.4M | ||
| Q4 24 | $13.4B | $492.0M | ||
| Q3 24 | $12.8B | $555.5M | ||
| Q2 24 | $13.3B | $586.3M | ||
| Q1 24 | $12.8B | $626.5M |
负债/权益比AMHSACH
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | 1.28× | ||
| Q4 24 | 0.70× | 1.27× | ||
| Q3 24 | 0.64× | 1.20× | ||
| Q2 24 | 0.71× | 1.15× | ||
| Q1 24 | 0.64× | 1.21× |
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 | $4.9M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | — |
| 自由现金流率自由现金流/营收 | 181.0% | — |
| 资本支出强度资本支出/营收 | 8.9% | — |
| 现金转化率经营现金流/净利润 | 5.99× | 4.95× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流AMHSACH
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $4.9M | ||
| Q2 25 | $271.9M | $501.0K | ||
| Q1 25 | $223.4M | $191.0K | ||
| Q4 24 | $811.5M | $12.9M | ||
| Q3 24 | $233.6M | $2.3M | ||
| Q2 24 | $274.0M | $7.0M | ||
| Q1 24 | $201.8M | $4.2M |
自由现金流AMHSACH
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | — |
自由现金流率AMHSACH
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | — |
资本支出强度AMHSACH
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | — |
现金转化率AMHSACH
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 4.95× | ||
| Q2 25 | 2.20× | 0.27× | ||
| Q1 25 | 1.74× | 0.21× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | 0.90× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
