American Homes 4 Rent AMH
Composite 47/100; the shares have moved about 20% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Balance-sheet strength ranks 38/100 — a moderate mark against it.
Income ranks 67/100 — a moderate point in its favour. Momentum ranks 55/100 — a slight point in its favour. Growth ranks 52/100 — a slight point in its favour.
Balance-sheet strength ranks 38/100 — a moderate mark against it. Valuation ranks 41/100 — a slight mark against it. Quality ranks 49/100 — a slight mark against it.
What the company does American Homes 4 Rent (AMH) acquires, renovates, leases, and manages single-family rental homes across the U.S., targeting one-third of households that rent. Since launching its internal development program in 2017, AMH has built a diversified, nationally recognized portfolio focused on quality and resident satisfaction.
Key financials AMH reports ROE 7%, ROA 2%, and ROCE 6%. Margins include gross 56%, operating 25%, and net 25%. Revenue grew 3% YoY while EPS rose 18%. Debt/equity stands at 0.69, net debt/EBITDA at 5.19, and interest coverage at 3.65.
Stock health Momentum shows 3m +7%, 6m +11%, but 12m -1% and -3% from the 52-week high. RSI(14) is 54, indicating neutral technical momentum. Income pillar scores 70/100, signaling reliable dividends.
Price vs fair value The stock trades at a PREMIUM of 41% to our fair-value estimate of $19.84 and at a discount of 8% to the analyst 12-month target of $36.36. - Q2 results topped FFO and revenue estimates (Zacks, 2026-07-30) - Trading at valuation percentile 43/100 (Sideravia) - Forward P/E of 25x vs sector median above 20x (Sideravia) - Dividend yield 3.7% with 100% payout (company data)
Looking forward Forward PEG of 4.4x suggests valuation is rich relative to growth. Analysts expect continued FFO beats, but premium pricing limits upside. Focus on execution in development and rent growth to justify current levels.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.