American Homes 4 Rent (AMH) vs Vivmark Residential (VMRK)

American Homes 4 Rent and Vivmark Residential are both Reit Residential companies. Vivmark Residential is the larger, with a market value of $47.2B against $11.0B — 4.3× the size. American Homes 4 Rent trades at the lower P/E: 24.3× against 26.6×. American Homes 4 Rent grew revenue faster over the last twelve months: 4.29% against 2.77%. Vivmark Residential has the higher net margin (27.9% vs 24.8%) and the higher return on invested capital (4.23% vs 2.37%). Both pay a dividend; Vivmark Residential yields more (4.58% vs 2.51%). Across the 23 metrics below, American Homes 4 Rent leads on 14 and Vivmark Residential on 9.

Valuation

Metric AMH VMRK Reit Residential median
P/E 24.32 26.63 28.48
P/S 5.89 7.36 5.52
P/B 1.48 2.16 1.89
Price to free cash flow 7.39 12.12 18.04
EV/EBITDA 16.15 13.50 15.74
EV/Sales 8.49 9.98 8.08
Earnings yield 4.11% 3.76% 2.37%
Free cash flow yield 13.53% 8.25% 4.03%

Profitability

Metric AMH VMRK Reit Residential median
Gross margin 57.33% 62.34% 58.73%
Operating margin 24.99% 40.88% 20.57%
Net margin 24.79% 27.93% 20.81%
Free cash flow margin 79.69% 60.71% 20.24%
Return on equity 6.07% 7.99% 6.86%
Return on assets 3.48% 4.23% 3.17%
Return on invested capital 2.37% 4.23% 2.03%

Growth

Metric AMH VMRK Reit Residential median
Revenue growth (TTM) 4.29% 2.77% 2.66%
EPS growth (last fiscal year) 9.26% 8.09% —
Revenue growth, 5-year CAGR 9.55% 3.77% 7.53%
Net income growth, 5-year CAGR 38.79% 4.20% 3.76%

Health

Metric AMH VMRK Reit Residential median
Debt to equity 0.69 0.77 0.78
Current ratio 0.59 0.19 0.54
Net debt to EBITDA 5.04 3.20 4.27

Dividend

Metric AMH VMRK Reit Residential median
Dividend yield 2.51% 4.58% 4.63%
Payout ratio 0.82 1.21 1.35

Size

Metric AMH VMRK Reit Residential median
Market cap 11.04b 47.24b 4.17b

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