American Homes 4 Rent (AMH)vsEssex Property Trust Inc (ESS)
AMH
American Homes 4 Rent
$33.27
+1.06%
REAL ESTATE · Cap: $13.18B
ESS
Essex Property Trust Inc
$285.43
+0.29%
REAL ESTATE · Cap: $19.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Essex Property Trust Inc generates 6% more annual revenue ($1.97B vs $1.86B). ESS leads profitability with a 29.1% profit margin vs 25.3%. ESS appears more attractively valued with a PEG of 7.39. AMH earns a higher WallStSmart Score of 60/100 (C+).
AMH
Buy60
out of 100
Grade: C+
ESS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$205.85
Current Price
$33.27
$172.58 discount
Margin of Safety
+35.2%
Fair Value
$403.62
Current Price
$285.43
$118.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.1%
Strong operational efficiency at 35.2%
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
Expensive relative to growth rate
Earnings declined 47.8%
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 25.3% and operating margin at 25.1%.
Bull Case : ESS
The strongest argument for ESS centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 35.2%.
Bear Case : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : ESS
The primary concerns for ESS are P/E Ratio, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
AMH profiles as a value stock while ESS is a mature play — different risk/reward profiles.
AMH carries more volatility with a beta of 0.83 — expect wider price swings.
ESS is growing revenue faster at 6.4% — sustainability is the question.
ESS generates stronger free cash flow (244M), providing more financial flexibility.
Bottom Line
AMH scores higher overall (60/100 vs 53/100), backed by strong 25.3% margins. ESS offers better value entry with a 35.2% margin of safety. 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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