Stock AMH AMERICAN HOMES 4 RENT
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Financials American Homes 4 Rent

Equities

AMH

US02665T3068

Residential REITs

Market Closed - Nyse
Other stock markets
 04:00:02 2024-05-31 pm EDT 		5-day change 1st Jan Change
36.04 USD +1.09% Intraday chart for American Homes 4 Rent -0.25% +0.22%
May. 29 Barclays Adjusts Price Target on American Homes 4 Rent to $42 From $43, Maintains Overweight Rating MT
May. 16 Scotiabank Adjusts Price Target on American Homes 4 Rent to $41 From $39, Maintains Sector Outperform Rating MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 7,882 9,488 14,583 10,653 13,020 13,202 - -
Enterprise Value (EV) 1 10,678 12,168 18,415 15,100 17,422 17,466 17,728 17,715
P/E ratio 90.4 x 107 x 106 x 42.5 x 35.6 x 52.1 x 53.8 x 55 x
Yield 0.76% 0.67% 0.92% 2.39% 2.45% 2.88% 3.05% 3.25%
Capitalization / Revenue 6.89 x 8.02 x 11.2 x 7.15 x 8.02 x 7.62 x 7.22 x 6.93 x
EV / Revenue 9.34 x 10.3 x 14.1 x 10.1 x 10.7 x 10.1 x 9.7 x 9.3 x
EV / EBITDA 18.3 x 21.3 x 27.9 x 20.6 x 21.5 x 19.6 x 18.4 x 17.2 x
EV / FCF - - 33.9 x 25.2 x 28.8 x 25.5 x 24.3 x -
FCF Yield - - 2.95% 3.97% 3.47% 3.92% 4.12% -
Price to Book 1.46 x 1.64 x 2.43 x 1.64 x 1.88 x 2.08 x 1.96 x 2.05 x
Nbr of stocks (in thousands) 300,711 316,263 334,396 353,445 362,056 366,322 - -
Reference price 2 26.21 30.00 43.61 30.14 35.96 36.04 36.04 36.04
Announcement Date 2/27/20 2/25/21 2/24/22 2/23/23 2/22/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 1,143 1,183 1,304 1,491 1,624 1,733 1,828 1,905
EBITDA 1 582.9 570.8 660.4 734.2 809.3 892.5 964 1,030
EBIT 1 253.6 227.7 287.5 331.2 352.7 421 492.1 547.1
Operating Margin 22.18% 19.25% 22.05% 22.22% 21.72% 24.29% 26.92% 28.72%
Earnings before Tax (EBT) 1 156.3 154.8 210.6 310 432.1 254.9 282.1 350.1
Net income 1 85.91 85.25 135.3 250.8 366.2 274.8 266.2 284.7
Net margin 7.51% 7.21% 10.38% 16.82% 22.56% 15.86% 14.56% 14.95%
EPS 2 0.2900 0.2800 0.4100 0.7100 1.010 0.6923 0.6699 0.6556
Free Cash Flow 1 - - 543.1 599.9 604.5 684 731 -
FCF margin - - 41.65% 40.25% 37.23% 39.47% 39.99% -
FCF Conversion (EBITDA) - - 82.24% 81.7% 74.7% 76.64% 75.83% -
FCF Conversion (Net income) - - 401.41% 239.21% 165.07% 248.91% 274.65% -
Dividend per Share 2 0.2000 0.2000 0.4000 0.7200 0.8800 1.037 1.100 1.172
Announcement Date 2/27/20 2/25/21 2/24/22 2/23/23 2/22/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 338.1 356.1 361.9 391.6 380.9 397.7 395.5 421.7 408.7 423.6 421 446.5 436.7 452.9 451
EBITDA 1 175.9 170.9 177.3 188.4 195.4 196.9 202.4 205.5 212 211 219.5 222.5 232.9 237.6 239.2
EBIT 1 78.7 70.9 72.92 79.04 87.87 89.26 89.19 90.67 96.23 95.29 101.4 103.1 114.5 120.3 122.5
Operating Margin 23.28% 19.91% 20.15% 20.18% 23.07% 22.44% 22.55% 21.5% 23.55% 22.5% 24.08% 23.08% 26.21% 26.57% 27.16%
Earnings before Tax (EBT) - - - - - - - - - - - - - - -
Net income 1 48.1 55.94 56.59 50.72 87.54 117.5 98.03 74.11 76.62 109.3 59.56 60.89 67.62 70.47 70.2
Net margin 14.23% 15.71% 15.64% 12.95% 22.98% 29.54% 24.78% 17.57% 18.75% 25.8% 14.15% 13.64% 15.48% 15.56% 15.56%
EPS 2 0.1400 0.1600 0.1600 0.1400 0.2500 0.3200 0.2700 0.2000 0.2100 0.3000 0.1457 0.1497 0.1660 0.1744 0.1792
Dividend per Share 2 0.1000 0.1800 0.1800 0.1800 0.1800 0.2200 0.2200 0.2200 0.2200 - 0.2600 0.2600 0.2600 0.2737 0.2764
Announcement Date 2/24/22 5/5/22 8/4/22 11/3/22 2/23/23 5/4/23 7/27/23 11/2/23 2/22/24 5/2/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 2,796 2,680 3,832 4,447 4,402 4,263 4,526 4,513
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 4.796 x 4.696 x 5.803 x 6.056 x 5.44 x 4.777 x 4.695 x 4.379 x
Free Cash Flow 1 - - 543 600 605 684 731 -
ROE (net income / shareholders' equity) 1.62% 1.53% 2.28% 4.35% 5.44% 3.08% 3.46% 4.14%
ROA (Net income/ Total Assets) 0.95% 0.91% 1.32% 2.36% 2.95% 1.22% 1.95% 1.89%
Assets 1 9,051 9,347 10,278 10,626 12,432 22,562 13,682 15,062
Book Value Per Share 2 18.00 18.30 17.90 18.40 19.10 17.30 18.30 17.60
Cash Flow per Share 2 - 1.540 1.830 1.660 1.780 2.060 2.260 -
Capex 1 - - - - 1,154 993 810 943
Capex / Sales - - - - 71.09% 57.33% 44.33% 49.5%
Announcement Date 2/27/20 2/25/21 2/24/22 2/23/23 2/22/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for American Homes 4 Rent

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
36.04 USD
Average target price
39.89 USD
Spread / Average Target
+10.70%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Residential REITs

1st Jan change Capi.
AMERICAN HOMES 4 RENT Stock American Homes 4 Rent
+0.22% 13.2B
AVALONBAY COMMUNITIES, INC. Stock AvalonBay Communities, Inc.
+2.92% 27.36B
EQUITY RESIDENTIAL Stock Equity Residential
+6.33% 24.64B
INVITATION HOMES INC. Stock Invitation Homes Inc.
+1.99% 21.31B
ESSEX PROPERTY TRUST, INC. Stock Essex Property Trust, Inc.
+4.78% 16.68B
MID-AMERICA APARTMENT COMMUNITY, INC. Stock Mid-America Apartment Community, Inc.
-0.56% 15.62B
SUN COMMUNITIES, INC. Stock Sun Communities, Inc.
-11.72% 14.71B
UDR INC. Stock UDR Inc.
+0.86% 12.72B
EQUITY LIFESTYLE PROPERTIES, INC. Stock Equity LifeStyle Properties, Inc.
-11.02% 11.71B
CAMDEN PROPERTY TRUST Stock Camden Property Trust
+3.38% 10.94B
Residential REITs
  1. Stock Market
  2. Equities
  3. AMH Stock
  4. Financials American Homes 4 Rent