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Upturn AI SWOT - About
American Homes 4 Rent (AMH)
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Upturn Advisory Summary
12/16/2024: AMH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -20.72% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/16/2024 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.87B USD | Price to earnings Ratio 34.86 | 1Y Target Price 39.85 |
Price to earnings Ratio 34.86 | 1Y Target Price 39.85 | ||
Volume (30-day avg) 2173684 | Beta 0.78 | 52 Weeks Range 33.45 - 40.77 | Updated Date 04/2/2025 |
52 Weeks Range 33.45 - 40.77 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.19% | Basic EPS (TTM) 1.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.86% | Operating Margin (TTM) 24.39% |
Management Effectiveness
Return on Assets (TTM) 1.92% | Return on Equity (TTM) 6.04% |
Valuation
Trailing PE 34.86 | Forward PE 48.54 | Enterprise Value 18764281378 | Price to Sales(TTM) 9.18 |
Enterprise Value 18764281378 | Price to Sales(TTM) 9.18 | ||
Enterprise Value to Revenue 10.85 | Enterprise Value to EBITDA 16.9 | Shares Outstanding 369524992 | Shares Floating 318589738 |
Shares Outstanding 369524992 | Shares Floating 318589738 | ||
Percent Insiders 7.75 | Percent Institutions 89.84 |
Analyst Ratings
Rating 4 | Target Price 41.05 | Buy 6 | Strong Buy 8 |
Buy 6 | Strong Buy 8 | ||
Hold 8 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
American Homes 4 Rent
Company Overview
History and Background
American Homes 4 Rent was founded in 2012 by B. Wayne Hughes. It quickly grew by acquiring foreclosed homes during the housing crisis and building new rental communities. The company focuses on acquiring, developing, renovating, and managing single-family homes as rental properties.
Core Business Areas
- Acquisition and Development: Involves identifying and purchasing existing homes or developing new single-family rental communities.
- Property Management: Includes tenant screening, leasing, property maintenance, and rent collection.
- Renovation and Maintenance: Focuses on maintaining and improving the properties to attract and retain tenants.
Leadership and Structure
David P. Singelyn is the Chief Executive Officer. The company has a board of trustees and operates with a typical corporate structure including departments for operations, finance, and marketing.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: The company's primary offering is the rental of single-family homes. American Homes 4 Rent owns and manages a large portfolio of homes across multiple states. Market share is difficult to pinpoint precisely, but they are a major player in the SFR market. Competitors include Invitation Homes (INVH) and Tricon Residential (TCN).
Market Dynamics
Industry Overview
The single-family rental (SFR) market has grown significantly due to factors like increasing home prices, changing demographics, and a preference for renting over homeownership. Institutional investors have entered the market, driving consolidation and professionalization.
Positioning
American Homes 4 Rent is a leading player in the SFR market, benefiting from its large scale, operational expertise, and brand recognition. Their competitive advantages include efficient property management and strategic acquisitions.
Total Addressable Market (TAM)
The TAM for the SFR market is estimated to be in the hundreds of billions of dollars. American Homes 4 Rent is well-positioned to capture a significant portion of this market through its large portfolio and expansion strategies.
Upturn SWOT Analysis
Strengths
- Large and diversified portfolio of rental homes
- Strong operational platform and property management capabilities
- Experienced management team
- Brand recognition and reputation
Weaknesses
- High capital expenditures for property acquisition and renovation
- Exposure to geographic concentration risk
- Sensitivity to interest rate fluctuations
- Potential for negative publicity related to tenant issues
Opportunities
- Further expansion into new and existing markets
- Increased demand for single-family rentals
- Technological advancements in property management
- Strategic partnerships and acquisitions
Threats
- Rising interest rates increasing borrowing costs
- Economic downturn impacting rental demand
- Increased competition from other SFR operators
- Changes in government regulations impacting the rental market
Competitors and Market Share
Key Competitors
- INVH
- TCN
- NXRT
Competitive Landscape
American Homes 4 Rent competes with other large SFR operators and smaller regional players. AMH's advantages include its scale, operational expertise, and brand reputation. Disadvantages include exposure to geographic concentration and high capital expenditures.
Major Acquisitions
Haven Realty Capital
- Year: 2023
- Acquisition Price (USD millions): 64
- Strategic Rationale: Expanded the company's build-to-rent platform and property management capabilities.
Growth Trajectory and Initiatives
Historical Growth: American Homes 4 Rent has experienced significant growth in recent years driven by acquisitions and organic expansion.
Future Projections: Future growth projections depend on analyst estimates and market conditions.
Recent Initiatives: Recent initiatives include expanding into new markets, investing in technology, and improving property management efficiency.
Summary
American Homes 4 Rent is a significant player in the single-family rental market, benefiting from scale and operational expertise. The company's growth is driven by acquisitions and strong demand for rental homes. However, high capital expenditures and interest rate sensitivity pose challenges. Expansion into new markets and strategic partnerships are key opportunities for future growth.
Similar Companies
EQR
Equity Residential
EQR
Equity Residential
INVH
Invitation Homes Inc
INVH
Invitation Homes Inc
MAA
Mid-America Apartment Communities Inc
MAA
Mid-America Apartment Communities Inc
Sources and Disclaimers
Data Sources:
- Company reports
- Financial news sources
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions can change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Homes 4 Rent
Exchange NYSE | Headquaters Las Vegas, NV, United States | ||
IPO Launch date 2013-08-01 | CEO & Trustee Mr. Bryan Smith | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 1730 | Website https://www.amh.com |
Full time employees 1730 | Website https://www.amh.com | ||
AMH (NYSE: AMH) is a leading large-scale integrated owner, operator and developer of single-family rental homes. We're an internally managed Maryland real estate investment trust (REIT) focused on acquiring, developing, renovating, leasing and managing homes as rental properties. Our goal is to simplify the experience of leasing a home and deliver peace of mind to households across the country. In recent years, we've been named one of Fortune's 2023 Best Workplaces in Real Estate, a 2024 Great Place to Work, a 2023 Most Loved Workplace, a 2023 Top U.S. Homebuilder by Builder100, and one of America's Most Responsible Companies 2024 and Most Trustworthy Companies in America 2024 by Newsweek and Statista Inc. As of March 31, 2024, we owned nearly 60,000 single-family properties in the Southeast, Midwest, Southwest and Mountain West regions of the United States.
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