Acquires single-family homes in selected submarkets. Develops new single-family rental communities. Now — the numbers.
This is an established company with proven profits.
Average growth of 9% a year over the last 4 years. Every year shown ended in profit.
The gap is $5.0B. In times of high interest rates, a gap like that can squeeze a company.
The market pays 25× for every dollar of annual profit — around what a business like this usually costs.
Against companies in its own sector, it looks cheaper than 67% of them.
Analysts' average target sits 15% above today's price.
The stock trades 28% below its peak. The market has trimmed its expectations for the company.
The net profit margin is 24% — still a thick cushion, though costs have been eating into it lately.
Over the last 4 years, sales grew about 9% a year on average.
It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.
Our checks did not surface a specific risk to flag here. That is not the same as there being none.
On our five-subject report card, AMH sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: AMH is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Not covered, because the filings we hold do not carry it: the revenue breakdown.