NYSE:AMH

37.83
0.41 (1.07%) 1d
0
Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Experts are in agreement that American Homes 4 Rent is a great business with strong fundamentals, offering a great opportunity for the American dream of single-family home renting. The stock was a top pick and saw a 12% increase, prompting the expert to consider selling at his NAV. However, he would buy again on any pullback, indicating confidence in its long-term potential.

Consensus
Positive
Valuation
Fair Value
PAST TOP PICK
(A Top Pick Jan 30/23, Up 12%)

Great business, fundamentals are so strong. He sold as it reached his NAV. He'd buy again on any pullback. Great opportunity to live the American dream of a single-family home via renting.

REAL ESTATE
TOP PICK

It rents out over 58 000 single family homes across the U.S. It is unique in that it has its own in-house development pipeline. It can add another 15000 homes on lots that they own or have options on. Their homes are similar quality to ones you could buy from a developer. Has attractive internal rent growth as well as external growth. Trades at a 17% discount to its share value and is a very defensive investment.
Buy 12   Hold 10   Sell 0

(Analysts’ price target is $35.47)
REAL ESTATE
PAST TOP PICK
(A Top Pick Apr 30/20, Up 40%) It bounced sharply off the bottom. It's one of the biggest U.S. single-family rental operators. The CAP rate is 4.4%, in line with U.S. apartment operators. Single-family operators should be at a lower CAP rate (or higher value). This is a great business with super earnings growth. He sees 10% growth this year. He likes their business model, which builds its own homes and does so with added efficiencies.
REAL ESTATE
TOP PICK
Second largest single-family rentals in the US. Record high occupancy. Solid collections. Greater than expected development pipeline of homes for 2021. Covid has accelerated demand. Recent value trade has created a buying opportunity. Yield is 0.69%. (Analysts’ price target is $32.50)
REAL ESTATE
PAST TOP PICK
(A Top Pick Aug 22/19, Up 14%) Added to this. It's a major single-family rental company. They have a solid balance sheet. They benefit from existing low single-family home supply and starts, plus pent-up demand. They collected 96.5% of Q2 rents. Solid cash flow.
REAL ESTATE
PAST TOP PICK
(A Top Pick Apr 30/20, Up 12%) Post-pandemic there is a trend of de-urbanization. People desire more open space rather elevators. This, coupled with work-from-room, caused single family rentals to really take off. It still trades at a discount to NAV.
REAL ESTATE
TOP PICK
You can buy this company now where it was previously too expensive. They are one of the largest operators of rental homes in the US. It trades at a 15% discount to NAV. They have two times the income growth of the national average. (Analysts’ price target is $26.64)
REAL ESTATE
BUY
A safe, low-Beta stock in single-family homes for rent in America. Revenue growth is a good 4-6% annually.
REAL ESTATE
PAST TOP PICK
(A Top Pick Aug 22/19, Up 3%) Added to it on weakness. Chart has done pretty well. Catalyst is the single family rental market. Really booming in the US. Great opportunity. Share price is discounted and is attractive here.
REAL ESTATE
TOP PICK
The 2nd-biggest single-family rental REIT in America, a sector that's expected to outperform, given low supply and pent-up demand--and lack of affordable housing. Share price trades in line with its NAV. (Analysts’ price target is $27.04)
REAL ESTATE
BUY

A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. AMH is a major player in this space and it's trading at a discount to NAV now.

REAL ESTATE
BUY

Largest single family home rental owner in the US. Assets across the country. They have an operating platform to manage single family rental homes and he likes it for this reason. Thinks you will see consolidation over the next few years.

REAL ESTATE
BUY

Similar to Tricon, but more diversified. AMH-T is focused on buying single family homes and renting them. 20-25 different cities and are a strong operator. They have to maintain and lease single family homes all over the city. Believes they will be a consolidator as home prices have appreciated in the US. There is an opportunity to build a business based on this through acquisition. The industry is fragmented, but can consolidate over time.

REAL ESTATE
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American Homes 4 Rent(AMH-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for American Homes 4 Rent is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

American Homes 4 Rent(AMH-N) Frequently Asked Questions

What is American Homes 4 Rent stock symbol?

American Homes 4 Rent is a American stock, trading under the symbol AMH-N on the New York Stock Exchange (AMH). It is usually referred to as NYSE:AMH or AMH-N

Is American Homes 4 Rent a buy or a sell?

In the last year, 1 stock analyst published opinions about AMH-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for American Homes 4 Rent.

Is American Homes 4 Rent a good investment or a top pick?

American Homes 4 Rent was recommended as a Top Pick by on . Read the latest stock experts ratings for American Homes 4 Rent.

Why is American Homes 4 Rent stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is American Homes 4 Rent worth watching?

1 stock analyst on Stockchase covered American Homes 4 Rent In the last year. It is a trending stock that is worth watching.

What is American Homes 4 Rent stock price?

On 2024-10-29, American Homes 4 Rent (AMH-N) stock closed at a price of $37.83.