Stock 0HEJ AMERICAN HOMES 4 RENT
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Financials American Homes 4 Rent London S.E.

Equities

0HEJ

US02665T3068

Residential REITs

Market Closed - London S.E.
Other stock markets
 15:12:20 02/10/2020 BST 		After market 17:10:11
29.13 USD +19.32% Intraday chart for American Homes 4 Rent 36.08 +23.88%
06-20 American Homes 4 Rent Prices $500 Million Senior Notes Offering MT
06-17 JPMorgan Chase Adjusts Price Target on American Homes 4 Rent to $38 From $37, Maintains Neutral Rating MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 7,882 9,488 14,583 10,653 13,020 13,279 - -
Enterprise Value (EV) 1 10,678 12,168 18,415 15,100 17,422 17,627 17,708 17,608
P/E ratio 90.4 x 107 x 106 x 42.5 x 35.6 x 53.3 x 54 x 54.8 x
Yield 0.76% 0.67% 0.92% 2.39% 2.45% 2.87% 3.02% 3.23%
Capitalization / Revenue 6.89 x 8.02 x 11.2 x 7.15 x 8.02 x 7.66 x 7.26 x 7.01 x
EV / Revenue 9.34 x 10.3 x 14.1 x 10.1 x 10.7 x 10.2 x 9.68 x 9.3 x
EV / EBITDA 18.3 x 21.3 x 27.9 x 20.6 x 21.5 x 19.8 x 18.4 x 17.1 x
EV / FCF - - 33,909,826 x 25,171,052 x 28,819,551 x - - -
FCF Yield - - 0% 0% 0% - - -
Price to Book 1.46 x 1.64 x 2.43 x 1.64 x 1.88 x 2 x 1.97 x 2.06 x
Nbr of stocks (in thousands) 300,711 316,263 334,396 353,445 362,056 366,322 - -
Reference price 2 26.21 30.00 43.61 30.14 35.96 36.25 36.25 36.25
Announcement Date 27/02/20 25/02/21 24/02/22 23/02/23 22/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 1,143 1,183 1,304 1,491 1,624 1,733 1,828 1,894
EBITDA 1 582.9 570.8 660.4 734.2 809.3 892.4 964.3 1,032
EBIT 1 253.6 227.7 287.5 331.2 352.7 418.8 485.5 541.9
Operating Margin 22.18% 19.25% 22.05% 22.22% 21.72% 24.16% 26.55% 28.61%
Earnings before Tax (EBT) 1 156.3 154.8 210.6 310 432.1 268.4 286.7 355.2
Net income 1 85.91 85.25 135.3 250.8 366.2 270 265.2 286.9
Net margin 7.51% 7.21% 10.38% 16.82% 22.56% 15.58% 14.51% 15.15%
EPS 2 0.2900 0.2800 0.4100 0.7100 1.010 0.6800 0.6714 0.6610
Free Cash Flow - - 543.1 599.9 604.5 - - -
FCF margin - - 41.65% 40.25% 37.23% - - -
FCF Conversion (EBITDA) - - 82.24% 81.7% 74.7% - - -
FCF Conversion (Net income) - - 401.41% 239.21% 165.07% - - -
Dividend per Share 2 0.2000 0.2000 0.4000 0.7200 0.8800 1.041 1.096 1.172
Announcement Date 27/02/20 25/02/21 24/02/22 23/02/23 22/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 338.1 356.1 361.9 391.6 380.9 397.7 395.5 421.7 408.7 423.6 421.1 446.4 436.7 453.1 451.1
EBITDA 1 175.9 170.9 177.3 188.4 195.4 196.9 202.4 205.5 212 211 219.2 222 232.7 237 238.2
EBIT 1 78.7 70.9 72.92 79.04 87.87 89.26 89.19 90.67 96.23 95.29 103.6 105.9 116.4 120.2 122.5
Operating Margin 23.28% 19.91% 20.15% 20.18% 23.07% 22.44% 22.55% 21.5% 23.55% 22.5% 24.6% 23.72% 26.66% 26.53% 27.15%
Earnings before Tax (EBT) - - - - - - - - - - - - - - -
Net income 1 48.1 55.94 56.59 50.72 87.54 117.5 98.03 74.11 76.62 109.3 57.95 58.99 66.21 68.36 67.71
Net margin 14.23% 15.71% 15.64% 12.95% 22.98% 29.54% 24.78% 17.57% 18.75% 25.8% 13.76% 13.21% 15.16% 15.09% 15.01%
EPS 2 0.1400 0.1600 0.1600 0.1400 0.2500 0.3200 0.2700 0.2000 0.2100 0.3000 0.1405 0.1442 0.1614 0.1744 0.1792
Dividend per Share 2 0.1000 0.1800 0.1800 0.1800 0.1800 0.2200 0.2200 0.2200 0.2200 - 0.2604 0.2604 0.2644 0.2719 0.2741
Announcement Date 24/02/22 05/05/22 04/08/22 03/11/22 23/02/23 04/05/23 27/07/23 02/11/23 22/02/24 02/05/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 2,796 2,680 3,832 4,447 4,402 4,348 4,429 4,328
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 4.796 x 4.696 x 5.803 x 6.056 x 5.44 x 4.873 x 4.592 x 4.193 x
Free Cash Flow - - 543 600 605 - - -
ROE (net income / shareholders' equity) 1.62% 1.53% 2.28% 4.35% 5.44% 3.04% 3.41% 4.09%
ROA (Net income/ Total Assets) 0.95% 0.91% 1.32% 2.36% 2.95% 1.85% 1.99% 2.02%
Assets 1 9,051 9,347 10,278 10,626 12,432 14,593 13,321 14,231
Book Value Per Share 2 18.00 18.30 17.90 18.40 19.10 18.20 18.40 17.60
Cash Flow per Share 2 - 1.540 1.830 1.660 1.780 2.060 2.260 -
Capex 1 - - - - 1,154 833 810 943
Capex / Sales - - - - 71.09% 48.04% 44.32% 49.78%
Announcement Date 27/02/20 25/02/21 24/02/22 23/02/23 22/02/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for American Homes 4 Rent

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
20
Last Close Price
36.25 USD
Average target price
39.95 USD
Spread / Average Target
+10.20%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Residential REITs

1st Jan change Capi.
AVALONBAY COMMUNITIES, INC. Stock AvalonBay Communities, Inc.
+9.56% 29.01B
EQUITY RESIDENTIAL Stock Equity Residential
+11.77% 25.99B
INVITATION HOMES INC. Stock Invitation Homes Inc.
+3.53% 21.77B
ESSEX PROPERTY TRUST, INC. Stock Essex Property Trust, Inc.
+10.91% 17.7B
MID-AMERICA APARTMENT COMMUNITY, INC. Stock Mid-America Apartment Community, Inc.
+4.39% 16.49B
SUN COMMUNITIES, INC. Stock Sun Communities, Inc.
-10.83% 14.84B
UDR INC. Stock UDR Inc.
+6.50% 13.44B
EQUITY LIFESTYLE PROPERTIES, INC. Stock Equity LifeStyle Properties, Inc.
-8.90% 11.98B
CAMDEN PROPERTY TRUST Stock Camden Property Trust
+10.43% 11.71B
Residential REITs
  1. Stock Market
  2. Equities
  3. AMH Stock
  4. 0HEJ Stock
  5. Financials American Homes 4 Rent