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AMH vs PLD

AMH
American Homes 4 Rent
NEUTRAL
Price
$31.99
Market Cap
$13.52B
Sector
Real Estate
AI Confidence
68%
PLD
Prologis, Inc.
NEUTRAL
Price
$133.52
Market Cap
$124.47B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
AMH
26.66
PLD
37.51
Forward P/E
AMH
39.94
PLD
39.89
P/B Ratio
AMH
1.66
PLD
2.34
P/S Ratio
AMH
7.38
PLD
13.54
EV/EBITDA
AMH
18.46
PLD
25.15

Profitability

Gross Margin
AMH
56.01%
PLD
75.69%
Operating Margin
AMH
23.54%
PLD
41.33%
Profit Margin
AMH
24.7%
PLD
36.2%
ROE
AMH
6.6%
PLD
6.13%
ROA
AMH
2.12%
PLD
2.46%

Growth

Revenue Growth
AMH
7.5%
PLD
4.0%
Earnings Growth
AMH
33.8%
PLD
6.3%

Financial Health

Debt/Equity
AMH
0.62
PLD
0.62
Current Ratio
AMH
1.66
PLD
0.6
Quick Ratio
AMH
0.18
PLD
0.46

Dividends

Dividend Yield
AMH
3.81%
PLD
3.24%
Payout Ratio
AMH
98.31%
PLD
113.48%

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
PLD NEUTRAL

PLD shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (36.2% margin)
Risks
High valuation with P/E of 37.5
Premium vs Graham Number ($67.68)

Compare Another Pair

AMH vs PLD: Head-to-Head Comparison

This page compares American Homes 4 Rent (AMH) and Prologis, Inc. (PLD) 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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