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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 Framework: Real Estate Investment Trusts Large Cap
American Homes 4 Rent (AMH), is a Large Cap company, in the REIT - Residential industry, last closed at $31.89, about 77.6% overvalued vs fair value, +0.9% 1Y return, placing in the top 25% of its sector.
Metrics P/E 27.1× Rev Growth 7.0% ROE 6.4% Gross Margin 56.8% Div Yield 3.86%
USD 31.89
0.92%
(Delayed)
• Vol 90d: 17.5%
52-Week Range
Market Cap
$11.47B
Enterprise Value
$17.19B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Fair
Completeness: 100%
Confidence: 97%
Updated: Oct 31
Top Beats
No strong beats yet

Quick Facts

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

Next Events

Earnings Call Nov 5

Fair Value Snapshot

Bear Base Bull
$6
$7
$8
Current: $31.89 -78% 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
7%%
Net Operating Income
$464.1M
12.4%%
Net Income
$437.7M
9.8%%
FFO (Funds From Operations)
$738.5M
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
62.3%
Excellent

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$610.3M
98.4% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
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
73
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Conservative Leverage Leverage is conservative (score 0.83), providing refinancing flexibility.
  • Stable NOI Performance NOI stability is excellent (score 0.87), suggesting reliable rent streams.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Rent Pricing Power

Moderate
74
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Signals, strengths and risks for Rent Pricing Power

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Signals, strengths and risks for AFFO Strength

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Signals, strengths and risks for Balance Sheet & Cost of Capital

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Signals, strengths and risks for Capital Recycling & Growth

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Signals, strengths and risks for Operational Efficiency

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Signals, strengths and risks for Portfolio Quality & Diversification

Trade-Off Ledger™

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

Equity REITs vs Industry Peers 99% Coverage
Trade-Off Triangle Visualization A ternary plot showing AMH's balance between Growth (33.7%), Profitability (27.7%), and Safety (38.6%). Growth 34% Safety 39% Profitability 28%

Click axes to expand details. Marker shows current allocation.

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Growth

61th percentile vs peers
62
Key Signals
Rev Growth YoY 7.0% 72p Revenue CAGR 3Y 7.5% 68p Buyback % -0.8% 85p FFO Growth YoY 6.9% 54p AFFO/Share 1.67 53p
Strengths
  • Growth above peer median with strong metric coverage (100%)
  • Buyback % in top 20% of peers (-0.8%, 85th percentile)
  • Equity/Assets in top 20% of peers (58.2%, 83th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

50th percentile vs peers
51
Key Signals
Strengths
Risks
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Safety

70th percentile vs peers
71
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$7.13
- - -
-77.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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