Bull Rankings model

American Homes 4 Rent (AMH) stock analysis

REIT - Residential. Scored on the same transparent model behind the daily rankings.

★
AMH
American Homes 4 Rent · REIT - Residential
72.8REIT strength
$30.63Oct 13 close$12.6B
1Y Target$37.11Analyst consensus · 22 analysts
5Y Target$54.34Compound horizon
10Y Target$80.61Long-dated conviction
Yield4.3%
B+
Yield 4.3% — healthy income · REITs are valued on FFO / AFFO, which our data source doesn't provide — we grade income, growth, and sector-relative leverage instead.
Rev+7.0%
B
Revenue +7.0% — at or above S&P median
D/E0.69
B+
D/E 0.69 — below the Real Estate debt median (≈40th pctile)

Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology

Financial strength · 72.8 / 100
Profitability66.5
Value (P/B)67.9
Income82.8

A peer-relative read for reits on profitability (ROE, depreciation-adjusted), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeMid-range
13% off the 12-month high

Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards

Why now
REIT - Residential · market cap $12.6b. 13% off the 52-week high of $35.07. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $37.11 (implying +21% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Dividend payout 100% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Horizon
1-3 yr $37.11 (22-analyst consensus) — fundamentals + valuation re-rating. 5 yr $54.34 at ~12% CAGR — compounding case rests on the competitive position widening. 10 yr $80.61 if current growth sustains into durable earnings power.

Not enough history yet — the model records AMH's score after each daily run, and the chart appears once a few days have accumulated.

AMH at a glance

FINANCIAL STRENGTH · REITPROFITABILITY67VALUE68COVERED INCOME8372.8/100 on our peer scale — not the quality-growth score.
PRICE IN ITS 52-WEEK RANGE$30.6LOW $27.2HIGH $35.1Trading at the 43rd percentile of its 52-week range ($27.2–$35.1).
ONE-YEAR MOVE VS ITS BETAFLATThis stock-6%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.

Same audited fundamentals as the score, unless a card says otherwise.

Analyst estimate revisions

30-day change+0.0%
90-day change+2.6%
Forward EPS estimate$0.68

Over the last 90 days, what analysts expect AMH to earn is drifting higher (+2.6%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →

Shares to buy
65
Position size
$1,991
4.0% of portfolio
Stop price
$22.97
25% below $30.63
$ at risk if stopped
$497.74
budget $500.00 · 1% of portfolio

Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.

American Homes 4 Rent (AMH): score, valuation & FAQ

American Homes 4 Rent (AMH) is a REIT - Residential company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are Yield (B+) and D/E (B+).

Is AMH a good stock to buy?

Bull Rankings grades AMH on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by Yield (B+) and D/E (B+). A score is a quantitative screen of American Homes 4 Rent's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade AMH?

As a bank, insurer or REIT, AMH isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on Yield (B+) and D/E (B+).

Is AMH overvalued or undervalued?

We don't publish a discounted-cash-flow value for AMH, and not because the business is unprofitable. For a lender, insurer or property trust, "free cash flow" measures balance-sheet growth rather than owner earnings — loan originations and repayments run through operating cash flow — so discounting it would produce a confident-looking number with nothing behind it. AMH is judged on book value, return on equity and income cover instead, which is what the financial-strength card shows.

What are the main risks of investing in AMH?

Dividend payout 100% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.

New to these metrics? See the guides and the methodology.

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