American Homes (AMH) AI Stock Analysis

• Market Cap: $11.91B
• Dividend Yield: 3.62%
• Average Volume (3M): 3.01M
• Price to Earnings (P/E): 27.2
• Beta (1Y): 0.34
• Revenue Growth: 7.63%
• EPS Growth: 23.16%
• Country: US
• Employees: 1,730
• Sector: Real Estate
• Sector Strength: 53
• Industry: REIT - Residential
• EPS (TTM): 0.27
• Shares Outstanding: 370,470,830
• 10 Day Avg. Volume: 3,804,686
• 30 Day Avg. Volume: 3,007,398
• PEG Ratio: 4.81
• Price to Book (P/B): 1.92
• Price to Sales (P/S): 7.95
• P/FCF Ratio: 19.93
• Enterprise Value/Market Cap: 1.49
• Enterprise Value/Revenue: 9.85
• Enterprise Value/Gross Profit: 17.59
• Enterprise Value/Ebitda: 18.11
• 1Y Price Target: $39.00
• Price Target Upside: 21.88% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 16
• EPS Forecast (FY): 0.92
• Revenue Forecast (FY): $1.86B

• Rating: 69 Neutral
• Price Target: $35.00 ▲(9.38% Upside)

American Homes 4 Rent shows strong financial performance and positive earnings call sentiment, which are the most significant factors driving the score. However, technical analysis indicates bearish trends, and valuation suggests moderate overvaluation, which temper the overall score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong demand for rental properties and effective pricing strategies, supporting long-term financial stability.

Cash Flow Generation

Robust cash flow generation relative to earnings ensures liquidity and supports reinvestment in property acquisitions and renovations.

Balance Sheet Strength

A strong balance sheet with no near-term debt obligations enhances financial flexibility and reduces risk, allowing for strategic growth initiatives.

Negative Factors

Rising Debt Levels

Rising debt levels, if not managed carefully, could strain financial resources and limit the company's ability to invest in growth opportunities.

Decline in Free Cash Flow Growth

A significant decline in free cash flow growth may impact the company's ability to fund future investments and maintain operational flexibility.

Operational Efficiency Pressure

Declining EBITDA margins suggest increasing operational costs, which could pressure profitability if not addressed through cost management.

American Homes Business Overview & Revenue Model

Company Description

American Homes 4 Rent (NYSE: AMH) is a leader in the single-family home rental industry and American Homes 4 Rent is fast becoming a nationally recognized brand for rental homes, known for high-quality, good value and tenant satisfaction. We are an internally managed Maryland real estate investment trust, or REIT, focused on acquiring, developing, renovating, leasing, and operating attractive, single-family homes as rental properties. As of September 30, 2020, we owned 53,229 single-family properties in selected submarkets in 22 states.

How the Company Makes Money

American Homes generates revenue primarily through rental income from its portfolio of single-family homes. The company acquires homes in strategic markets, renovates them to meet quality standards, and leases them to tenants, thus creating a steady cash flow from monthly rental payments. Additionally, AMH benefits from economies of scale in property management and maintenance, which helps to optimize operational costs. The company may also engage in ancillary revenue streams, such as lease-up fees and service fees related to property management. Significant partnerships with real estate brokers and investment firms can enhance its acquisition capabilities and investor outreach, contributing to overall earnings growth.

American Homes Financial Statement Overview

Summary

American Homes demonstrates solid financial health with strong revenue growth and profitability. The balance sheet reflects a stable capital structure, though rising debt levels warrant attention. Cash flow generation is strong, but recent declines in free cash flow growth could affect future investments.

Income Statement

American Homes shows strong revenue growth with a TTM increase of 1.93% and consistent gross profit margins around 56%. The net profit margin is healthy at 23.52%, indicating effective cost management. However, the slight decline in EBITDA margin from 63.37% in 2023 to 50.22% in TTM suggests some pressure on operational efficiency.

Balance Sheet

The company maintains a moderate debt-to-equity ratio of 0.72, reflecting a balanced approach to leverage. Return on equity is stable at 5.94%, showing consistent profitability. The equity ratio stands at 52.72%, indicating a solid capital structure. However, the increasing debt levels over the years could pose a risk if not managed carefully.

Cash Flow

Operating cash flow to net income ratio is strong at 1.72, suggesting robust cash generation relative to earnings. However, free cash flow growth has declined significantly by 94.8% in TTM, which could impact future investment capabilities. The free cash flow to net income ratio remains healthy at 83.94%, indicating good cash conversion.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.80B	1.73B	1.62B	1.49B	1.30B	1.17B
Gross Profit	1.01B	961.30M	883.87M	802.29M	701.06M	623.06M
EBITDA	978.48M	874.31M	806.26M	731.54M	640.72M	570.44M
Net Income	426.52M	412.43M	380.17M	273.14M	189.09M	140.37M
Balance Sheet
Total Assets	13.59B	13.38B	12.69B	12.18B	10.96B	9.59B
Cash, Cash Equivalents and Short-Term Investments	323.26M	199.41M	59.38M	69.16M	48.20M	137.06M
Total Debt	5.17B	5.03B	4.48B	4.54B	3.90B	2.86B
Total Liabilities	5.75B	5.53B	5.04B	5.00B	4.22B	3.12B
Stockholders Equity	7.17B	7.16B	6.97B	6.50B	6.06B	5.79B
Cash Flow
Free Cash Flow	697.59M	689.78M	604.51M	526.74M	472.65M	369.28M
Operating Cash Flow	831.02M	811.53M	738.69M	665.52M	595.20M	474.10M
Investing Cash Flow	-946.37M	-825.88M	-692.58M	-1.43B	-1.73B	-642.92M
Financing Cash Flow	-300.09M	142.70M	-42.21M	786.18M	1.06B	269.78M

American Homes Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 32.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AMH, the sentiment is Negative. The current price of 32 is below the 20-day moving average (MA) of 32.55, below the 50-day MA of 33.06, and below the 200-day MA of 34.96, indicating a bearish trend. The MACD of -0.35 indicates Positive momentum. The RSI at 42.62 is Neutral, neither overbought nor oversold. The STOCH value of 36.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AMH.

American Homes Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
AMH	69 Neutral	$11.91B	27.21	6.36%	3.62%	7.63%	23.16%
SUI	69 Neutral	$15.36B	15.55	-5.55%	6.29%	-20.69%	330.60%
INVH	67 Neutral	$17.40B	54.59	5.99%	4.14%	6.82%	27.91%
MAA	66 Neutral	$15.44B	27.23	9.41%	4.67%	0.91%	6.55%
Sector *	65 Neutral	$2.17B	12.19	3.79%	4.94%	3.15%	1.96%
UDR	64 Neutral	$11.36B	78.65	4.41%	4.98%	2.38%	17.42%
CPT	60 Neutral	$14.41B	71.05	3.30%	4.11%	0.76%	-60.70%

American Homes Corporate Events

American Homes 4 Rent Reports Strong Q3 2025 Results

American Homes 4 Rent (AMH) is a prominent real estate investment trust (REIT) specializing in the acquisition, development, and management of single-family rental homes across the United States. The company is recognized for its large-scale operations and focus on providing high-quality rental properties.

American Homes Releases Strategic Investor Highlights

On September 3, 2025, American Homes 4 Rent released its ‘Investor Highlights’ presentation, detailing its strategic focus and operational performance. The company emphasized its growth through a robust development pipeline and a strong balance sheet, with plans to deliver between 2,200 and 2,400 homes in 2025. AMH’s strategy includes geographic diversification, leveraging technology for superior resident experiences, and maintaining high occupancy rates. The company is positioned for sustainable growth amid a national housing shortage and increasing demand for single-family rentals, with a focus on optimizing its portfolio and capital management.

The most recent analyst rating on (AMH) stock is a Buy with a $40.00 price target. To see the full list of analyst forecasts on American Homes stock, see the AMH Stock Forecast page.

AMH Earnings Call Highlights: Strong Growth Amid Challenges

American Homes 4 Rent (AMH) recently held its earnings call, revealing a generally positive sentiment driven by strong financial performance, increased guidance, and robust leasing activity. While favorable property tax developments and successful development programs underscore a positive outlook, challenges in acquisitions and market supply pressures remain areas of concern.

American Homes 4 Rent: Navigating Business Risks and Financial Stability Challenges

American Homes 4 Rent faces significant business risks that could impact its financial stability and operational outcomes. These risks, detailed in the company’s 2024 Annual Report and other SEC filings, include factors that may cause actual results to deviate substantially from projections. Stakeholders are advised to review these documents carefully to understand the potential challenges and uncertainties that could affect the company’s performance. Such risks underscore the importance of strategic planning and risk management in safeguarding the company’s future prospects.

AMH Reports Strong Q2 2025 Earnings, Raises Guidance

American Homes 4 Rent, known as AMH, is a prominent real estate investment trust specializing in the ownership, operation, and development of single-family rental homes across the United States. The company is recognized for its large-scale integrated approach and its focus on providing high-quality rental properties.