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Company Analysis

American Homes 4 Rent AMH

A comprehensive view of key metrics, scores, and financial health for American Homes 4 Rent

Overview of American Homes 4 Rent

AMH NYQ
Real Estate REIT - Residential Large Cap
American Homes 4 Rent (AMH), is a Large Cap company, in the REIT - Residential industry, last closed at $28.37, about 47.8% undervalued vs fair value, -21.2% 1Y return, ranked 147/330 in sector.
$28.37
-0.87%
As of March 13, 2026
Previous close • Vol 90d: 21.7%
Market Cap
$11.99B
Enterprise Value
$17.00B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.amh.com
HQ Las Vegas, NV
Employees 1,598
Fiscal year Dec 31

Next Events

Dividend Mar 31
Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$37
$42
$47
Current: $28.37 +48% vs base

Engine Room Money Flow™

Large Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.9B
8%%
Net Operating Income
$451.9M
9.4%%
Net Income
$397.2M
9.8%%
FFO (Funds From Operations)
$1.1B
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
41.8%
Excellent

Dividends / FFO - basic dividend safety

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$622.2M
56.6% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
1/3
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating American Homes 4 Rent's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
74
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Strong
76
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing AMH's balance between Growth (33.7%), Profitability (35.5%), and Safety (30.9%). Growth 34% Safety 31% Profitability 35%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
58
Key Signals
Rev Growth YoY 8.0% 75p Revenue CAGR 3Y 7.8% 62p AFFO/Share 2.58 70p EPS CAGR 3Y 32.6% 92p FFO/Share 2.58 50p
Strengths
  • Cash Flow To Debt Ratio in top 20% of peers (4.83, 88th percentile)
  • Consistently strong margins across 4 metrics
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

61th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
53
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for American Homes 4 Rent.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$41.93
- - -
+47.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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