American Homes 4 Rent (AMH-PG)
ValueMarkers Composite Index
83% below intrinsic value ($131)
American Homes 4 Rent (AMH-PG) — VMCI valuation read
American Homes 4 Rent sits at VMCI 58/100, with the Real Estate sector median at 50. That 8-point spread is the first thing to note on AMH-PG: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on AMH-PG are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on AMH-PG: AMH-PG trades at 24.0x earnings, 33% above the Real Estate median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 12.0% sits 2.0pp above the Real Estate median (10.0%). The Risk read: net debt to EBITDA of 2.8x is the rate-sensitivity line to watch, anchoring the bear scenario on a measurable balance-sheet metric.
AMH-PG fell 3.7% over the trailing 7 days, with a +2.6% read on a 30-day basis.
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family home rental industry and "American Homes 4 Rent" is fast becoming a nationally recognized brand for rental homes, known for high-quality, good value and tenant satisfaction. We are an internally managed Maryland real estate investment trust, or REIT, focused on acquiring, developing, renovating, leasing, and operating attractive, single-family homes as rental properties. As of September 30, 2020, we owned 53,229 single-family properties in selected submarkets in 22 states.
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