American Homes 4 Rent (AMH)vsMid-America Apartment Communities Inc (MAA)
AMH
American Homes 4 Rent
$33.27
+1.06%
REAL ESTATE · Cap: $13.18B
MAA
Mid-America Apartment Communities Inc
$137.54
+0.49%
REAL ESTATE · Cap: $16.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Mid-America Apartment Communities Inc generates 19% more annual revenue ($2.21B vs $1.86B). AMH leads profitability with a 25.3% profit margin vs 17.6%. MAA appears more attractively valued with a PEG of 7.03. AMH earns a higher WallStSmart Score of 60/100 (C+).
AMH
Buy60
out of 100
Grade: C+
MAA
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$205.85
Current Price
$33.27
$172.58 discount
Intrinsic value data unavailable for MAA.
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%
Reasonable price relative to book value
Strong operational efficiency at 26.6%
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
0.8% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
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 : MAA
The strongest argument for MAA centers on Price/Book, Operating Margin. Profitability is solid with margins at 17.6% and operating margin at 26.6%.
Bear Case : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : MAA
The primary concerns for MAA are Revenue Growth, Return on Equity, Debt/Equity. A P/E of 42.0x leaves little room for execution misses.
Key Dynamics to Monitor
AMH carries more volatility with a beta of 0.83 — expect wider price swings.
AMH is growing revenue faster at 2.8% — sustainability is the question.
AMH generates stronger free cash flow (180M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMH scores higher overall (60/100 vs 50/100), backed by strong 25.3% 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.
Mid-America Apartment Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Mid-America Apartment Communities (MAA) is a publicly traded real estate investment trust based in Memphis, Tennessee that invests in apartments in the Southeastern United States and the Southwestern United States.
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