AMHAmerican Homes 4 Rent
Real Estate Investment Trusts
- Revenue
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- Operating margin
- —
- EBITDA
- —
- Market cap
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- Employees
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- Net debt / EBITDA
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- $5.0B net debt
- AI in 10-K
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Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear52% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Operating cash flow | $595M | $666M | $739M | $812M | $864M | 6.5% |
| Stock-based comp | $18M | $27M | $25M | $31M | $26M | 17% |
| Dividends | $146M | $253M | $319M | $384M | $446M | 16% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $367K · 13
- Open-market sells, 12 mo
- $0 · 0
- Net
- $367K
Pay vs performance
No pay-versus-performance disclosure yet.