American Homes 4 Rent Class A vs Axon Enterprise Inc — how do they compare? American Homes 4 Rent Class A trades at $33.82 (market cap $12.28B), while Axon Enterprise Inc trades at $596.17 (market cap $51.69B). The key difference: Axon Enterprise Inc is far larger — about 4.2× American Homes 4 Rent Class A's market cap, and American Homes 4 Rent Class A pays a 3.87% dividend while Axon Enterprise Inc pays none. Which is the better fit depends on your goals.
| AMH | AXON | |
|---|---|---|
Market Cap | $12.28B | $51.69B |
Sector | Real Estate | Technology |
52-Week High | $35.82 | $791.62 |
52-Week Low | $27.38 | $345.94 |
Enterprise Value | $17.35B | $52.83B |
Dividend Yield | 3.87% | — |
Signals from Pluang's Aura AI — not financial advice
AMH trades at $33.73, down 1.17% today, with a bullish technical signal and strong fundamental performance. The company reported Q2 2026 FFO of $0.49 per share, beating estimates, and raised full-year guidance. Revenue growth is steady, with net income margin improving to 25.53% in 2026. Analysts maintain a Moderate Buy consensus with a $36.45 price target, indicating potential upside from current levels.
Outlook is positive due to consistent earnings beats and robust rental demand, but risks include high debt levels and regulatory changes affecting institutional home buying. The stock offers value with a P/E of 27.09 and dividend yield support, though investors should monitor interest rate sensitivity and housing market volatility.
Axon Enterprise trades at $595.63, showing slight consolidation after recent strength with a bullish technical outlook. The company delivered strong Q2 2026 results with 35% revenue growth and raised full-year guidance, though valuation metrics remain elevated with a P/E of 265. Analyst sentiment is overwhelmingly positive with 81% buy ratings and a $685 consensus target.
Axon's razor-and-blade model drives hardware adoption and high-margin software growth, supported by AI capabilities and $15.1B in future contracted bookings. Key risks include valuation concerns, gross margin pressure from service mix, and execution challenges in scaling new products. The stock offers growth exposure but requires monitoring of margin trends.
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 →Axon develops technology and weapons for law enforcement and military use. Its ecosystem includes TASER devices, body cameras, and Evidence.com, a cloud-based platform for digital evidence management.
Read more on AXON →