Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AMH
HoldAmerican Homes 4 Rent · Real Estate · United States · $13.7B · Avg Vol: $69M/d
COMPANY DESCRIPTION
American Homes 4 Rent is a leading owner, operator, and developer of single-family rental (SFR) homes across the United States, primarily acquiring, renovating, and managing properties in high-growth markets. The company leverages its significant scale, proprietary property management technology, and geographically diversified portfolio to gain efficiencies in the fragmented SFR market. It stands as one of the largest publicly traded pure-play SFR companies, offering a professionalized tenant experience.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 1.5B | 1.6B | 1.7B | 1.9B | 7.5% | 1.9B | 1.9B | 2.0B | 3.2% |
| EPS | 0.42 | 0.72 | 1.01 | 1.08 | 1.18 | 29.5% | 1.26 | 0.72 | 0.63 | -27.0% |
| Shares | — | 353.5M | 364.9M | 369.6M | 366.7M | +3.7% | — | — | — | — |
| Debt | — | 4.5B | 4.5B | 5.0B | 5.1B | 4.1% | 5.1B | — | — | — |
| Equity | — | 6.5B | 7.0B | 7.2B | 7.0B | 2.7% | — | — | — | — |
| Op CF | — | 665.5M | 738.7M | 811.5M | 864.3M | 9.1% | 864.8M | — | — | — |
| Inv CF | — | -1.4B | -692.6M | -825.9M | -328.2M | — | — | — | — | — |
| Fin CF | — | 786.2M | -42.2M | 142.7M | -655.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of AMH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AMH | American Homes 4 Rent(you) | $13.7B | 57 | Hold |
| UDR | UDR, Inc. | $14.1B | 53 | Hold |
| ELS | Equity LifeStyle Properties, Inc. | $13.2B | 50 | Hold |
| MAA | Mid-America Apartment Communities, Inc. | $15.8B | 48 | Hold |
| ESS | Essex Property Trust, Inc. | $20.2B | 51 | Hold |
| AVB | AvalonBay Communities, Inc. | $27.1B | 58 | Hold |
| SUI | Sun Communities, Inc. | $15.6B | 41 | Hold |
| INVH | Invitation Homes Inc. | $18.1B | 70 | Buy |
| EQR | Equity Residential | $24.6B | 49 | Hold |
| CPT | Camden Property Trust | $11.0B | 39 | Hold |
Peer medians: ROE 4.9% · P/E 24.9x · Gross margin 67.3%