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AMH vs ELS

AMH
American Homes 4 Rent
NEUTRAL
Price
$31.99
Market Cap
$13.52B
Sector
Real Estate
AI Confidence
68%
ELS
Equity LifeStyle Properties, Inc.
BEARISH
Price
$63.29
Market Cap
$12.27B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
AMH
26.66
ELS
31.64
Forward P/E
AMH
39.94
ELS
29.02
P/B Ratio
AMH
1.66
ELS
6.97
P/S Ratio
AMH
7.38
ELS
7.96
EV/EBITDA
AMH
18.46
ELS
20.97

Profitability

Gross Margin
AMH
56.01%
ELS
53.27%
Operating Margin
AMH
23.54%
ELS
36.91%
Profit Margin
AMH
24.7%
ELS
24.97%
ROE
AMH
6.6%
ELS
21.85%
ROA
AMH
2.12%
ELS
5.79%

Growth

Revenue Growth
AMH
7.5%
ELS
1.2%
Earnings Growth
AMH
33.8%
ELS
-2.6%

Financial Health

Debt/Equity
AMH
0.62
ELS
1.81
Current Ratio
AMH
1.66
ELS
0.45
Quick Ratio
AMH
0.18
ELS
0.14

Dividends

Dividend Yield
AMH
3.81%
ELS
3.43%
Payout Ratio
AMH
98.31%
ELS
104.38%

AI Verdict

AMH NEUTRAL

AMH exhibits a weak Piotroski F-Score of 4/9, indicating marginal financial health, and lacks an Altman Z-Score, limiting distress risk assessment. Despite strong recent earnings surprises and solid revenue growth, elevated valuation metrics (P/E of 26.66, Forward P/E of 39.94) and a concerning 98.31% dividend payout ratio raise sustainability concerns. Insider selling and a bearish technical trend counterbalance positive analyst sentiment, while the stock trades above the Graham Number of $22.83 but near the intrinsic value of $35.40. The company's profitability is solid, but ROE and ROIC are constrained by sector dynamics and leverage.

Strengths
Consistent earnings beat streak with an average surprise of 69.48% over the last four quarters
Strong year-over-year earnings growth of 33.80% and revenue growth of 7.50%
Profit margins are healthy: gross margin at 56.01%, operating margin at 23.54%, and net margin at 24.70%
Risks
Piotroski F-Score of 4/9 suggests weak to stable financial health, limiting confidence in operational strength
Extremely high dividend payout ratio of 98.31% threatens dividend sustainability
Forward P/E of 39.94 is significantly above historical and sector averages, implying overvaluation risk
ELS BEARISH

ELS exhibits significant fundamental weakness, highlighted by a critical Piotroski F-Score of 2/9, indicating deteriorating financial health. The stock is trading at a massive premium compared to its Graham Number ($20.22) and Intrinsic Value ($14.0), with a current price of $63.29. Most concerning is the unsustainable dividend payout ratio of 104.38%, suggesting the company is returning more capital to shareholders than it is earning. While analyst sentiment remains bullish, the deterministic data reveals severe liquidity risks and stagnant growth.

Strengths
Strong Return on Equity (ROE) of 21.85%
Robust Operating Margin of 36.91%
High Gross Margin of 53.27%
Risks
Critical Piotroski F-Score (2/9) signaling poor financial health
Unsustainable dividend payout ratio (104.38%)
Severe liquidity constraints (Current Ratio 0.45, Quick Ratio 0.14)

Compare Another Pair

AMH vs ELS: Head-to-Head Comparison

This page compares American Homes 4 Rent (AMH) and Equity LifeStyle Properties, Inc. (ELS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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