Company Valuation: American Homes 4 Rent

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 14,583 10,653 13,020 13,827 11,912 10,971 - -
Change - -26.95% 22.22% 6.2% -13.85% -7.91% - -
Enterprise Value (EV) 1 18,415 15,100 17,422 18,638 16,900 16,087 16,261 16,363
Change - -18% 15.38% 6.98% -9.33% -4.81% 1.08% 0.63%
P/E 106x 42.5x 35.6x 34.6x 27.2x 31.3x 38.9x 43.1x
PBR 2.43x 1.64x 1.88x 1.93x 1.67x 1.72x 1.74x 1.75x
PEG - 0.6x 0.8x 4.99x 2.94x -1.8x -2x -4.4x
Capitalization / Revenue 11.2x 7.15x 8.02x 8x 6.44x 5.76x 5.57x 5.3x
EV / Revenue 14.1x 10.1x 10.7x 10.8x 9.13x 8.44x 8.25x 7.91x
EV / EBITDA 27.9x 20.6x 21.5x 20.4x 17.4x 15.8x 15.4x 14.8x
EV / EBIT 64x 45.6x 49.4x 46.5x 36.4x 32.5x 30.7x 28.1x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 0.4 0.72 0.88 1.04 1.2 1.317 1.388 1.456
Rate of return 0.92% 2.39% 2.45% 2.78% 3.74% 4.32% 4.55% 4.78%
EPS 2 0.41 0.71 1.01 1.08 1.18 0.9752 0.7837 0.707
Distribution rate 97.6% 101% 87.1% 96.3% 102% 135% 177% 206%
Net sales 1 1,304 1,491 1,624 1,729 1,850 1,905 1,971 2,070
EBITDA 1 660.4 734.2 809.3 912.1 968.5 1,017 1,059 1,109
EBIT 1 287.5 331.2 352.7 400.7 464.1 495.5 530.1 582.9
Net income 1 135.3 250.8 366.2 398.5 439 379.9 294.9 275.5
Net Debt 1 3,832 4,447 4,402 4,811 4,987 5,117 5,291 5,392
Reference price 2 43.61 30.14 35.96 37.42 32.10 30.49 30.49 30.49
Nbr of stocks (in thousands) 334,396 353,445 362,056 369,507 371,106 359,815 - -
Announcement Date 2/24/22 2/23/23 2/22/24 2/20/25 2/19/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
30.76x8.35x15.65x4.39% 10.79B
37.8x12.48x22.24x - 45.88B
47.73x12.15x18.66x3.87% 17.23B
26.1x7.91x15.31x4.65% 15.27B
-18.03x8.46x18.26x4.04% 13.49B
30.57x8.53x15.13x5.37% 13.25B
27.88x9.23x18.87x3.72% 11.25B
31.94x9.74x15.82x5.22% 10.7B
69.76x8.69x15.6x4.42% 9.82B
72.2x8.5x15.29x4.91% 3.4B
Average 35.67x 9.40x 17.08x 4.51% 15.11B
Weighted average by Cap. 33.32x 10.21x 18.39x 4.45%

Y-o-Y evolution of P/E

Valuation ratios - P/E - American Homes 4 Rent

Historical PBR trend

Valuation ratios - PBR - American Homes 4 Rent

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - American Homes 4 Rent

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - American Homes 4 Rent


Year-on-year evolution of the Yield

Valuation ratios - Yield - American Homes 4 Rent
  1. Stock Market
  2. Stocks
  3. AMH Stock
  4. Valuation American Homes 4 Rent