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BHM Stock Analysis - Bluerock Homes Trust, Inc. AI Rating

BHM NYSE Real Estate Investment Trusts MD CIK: 0001903382
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2026-01-15
AI Rating
SELL
78% Confidence

📊 BHM Key Takeaways

Revenue: $68.7M
Net Margin: -16.7%
Free Cash Flow: $10.4M
Current Ratio: N/A
Debt/Equity: 3.33x
EPS: $-3.02
AI Rating: SELL with 78% confidence

Investment Thesis

Bluerock Homes Trust faces significant operational profitability challenges with negative operating margins of -45.1% and net losses of $11.5M despite positive revenue. While the company maintains positive free cash flow of $10.4M and adequate liquidity with $169.6M in cash, the high debt-to-equity ratio of 3.33x combined with substantial operating losses raises concerns about long-term financial sustainability and the REIT's ability to generate consistent returns.

BHM Strengths

  • + Positive free cash flow of $10.4M provides near-term operational flexibility
  • + Strong cash position of $169.6M relative to operating needs
  • + Modest revenue growth of 0.9% YoY shows underlying business stability
  • + Operating cash flow of $27.8M exceeds capital expenditures

BHM Risks

  • ! Severely negative operating margin of -45.1% indicates core business unprofitability
  • ! High leverage with debt-to-equity of 3.33x and long-term debt of $428.4M relative to equity of $128.7M
  • ! Consistent net losses despite revenue generation signal persistent operational issues
  • ! Negative return metrics (ROE: -8.9%, ROA: -1.0%) indicate value destruction for shareholders
  • ! 8 Form 4 insider filings in 90 days warrant monitoring for insider sentiment

Key Metrics to Watch

BHM Financial Metrics

Revenue
$68.7M
Net Income
$-11.5M
EPS (Diluted)
$-3.02
Free Cash Flow
$10.4M
Total Assets
$1.2B
Cash Position
$169.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BHM Profitability Ratios

Gross Margin N/A
Operating Margin -45.1%
Net Margin -16.7%
ROE -8.9%
ROA -1.0%
FCF Margin 15.1%

BHM vs Default Sector

How Bluerock Homes Trust, Inc. compares to Default sector averages

Net Margin
BHM -16.7%
vs
Sector Avg 12.0%
BHM Sector
ROE
BHM -8.9%
vs
Sector Avg 15.0%
BHM Sector
Current Ratio
BHM 0.0x
vs
Sector Avg 1.8x
BHM Sector
Debt/Equity
BHM 3.3x
vs
Sector Avg 0.7x
BHM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BHM Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.33x
Debt/Assets
40.1%
Interest Coverage
N/A
Long-term Debt
$428.4M

BHM 5-Year Financial Trend

BHM 5-year financial data: Year 2022: Revenue $32.9M, Net Income $34.3M, EPS $8.93. Year 2023: Revenue $41.0M, Net Income N/A, EPS $-0.26. Year 2024: Revenue $48.6M, Net Income N/A, EPS $-1.30. Year 2025: Revenue $68.1M, Net Income N/A, EPS $-1.10.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bluerock Homes Trust, Inc.'s revenue has grown significantly by 107% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.10 indicates the company is currently unprofitable.

BHM Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.1%
Free cash flow / Revenue

BHM Quarterly Performance

Quarterly financial performance data for Bluerock Homes Trust, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $12.0M $3.5M $0.24
Q2 2025 $11.9M -$5.2M $-0.42
Q1 2025 $10.8M -$3.2M $-0.27
Q3 2024 $10.2M $3.5M $0.24
Q2 2024 $10.3M -$1.2M $-0.09
Q1 2024 $10.1M -$3.2M $-0.27
Q3 2023 $8.6M $576.0K $0.00
Q2 2023 $7.7M -$120.0K $-0.03

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BHM Capital Allocation

Operating Cash Flow
$27.8M
Cash generated from operations
Capital Expenditures
$17.4M
Investment in assets
Dividends Paid
$3.4M
Returned to shareholders

BHM SEC Filings

Access official SEC EDGAR filings for Bluerock Homes Trust, Inc. (CIK: 0001903382)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/tm269362-1_4seq1.xml View →
Mar 11, 2026 4 xslF345X05/tm268480-1_4seq1.xml View →
Feb 27, 2026 10-K bhm-20251231x10k.htm View →
Feb 20, 2026 8-K tm266963d1_8k.htm View →
Feb 20, 2026 4 xslF345X05/tm266757-2_4seq1.xml View →

Frequently Asked Questions about BHM

What is the AI rating for BHM?

Bluerock Homes Trust, Inc. (BHM) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BHM's key strengths?

Positive free cash flow of $10.4M provides near-term operational flexibility. Strong cash position of $169.6M relative to operating needs.

What are the risks of investing in BHM?

Severely negative operating margin of -45.1% indicates core business unprofitability. High leverage with debt-to-equity of 3.33x and long-term debt of $428.4M relative to equity of $128.7M.

What is BHM's revenue and growth?

Bluerock Homes Trust, Inc. reported revenue of $68.7M.

Does BHM pay dividends?

Bluerock Homes Trust, Inc. pays dividends, with $3.4M distributed to shareholders in the trailing twelve months.

Where can I find BHM SEC filings?

Official SEC filings for Bluerock Homes Trust, Inc. (CIK: 0001903382) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BHM's EPS?

Bluerock Homes Trust, Inc. has a diluted EPS of $-3.02.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2026-01-15 | Powered by Claude AI