AMH
NEUTRAL
$31.99
Live
American Homes 4 Rent · NYSE
Target $36.83
(+15.1%)
$28.85
52W Range
$39.49
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$13.52B
P/E
26.66
ROE
6.6%
Profit margin
24.7%
Debt/Equity
0.62
Dividend yield
3.81%
AI Analysis
AI-powered fundamental assessment
Confidence
68%
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.
Key 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%
Debt/Equity of 0.62 is below sector average of 3.68, indicating conservative leverage
Dividend yield of 3.81% is attractive relative to sector and market
Key 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
Insider selling activity: $0.80M in sales with no buys in the last 6 months
Technical trend score of 0/100 indicates a strong bearish momentum in price action
AI Fair Value Estimate
Based on comprehensive analysis
$34.0
+6.3% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
52
Moderate
45
65
60
48
40
AI Verdict
Neutral with upside risk if growth sustains and valuation compresses
Key drivers: Earnings growth and beat consistency, High payout ratio and valuation premium, Insider selling and weak technicals
Confidence
70%
Value
45/100
Ref P/E, PEG, Graham Number
Positives
- Price ($31.99) below intrinsic value estimate of $35.40
- P/E of 26.66 below sector average of 61.03
Watchpoints
- Price significantly above Graham Number of $22.83
- Forward P/E of 39.94 indicates high growth expectations priced in
- Price/Sales of 7.38 is elevated
Future
65/100
Ref Growth rates
Positives
- YoY earnings growth of 33.80% and Q/Q of 33.50%
- Analyst target price of $36.83 implies 15% upside
Watchpoints
- Most recent Q/Q EPS growth was -3.4%, signaling potential deceleration
- Forward P/E suggests limited margin of safety
Past
60/100
Ref Historical trends
Positives
- 22 out of 25 quarters beat EPS estimates
- Long-term earnings progression shows strong recovery and expansion since 2020
Watchpoints
- 1Y price return of -4.3% and 6M return of -9.5% underperform sector peers
- Recent price performance shows persistent weakness
Health
48/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Current ratio of 1.66 indicates short-term liquidity adequacy
- Debt/Equity of 0.62 is low for a REIT
Watchpoints
- Piotroski F-Score of 4/9 indicates weak financial health
- Quick ratio of 0.18 is critically low, suggesting illiquidity in near-term assets
- Altman Z-Score unavailable, creating blind spot in distress risk
Dividend
40/100
Ref Yield, Payout
Positives
- Dividend yield of 3.81% is attractive in current rate environment
Watchpoints
- Payout ratio of 98.31% is dangerously high, leaving little room for shocks
- Dividend Strength score of 20/100 indicates weak sustainability
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$31.99
Analyst Target
$36.83
Upside/Downside
+15.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for AMH and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
AMH
American Homes 4 Rent
Primary
|
+17.8% | +5.7% | -4.3% | -9.5% | +0.5% | -1.1% |
|
LAMR
Lamar Advertising Company
Peer
|
+77.0% | +53.2% | +28.1% | +16.8% | +0.3% | +4.5% |
|
GLPI
Gaming and Leisure Properties, Inc.
Peer
|
+47.1% | +9.3% | +4.1% | +7.3% | -2.2% | +4.8% |
|
HST
Host Hotels & Resorts, Inc.
Peer
|
+42.8% | +44.2% | +58.1% | +31.2% | +6.1% | +5.2% |
|
ELS
Equity LifeStyle Properties, Inc.
Peer
|
+5.6% | +1.9% | +3.3% | +4.6% | +1.2% | -3.2% |
AMH
American Homes 4 Rent
Primary
5Y
+17.8%
3Y
+5.7%
1Y
-4.3%
6M
-9.5%
1M
+0.5%
1W
-1.1%
LAM
Lamar Advertising Company
Peer
5Y
+77.0%
3Y
+53.2%
1Y
+28.1%
6M
+16.8%
1M
+0.3%
1W
+4.5%
GLP
Gaming and Leisure Properties, Inc.
Peer
5Y
+47.1%
3Y
+9.3%
1Y
+4.1%
6M
+7.3%
1M
-2.2%
1W
+4.8%
HST
Host Hotels & Resorts, Inc.
Peer
5Y
+42.8%
3Y
+44.2%
1Y
+58.1%
6M
+31.2%
1M
+6.1%
1W
+5.2%
ELS
Equity LifeStyle Properties, Inc.
Peer
5Y
+5.6%
3Y
+1.9%
1Y
+3.3%
6M
+4.6%
1M
+1.2%
1W
-3.2%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
26.66
Forward P/E
39.94
PEG Ratio
N/A
P/B Ratio
1.66
P/S Ratio
7.38
EV/Revenue
9.48
EV/EBITDA
18.46
Market Cap
$13.52B
Profitability
Profit margins and return metrics
Profit Margin
24.7%
Operating Margin
23.54%
Gross Margin
56.01%
ROE
6.6%
ROA
2.12%
Growth
Revenue and earnings growth rates
Revenue Growth
+7.5%
Earnings Growth
+33.8%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+33.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.62
Moderate
Current Ratio
1.66
Good
Quick Ratio
0.18
Poor
Cash/Share
$0.12
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-19
$N/A
2025-10-29
$0.28
+39.7% surprise
2025-07-31
$0.29
+73.5% surprise
2025-05-01
$0.31
+95.3% surprise
Real Estate Sector Comparison
Comparing AMH against 165 companies in the Real Estate sector
(6 bullish, 31 neutral, 128 bearish)
P/E Ratio
26.66
This Stock
vs
41.83
Sector Avg
-36.3%
(Discount)
Return on Equity (ROE)
6.6%
This Stock
vs
-33.57%
Sector Avg
-119.7%
(Below Avg)
Profit Margin
24.7%
This Stock
vs
10.53%
Sector Avg
+134.5%
(Superior)
Debt to Equity
0.62
This Stock
vs
2.45
Sector Avg
-74.7%
(Less Debt)
Revenue Growth
7.5%
This Stock
vs
16932.14%
Sector Avg
-100.0%
(Slower)
Current Ratio
1.66
This Stock
vs
7.96
Sector Avg
-79.2%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
AMH
American Homes 4 Rent
|
NEUTRAL | $13.52B | 26.66 | 6.6% | 24.7% | $31.99 | |
|
LAMR
Lamar Advertising Company
|
BEARISH | $13.54B | 23.16 | 57.2% | 25.9% | $133.43 | Compare |
|
GLPI
Gaming and Leisure Properties, Inc.
|
NEUTRAL | $13.18B | 15.67 | 17.6% | 51.7% | $46.54 | Compare |
|
HST
Host Hotels & Resorts, Inc.
|
NEUTRAL | $14.03B | 18.31 | 11.5% | 12.5% | $20.14 | Compare |
|
ELS
Equity LifeStyle Properties, Inc.
|
BEARISH | $12.27B | 31.64 | 21.9% | 25.0% | $63.29 | Compare |
AMH
American Homes 4 Rent
NEUTRAL
Mkt Cap
$13.5B
P/E
26.7
ROE
6.6%
Price
$31.99
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-02 | LAU CHRISTOPHER | Chief Financial Officer | Stock Award | 31,799 | - |
| 2026-01-02 | REITZ BRIAN | Officer | Stock Award | 5,104 | - |
| 2026-01-02 | VOGT-LOWELL SARA H | Officer | Stock Award | 17,858 | - |
| 2026-01-02 | SMITH BRYAN | Chief Executive Officer | Stock Award | 68,923 | - |
| 2025-11-19 | BENHAM DOUGLAS N | Director | Purchase | 1,000 | $31,650 |
| 2025-09-09 | HART MATTHEW J | Director | Sale | 23,270 | $801,549 |
| 2025-09-09 | HART MATTHEW J | Director | Option Exercise | 30,000 | $567,800 |
| 2025-08-11 | WILLOUGHBY JAY | Director | Purchase | 1,459 | $49,971 |
| 2025-08-05 | BENHAM DOUGLAS N | Director | Option Exercise | 10,000 | $152,600 |
LAU CHRISTOPHER
Chief Financial Officer
2026-01-02
31,799 shares
REITZ BRIAN
Officer
2026-01-02
5,104 shares
VOGT-LOWELL SARA H
Officer
2026-01-02
17,858 shares
SMITH BRYAN
Chief Executive Officer
2026-01-02
68,923 shares
BENHAM DOUGLAS N
Director
2025-11-19
1,000 shares
·
$31,650
HART MATTHEW J
Director
2025-09-09
23,270 shares
·
$801,549
HART MATTHEW J
Director
2025-09-09
30,000 shares
·
$567,800
WILLOUGHBY JAY
Director
2025-08-11
1,459 shares
·
$49,971
BENHAM DOUGLAS N
Director
2025-08-05
10,000 shares
·
$152,600
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
21 analysts
Citizens
2026-01-21
Market Outperform
Market Outperform
Scotiabank
2026-01-14
Sector Perform
Sector Perform
Barclays
2026-01-13
Equal-Weight
Equal-Weight
JP Morgan
2026-01-12
Neutral
Neutral
BMO Capital
2026-01-09
Outperform
Market Perform
UBS
2026-01-08
Neutral
Neutral
Mizuho
2026-01-08
Outperform
Neutral
Keefe, Bruyette & Woods
2025-12-15
Market Perform
Outperform
Wells Fargo
2025-11-25
Overweight
Overweight
Barclays
2025-11-25
Equal-Weight
Equal-Weight
Past News Coverage
Recent headlines mentioning AMH from our newsroom.
Newest → oldest
No matching news yet.