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American Homes 4 Rent (AMH)



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Upturn Advisory Summary
09/12/2025: AMH (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $40.45
1 Year Target Price $40.45
6 | Strong Buy |
7 | Buy |
10 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.25% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.41B USD | Price to earnings Ratio 30.75 | 1Y Target Price 40.45 |
Price to earnings Ratio 30.75 | 1Y Target Price 40.45 | ||
Volume (30-day avg) 23 | Beta 0.76 | 52 Weeks Range 31.42 - 40.44 | Updated Date 09/14/2025 |
52 Weeks Range 31.42 - 40.44 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 3.24% | Basic EPS (TTM) 1.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.72% | Operating Margin (TTM) 24.79% |
Management Effectiveness
Return on Assets (TTM) 2% | Return on Equity (TTM) 6.22% |
Valuation
Trailing PE 30.75 | Forward PE 37.31 | Enterprise Value 17510694688 | Price to Sales(TTM) 8.01 |
Enterprise Value 17510694688 | Price to Sales(TTM) 8.01 | ||
Enterprise Value to Revenue 9.74 | Enterprise Value to EBITDA 15.11 | Shares Outstanding 370275008 | Shares Floating 319212877 |
Shares Outstanding 370275008 | Shares Floating 319212877 | ||
Percent Insiders 7.75 | Percent Institutions 91.36 |
Upturn AI SWOT
American Homes 4 Rent
Company Overview
History and Background
American Homes 4 Rent was founded in 2012 by B. Wayne Hughes, Sr. It focuses on acquiring, renovating, leasing, and managing single-family homes as rental properties. The company rapidly expanded through acquisitions and development, becoming one of the largest players in the single-family rental (SFR) market.
Core Business Areas
- Acquisition and Development: Acquiring existing single-family homes and developing new build-to-rent communities. This is about increasing the portfolio of rental properties.
- Property Management: Managing day-to-day operations of rental properties, including tenant screening, maintenance, and rent collection. This is about ensuring efficient and profitable management of the properties.
- Leasing: Marketing and leasing available properties to prospective tenants. This is about maximizing occupancy rates and rental income.
Leadership and Structure
David P. Singelyn serves as the Chief Executive Officer. The organizational structure is designed to support regional property management teams with centralized support functions like finance, marketing, and IT.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: American Homes 4 Rent offers a portfolio of single-family homes for rent across various markets. Market share data is difficult to pinpoint exactly but they are one of the largest players in the market. Competitors include Invitation Homes, Tricon Residential, and individual landlords. Revenue is generated through rental income.
Market Dynamics
Industry Overview
The single-family rental (SFR) market is growing due to increasing demand for rental housing, fueled by factors like affordability challenges in homeownership, demographic shifts, and lifestyle preferences. The industry is becoming more institutionalized with larger players like American Homes 4 Rent.
Positioning
American Homes 4 Rent is a leading player in the SFR market, with a focus on providing professionally managed rental homes. Their competitive advantages include scale, operational efficiency, and a strong brand reputation.
Total Addressable Market (TAM)
The TAM for the single-family rental market is estimated to be in the hundreds of billions of dollars. American Homes 4 Rent is positioned to capture a significant portion of this market due to its size and operational capabilities.
Upturn SWOT Analysis
Strengths
- Scale and market presence
- Professional management capabilities
- Strong brand reputation
- Diversified geographic footprint
- Proprietary technology platform
Weaknesses
- High capital expenditure requirements
- Sensitivity to interest rate fluctuations
- Tenant turnover
- Geographic concentration in certain markets
- Reputation risks associated with property management practices
Opportunities
- Expansion into new markets
- Increased adoption of technology
- Growing demand for rental housing
- Strategic acquisitions
- Development of new build-to-rent communities
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Changes in government regulations
- Property damage from natural disasters
Competitors and Market Share
Key Competitors
- INVH
- TCN
Competitive Landscape
American Homes 4 Rent competes with other large institutional investors, as well as individual landlords. The company's advantages include its scale, professional management capabilities, and brand reputation.
Growth Trajectory and Initiatives
Historical Growth: American Homes 4 Rent has experienced significant growth in its property portfolio and revenue since its founding.
Future Projections: Analysts project continued growth in revenue and earnings, driven by increasing demand for rental housing and strategic acquisitions.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new build-to-rent communities, and investing in technology to improve operational efficiency.
Summary
American Homes 4 Rent is a major player in the single-family rental market. Its strengths lie in its scale and professional management. The company should watch out for rising interest rates and increased competition. Continued expansion and efficient operations are crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, Market Research Reports, Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Data may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | Website https://www.amh.com |
Full time employees 1730 | Website https://www.amh.com |
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 June 30, 2025, we owned over 61,000 single-family properties in the Southeast, Midwest, Southwest and Mountain West regions of the United States.

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