American Homes 4 Rent (AMH)vsEssex Property Trust Inc (ESS)
AMH
American Homes 4 Rent
$27.54
-0.07%
REAL ESTATE · Cap: $11.64B
ESS
Essex Property Trust Inc
$242.14
-0.56%
REAL ESTATE · Cap: $16.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Essex Property Trust Inc generates 5% more annual revenue ($1.94B vs $1.85B). ESS leads profitability with a 34.6% profit margin vs 24.5%. ESS appears more attractively valued with a PEG of 7.39. AMH earns a higher WallStSmart Score of 56/100 (C).
AMH
Buy56
out of 100
Grade: C
ESS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-277.9%
Fair Value
$8.40
Current Price
$27.54
$19.14 premium
Margin of Safety
-269.3%
Fair Value
$70.79
Current Price
$242.14
$171.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 25.5%
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 32.9%
Reasonable price relative to book value
Areas to Watch
4.2% revenue growth
0.2% earnings growth
ROE of 6.6% — below average capital efficiency
Weak financial health signals
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 68.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMH
The strongest argument for AMH centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 24.5% and operating margin at 25.5%.
Bull Case : ESS
The strongest argument for ESS centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.6% and operating margin at 32.9%.
Bear Case : AMH
The primary concerns for AMH are Revenue Growth, EPS Growth, Return on Equity.
Bear Case : ESS
The primary concerns for ESS are Revenue Growth, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AMH carries more volatility with a beta of 0.79 — expect wider price swings.
AMH is growing revenue faster at 4.2% — sustainability is the question.
ESS generates stronger free cash flow (195M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMH scores higher overall (56/100 vs 53/100), backed by strong 24.5% 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.
Essex Property Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.
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