Overview Dividends

(AMH) American Homes 4 Rent - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US02665T3068

Rental Homes, Property Management, Real Estate, Single-Family

Single-Family Residential REITs
Market Cap in USD: 13,486m
IPO / Inception: 2013-08-01
Return 12m vs S&P 500: -24.7%

EPS (Earnings per Share)

EPS (Earnings per Share) of AMH over the last years for every Quarter: "2020-12": 0.09, "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": 0.2786,
EPS CAGR: 20.14%
EPS Trend: 71.8%
Last SUE: 2.14
Qual. Beats: 16

Revenue

Revenue of AMH over the last years for every Quarter: 2020-12: 296.551, 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: 478.464, 2025-09: 478.464,
Rev. CAGR: 9.70%
Rev. Trend: 97.4%
Last SUE: 0.24
Qual. Beats: 0

Dividends

Dividend Yield 3.79%
Yield on Cost 5y 4.59%
Yield CAGR 5y 31.61%
Payout Consistency 97.7%
Payout Ratio 97.3%
Risk via 5d forecast
Volatility 24.0%
Value at Risk 5%th 38.7%
Relative Tail Risk -2.03%
Reward TTM
Sharpe Ratio -0.61
Alpha -21.33
CAGR/Max DD 0.06
Character TTM
Hurst Exponent 0.426
Beta 0.448
Beta Downside 0.367
Drawdowns 3y
Max DD 24.22%
Mean DD 7.75%
Median DD 6.82%

Description: AMH American Homes 4 Rent January 02, 2026

American Homes 4 Rent (NYSE: AMH) is a vertically integrated REIT that acquires, develops, renovates, leases, and manages single-family rental homes across the Southeast, Midwest, Southwest, and Mountain West. As of September 30 2025 the company owned more than 61,000 properties and has earned recognitions such as a 2025 Great Place to Work, a 2025 Top U.S. Homebuilder (Builder100), and a 2025 Most Trustworthy Company (Newsweek/Statista). The firm is internally managed out of Maryland and trades under the GICS sub-industry “Single-Family Residential REITs.”

Key operating metrics that analysts watch include an occupancy rate that has hovered around 96% in 2024-25, average rent growth of roughly 5% year-over-year, and adjusted funds-from-operations (AFFO) of about $1.25 per share in the most recent quarter. The sector is being driven by a persistent shortage of new home construction, demographic shifts favoring renting among millennials and Gen Z, and the sensitivity of REIT valuations to interest-rate movements-higher rates can compress cap rates and pressure share prices, while a tight rental supply supports rent-price momentum.

If you want a data-rich, side-by-side comparison of AMH’s valuation and risk profile, the ValueRay platform offers a concise dashboard that can help you dig deeper.

Piotroski VR‑10 (Strict, 0-10) 3.5

Net Income (446.2m TTM) > 0 and > 6% of Revenue (6% = 111.2m TTM)
FCFTA 0.05 (>2.0%) and ΔFCFTA -0.58pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue -19.91% (prev -7.10%; Δ -12.81pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.06 (>3.0%) and CFO 820.7m > Net Income 446.2m (YES >=105%, WARN >=100%)
Net Debt (4.82b) to EBITDA (755.0m) ratio: 6.38 <= 3.0 (WARN <= 3.5)
Current Ratio 0.39 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (371.1m) change vs 12m ago 0.95% (target <= -2.0% for YES)
Gross Margin 55.74% (prev 55.30%; Δ 0.44pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 14.20% (prev 13.24%; Δ 0.96pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 2.05 (EBITDA TTM 755.0m / Interest Expense TTM 186.3m) >= 6 (WARN >= 3)

Altman Z'' -0.16

(A) -0.03 = (Total Current Assets 232.5m - Total Current Liabilities 601.5m) / Total Assets 13.25b
(B) -0.03 = Retained Earnings (Balance) -400.4m / Total Assets 13.25b
(C) 0.03 = EBIT TTM 381.4m / Avg Total Assets 13.05b
(D) -0.07 = Book Value of Equity -389.8m / Total Liabilities 5.42b
Total Rating: -0.16 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 65.01

1. Piotroski 3.50pt
2. FCF Yield 3.62%
3. FCF Margin 35.72%
4. Debt/Equity 0.68
5. Debt/Ebitda 6.38
6. ROIC - WACC (= -3.20)%
7. RoE 6.23%
8. Rev. Trend 97.44%
9. EPS Trend 71.83%

What is the price of AMH shares?

As of January 10, 2026, the stock is trading at USD 31.02 with a total of 5,156,825 shares traded.
Over the past week, the price has changed by -2.82%, over one month by +3.85%, over three months by -3.74% and over the past year by -8.90%.

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.
  • Strong Buy: 6
  • Buy: 7
  • Hold: 10
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the AMH price?

Issuer Target Up/Down from current
Wallstreet Target Price 37.6 21.1%
Analysts Target Price 37.6 21.1%
ValueRay Target Price 32.9 6%

AMH Fundamental Data Overview January 04, 2026

P/E Trailing = 27.0508
P/E Forward = 34.7222
P/S = 7.3618
P/B = 1.6635
P/EG = 29.82
Beta = 0.805
Revenue TTM = 1.85b USD
EBIT TTM = 381.4m USD
EBITDA TTM = 755.0m USD
Long Term Debt = 4.73b USD (from longTermDebt, last quarter)
Short Term Debt = 110.0m USD (from shortTermDebt, last quarter)
Debt = 4.86b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 4.82b USD (from netDebt column, last quarter)
Enterprise Value = 18.30b USD (13.49b + Debt 4.86b - CCE 45.6m)
Interest Coverage Ratio = 2.05 (Ebit TTM 381.4m / Interest Expense TTM 186.3m)
FCF Yield = 3.62% (FCF TTM 661.9m / Enterprise Value 18.30b)
FCF Margin = 35.72% (FCF TTM 661.9m / Revenue TTM 1.85b)
Net Margin = 24.08% (Net Income TTM 446.2m / Revenue TTM 1.85b)
Gross Margin = 55.74% ((Revenue TTM 1.85b - Cost of Revenue TTM 820.1m) / Revenue TTM)
Gross Margin QoQ = 55.07% (prev 55.07%)
Tobins Q-Ratio = 1.38 (Enterprise Value 18.30b / Total Assets 13.25b)
Interest Expense / Debt = 0.99% (Interest Expense 48.2m / Debt 4.86b)
Taxrate = 14.88% (69.7m / 468.1m)
NOPAT = 324.6m (EBIT 381.4m * (1 - 14.88%))
Current Ratio = 0.39 (Total Current Assets 232.5m / Total Current Liabilities 601.5m)
Debt / Equity = 0.68 (Debt 4.86b / totalStockholderEquity, last quarter 7.16b)
Debt / EBITDA = 6.38 (Net Debt 4.82b / EBITDA 755.0m)
Debt / FCF = 7.27 (Net Debt 4.82b / FCF TTM 661.9m)
Total Stockholder Equity = 7.16b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.42% (Net Income 446.2m / Total Assets 13.25b)
RoE = 6.23% (Net Income TTM 446.2m / Total Stockholder Equity 7.16b)
RoCE = 3.21% (EBIT 381.4m / Capital Employed (Equity 7.16b + L.T.Debt 4.73b))
RoIC = 2.67% (NOPAT 324.6m / Invested Capital 12.14b)
WACC = 5.87% (E(13.49b)/V(18.35b) * Re(7.68%) + D(4.86b)/V(18.35b) * Rd(0.99%) * (1-Tc(0.15)))
Discount Rate = 7.68% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 2.54%
[DCF Debug] Terminal Value 87.21% ; FCFF base≈683.4m ; Y1≈749.7m ; Y5≈957.0m
Fair Price DCF = 63.00 (EV 28.15b - Net Debt 4.82b = Equity 23.34b / Shares 370.5m; r=6.0% [WACC]; 5y FCF grow 11.09% → 3.0% )
EPS Correlation: 71.83 | EPS CAGR: 20.14% | SUE: 2.14 | # QB: 16
Revenue Correlation: 97.44 | Revenue CAGR: 9.70% | SUE: 0.24 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.22 | Chg30d=-0.005 | Revisions Net=-1 | Analysts=3
EPS next Year (2026-12-31): EPS=0.86 | Chg30d=-0.006 | Revisions Net=-1 | Growth EPS=+21.4% | Growth Revenue=+5.2%

Additional Sources for AMH Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle