ROARABLE
Today ⌘ Pro Terminal Big Ideas 🎲 Predictions Screener πŸ¦‹ Butterfly 8 Analysts πŸ›οΈ Policy 🎬 Video β˜… Watchlist 🎲 Prediction Markets πŸ“Š RQD Track Record πŸ“… Next Catalysts πŸ›‘οΈ Overlap & Crash X-Ray πŸ“° Live Wire πŸ‹ 13F Whales πŸ›οΈ Congress & CEO Buys πŸ† $100K Arena ⌘ Pro Terminal πŸ“ Methodology & Corrections
Stock Ratings / Financials / AMH / insiders
GLPI (66) UDR (63) ELS (62) AGNC (52) ⌘ Pro Terminal β†’

American Homes 4 Rent Common (AMH) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$31.60 +0.13% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $31.55

American Homes 4 Rent Common (AMH) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

πŸ“Š Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY) β†’
ROARABLE C β€’ HOLD / WATCH Cap $11.35B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AMH Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is AMH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, American Homes 4 Rent Common (NYSE: AMH) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $31.60 (+0.13% 1D, market cap $11.35B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 10/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, AMH ranks #327 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does AMH compare to GLPI and UDR in the Financials sector?
β–Ό

Within the Financials sector (Real Estate Investment Trusts), AMH carries a Roarable C (62/100 RQD), trailing P/E of 32.8x, gross margin of β€”, and ROIC of 3.8%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C+ grade (66/100 RQD, P/E N/A, ROIC 14.8%, cap $11.34B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.41B). Among the 5-stock peer group, AGNC leads on earnings multiple (6.4x) while GLPI leads on capital efficiency (14.8% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AMH?
β–Ό

Per AMH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001562401), American Homes 4 Rent Common generated $0 in revenue, $0 in net income, and $864.3M in free cash flow against $13.24B in total assets and $2.49B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $31.55 (-0.17%)🧬 Cannibal Buyback (-2.08% YoY Shares)βš™οΈ Cash Engine: 13/20 (C) β€’ 21.6% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY β€’ 54.3% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERHOLD / WATCH β€’ C
025507510062
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C Β· Rk C-
Cash (13)Whales (10)SEC (15)Macro (9)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+1.8% Base Target
$38 Bull$32 Base$25 Bear
πŸ“¬ FREE AMH RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for AMH)Realized 20D OHLCV Swing Band: Β±3.4%
Deterministic 5-Pillar Attribution (62/100 Composite)
πŸ” WHY AMH SCORES 62/100 (C) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (24% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 7/9

β–² #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy β€’ Cannibal Buyback (-2.08% YoY Shares)

β–Ό #1 Drag / Risk Factor: Macro Regime Fit9/20 pts (-11 pt drag)

Macro rate sensitivity & RSI-14 (53.5) create a -11 pt regime headwind

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
54
Grade C-$30.64+1% Next Q
Q2 (-2Q)
57
Grade C$30.94+0.8% Next Q
Q3 (-1Q)
59
Grade C$31.20+1.3% Next Q
Current
62
Grade C$31.60+0.7% Hist 90D Ξ±
Trajectory: C- (54) β†’ C (62)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the AMH Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 62/100 (C) score, AMH faces multiple-compression risk if 32.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) β€” any gross margin slip below 15.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($31.47) or 200D SMA ($31.61) invalidates the momentum regime and cuts Target Base ($32.17) toward Bear Floor ($25.09).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AMHβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œAMH Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 62%NO 38%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

AMH Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (AMH)

No recent open-market Form 4 cluster sales or emergency dumps flagged on AMH. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (AMH Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) β†’$100K Arena
AMH // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -1.19%πŸ“ HORIZONTAL RANGE
2026-11-03O $31.56H $31.60L $31.56C $31.60VOL 3.76M
RES: $35.40SUP: $29.58SMA50: $31.47SMA200: $31.61
$35.46$33.85$32.23$30.62$29.01RES $35.40SUP $29.58$31.602026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AMH Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ AMH Butterfly Map β†’ + Track AMH β†’
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
25.3%/yr Implied 5Y Growth

vs. +1.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AMH today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for AMH. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AMH today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AMH)

Financials Rank #327 of 1096 βš”οΈ GLPI vs AMH Full Matrix β†’

1. Head-to-Head Financials Peer Comparison (AMH vs. GLPI, UDR, ELS, AGNC)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, American Homes 4 Rent Common (AMH) ranks #327 by composite RQD confidence (62/100, grade C) and #170 by equity capitalization ($11.35B). Within this direct 5-issuer industry benchmark cohort, AGNC leads on earnings valuation at 6.4x trailing P/E, while GLPI leads on capital efficiency and profitability with 14.8% ROIC and β€” gross margin. GLPI currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with AMH at 62/100 (C).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AMH ACTIVE
American Homes 4 Rent Common
C 62/100 32.8x β€” 3.8% +0.13% $11.35B Benchmark Subject
GLPI
Gaming and Leisure Properties Inc.
C+ 66/100 β€” β€” 14.8% -1.29% $11.34B /glpi-vs-amh β†’
UDR
UDR Inc.
C 63/100 30.1x β€” 7.3% +0.28% $11.41B /udr-vs-amh β†’
ELS
Equity Lifestyle Properties Inc.
C 62/100 28.5x β€” 11.4% +0.31% $11.50B /els-vs-amh β†’
AGNC
AGNC Investment Corp.
D+ 52/100 6.4x β€” 2.9% -2.04% $11.02B /agnc-vs-amh β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2024–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001562401

In its most recent audited fiscal period (FY2025, filed 2025-12-31), American Homes 4 Rent Common (AMH) reported GAAP revenue of $0 (N/A vs. FY2024 revenue of $0 ) , GAAP net income of $0, operating cash flow of $864.3M, and free cash flow of $864.3M (+6.5% YoY). On the balance sheet, AMH closed FY2025 with $13.24B in total assets against $2.49B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $0 $0 $864.3M $864.3M $13.24B $2.49B
FY2024 (FY) 2024-12-31 $0 $0 $811.5M $811.5M $13.38B $2.49B

3. AMH Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AMH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, American Homes 4 Rent Common (NYSE: AMH) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $31.60 (+0.13% 1D, market cap $11.35B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 10/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, AMH ranks #327 in composite RQD confidence.

How does AMH compare to GLPI and UDR in the Financials sector?

Within the Financials sector (Real Estate Investment Trusts), AMH carries a Roarable C (62/100 RQD), trailing P/E of 32.8x, gross margin of β€”, and ROIC of 3.8%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C+ grade (66/100 RQD, P/E N/A, ROIC 14.8%, cap $11.34B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.41B). Among the 5-stock peer group, AGNC leads on earnings multiple (6.4x) while GLPI leads on capital efficiency (14.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for AMH?

Per AMH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001562401), American Homes 4 Rent Common generated $0 in revenue, $0 in net income, and $864.3M in free cash flow against $13.24B in total assets and $2.49B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is AMH trading relative to its 50-day, 200-day, and 52-week technical levels?

AMH last traded at $31.60 (+0.13% on volume of 3,757,407 shares), positioning the stock +0.41% above its 50-day simple moving average ($31.47) and -0.03% below its 200-day simple moving average ($31.61). Across its 52-week range of $27.22 to $35.07, AMH sits at the 55.8% percentile with a 14-day RSI of 53.5 (NEUTRAL RANGE) and an implied next-earnings move of Β±3.4% ($30.53 to $32.67).

AMH Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are AMH insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies AMH leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: AMH RQD Cockpit AMH 12M Forecast AMH Earnings & Move AMH Dividends & DRIP AMH Insiders & 13F AMH Whale Options AMH Profit Sankey AMH News & Why
ROARABLE RATING BRIEF β€’ RQD 62/100 (C) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

AMH β€” American Homes 4 Rent Common: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:15:55Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AMH carries an RQD score of 62, a letter grade of C, and the verdict label "Roarable Hold β€” Fair / Balanced Risk-Reward." Across the five pillars, the fundamental cash engine scores 13 of 20, reflecting an ROIC of 3.8% and an FCF yield of 6.36%. The whale/13F flow pillar scores 10 of 20, pointing to institutional accumulation and options positioning that the rating characterizes as middling. Insider conviction scores 15 of 20, based on SEC Form 4 and Congressional PTR cluster flow. The macro regime fit pillar scores 9 of 20, with a beta of 0.92 and a sector sensitivity the rating treats as a drag. The forensic balance sheet pillar scores 15 of 20, supported by an Altman Z-Score of 2.5, a Piotroski F-Score of 7/9, and a Debt/Equity ratio of 0.5.

For a prospective investor evaluating the stock today, the pattern is a balanced profile: the balance sheet and insider signals are relatively supportive, while the macro regime fit and institutional flow are weaker. The valuation tradeoff is visible in the market data: a trailing P/E of 32.8 and EV/EBITDA of 24 sit against a 3.94% dividend yield and a 6.36% FCF yield. The rating's "Hold" label suggests the risk-reward is roughly balanced rather than skewed in either direction at this price.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
31.56$11.34B32.830.5240.963.94%0.92$27.22 - $35.073.8%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025 (filed 2025-12-31)$0.0M$0.0M$0.0MN/A$864.3M$108.5M$2489.7M
FY 2024 (filed 2024-12-31)$0.0M$0.0M$0.0MN/A$811.5M$199.4M$2489.6M

Per the SEC financials, reported revenue, operating income, net income, and EPS are shown as $0.0M or N/A for both periods, so profitability trends from these line items cannot be assessed. Per the market data, the operating margin is 13.9%, the net margin is 10.9%, and the gross margin is 0%, with ROIC at 3.8%. The RQD rating cites an Altman Z-Score of 2.5 and a Piotroski F-Score of 7/9 as forensic indicators. Per the SEC financials, FCF rose from $811.5M to $864.3M while cash declined from $199.4M to $108.5M, and debt was essentially flat at $2489.7M versus $2489.6M.

Open Questions

  • What are the company's revenue, operating income, and net income figures, given that the reported financials show $0.0M for these line items?
  • What drives the gap between the 0% gross margin and the 13.9% operating margin, and how is the margin structure reported?
  • What caused cash to decline from $199.4M to $108.5M while FCF increased, and how was that cash deployed?
  • What catalysts or risk events could move the stock within the 52-week range of $27.22 to $35.07?
  • How does the institutional, insider, and Congressional holder activity compare to peers, given that no holder data is provided?

AMH Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for American Homes 4 Rent Common (AMH) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to AMH Debate Forum (3) ↓
🟑 MARKET WIRE SeekingAlpha β€’ 2d ago
AI Cracks Fuel REIT Comeback

The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.

Read Full Source β†—
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AMH Bull vs. Bear Conversation Board β€” What's Your Call at $31.60?

πŸ‚ 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AMH 🐻 50% BEARISH CONVICTION
1. Pick Your Side on AMH:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk βš–οΈ DEBATE HOST 🎯 Target: $34.08 (+8.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is AMH (C β€’ RQD 62/100) a Buy at $31.56?

Welcome to the AMH (American Homes 4 Rent Common) Roar Pit. Current RQD Composite is 62/100 (Roarable Hold β€” Fair / Balanced Risk-Reward) in Real Estate Investment Trusts. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (32.8x trailing P/E). Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $24.62 (-22.0%)
Spot @ $31.56

Pump the brakes on AMH β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on AMH, but look at what you are paying: 32.8x trailing P/E with tightening sector spreads. Unless American Homes 4 Rent Common expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $39.45 (+25.0%)
Spot @ $31.56

AMH cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on AMH, the market is fixating on short-term headline noise in Real Estate Investment Trusts and ignoring the balance sheet and cash flow trajectory. At $31.56 (52-wk range $27.22 - $35.07), any beat on forward guidance forces shorts and underweight funds to chase.

LIVE TAPE SPY $752.10 -1.80% QQQ $681.09 -3.60% DIA $519.34 -1.08% IWM $279.14 -1.68% NVDA $204.64 -4.22% AAPL $344.63 -1.23% MSFT $521.91 -1.55% TSLA $399.81 -0.86% PLTR $184.11 -6.27% SOFI $16.76 -4.83% IBIT $43.35 -5.42% GLD $361.65 -3.59%