WallStSmart

American Homes 4 Rent (AMH)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AMH leads profitability with a 25.5% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. AMH earns a higher WallStSmart Score of 60/100 (C+).

AMH

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 6.0Quality: 5.5
Piotroski: 5/9Altman Z: 1.13

TBB

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMHUndervalued (+84.3%)

Margin of Safety

+84.3%

Fair Value

$202.16

Current Price

$31.48

$170.68 discount

UndervaluedFair: $202.16Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMH3 strengths · Avg: 8.3/10
Profit MarginProfitability
25.5%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
3.8x10/10

Attractively priced relative to earnings

Market CapQuality
$132.56B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.17B8/10

Generating 5.2B in free cash flow

Areas to Watch

AMH4 concerns · Avg: 3.3/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Revenue GrowthGrowth
2.8%4/10

2.8% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

PEG RatioValuation
29.822/10

Expensive relative to growth rate

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMH

The strongest argument for AMH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 25.5% and operating margin at 25.9%.

Bull Case : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

Bear Case : AMH

The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

AMH is growing revenue faster at 2.8% — sustainability is the question.

TBB generates stronger free cash flow (5.2B), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMH scores higher overall (60/100 vs 25/100), backed by strong 25.5% margins. Both earn "Buy" and "Avoid" 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.

AT&T Inc. 5.35% GLB NTS 66

REAL ESTATE · REIT - RESIDENTIAL · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

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