BLUEROCK HOMES TRUST INC (BHM) Fundamental Analysis & Valuation

NYSEARCA:BHM • US09631H1005

Current stock price

10.51 USD
-0.5 (-4.54%)
Last:

This BHM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

1

1. BHM Profitability Analysis

1.1 Basic Checks

  • In the past year BHM has reported negative net income.
  • In the past year BHM had a positive cash flow from operations.
  • In the past 5 years BHM reported 4 times negative net income.
  • In the past 5 years BHM always reported a positive cash flow from operatings.
BHM Yearly Net Income VS EBIT VS OCF VS FCFBHM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2020 2021 2022 2023 2024 2025 0 100M -100M -200M

1.2 Ratios

  • The Return On Assets of BHM (-1.00%) is worse than 75.00% of its industry peers.
  • With a Return On Equity value of -4.24%, BHM is not doing good in the industry: 75.00% of the companies in the same industry are doing better.
Industry RankSector Rank
ROA -1%
ROE -4.24%
ROIC N/A
ROA(3y)-0.7%
ROA(5y)3.25%
ROE(3y)-2.96%
ROE(5y)2.65%
ROIC(3y)N/A
ROIC(5y)N/A
BHM Yearly ROA, ROE, ROICBHM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2020 2021 2022 2023 2024 2025 0 10 20

1.3 Margins

  • Looking at the Gross Margin, with a value of 43.90%, BHM is doing worse than 95.00% of the companies in the same industry.
  • BHM's Gross Margin has declined in the last couple of years.
  • BHM does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 43.9%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.33%
GM growth 5Y-12.75%
BHM Yearly Profit, Operating, Gross MarginsBHM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2020 2021 2022 2023 2024 2025 0 200 -200 400 600

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4

2. BHM Health Analysis

2.1 Basic Checks

  • BHM does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • Compared to 1 year ago, BHM has more shares outstanding
  • BHM has more shares outstanding than it did 5 years ago.
  • BHM has a better debt/assets ratio than last year.
BHM Yearly Shares OutstandingBHM Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 2025 1M 2M 3M 4M
BHM Yearly Total Debt VS Total AssetsBHM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

2.2 Solvency

  • Based on the Altman-Z score of 0.16, we must say that BHM is in the distress zone and has some risk of bankruptcy.
  • BHM has a Altman-Z score of 0.16. This is amonst the worse of the industry: BHM underperforms 80.00% of its industry peers.
  • BHM has a Debt/Equity ratio of 1.46. This is a high value indicating a heavy dependency on external financing.
  • BHM's Debt to Equity ratio of 1.46 is on the low side compared to the rest of the industry. BHM is outperformed by 65.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.46
Debt/FCF N/A
Altman-Z 0.16
ROIC/WACCN/A
WACC4.9%
BHM Yearly LT Debt VS Equity VS FCFBHM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2020 2021 2022 2023 2024 2025 0 200M -200M 400M

2.3 Liquidity

  • BHM has a Current Ratio of 2.79. This indicates that BHM is financially healthy and has no problem in meeting its short term obligations.
  • With an excellent Current ratio value of 2.79, BHM belongs to the best of the industry, outperforming 90.00% of the companies in the same industry.
  • BHM has a Quick Ratio of 2.79. This indicates that BHM is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 2.79, BHM belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.79
Quick Ratio 2.79
BHM Yearly Current Assets VS Current LiabilitesBHM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 2025 50M 100M 150M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. BHM Growth Analysis

3.1 Past

  • BHM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -168.89%.
  • The Revenue has grown by 36.88% in the past year. This is a very strong growth!
  • Measured over the past years, BHM shows a very strong growth in Revenue. The Revenue has been growing by 56.30% on average per year.
EPS 1Y (TTM)-168.89%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-13.66%
Revenue 1Y (TTM)36.88%
Revenue growth 3Y26.27%
Revenue growth 5Y56.3%
Sales Q2Q%36.93%

3.2 Future

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
BHM Yearly Revenue VS EstimatesBHM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2020 2021 2022 2023 2024 2025 20M 40M 60M

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0

4. BHM Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings Ratio is negative for BHM. In the last year negative earnings were reported.
Industry RankSector Rank
PE N/A
Fwd PE N/A
BHM Price Earnings VS Forward Price EarningsBHM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0 0 0 0 0 0 0

4.2 Price Multiples

  • 95.00% of the companies in the same industry are cheaper than BHM, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 28.1
BHM Per share dataBHM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 -20 40 -40 60

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

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4

5. BHM Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 6.64%, BHM is a good candidate for dividend investing.
  • BHM's Dividend Yield is a higher than the industry average which is at 9.15.
  • BHM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 6.64%

5.2 History

  • BHM has paid a dividend for less than 5 years, so there is no long track record yet.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
BHM Yearly Dividends per shareBHM Yearly Dividends per shareYearly Dividends per share 2023 2025 2026 0.2 0.4 0.6 0.8

5.3 Sustainability

  • The earnings of BHM are negative and hence is the payout ratio. BHM will probably not be able to sustain this dividend level.
DP-91.22%
EPS Next 2YN/A
EPS Next 3YN/A
BHM Yearly Income VS Free CF VS DividendBHM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2020 2021 2022 2023 2024 2025 0 100M -100M -200M

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BHM Fundamentals: All Metrics, Ratios and Statistics

BLUEROCK HOMES TRUST INC

NYSEARCA:BHM (4/30/2026, 8:04:00 PM)

10.51

-0.5 (-4.54%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Industry Strength34.16
Industry Growth83.85
Earnings (Last)11-06
Earnings (Next)N/A
Inst Owners37.39%
Inst Owner ChangeN/A
Ins Owners11.02%
Ins Owner Change23.22%
Market Cap40.99M
Revenue(TTM)68.73M
Net Income(TTM)-11.49M
Analysts84
Price Target13.26 (26.17%)
Short Float %0.37%
Short Ratio1.28
Dividend
Industry RankSector Rank
Dividend Yield 6.64%
Yearly Dividend2.61
Dividend Growth(5Y)N/A
DP-91.22%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-25
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)18.18%
PT rev (3m)18.18%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE N/A
Fwd PE N/A
P/S 0.6
P/FCF N/A
P/OCF 1.48
P/B 0.15
P/tB 0.16
EV/EBITDA 28.1
EPS(TTM)-2.95
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-55.4
FCFYN/A
OCF(TTM)7.12
OCFY67.73%
SpS17.62
BVpS69.45
TBVpS67.53
PEG (NY)N/A
PEG (5Y)N/A
Graham Number0 (-100%)
Profitability
Industry RankSector Rank
ROA -1%
ROE -4.24%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 43.9%
FCFM N/A
ROA(3y)-0.7%
ROA(5y)3.25%
ROE(3y)-2.96%
ROE(5y)2.65%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.33%
GM growth 5Y-12.75%
F-Score5
Asset Turnover0.06
Health
Industry RankSector Rank
Debt/Equity 1.46
Debt/FCF N/A
Debt/EBITDA 37.05
Cap/Depr 769.4%
Cap/Sales 354.73%
Interest Coverage N/A
Cash Conversion 260.2%
Profit Quality N/A
Current Ratio 2.79
Quick Ratio 2.79
Altman-Z 0.16
F-Score5
WACC4.9%
ROIC/WACCN/A
Cap/Depr(3y)689.72%
Cap/Depr(5y)1114.48%
Cap/Sales(3y)305.71%
Cap/Sales(5y)632.41%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-168.89%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-13.66%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)36.88%
Revenue growth 3Y26.27%
Revenue growth 5Y56.3%
Sales Q2Q%36.93%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-13.88%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y13.04%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y206.5%
OCF growth 3Y99.47%
OCF growth 5Y13.74%

BLUEROCK HOMES TRUST INC / BHM Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for BLUEROCK HOMES TRUST INC?

ChartMill assigns a fundamental rating of 2 / 10 to BHM.


What is the valuation status of BLUEROCK HOMES TRUST INC (BHM) stock?

ChartMill assigns a valuation rating of 0 / 10 to BLUEROCK HOMES TRUST INC (BHM). This can be considered as Overvalued.


Can you provide the profitability details for BLUEROCK HOMES TRUST INC?

BLUEROCK HOMES TRUST INC (BHM) has a profitability rating of 1 / 10.


Is the dividend of BLUEROCK HOMES TRUST INC sustainable?

The dividend rating of BLUEROCK HOMES TRUST INC (BHM) is 4 / 10 and the dividend payout ratio is -91.22%.