Overview Dividends

(AMH) American Homes 4 Rent - Ratings and Ratios

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

Single-Family Rentals, Leasing, Property Management

EPS (Earnings per Share)

EPS Growth (3y CAGR): 4.02%
EPS Trend (3y Corr): 25.4%

Last SUE: 2.14σ
Qual. Beats: 17

Revenue

Revenue Growth (3y CAGR): 8.64%
Revenue Trend (3y Corr): 96.8%

Last SUE: 0.24σ
Qual. Beats: 0

Risk via 10d forecast
Volatility	19.6%
Value at Risk 5%th	32.0%
Relative Tail Risk	-0.62%

Reward TTM
Sharpe Ratio	-0.70
Alpha	-21.48

Character TTM
Hurst Exponent	0.399
Beta	0.479
Beta Downside	0.401

Drawdowns 3y
Max DD	20.78%
Mean DD	6.98%
Median DD	6.31%

Description: AMH American Homes 4 Rent October 30, 2025

American Homes 4 Rent (NYSE: AMH) is a vertically integrated, internally managed REIT that acquires, develops, renovates, leases, and manages single-family rental homes across the Southeast, Midwest, Southwest, and Mountain West. As of June 30 2025 the portfolio comprised more than 61,000 homes, and the company has earned recognitions such as a 2025 Great Place to Work award, a 2025 Top U.S. Homebuilder ranking from Builder100, and inclusion in Newsweek/Statista’s 2025 Most Trustworthy Companies list.

Key operating metrics (Q2 2025) show an occupancy rate of ~96 %, a funds-from-operations (FFO) growth of 9 % year-over-year, and a net rent-growth rate of roughly 4 % annualized, driven by a mix of new construction and unit-turn renovations. The balance sheet remains leveraged at a net debt-to-FFO ratio of 6.2×, comfortably above the REIT’s 5.5× target range, indicating capacity for additional acquisitions.

Sector-wide, single-family rentals are benefitting from a sustained housing-affordability gap, demographic shifts favoring renters (especially Millennials and Gen Z), and limited new-home supply in the targeted regions. However, rising interest rates could pressure acquisition financing costs and tenant cash-flow, making rent-growth and occupancy trends critical leading indicators.

For a deeper, data-driven view of AMH’s valuation dynamics and scenario analysis, you might find ValueRay’s analytical platform worth a quick look.

AMH Stock Overview

Market Cap in USD	13,388m
Sub-Industry	Single-Family Residential REITs
IPO / Inception	2013-08-01
Return 12m vs S&P 500	-23.1%
Analyst Rating	3.83 of 5

AMH Dividends

Metric	Value
Dividend Yield	3.64%
Yield on Cost 5y	4.54%
Yield CAGR 5y	51.01%
Payout Consistency	97.7%
Payout Ratio	97.3%

AMH Growth Ratios

Metric	Value
CAGR 3y	3.00%
CAGR/Max DD Calmar Ratio	0.14
CAGR/Mean DD Pain Ratio	0.43
Current Volume	1940.1k
Average Volume	2921.1k

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 -0.39pp (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

(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) 62.63

1. Piotroski 3.50pt = -1.50

2. FCF Yield 3.77% = 1.89

3. FCF Margin 37.04% = 7.50

4. Debt/Equity 0.68 = 2.28

5. Debt/Ebitda 6.38 = -2.50

6. ROIC - WACC (= -3.26)% = -4.07

7. RoE 6.23% = 0.52

8. Rev. Trend 96.79% = 7.26

9. EPS Trend 25.35% = 1.27

What is the price of AMH shares?

As of November 18, 2025, the stock is trading at USD 31.91 with a total of 1,940,095 shares traded.
Over the past week, the price has changed by +1.21%, over one month by -2.68%, over three months by -6.44% and over the past year by -11.94%.

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	39.5	23.7%
Analysts Target Price	39.5	23.7%
ValueRay Target Price	31.7	-0.5%

AMH Fundamental Data Overview November 17, 2025

Market Cap USD = 13.39b (13.39b USD * 1.0 USD.USD)
P/E Trailing = 27.1102
P/E Forward = 35.3357
P/S = 7.3088
P/B = 1.6578
P/EG = 29.82
Beta = 0.807
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 = 18.20b USD (13.39b + Debt 4.86b - CCE 45.6m)
Interest Coverage Ratio = 2.05 (Ebit TTM 381.4m / Interest Expense TTM 186.3m)
FCF Yield = 3.77% (FCF TTM 686.3m / Enterprise Value 18.20b)
FCF Margin = 37.04% (FCF TTM 686.3m / 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 = 1.37 (Enterprise Value 18.20b / 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 = 7.02 (Net Debt 4.82b / FCF TTM 686.3m)
Total Stockholder Equity = 7.16b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.37% (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 = 5.93% (E(13.39b)/V(18.25b) * Re(7.78%) + D(4.86b)/V(18.25b) * Rd(0.99%) * (1-Tc(0.15)))
Discount Rate = 7.78% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 1.05%
[DCF Debug] Terminal Value 79.58% ; FCFE base≈698.1m ; Y1≈765.7m ; Y5≈977.5m
Fair Price DCF = 45.92 (DCF Value 17.01b / Shares Outstanding 370.5m; 5y FCF grow 11.09% → 3.0% )
EPS Correlation: 25.35 | EPS CAGR: 4.02% | SUE: 2.14 | # QB: 17
Revenue Correlation: 96.79 | Revenue CAGR: 8.64% | SUE: 0.24 | # QB: 0

Additional Sources for AMH Stock

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