AMH
AMH 1-star rating from Upturn Advisory

American Homes 4 Rent (AMH)

American Homes 4 Rent (AMH) 1-star rating from Upturn Advisory
$31.69
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Upturn Advisory Summary

11/13/2025: AMH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

4 star rating from financial analysts

23 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $39.52

1 Year Target Price $39.52

Analysts Price Target For last 52 week
$39.52 Target price
52w Low $31.01
Current$31.69
52w High $38.82

Analysis of Past Performance

Type Stock
Historic Profit -14.2%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/13/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 13.67B USD
Price to earnings Ratio 27.42
1Y Target Price 39.52
Price to earnings Ratio 27.42
1Y Target Price 39.52
Volume (30-day avg) 23
Beta 0.81
52 Weeks Range 31.01 - 38.82
Updated Date 11/13/2025
52 Weeks Range 31.01 - 38.82
Updated Date 11/13/2025
Dividends yield (FY) 3.61%
Basic EPS (TTM) 1.18

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-10-30
When -
Estimate 0.1811
Actual 0.2786

Profitability

Profit Margin 24.7%
Operating Margin (TTM) 23.55%

Management Effectiveness

Return on Assets (TTM) 2.12%
Return on Equity (TTM) 6.61%

Valuation

Trailing PE 27.42
Forward PE 35.71
Enterprise Value 16820524735
Price to Sales(TTM) 7.46
Enterprise Value 16820524735
Price to Sales(TTM) 7.46
Enterprise Value to Revenue 9.18
Enterprise Value to EBITDA 14.02
Shares Outstanding 370470821
Shares Floating 319399712
Shares Outstanding 370470821
Shares Floating 319399712
Percent Insiders 7.74
Percent Institutions 89.84

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

American Homes 4 Rent

American Homes 4 Rent(AMH) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

American Homes 4 Rent was founded in 2012 by B. Wayne Hughes. It quickly grew by acquiring and renovating single-family homes to lease. The company became a public REIT in 2013 and continued to expand its portfolio through acquisitions and new construction.

Company business area logo Core Business Areas

  • Single-Family Rentals: Acquiring, renovating, leasing, and managing single-family homes. Core business that generates almost all the revenue.

leadership logo Leadership and Structure

David P. Singelyn is the CEO. The company operates as a Real Estate Investment Trust (REIT) with a board of directors overseeing the management team.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Single-Family Home Rentals: The company's primary offering is leasing single-family homes. AH4R owns over 59,000 homes as of December 31, 2023. Competitors include Invitation Homes (INVH) and Tricon Residential (TCN).

Market Dynamics

industry overview logo Industry Overview

The single-family rental (SFR) market is growing due to increasing home prices, changing demographics (preference for renting), and limited housing supply. Institutional investors are increasingly involved.

Positioning

American Homes 4 Rent is one of the largest players in the SFR market, with a focus on owning and managing a high-quality portfolio of homes. They differentiate through technology-driven property management and resident services.

Total Addressable Market (TAM)

The TAM for single-family rentals is estimated to be hundreds of billions of dollars, with millions of rental households. American Homes 4 Rent is positioned to capture a significant portion through expansion and operational efficiencies.

Upturn SWOT Analysis

Strengths

  • Large portfolio of single-family homes
  • Strong brand recognition
  • Efficient property management platform
  • Geographic diversification
  • Vertically integrated platform

Weaknesses

  • High operating expenses
  • Exposure to interest rate fluctuations
  • Tenant turnover
  • Capital intensive business model

Opportunities

  • Acquiring more properties
  • Increasing rental rates
  • Expanding into new markets
  • Developing new homes
  • Further streamlining operations with technology

Threats

  • Economic downturn
  • Rising interest rates
  • Increased competition
  • Changes in housing regulations
  • Property damage from natural disasters

Competitors and Market Share

Key competitor logo Key Competitors

  • INVH
  • TCN
  • NXRT

Competitive Landscape

American Homes 4 Rent competes with other large SFR operators on property location, quality, and resident services. Their scale and technology platform provide a competitive advantage.

Growth Trajectory and Initiatives

Historical Growth: American Homes 4 Rent has grown rapidly through acquisitions and development. Growth rates have varied depending on market conditions and investment strategies.

Future Projections: Future growth projections depend on analyst estimates, which are subject to change. General expectations include continued portfolio expansion and revenue growth.

Recent Initiatives: Recent initiatives include expanding their development program, investing in technology to improve property management, and focusing on resident satisfaction.

Summary

American Homes 4 Rent is a major player in the single-family rental market with a large and geographically diverse portfolio. Its strengths lie in its scale and efficient management platform. However, it faces challenges from high operating costs and economic volatility. Future success depends on strategic expansion and continued operational improvements.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company reports
  • Analyst estimates
  • Industry publications

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Market data is subject to change.

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Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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About American Homes 4 Rent

Exchange NYSE
Headquaters Las Vegas, NV, United States
IPO Launch date 2013-08-01
CEO & Trustee Mr. Bryan Smith
Sector Real Estate
Industry REIT - Residential
Full time employees 1730
Full time employees 1730

AMH (NYSE: AMH) is a leading large-scale integrated owner, operator and developer of single-family rental homes. We're an internally managed Maryland real estate investment trust (REIT) focused on acquiring, developing, renovating, leasing and managing homes as rental properties. In recent years, we've been named a 2025 Great Place to Work, a 2025 Top U.S. Homebuilder by Builder100, and one of the 2025 Most Trustworthy Companies in America by Newsweek and Statista Inc. As of September 30, 2025, we owned over 61,000 single-family properties in the Southeast, Midwest, Southwest and Mountain West regions of the United States.