American Homes 4 Rent Common (AMH) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-03, American Homes 4 Rent Common (NYSE: AMH) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $31.89 (+0.92% 1D, market cap $11.35B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, AMH ranks #328 in composite RQD confidence.
Within the Financials sector (Real Estate Investment Trusts), AMH carries a Roarable C (62/100 RQD), trailing P/E of 32.8x, gross margin of —, and ROIC of 3.8%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C+ grade (66/100 RQD, P/E N/A, ROIC 14.8%, cap $11.34B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.41B). Among the 5-stock peer group, AGNC leads on earnings multiple (6.4x) while GLPI leads on capital efficiency (14.8% ROIC).
Per AMH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001562401), American Homes 4 Rent Common generated $5.56B in revenue (-1.0% YoY), $0 in net income, and $864.3M in free cash flow against $13.24B in total assets and $2.49B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)
Macro rate sensitivity & RSI-14 (53.5) create a -11 pt regime headwind
Even with a 62/100 (C) score, AMH faces multiple-compression risk if 32.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 15.0% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($31.47) or 200D SMA ($31.61) invalidates the momentum regime and cuts Target Base ($32.46) toward Bear Floor ($25.32).
American Homes 4 Rent Common (AMH) advanced +0.92% to $31.89, trading at 59% of its 52-week range ($27.22 – $35.07). Solid steady margins (4% return on capital), mixed timing at 33x P/E—hold if owned, no rush to chase.
Centerspace (CSR) delivered FFO and revenue surprises of -1.77% and -6.72%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
We're at the halfway point of another surprisingly strong REIT earnings season. Click here to read more on the REITs report.
Housing Act changes may boost demand for new homebuilders like D.R. Horton and PulteGroup. Click for an updated market outlook.
The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.
American Homes 4 Rent recently reported a quarterly dividend yield of 4.22% with a 67.3% Core FFO payout, supported by 96% occupancy across 60,482 single family rental homes and solid renewal and rent spreads. The REIT h
Fewer new apartments are hitting the market just as tenants stop moving out, but not every landlord enters 2027 with the same cushion between its rental cash flow and its dividend obligation.
Broadstone Net Lease (BNL) delivered FFO and revenue surprises of 0.00% and -1.35%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Markets waver as AI and oil reshape Fed bets, while REIT earnings stay strong.
A new federal rule threatens penalties that could dwarf the price of any single home purchase, and the two biggest single-family landlords in America just watched their stocks climb on the day it dropped.
https://home.treasury.gov/news/press-releases/sb0665/
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -1.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on AMH today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for AMH. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, American Homes 4 Rent Common (AMH) ranks #328 by composite RQD confidence (62/100, grade C) and #171 by equity capitalization ($11.35B). Within this direct 5-issuer industry benchmark cohort, AGNC leads on earnings valuation at 6.4x trailing P/E, while GLPI leads on capital efficiency and profitability with 14.8% ROIC and — gross margin. GLPI currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with AMH at 62/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| AMH
ACTIVE
American Homes 4 Rent Common | C | 62/100 | 32.8x | — | 3.8% | +0.92% | $11.35B | Benchmark Subject |
| GLPI Gaming and Leisure Properties Inc. | C+ | 66/100 | — | — | 14.8% | +0.92% | $11.34B | /glpi-vs-amh → |
| UDR UDR Inc. | C | 63/100 | 30.1x | — | 7.3% | +1.10% | $11.41B | /udr-vs-amh → |
| ELS Equity Lifestyle Properties Inc. | C | 62/100 | 28.5x | — | 11.4% | +2.41% | $11.50B | /els-vs-amh → |
| AGNC AGNC Investment Corp. | D+ | 52/100 | 6.4x | — | 2.9% | +0.46% | $11.02B | /agnc-vs-amh → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), American Homes 4 Rent Common (AMH) reported GAAP revenue of $5.56B (-1.0% vs. FY2024 revenue of $5.62B ) , GAAP net income of $0, operating cash flow of $864.3M, and free cash flow of $864.3M (+6.5% YoY). On the balance sheet, AMH closed FY2025 with $13.24B in total assets against $2.49B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $5.56B | $0 | $864.3M | $864.3M | $13.24B | $2.49B |
| FY2024 (FY) | 2024-12-31 | $5.62B | $0 | $811.5M | $811.5M | $13.38B | $2.49B |
As of 2026-11-03, American Homes 4 Rent Common (NYSE: AMH) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $31.89 (+0.92% 1D, market cap $11.35B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, AMH ranks #328 in composite RQD confidence.
Within the Financials sector (Real Estate Investment Trusts), AMH carries a Roarable C (62/100 RQD), trailing P/E of 32.8x, gross margin of —, and ROIC of 3.8%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C+ grade (66/100 RQD, P/E N/A, ROIC 14.8%, cap $11.34B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.41B). Among the 5-stock peer group, AGNC leads on earnings multiple (6.4x) while GLPI leads on capital efficiency (14.8% ROIC).
Per AMH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001562401), American Homes 4 Rent Common generated $5.56B in revenue (-1.0% YoY), $0 in net income, and $864.3M in free cash flow against $13.24B in total assets and $2.49B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
AMH last traded at $31.89 (+0.92% on volume of 2,352,223 shares), positioning the stock +1.33% above its 50-day simple moving average ($31.47) and +0.89% above its 200-day simple moving average ($31.61). Across its 52-week range of $27.22 to $35.07, AMH sits at the 59.5% percentile with a 14-day RSI of 53.5 (NEUTRAL RANGE) and an implied next-earnings move of ±3.4% ($30.81 to $32.97).
American Homes 4 Rent Common (AMH) earns a live Roarable RQD composite score of 62/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $31.89 (+0.92% 1D, market capitalization $11.35B).
American Homes 4 Rent Common (AMH) is listed on the NYSE and classified in the Financials sector, Real Estate Investment Trusts industry..3B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), American Homes 4 Rent Common (AMH) reported $5.56B in annual revenue (up from $5.62B in FY2024, -1.0% YoY) and $0 in GAAP net income. Over the multi-year SEC filing window from FY2024 ($5.62B revenue, $0 net income) through FY2025, AMH scaled operating cash flow to $864.3M and free cash flow to $864.3M, backed by $13.24B in total assets against $2.49B in total debt.
Operating in Real Estate Investment Trusts (Financials), AMH carries a macro regime beta of 0.92 and gross margin of —.
Real-time company headlines, analyst actions, and sector developments for American Homes 4 Rent Common (AMH) • Click "Debate This Headline" to argue it in the Roar Pit below
Centerspace (CSR) delivered FFO and revenue surprises of -1.77% and -6.72%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
We're at the halfway point of another surprisingly strong REIT earnings season. Click here to read more on the REITs report.
Housing Act changes may boost demand for new homebuilders like D.R. Horton and PulteGroup. Click for an updated market outlook.
The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.
American Homes 4 Rent recently reported a quarterly dividend yield of 4.22% with a 67.3% Core FFO payout, supported by 96% occupancy across 60,482 single family rental homes and solid renewal and rent spreads. The REIT h
Fewer new apartments are hitting the market just as tenants stop moving out, but not every landlord enters 2027 with the same cushion between its rental cash flow and its dividend obligation.
Broadstone Net Lease (BNL) delivered FFO and revenue surprises of 0.00% and -1.35%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Markets waver as AI and oil reshape Fed bets, while REIT earnings stay strong.
Picked up a starter position in AMH in my $100K Virtual Cash book at $31.60. Balance sheet and insider signals are relatively supportive, with an Altman Z-Score of 2.5, a Piotroski F-Score of 7/9, and a 15/20 insider conviction pillar.. Trading inside a $27.22–$35.07 52-week range with 6.36% FCF yield gives solid downside support if Real Estate Investment Trusts multiples expand this quarter.
@FadeTheHype Fair point on 32.8x trailing P/E, but you're ignoring the forward operating leverage in Real Estate Investment Trusts. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.
Here is the bear case nobody on the bull side wants to address on AMH: A trailing P/E of 32.8 and EV/EBITDA of 24 sit against a 3.8% ROIC and a macro regime fit pillar scoring only 9/20.. At 32.8x trailing P/E, even a small guidance miss in Real Estate Investment Trusts triggers a 12-15% air pocket.
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