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

  • AMH had positive earnings in the past year.
  • AMH had a positive operating cash flow in the past year.
  • Each year in the past 5 years AMH has been profitable.
  • In the past 5 years AMH always reported a positive cash flow from operatings.
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

  • AMH has a Return On Assets of 3.31%. This is comparable to the rest of the industry: AMH outperforms 55.00% of its industry peers.
  • AMH's Return On Equity of 6.22% is in line compared to the rest of the industry. AMH outperforms 50.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 2.86%, AMH is in the better half of 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 2.73%.
  • 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

  • The Profit Margin of AMH (23.66%) is comparable to the rest of the industry.
  • AMH's Profit Margin has improved in the last couple of years.
  • AMH has a Operating Margin of 25.08%. This is in the better half of the industry: AMH outperforms 70.00% of its industry peers.
  • In the last couple of years the Operating Margin of AMH has grown nicely.
  • The Gross Margin of AMH (56.83%) is worse 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

  • AMH has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for AMH has been reduced compared to 1 year ago.
  • Compared to 5 years ago, AMH has more shares outstanding
  • 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 Altman-Z score of 1.31. This is in the better half of the industry: AMH outperforms 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 Debt to Equity ratio of 0.72. This is amongst the best in the industry. AMH outperforms 90.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Altman-Z 1.31
ROIC/WACC0.4
WACC7.13%
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

  • A Current Ratio of 0.35 indicates that AMH may have some problems paying its short term obligations.
  • AMH's Current ratio of 0.35 is in line compared to the rest of the industry. AMH outperforms 50.00% of its industry peers.
  • A Quick Ratio of 0.35 indicates that AMH may have some problems paying its short term obligations.
  • AMH's Quick ratio of 0.35 is in line compared 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.
  • AMH shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 33.34% yearly.
  • The Revenue for AMH has decreased by -14.03% 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 9.55% yearly.
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

  • Based on estimates for the next years, AMH will show a very negative growth in Earnings Per Share. The EPS will decrease by -13.74% on average per year.
  • AMH is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -4.14% yearly.
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

  • The Price/Earnings ratio is 27.08, which means the current valuation is very expensive for AMH.
  • 65.00% of the companies in the same industry are more expensive than AMH, based on the Price/Earnings ratio.
  • AMH's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.64.
  • AMH is valuated quite expensively with a Price/Forward Earnings ratio of 40.56.
  • Based on the Price/Forward Earnings ratio, AMH is valued a bit cheaper than 80.00% of the companies in the same industry.
  • AMH's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 21.36.
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 70.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.11
AMH Per share dataAMH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15

4.3 Compensation for Growth

  • AMH has a very decent profitability rating, which may justify a higher PE ratio.
  • A cheap valuation may be justified as AMH's earnings are expected to decrease with -13.74% in the coming years.
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

  • AMH has a Yearly Dividend Yield of 4.31%, which is a nice return.
  • Compared to an average industry Dividend Yield of 9.15, AMH has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, AMH pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.31%

5.2 History

  • On average, the dividend of AMH grows each year by 27.16%, which is quite nice.
  • 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, 6:40:00 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 Target35.22 (10.23%)
Short Float %2.13%
Short Ratio1.86
Dividend
Industry RankSector Rank
Dividend Yield 4.31%
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)-4.56%
PT rev (3m)-6.76%
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)-0.04%
Revenue NQ rev (3m)-3.78%
Revenue NY rev (1m)-0.99%
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 17.11
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
WACC7.13%
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%.