Análisis Argos
AMH
AMHCara1 señal de riesgo
American Homes 4 Rent · Real Estate
US$ 34.08
precio al 2026-07-04
Valor justo Argos*
US$ 23–25
vs. su valor justo
38% por encima
Score Argos
47/100
LA RESPUESTA
El mercado le pide crezca 16.6% 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 19% por debajo de su valor justo.
Las ganancias crecieron 10% el último año.
Reparte dividendo sostenible (3.7%).
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 Argos47de 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$ 12.2B
P/E27x
EV/EBITDA18x
FCF yield6.1%
ROIC3.7%
Margen operativo24.2%
Crecim. ingresos+8.0%/año
Piotroski F6/9
Novedades

Noticias recientes

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.
gurufocus.com · 18 may
A Look at American Homes 4 Rent (AMH) After 4.2% Gain -- GF Value $39.89 vs Price $31.89
On May 18, 2026, American Homes 4 Rent (AMH) shares rose 4.2% to a current price of $31.89, showing a notable recovery today. Over the past 52 weeks, the stock

* 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.