(AMH) American Homes 4 Rent - Overview

Sector: Real Estate | Industry: REIT - Residential | Exchange: NYSE (USA) | Market Cap: 12.356m USD | Total Return: -13.2% in 12m

Rental Homes, Property Management, Real Estate
Total Rating 39
Safety 58
Buy Signal 0.09
REIT - Residential
Industry Rotation: -6.8
Market Cap: 12.4B
Avg Turnover: 81.3M USD
ATR: 1.91%
Peers RS (IBD): 17.5
Risk 5d forecast
Volatility18.7%
Rel. Tail Risk1.00%
Reward TTM
Sharpe Ratio-0.83
Alpha-16.69
Character TTM
Beta0.057
Beta Downside-0.126
Drawdowns 3y
Max DD29.73%
CAGR/Max DD-0.01
EPS (Earnings per Share) EPS (Earnings per Share) of AMH over the last years for every Quarter: "2021-03": 0.09, "2021-06": 0.06, "2021-09": 0.11, "2021-12": 0.14, "2022-03": 0.16, "2022-06": 0.16, "2022-09": 0.14, "2022-12": 0.25, "2023-03": 0.32, "2023-06": 0.27, "2023-09": 0.2, "2023-12": 0.21, "2024-03": 0.3, "2024-06": 0.25, "2024-09": 0.2, "2024-12": 0.3581, "2025-03": 0.3054, "2025-06": 0.2916, "2025-09": 0.27, "2025-12": 0.3422,
EPS CAGR: 22.47%
EPS Trend: 68.9%
Last SUE: 3.13
Qual. Beats: 16
Revenue Revenue of AMH over the last years for every Quarter: 2021-03: 312.573, 2021-06: 313.654, 2021-09: 339.563, 2021-12: 338.092, 2022-03: 356.105, 2022-06: 361.876, 2022-09: 391.627, 2022-12: 380.926, 2023-03: 397.703, 2023-06: 395.548, 2023-09: 421.697, 2023-12: 408.657, 2024-03: 423.555, 2024-06: 423.494, 2024-09: 445.055, 2024-12: 436.593, 2025-03: 459.276, 2025-06: 457.503, 2025-09: 478.464, 2025-12: 459.257,
Rev. CAGR: 7.02%
Rev. Trend: 96.7%
Last SUE: 2.83
Qual. Beats: 1

Warnings

Altman Z'' 0.29 < 1.0 - financial distress zone

Tailwinds

Pead

Description: AMH American Homes 4 Rent

American Homes 4 Rent (AMH) is an internally managed Real Estate Investment Trust (REIT). The company specializes in the ownership, operation, and development of single-family rental homes. REITs are companies that own, operate, or finance income-producing real estate across a range of property sectors.

AMHs business model involves developing, renovating, leasing, and managing these properties. The single-family rental sector has grown significantly, especially in suburban markets.

As of September 30, 2025, AMH owned over 61,000 single-family properties. Their portfolio is concentrated in the Southeast, Midwest, Southwest, and Mountain West regions of the United States. Further research on platforms like ValueRay can provide more in-depth analysis of AMHs performance and market position.

Headlines to Watch Out For
  • Rising interest rates increase borrowing costs, impacting profitability
  • Housing market slowdown reduces property acquisition opportunities
  • Rental demand growth drives occupancy rates and revenue
  • Geographic concentration in Sun Belt states exposes to regional risks
  • Development pipeline expansion boosts future rental income potential
Piotroski VR‑10 (Strict) 4.5
Net Income: 452.7m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 1.37 > 1.0
NWC/Revenue: 14.53% < 20% (prev -0.09%; Δ 14.62% < -1%)
CFO/TA 0.07 > 3% & CFO 864.3m > Net Income 452.7m
Net Debt (5.02b) to EBITDA (1.14b): 4.41 < 3
Current Ratio: 62.90 > 1.5 & < 3
Outstanding Shares: last quarter (370.2m) vs 12m ago 0.07% < -2%
Gross Margin: 43.24% > 18% (prev 0.56%; Δ 4.27k% > 0.5%)
Asset Turnover: 13.93% > 50% (prev 12.92%; Δ 1.01% > 0%)
Interest Coverage Ratio: 3.43 > 6 (EBITDA TTM 1.14b / Interest Expense TTM 185.2m)
Altman Z'' 0.29
A: 0.02 (Total Current Assets 273.8m - Total Current Liabilities 4.35m) / Total Assets 13.24b
B: -0.03 (Retained Earnings -387.6m / Total Assets 13.24b)
C: 0.05 (EBIT TTM 634.4m / Avg Total Assets 13.31b)
D: -0.07 (Book Value of Equity -377.3m / Total Liabilities 5.53b)
Altman-Z'' Score: 0.29 = B
Beneish M -2.89
DSRI: 0.82 (Receivables 42.9m/49.0m, Revenue 1.85b/1.73b)
GMI: 1.29 (GM 43.24% / 55.61%)
AQI: 1.01 (AQ_t 0.98 / AQ_t-1 0.97)
SGI: 1.07 (Revenue 1.85b / 1.73b)
TATA: -0.03 (NI 452.7m - CFO 864.3m) / TA 13.24b)
Beneish M-Score: -2.89 (Cap -4..+1) = A
What is the price of AMH shares? As of April 16, 2026, the stock is trading at USD 30.16 with a total of 1,707,846 shares traded.
Over the past week, the price has changed by +2.59%, over one month by +5.97%, over three months by -3.81% and over the past year by -13.24%.
Is AMH a buy, sell or hold? American Homes 4 Rent has received a consensus analysts rating of 3.83. Therefore, it is recommended to buy AMH.
  • StrongBuy: 6
  • Buy: 7
  • Hold: 10
  • Sell: 0
  • StrongSell: 0
What are the forecasts/targets for the AMH price?
Analysts Target Price 34.5 14.3%
American Homes 4 Rent (AMH) - Fundamental Data Overview as of 13 April 2026
P/E Trailing = 25.2203
P/E Forward = 25.4453
P/S = 6.6778
P/B = 1.5393
P/EG = 29.82
Revenue TTM = 1.85b USD
EBIT TTM = 634.4m USD
EBITDA TTM = 1.14b USD
Long Term Debt = 4.74b USD (from longTermDebt, last quarter)
Short Term Debt = 4.35m USD (from shortTermDebt, last quarter)
Debt = 5.13b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.02b USD (from netDebt column, last quarter)
Enterprise Value = 17.37b USD (12.36b + Debt 5.13b - CCE 108.5m)
Interest Coverage Ratio = 3.43 (Ebit TTM 634.4m / Interest Expense TTM 185.2m)
EV/FCF = 20.10x (Enterprise Value 17.37b / FCF TTM 864.3m)
FCF Yield = 4.98% (FCF TTM 864.3m / Enterprise Value 17.37b)
FCF Margin = 46.61% (FCF TTM 864.3m / Revenue TTM 1.85b)
Net Margin = 24.41% (Net Income TTM 452.7m / Revenue TTM 1.85b)
Gross Margin = 43.24% ((Revenue TTM 1.85b - Cost of Revenue TTM 1.05b) / Revenue TTM)
Gross Margin QoQ = 4.55% (prev 55.07%)
Tobins Q-Ratio = 1.31 (Enterprise Value 17.37b / Total Assets 13.24b)
Interest Expense / Debt = 0.88% (Interest Expense 45.3m / Debt 5.13b)
Taxrate = 21.0% (US default 21%)
NOPAT = 501.1m (EBIT 634.4m * (1 - 21.00%))
Current Ratio = 62.90 (Total Current Assets 273.8m / Total Current Liabilities 4.35m)
Debt / Equity = 0.73 (Debt 5.13b / totalStockholderEquity, last quarter 7.03b)
Debt / EBITDA = 4.41 (Net Debt 5.02b / EBITDA 1.14b)
Debt / FCF = 5.80 (Net Debt 5.02b / FCF TTM 864.3m)
Total Stockholder Equity = 7.13b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.40% (Net Income 452.7m / Total Assets 13.24b)
RoE = 6.35% (Net Income TTM 452.7m / Total Stockholder Equity 7.13b)
RoCE = 5.35% (EBIT 634.4m / Capital Employed (Equity 7.13b + L.T.Debt 4.74b))
RoIC = 4.13% (NOPAT 501.1m / Invested Capital 12.13b)
WACC = 4.56% (E(12.36b)/V(17.48b) * Re(6.16%) + D(5.13b)/V(17.48b) * Rd(0.88%) * (1-Tc(0.21)))
Discount Rate = 6.16% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares Correlation 3-Years: 100.0 | Cagr: 0.93%
[DCF] Terminal Value 87.31% ; FCFF base≈794.5m ; Y1≈881.9m ; Y5≈1.15b
[DCF] Fair Price = 79.46 (EV 33.88b - Net Debt 5.02b = Equity 28.86b / Shares 363.2m; r=6.0% [WACC]; 5y FCF grow 12.68% → 3.0% )
EPS Correlation: 68.93 | EPS CAGR: 22.47% | SUE: 3.13 | # QB: 16
Revenue Correlation: 96.66 | Revenue CAGR: 7.02% | SUE: 2.83 | # QB: 1
EPS next Quarter (2026-06-30): EPS=0.16 | Chg7d=-0.001 | Chg30d=-0.001 | Revisions Net=-1 | Analysts=3
EPS current Year (2026-12-31): EPS=0.63 | Chg7d=-0.002 | Chg30d=-0.002 | Revisions Net=-1 | Growth EPS=-48.5% | Growth Revenue=+2.4%
EPS next Year (2027-12-31): EPS=0.68 | Chg7d=-0.004 | Chg30d=-0.004 | Revisions Net=+1 | Growth EPS=+8.8% | Growth Revenue=+4.0%
[Analyst] Revisions Ratio: -1.00 (0 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.0% (Discount Rate 7.9% - Earnings Yield 4.0%)
[Growth] Growth Spread = -2.0% (Analyst 1.9% - Implied 4.0%)
External Resources
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