American Homes 4 Rent vs Sun Communities
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KIRAβs take AI analyst
I put American Homes 4 Rent and Sun Communities side by side, using each oneβs latest annual report. Here is what stands out:
- Sun Communities is the larger business, with $2.3B of revenue in fiscal 2025 against $1.9B for American Homes 4 Rent.
- American Homes 4 Rent grew revenue faster (7.0%, against 2.0%).
- American Homes 4 Rent turned more of its sales into free cash flow (44.5% FCF margin, against 17.7%).
- Investors pay more for each dollar of American Homes 4 Rentβs earnings: a P/E of 25.5x against 10.8x for Sun Communities.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
American Homes 4 Rent
AMH
2/6
Revenue growthFCF margin
Sun Communities
SUI
4/6
5-year growthNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | AMH FY25 | SUI FY25 |
|---|---|---|
| Size | ||
| Market cap | $11.6B | $15.0B |
| Revenue | $1.9B | $2.3B |
| Free cash flow | $824M | $407M |
| Net income | $513M | $1.4B |
| Growth | ||
| Revenue growth | 7.0% | 2.0% |
| 5-year growth | 9.6% | 10.5% |
| Share count change | 0.8% | β1.8% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 27.8% | 61.3% |
| FCF margin | 44.5% | 17.7% |
| Return on capital | β | β |
| Return on equity | 7.2% | 20.1% |
| Balance sheet | ||
| Net debt | $5.0B | β |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $446M | $1.6B |
| Valuation & quality | ||
| P/E | 25.5x | 10.8x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.