American Homes 4 Rent (AMH)vsEquity Residential (EQR)
AMH
American Homes 4 Rent
$31.48
-0.25%
REAL ESTATE · Cap: $13.24B
EQR
Equity Residential
$63.66
-3.50%
REAL ESTATE · Cap: $25.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Equity Residential generates 67% more annual revenue ($3.13B vs $1.88B). EQR leads profitability with a 28.0% profit margin vs 25.5%. EQR appears more attractively valued with a PEG of 8.15. AMH earns a higher WallStSmart Score of 60/100 (C+).
AMH
Buy60
out of 100
Grade: C+
EQR
Hold49
out of 100
Grade: D+
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
-8.6%
Fair Value
$59.55
Current Price
$63.66
$4.11 premium
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 28 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.9%
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
2.1% revenue growth
Expensive relative to growth rate
Earnings declined 39.9%
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 : EQR
The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 28.0% and operating margin at 27.9%.
Bear Case : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : EQR
The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.
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.
AMH generates stronger free cash flow (269M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMH scores higher overall (60/100 vs 49/100), backed by strong 25.5% margins. Both earn "Buy" and "Hold" 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.
Equity Residential
REAL ESTATE · REIT - RESIDENTIAL · USA
Equity Residential is a publicly traded real estate investment trust that invests in apartments.
Compare with Other REIT - RESIDENTIAL Stocks
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