American Homes 4 Rent Class A vs Applovin Corporation — how do they compare? American Homes 4 Rent Class A trades at $33.92 (market cap $12.28B), while Applovin Corporation trades at $319.66 (market cap $113.45B). The key difference: Applovin Corporation is far larger — about 9.2× American Homes 4 Rent Class A's market cap, and American Homes 4 Rent Class A pays a 3.87% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| AMH | APP | |
|---|---|---|
Market Cap | $12.28B | $113.45B |
Sector | Real Estate | Technology |
52-Week High | $35.82 | $733.60 |
52-Week Low | $27.38 | $318.68 |
Enterprise Value | $17.35B | $113.91B |
Dividend Yield | 3.87% | — |
Signals from Pluang's Aura AI — not financial advice
AMH (American Homes 4 Rent) trades at $34.63, up 0.23% with strong technical momentum and bullish moving averages. The REIT demonstrates robust fundamentals with consistent revenue growth from $1.5B in 2022 to $1.85B in 2025, net income margin expansion to 25.53%, and three consecutive quarterly EPS beats. Recent Q2 2026 results exceeded FFO estimates, prompting raised full-year guidance. Institutional activity shows mixed positioning while analyst consensus remains positive with a $36.45 price target.
AMH presents a compelling opportunity with strong operational execution in the single-family rental market, though investors face risks from regulatory changes affecting institutional home ownership and elevated debt levels. The stock's current valuation at 27.48 P/E appears reasonable given growth trajectory, but monitoring legislative impacts and interest rate sensitivity remains crucial for sustained performance.
AppLovin (APP) trades at $346.80, down 3.32% amid a bearish technical outlook despite strong fundamentals. The stock faces selling pressure after Q2 revenue missed expectations, though it maintains exceptional profitability with 64.58% net margins and 53% YoY revenue growth. Analyst consensus remains bullish with an $569.60 price target, but technical indicators show 18 sell signals versus 2 buys.
The stock presents a growth-at-a-reasonable-price opportunity post-selloff, trading at 26x P/E with 80% analyst buy ratings. Key risks include execution volatility in AI-driven ad pricing and high valuation multiples. Upside depends on Q3 results meeting elevated guidance of 47% growth.
Trailing returns across standard periods
Latest headlines on both assets
American Homes 4 Rent is a real estate investment trust primarily focused on acquiring, operating, and leasing single-family homes as rental properties throughout the United States. The company's real estate portfolio is largely comprised of single-family properties in urban markets in the Southern and Midwestern regions of the U.S. American Homes 4 Rent's land holdings also represent a sizable percentage of its total assets in terms of value. The company derives the vast majority of its income in the form of rental revenue from single-family properties through short-term or annual leases. The firm's largest geographical markets include Dallas, Texas
Read more on AMH →AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →