American Homes 4 Rent (AMH)vsAvalonBay Communities Inc (AVB)
AMH
American Homes 4 Rent
$31.48
-0.25%
REAL ESTATE · Cap: $13.24B
AVB
AvalonBay Communities Inc
$184.06
0.00%
REAL ESTATE · Cap: $26.28B
Smart Verdict
WallStSmart Research — data-driven comparison
AvalonBay Communities Inc generates 64% more annual revenue ($3.08B vs $1.88B). AVB leads profitability with a 33.3% profit margin vs 25.5%. AVB appears more attractively valued with a PEG of 6.97. AMH earns a higher WallStSmart Score of 60/100 (C+).
AMH
Buy60
out of 100
Grade: C+
AVB
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.3%
Fair Value
$202.16
Current Price
$31.48
$170.68 discount
Margin of Safety
+10.4%
Fair Value
$200.74
Current Price
$184.06
$16.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 30.6%
Reasonable price relative to book value
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
2.3% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AMH
The strongest argument for AMH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 25.5% and operating margin at 25.9%.
Bull Case : AVB
The strongest argument for AVB centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.3% and operating margin at 30.6%.
Bear Case : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : AVB
The primary concerns for AVB are P/E Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
AMH carries more volatility with a beta of 0.80 — expect wider price swings.
AMH is growing revenue faster at 2.8% — sustainability is the question.
AVB generates stronger free cash flow (304M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMH scores higher overall (60/100 vs 51/100), backed by strong 25.5% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Homes 4 Rent
REAL ESTATE · REIT - RESIDENTIAL · USA
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family rental industry and American Homes 4 Rent is fast becoming a nationally recognized rental housing brand, known for its high quality, good value and satisfaction. of tenants.
AvalonBay Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
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