American Homes 4 RentAMH
NYSE • Real Estate
$31.44
P/E
25.56
PEG
1.63
FCF Yield
—
Rev Growth YoY
+2.8% YoY
Gross Margin
3.5%
Health Score
6/10
D/E Ratio
0.73
Confidence
LOW
Business Snapshot
American Homes 4 Rent (AMH) is a publicly-traded real estate investment trust (REIT) that owns, operates, and manages a large portfolio of single-family rental homes across the United States. Its primary revenue stream comes from rental income on those properties, with TTM revenue of $1.87 billion. As one of the largest national players in the single-family rental segment, AMH benefits from scale in property management, acquisition, and leasing operations. The REIT structure requires it to distribute the majority of taxable income as dividends, making its payout policy a key characteristic for income-focused investors. The company’s competitive position is built on a diversified geographic footprint and a well-capitalised balance sheet.
Financial Health
Gross margin has weakened from 4.6% in the prior year to 3.5%, signaling pressure from rising operating costs or lower rental increases relative to expenses. Net margin remains strong at 26.6%, reflecting healthy profitability after accounting for depreciation and financing costs...
Risk Assessment
- Gross Margin Deterioration — Gross margin fell from 4.6% to 3.5% year-over-year, indicating rising costs relative to rental revenue that could compress net profitability.
- Valuation — PEG ratio of 1.63x suggests the stock is priced above its earnings growth rate, leaving limited margin of safety if growth decelerates further.
- 52-Week Position — The current price of $31.44 is $7.41 below the 52-week high of $38.85 and sits below the midpoint of the 52-week range (high $38.85 / low $27.22), reflecting a recent pullback from prior highs.
- Technicals — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed....
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