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Upturn AI Summary - About
American Homes 4 Rent(AMH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AMH
10/23/2026: AMH (2-star) is currently NOT-A-BUY. Pass it for now.
American Homes 4 Rent is a prominent real estate investment trust that specializes in acquiring and developing single-family rental homes in high-growth U.S. markets. Its core strength lies in a significant shift toward purpose-built new construction, which historically offers lower maintenance costs and superior portfolio quality compared to older properties. The company's primary opportunity resides in the ongoing U.S. housing shortage and a structural preference for suburban rental living. Key risks include exposure to rising interest rates, property tax increases, and potential regulatory changes in the rental market. The stock may suit dividend-focused and value-oriented investors seeking long-term exposure to the residential sector while monitoring property occupancy and development efficiency.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth driven by development but is constrained by the nature of capital-intensive real estate. |
| Momentum investor | Mixed fit | The stock tends to follow broader REIT market trends and interest rate environments. |
| Value investor | Strong fit | Long-term investors may find value in the underlying real estate assets and consistent cash flows. |
| Dividend investor | Strong fit | The company provides a reliable, growing dividend stream characteristic of established REITs. |
| Low-risk investor | Strong fit while signal remains positive | Real estate generally serves as a hedge against inflation and provides relatively lower volatility compared to growth equities. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Real estate stocks fluctuate based on interest rate sentiment. |
| Valuation risk | Medium | FFO multiples can compress if interest rates rise significantly. |
| Competition risk (institutional SFR) | Medium | Increased capital entering the SFR space can compress cap rates. |
| Business quality | Strong | The high-quality, modern portfolio provides a defensive moat. |
| Dividend income | Low / none | Dividends are well-covered by cash flows. |
| Execution risk | Medium | Success depends on the consistent delivery of the development pipeline. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -13.19% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.09B USD | Price to earnings Ratio 25.33 | 1Y Target Price 36.52 |
Price to earnings Ratio 25.33 | 1Y Target Price 36.52 | ||
Volume (30-day avg) 3.2M shares | Beta 0.79 | 52 Weeks Range 26.67 - 34.70 | Updated Date 10/24/2026 |
52 Weeks Range 26.67 - 34.70 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 3.95% | Basic EPS (TTM) 1.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Operations | Monthly rental income from residential properties. | This is the core, stable income engine of the company. |
| Development/Construction | Building new homes for internal rental inventory. | This provides growth by increasing the size and quality of the portfolio. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 25.33 | Forward PE 35.71 | Enterprise Value 16.97B | Price to Sales(TTM) 6.98 |
Enterprise Value 16.97B | Price to Sales(TTM) 6.98 | ||
Enterprise Value to Revenue 9.44 | Enterprise Value to EBITDA 14.64 | Shares Outstanding 359.18M | Shares Floating 307.85M |
Shares Outstanding 359.18M | Shares Floating 307.85M | ||
Percent Insiders 7.89 | Percent Institutions 93.25 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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