Análisis Argos
AMH
AMHCara1 señal de riesgo
American Homes 4 Rent · Real Estate
US$ 33.78
precio al 2026-07-28
Valor justo Argos*
US$ 23–24
vs. su valor justo
39% por encima
Score Argos
49/100
LA RESPUESTA
El mercado le pide crezca 16.9% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 23% por debajo de su valor justo.
Las ganancias crecieron 10% el último año.
Reparte dividendo sostenible (3.73%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
!Beneish M-Score sugiere manipulación (5.51)
VALOR2/6FUTURO2/6PASADO2/6SALUD0/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO2/6SALUD0/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos49de 100Cara
Ingresos8%
US$ 1.9 B
Margen operativo52%
24.2%
Flujo de caja libre9%
US$ 0.8 B
Deuda neta
US$ 5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 12.1B
P/E26.8x
EV/EBITDA17.9x
FCF yield6.1%
ROIC3.7%
Margen operativo24.2%
Crecim. ingresos+8.0%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 10 jul
AMH Announces Dates of Second Quarter 2026 Earnings Release and Conference Call
LAS VEGAS, July 10, 2026 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its second quarter 2026 financial and operating results on Thursday, July 30, 2026, after the market closes. The Company will host a conference call on Friday, July 31, 2026, at 12:00 p.m.
247wallst.com · 30 jun
Want $1,500 a Month in Rent Without a Single 2 a.m. Phone Call?
You like the idea of rental income, but you hate the idea of a tenant calling you at 2 a.m.
fool.com · 14 jun
American Homes 4 Rent vs. Essex Property Trust: Which Real Estate Stock Is a Better Buy in 2026?
American Homes 4 Rent offers exposure to the growing single-family rental market across the Sunbelt and Midwest. Essex Property Trust focuses on supply-constrained multifamily apartment communities in high-demand West Coast markets.
seekingalpha.com · 11 jun
Build It, Rent It, Sell It: American Homes 4 Rent
American Homes 4 Rent stands out as an internally managed REIT focused on building, owning, and renting single-family homes. AMH maintains high tenant quality, 95% occupancy, and expects 3% rent increases, supporting consistent FFO growth without significant debt or share issuance. Shares trade at 18.76x forward AFFO, below the 10-year average, offering attractive total return potential with a well-covered 4.1% yield and ongoing buybacks.
zacks.com · 8 jun
3 Residential REITs Worth Considering Despite Market Headwinds
INVH, AMH and ELS are likely to benefit as slowing apartment construction eases supply pressure and supports future rent growth.
seekingalpha.com · 5 jun
Dividend Champion, Contender, And Challenger Highlights: Week Of June 7
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
seekingalpha.com · 3 jun
American Homes 4 Rent (AMH) Presents at Nareit REITweek: 2026 Investor Conference Transcript
American Homes 4 Rent (AMH) Presents at Nareit REITweek: 2026 Investor Conference Transcript
prnewswire.com · 28 may
AMH to Participate in Nareit's REITweek 2026 Investor Conference
LAS VEGAS, May 28, 2026 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that members of the Company's management team will participate in a roundtable discussion during Nareit's REITweek 2026 Investor Conference on Wednesday, June 3, 2026 at 11:00 a.m. Eastern Time.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.