AMERICAN HOMES 4 RENT- A (AMH) Fundamental Analysis & Valuation

NYSE:AMH • US02665T3068

Current stock price

31.95 USD
+0.11 (+0.35%)
At close:
31.95 USD
0 (0%)
After Hours:

This AMH fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. AMH Profitability Analysis

1.1 Basic Checks

  • In the past year AMH was profitable.
  • In the past year AMH had a positive cash flow from operations.
  • AMH had positive earnings in each of the past 5 years.
  • 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 2025 0 500M -500M -1B

1.2 Ratios

  • With a Return On Assets value of 3.31%, AMH perfoms like the industry average, outperforming 55.00% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 6.22%, AMH is in line with its industry, outperforming 50.00% of the companies in the same industry.
  • AMH has a better Return On Invested Capital (2.86%) than 65.00% of its industry peers.
  • AMH had an Average Return On Invested Capital over the past 3 years of 2.64%. This is in line with the industry average of 2.73%.
  • The last Return On Invested Capital (2.86%) for AMH is above the 3 year average (2.64%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 3.31%
ROE 6.22%
ROIC 2.86%
ROA(3y)3.05%
ROA(5y)2.49%
ROE(3y)5.67%
ROE(5y)4.62%
ROIC(3y)2.64%
ROIC(5y)2.46%
AMH Yearly ROA, ROE, ROICAMH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2 4 6

1.3 Margins

  • Looking at the Profit Margin, with a value of 23.66%, AMH is in line with its industry, outperforming 60.00% of the companies in the same industry.
  • AMH's Profit Margin has improved in the last couple of years.
  • AMH's Operating Margin of 25.08% is fine compared to the rest of the industry. AMH outperforms 70.00% of its industry peers.
  • AMH's Operating Margin has improved in the last couple of years.
  • AMH has a worse Gross Margin (56.83%) than 60.00% of its industry peers.
  • In the last couple of years the Gross Margin of AMH has remained more or less at the same level.
Industry RankSector Rank
OM 25.08%
PM (TTM) 23.66%
GM 56.83%
OM growth 3Y4.12%
OM growth 5Y4.1%
PM growth 3Y12.15%
PM growth 5Y26.69%
GM growth 3Y0.85%
GM growth 5Y1.05%
AMH Yearly Profit, Operating, Gross MarginsAMH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40

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2

2. AMH Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AMH is destroying value.
  • AMH has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for AMH has been increased compared to 5 years ago.
  • Compared to 1 year ago, AMH has a worse debt to assets ratio.
AMH Yearly Shares OutstandingAMH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 2B 4B 6B 8B 10B

2.2 Solvency

  • Based on the Altman-Z score of 1.31, we must say that AMH is in the distress zone and has some risk of bankruptcy.
  • AMH has a better Altman-Z score (1.31) than 65.00% of its industry peers.
  • A Debt/Equity ratio of 0.72 indicates that AMH is somewhat dependend on debt financing.
  • AMH has a better Debt to Equity ratio (0.72) than 90.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Altman-Z 1.31
ROIC/WACC0.4
WACC7.11%
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 2025 0 2B 4B 6B

2.3 Liquidity

  • AMH has a Current Ratio of 0.35. This is a bad value and indicates that AMH is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.35, AMH is in line with its industry, outperforming 50.00% of the companies in the same industry.
  • A Quick Ratio of 0.35 indicates that AMH may have some problems paying its short term obligations.
  • AMH has a Quick ratio of 0.35. This is comparable to the rest of the industry: AMH outperforms 50.00% of its industry peers.
Industry RankSector Rank
Current Ratio 0.35
Quick Ratio 0.35
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 2025 200M 400M 600M 800M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. AMH Growth Analysis

3.1 Past

  • AMH shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 9.26%, which is quite good.
  • Measured over the past years, AMH shows a very strong growth in Earnings Per Share. The EPS has been growing by 33.34% on average per year.
  • Looking at the last year, AMH shows a very negative growth in Revenue. The Revenue has decreased by -14.03% in the last year.
  • The Revenue has been growing by 9.55% on average over the past years. This is quite good.
EPS 1Y (TTM)9.26%
EPS 3Y18.45%
EPS 5Y33.34%
EPS Q2Q%0%
Revenue 1Y (TTM)-14.03%
Revenue growth 3Y7.47%
Revenue growth 5Y9.55%
Sales Q2Q%4.21%

3.2 Future

  • AMH is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -13.74% yearly.
  • Based on estimates for the next years, AMH will show a decrease in Revenue. The Revenue will decrease by -4.14% on average per year.
EPS Next Y-33.24%
EPS Next 2Y-16.96%
EPS Next 3Y-13.74%
EPS Next 5YN/A
Revenue Next Year1.6%
Revenue Next 2Y1.93%
Revenue Next 3Y-4.14%
Revenue Next 5YN/A

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 decreasing: in the next years the growth will be less 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
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 2028 0 0.5 1

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2

4. AMH Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 27.08 indicates a quite expensive valuation of AMH.
  • Compared to the rest of the industry, the Price/Earnings ratio of AMH indicates a somewhat cheap valuation: AMH is cheaper than 65.00% of the companies listed in the same industry.
  • AMH is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 26.64, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 40.56, the valuation of AMH can be described as expensive.
  • 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 (21.36), we can say AMH is valued expensively.
Industry RankSector Rank
PE 27.08
Fwd PE 40.56
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

  • Based on the Enterprise Value to EBITDA ratio, AMH is valued a bit cheaper than 65.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.15
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.
  • AMH's earnings are expected to decrease with -13.74% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.81
EPS Next 2Y-16.96%
EPS Next 3Y-13.74%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. AMH Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.15%, AMH is a good candidate for dividend investing.
  • AMH's Dividend Yield is slightly below the industry average, which is at 8.94.
  • Compared to an average S&P500 Dividend Yield of 1.80, AMH pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.15%

5.2 History

  • The dividend of AMH is nicely growing with an annual growth rate of 27.16%!
  • AMH has paid a dividend for at least 10 years, which is a reliable track record.
  • AMH has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)27.16%
Div Incr Years5
Div Non Decr Years12
AMH Yearly Dividends per shareAMH Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 105.15% 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.
DP105.15%
EPS Next 2Y-16.96%
EPS Next 3Y-13.74%
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 2025 0 -500M -1B
AMH Dividend Payout.AMH Dividend Payout, showing the Payout Ratio.AMH Dividend Payout.PayoutRetained Earnings

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AMH Fundamentals: All Metrics, Ratios and Statistics

AMERICAN HOMES 4 RENT- A

NYSE:AMH (5/1/2026, 8:09:28 PM)

After market: 31.95 0 (0%)

31.95

+0.11 (+0.35%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Industry Strength34.78
Industry Growth83.85
Earnings (Last)02-19
Earnings (Next)05-06
Inst Owners92.73%
Inst Owner Change-0.18%
Ins Owners6.13%
Ins Owner Change1.32%
Market Cap11.62B
Revenue(TTM)1.85B
Net Income(TTM)437.70M
Analysts73.57
Price Target35.16 (10.05%)
Short Float %2.13%
Short Ratio1.86
Dividend
Industry RankSector Rank
Dividend Yield 4.15%
Yearly Dividend1.25
Dividend Growth(5Y)27.16%
DP105.15%
Div Incr Years5
Div Non Decr Years12
Ex-Date03-13
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)74.82%
Min EPS beat(2)68.13%
Max EPS beat(2)81.52%
EPS beat(4)4
Avg EPS beat(4)84.1%
Min EPS beat(4)68.13%
Max EPS beat(4)100.7%
EPS beat(8)8
Avg EPS beat(8)86.65%
EPS beat(12)12
Avg EPS beat(12)98.23%
EPS beat(16)16
Avg EPS beat(16)87.02%
Revenue beat(2)1
Avg Revenue beat(2)0.13%
Min Revenue beat(2)-0.99%
Max Revenue beat(2)1.26%
Revenue beat(4)3
Avg Revenue beat(4)0.72%
Min Revenue beat(4)-0.99%
Max Revenue beat(4)1.31%
Revenue beat(8)6
Avg Revenue beat(8)0.35%
Revenue beat(12)9
Avg Revenue beat(12)0.44%
Revenue beat(16)10
Avg Revenue beat(16)0.29%
PT rev (1m)-0.14%
PT rev (3m)-6.89%
EPS NQ rev (1m)10.32%
EPS NQ rev (3m)-1.04%
EPS NY rev (1m)6.69%
EPS NY rev (3m)5.94%
Revenue NQ rev (1m)-0.2%
Revenue NQ rev (3m)-3.84%
Revenue NY rev (1m)-0.16%
Revenue NY rev (3m)-2.26%
Valuation
Industry RankSector Rank
PE 27.08
Fwd PE 40.56
P/S 6.28
P/FCF N/A
P/OCF 13.45
P/B 1.65
P/tB 1.68
EV/EBITDA 17.15
EPS(TTM)1.18
EY3.69%
EPS(NY)0.79
Fwd EY2.47%
FCF(TTM)-0.35
FCFYN/A
OCF(TTM)2.38
OCFY7.44%
SpS5.09
BVpS19.33
TBVpS19
PEG (NY)N/A
PEG (5Y)0.81
Graham Number22.6566 (-29.09%)
Profitability
Industry RankSector Rank
ROA 3.31%
ROE 6.22%
ROCE 3.62%
ROIC 2.86%
ROICexc 2.89%
ROICexgc 2.92%
OM 25.08%
PM (TTM) 23.66%
GM 56.83%
FCFM N/A
ROA(3y)3.05%
ROA(5y)2.49%
ROE(3y)5.67%
ROE(5y)4.62%
ROIC(3y)2.64%
ROIC(5y)2.46%
ROICexc(3y)2.67%
ROICexc(5y)2.48%
ROICexgc(3y)2.71%
ROICexgc(5y)2.52%
ROCE(3y)3.34%
ROCE(5y)3.11%
ROICexgc growth 3Y8.2%
ROICexgc growth 5Y6.68%
ROICexc growth 3Y8.65%
ROICexc growth 5Y6.82%
OM growth 3Y4.12%
OM growth 5Y4.1%
PM growth 3Y12.15%
PM growth 5Y26.69%
GM growth 3Y0.85%
GM growth 5Y1.05%
F-Score6
Asset Turnover0.14
Health
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Debt/EBITDA 5.26
Cap/Depr 196.88%
Cap/Sales 53.67%
Interest Coverage 2.69
Cash Conversion 89.25%
Profit Quality N/A
Current Ratio 0.35
Quick Ratio 0.35
Altman-Z 1.31
F-Score6
WACC7.11%
ROIC/WACC0.4
Cap/Depr(3y)255.48%
Cap/Depr(5y)337.99%
Cap/Sales(3y)70.72%
Cap/Sales(5y)95.26%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)9.26%
EPS 3Y18.45%
EPS 5Y33.34%
EPS Q2Q%0%
EPS Next Y-33.24%
EPS Next 2Y-16.96%
EPS Next 3Y-13.74%
EPS Next 5YN/A
Revenue 1Y (TTM)-14.03%
Revenue growth 3Y7.47%
Revenue growth 5Y9.55%
Sales Q2Q%4.21%
Revenue Next Year1.6%
Revenue Next 2Y1.93%
Revenue Next 3Y-4.14%
Revenue Next 5YN/A
EBIT growth 1Y-9.35%
EBIT growth 3Y11.9%
EBIT growth 5Y14.04%
EBIT Next Year112.48%
EBIT Next 3Y32.66%
EBIT Next 5YN/A
FCF growth 1Y81.25%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y6.51%
OCF growth 3Y9.1%
OCF growth 5Y12.76%

AMERICAN HOMES 4 RENT- A / AMH Fundamental Analysis 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.


How profitable is AMERICAN HOMES 4 RENT- A (AMH) stock?

AMERICAN HOMES 4 RENT- A (AMH) has a profitability rating of 6 / 10.


What is the expected EPS growth for AMERICAN HOMES 4 RENT- A (AMH) stock?

The Earnings per Share (EPS) of AMERICAN HOMES 4 RENT- A (AMH) is expected to decline by -33.24% in the next year.


Can you provide the dividend sustainability for AMH stock?

The dividend rating of AMERICAN HOMES 4 RENT- A (AMH) is 6 / 10 and the dividend payout ratio is 105.15%.