AMERICAN HOMES 4 RENT- A (AMH) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:AMH • US02665T3068

30.54 USD
-0.26 (-0.84%)
At close: Feb 3, 2026
30.54 USD
0 (0%)
After Hours: 2/3/2026, 8:04:00 PM
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to AMH. AMH was compared to 20 industry peers in the Residential REITs industry. AMH scores excellent on profitability, but there are concerns on its financial health. While showing a medium growth rate, AMH is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year AMH was profitable.
  • AMH had a positive operating cash flow in the past year.
  • Each year in the past 5 years AMH has been profitable.
  • AMH had a positive operating cash flow in each of the past 5 years.
AMH Yearly Net Income VS EBIT VS OCF VS FCFAMH Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M -1B

1.2 Ratios

  • With a decent Return On Assets value of 3.30%, AMH is doing good in the industry, outperforming 65.00% of the companies in the same industry.
  • With a decent Return On Equity value of 6.11%, AMH is doing good in the industry, outperforming 65.00% of the companies in the same industry.
  • With a decent Return On Invested Capital value of 2.84%, AMH is doing good in the industry, outperforming 65.00% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for AMH is in line with the industry average of 2.59%.
  • The last Return On Invested Capital (2.84%) for AMH is above the 3 year average (2.43%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 3.3%
ROE 6.11%
ROIC 2.84%
ROA(3y)2.63%
ROA(5y)2%
ROE(3y)4.88%
ROE(5y)3.67%
ROIC(3y)2.43%
ROIC(5y)2.3%
AMH Yearly ROA, ROE, ROICAMH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 4

1.3 Margins

  • AMH has a Profit Margin of 23.87%. This is in the better half of the industry: AMH outperforms 65.00% of its industry peers.
  • In the last couple of years the Profit Margin of AMH has grown nicely.
  • With a decent Operating Margin value of 24.85%, AMH is doing good in the industry, outperforming 65.00% of the companies in the same industry.
  • AMH's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 56.70%, AMH is doing worse than 60.00% of the companies in the same industry.
  • In the last couple of years the Gross Margin of AMH has remained more or less at the same level.
Industry RankSector Rank
OM 24.85%
PM (TTM) 23.87%
GM 56.7%
OM growth 3Y2.7%
OM growth 5Y2.51%
PM growth 3Y30.47%
PM growth 5Y24.86%
GM growth 3Y0.81%
GM growth 5Y0.84%
AMH Yearly Profit, Operating, Gross MarginsAMH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40

1

2. Health

2.1 Basic Checks

  • AMH has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • AMH has more shares outstanding than it did 1 year ago.
  • AMH has more shares outstanding than it did 5 years ago.
  • AMH has a worse debt/assets ratio than last year.
AMH Yearly Shares OutstandingAMH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M
AMH Yearly Total Debt VS Total AssetsAMH Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

2.2 Solvency

  • AMH has an Altman-Z score of 1.28. This is a bad value and indicates that AMH is not financially healthy and even has some risk of bankruptcy.
  • AMH's Altman-Z score of 1.28 is in line compared to the rest of the industry. AMH outperforms 60.00% of its industry peers.
  • AMH has a Debt/Equity ratio of 0.68. This is a neutral value indicating AMH is somewhat dependend on debt financing.
  • AMH has a better Debt to Equity ratio (0.68) than 90.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.68
Debt/FCF N/A
Altman-Z 1.28
ROIC/WACC0.41
WACC6.93%
AMH Yearly LT Debt VS Equity VS FCFAMH Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B 4B 6B

2.3 Liquidity

  • AMH has a Current Ratio of 0.18. This is a bad value and indicates that AMH is not financially healthy enough and could expect problems in meeting its short term obligations.
  • AMH's Current ratio of 0.18 is on the low side compared to the rest of the industry. AMH is outperformed by 65.00% of its industry peers.
  • A Quick Ratio of 0.18 indicates that AMH may have some problems paying its short term obligations.
  • AMH has a worse Quick ratio (0.18) than 60.00% of its industry peers.
Industry RankSector Rank
Current Ratio 0.18
Quick Ratio 0.18
AMH Yearly Current Assets VS Current LiabilitesAMH Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 22.92% over the past year.
  • Measured over the past years, AMH shows a very strong growth in Earnings Per Share. The EPS has been growing by 30.08% on average per year.
  • The Revenue for AMH has decreased by -13.77% in the past year. This is quite bad
  • AMH shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.83% yearly.
EPS 1Y (TTM)22.92%
EPS 3Y39.25%
EPS 5Y30.08%
EPS Q2Q%35%
Revenue 1Y (TTM)-13.77%
Revenue growth 3Y9.86%
Revenue growth 5Y8.83%
Sales Q2Q%7.51%

3.2 Future

  • AMH is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -8.58% yearly.
  • The Revenue is expected to grow by 7.32% on average over the next years.
EPS Next Y-17.3%
EPS Next 2Y-17.02%
EPS Next 3Y-8.58%
EPS Next 5YN/A
Revenue Next Year7.84%
Revenue Next 2Y5.88%
Revenue Next 3Y4.73%
Revenue Next 5Y7.32%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
AMH Yearly Revenue VS EstimatesAMH Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B 2B
AMH Yearly EPS VS EstimatesAMH Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0 0.5 1

2

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 25.88 indicates a quite expensive valuation of AMH.
  • AMH's Price/Earnings ratio is a bit cheaper when compared to the industry. AMH is cheaper than 75.00% of the companies in the same industry.
  • AMH's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.18.
  • AMH is valuated quite expensively with a Price/Forward Earnings ratio of 41.07.
  • Based on the Price/Forward Earnings ratio, AMH is valued a bit cheaper than 75.00% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of AMH to the average of the S&P500 Index (25.51), we can say AMH is valued expensively.
Industry RankSector Rank
PE 25.88
Fwd PE 41.07
AMH Price Earnings VS Forward Price EarningsAMH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AMH indicates a somewhat cheap valuation: AMH is cheaper than 70.00% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 16.89
AMH Per share dataAMH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15

4.3 Compensation for Growth

  • The decent profitability rating of AMH may justify a higher PE ratio.
  • A cheap valuation may be justified as AMH's earnings are expected to decrease with -8.58% in the coming years.
PEG (NY)N/A
PEG (5Y)0.86
EPS Next 2Y-17.02%
EPS Next 3Y-8.58%

5

5. Dividend

5.1 Amount

  • AMH has a Yearly Dividend Yield of 3.88%.
  • Compared to an average industry Dividend Yield of 41.00, AMH is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.83, AMH pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.88%

5.2 History

  • The dividend of AMH is nicely growing with an annual growth rate of 22.99%!
  • AMH has paid a dividend for at least 10 years, which is a reliable track record.
  • AMH has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)22.99%
Div Incr Years4
Div Non Decr Years11
AMH Yearly Dividends per shareAMH Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 101.80% of the earnings are spent on dividend by AMH. This is not a sustainable payout ratio.
  • The Dividend Rate of AMH has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP101.8%
EPS Next 2Y-17.02%
EPS Next 3Y-8.58%
AMH Yearly Income VS Free CF VS DividendAMH Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -500M -1B
AMH Dividend Payout.AMH Dividend Payout, showing the Payout Ratio.AMH Dividend Payout.PayoutRetained Earnings

AMERICAN HOMES 4 RENT- A

NYSE:AMH (2/3/2026, 8:04:00 PM)

After market: 30.54 0 (0%)

30.54

-0.26 (-0.84%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29
Earnings (Next)02-19
Inst Owners90.26%
Inst Owner Change-7.01%
Ins Owners5.99%
Ins Owner Change1.03%
Market Cap11.33B
Revenue(TTM)1.83B
Net Income(TTM)437.21M
Analysts75.71
Price Target37.77 (23.67%)
Short Float %3.09%
Short Ratio2.95
Dividend
Industry RankSector Rank
Dividend Yield 3.88%
Yearly Dividend1.08
Dividend Growth(5Y)22.99%
DP101.8%
Div Incr Years4
Div Non Decr Years11
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)77.09%
Min EPS beat(2)68.13%
Max EPS beat(2)86.06%
EPS beat(4)4
Avg EPS beat(4)92.82%
Min EPS beat(4)68.13%
Max EPS beat(4)116.38%
EPS beat(8)8
Avg EPS beat(8)83.5%
EPS beat(12)12
Avg EPS beat(12)100.84%
EPS beat(16)16
Avg EPS beat(16)83.76%
Revenue beat(2)2
Avg Revenue beat(2)1.29%
Min Revenue beat(2)1.26%
Max Revenue beat(2)1.31%
Revenue beat(4)3
Avg Revenue beat(4)0.62%
Min Revenue beat(4)-1.37%
Max Revenue beat(4)1.31%
Revenue beat(8)6
Avg Revenue beat(8)0.39%
Revenue beat(12)9
Avg Revenue beat(12)0.39%
Revenue beat(16)10
Avg Revenue beat(16)0.16%
PT rev (1m)-1.72%
PT rev (3m)-6.97%
EPS NQ rev (1m)-2.92%
EPS NQ rev (3m)-5%
EPS NY rev (1m)0.63%
EPS NY rev (3m)5.59%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)-1.12%
Revenue NY rev (1m)-0.11%
Revenue NY rev (3m)0.11%
Valuation
Industry RankSector Rank
PE 25.88
Fwd PE 41.07
P/S 6.19
P/FCF N/A
P/OCF 13.8
P/B 1.58
P/tB 1.61
EV/EBITDA 16.89
EPS(TTM)1.18
EY3.86%
EPS(NY)0.74
Fwd EY2.43%
FCF(TTM)-1.79
FCFYN/A
OCF(TTM)2.21
OCFY7.25%
SpS4.94
BVpS19.3
TBVpS18.97
PEG (NY)N/A
PEG (5Y)0.86
Graham Number22.63
Profitability
Industry RankSector Rank
ROA 3.3%
ROE 6.11%
ROCE 3.59%
ROIC 2.84%
ROICexc 2.84%
ROICexgc 2.87%
OM 24.85%
PM (TTM) 23.87%
GM 56.7%
FCFM N/A
ROA(3y)2.63%
ROA(5y)2%
ROE(3y)4.88%
ROE(5y)3.67%
ROIC(3y)2.43%
ROIC(5y)2.3%
ROICexc(3y)2.45%
ROICexc(5y)2.32%
ROICexgc(3y)2.51%
ROICexgc(5y)2.36%
ROCE(3y)3.08%
ROCE(5y)2.91%
ROICexgc growth 3Y7.87%
ROICexgc growth 5Y4.66%
ROICexc growth 3Y7.74%
ROICexc growth 5Y4.65%
OM growth 3Y2.7%
OM growth 5Y2.51%
PM growth 3Y30.47%
PM growth 5Y24.86%
GM growth 3Y0.81%
GM growth 5Y0.84%
F-Score5
Asset Turnover0.14
Health
Industry RankSector Rank
Debt/Equity 0.68
Debt/FCF N/A
Debt/EBITDA 5.06
Cap/Depr 295.64%
Cap/Sales 81.1%
Interest Coverage 2.75
Cash Conversion 85.78%
Profit Quality N/A
Current Ratio 0.18
Quick Ratio 0.18
Altman-Z 1.28
F-Score5
WACC6.93%
ROIC/WACC0.41
Cap/Depr(3y)335.63%
Cap/Depr(5y)358.29%
Cap/Sales(3y)94.51%
Cap/Sales(5y)101.96%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)22.92%
EPS 3Y39.25%
EPS 5Y30.08%
EPS Q2Q%35%
EPS Next Y-17.3%
EPS Next 2Y-17.02%
EPS Next 3Y-8.58%
EPS Next 5YN/A
Revenue 1Y (TTM)-13.77%
Revenue growth 3Y9.86%
Revenue growth 5Y8.83%
Sales Q2Q%7.51%
Revenue Next Year7.84%
Revenue Next 2Y5.88%
Revenue Next 3Y4.73%
Revenue Next 5Y7.32%
EBIT growth 1Y-9.46%
EBIT growth 3Y12.82%
EBIT growth 5Y11.56%
EBIT Next Year131.67%
EBIT Next 3Y37.38%
EBIT Next 5Y29.1%
FCF growth 1Y-37.99%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y18.7%
OCF growth 3Y10.89%
OCF growth 5Y12.13%

AMERICAN HOMES 4 RENT- A / AMH FAQ

Can you provide the ChartMill fundamental rating for AMERICAN HOMES 4 RENT- A?

ChartMill assigns a fundamental rating of 4 / 10 to AMH.


What is the valuation status of AMERICAN HOMES 4 RENT- A (AMH) stock?

ChartMill assigns a valuation rating of 2 / 10 to AMERICAN HOMES 4 RENT- A (AMH). This can be considered as Overvalued.


What is the profitability of AMH stock?

AMERICAN HOMES 4 RENT- A (AMH) has a profitability rating of 7 / 10.


What are the PE and PB ratios of AMERICAN HOMES 4 RENT- A (AMH) stock?

The Price/Earnings (PE) ratio for AMERICAN HOMES 4 RENT- A (AMH) is 25.88 and the Price/Book (PB) ratio is 1.58.


Can you provide the financial health for AMH stock?

The financial health rating of AMERICAN HOMES 4 RENT- A (AMH) is 1 / 10.