WHLRD:NSC-Wheeler Real Estate Investment Trust Inc. Series D Cumulative Preferred Stock (USD)

EQUITY | REIT - Retail | NASDAQ Capital Market

Last Closing

USD 18.3

Change

+0.30 (+1.67)%

Market Cap

USD 0.02B

Volume

1.22K

Analyst Target

USD 16.33
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Wheeler Real Estate Investment Trust Inc is a fully-integrated, self-managed commercial real estate investment company focused on acquiring and managing income-producing retail properties with a focus on grocery-anchored centers.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for REIT - Retail

ETFs Containing WHLRD

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Retail) Market Performance vs. Exchange (NASDAQ Capital Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 40.45% 100% F 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.45% 100% F 88% B+
Trailing 12 Months  
Capital Gain 40.99% 100% F 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.99% 100% F 84% B
Trailing 5 Years  
Capital Gain 25.34% 100% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.34% 100% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 4.75% 80% B- 60% D-
Dividend Return 4.75% 80% B- 57% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 35.82% 60% D- 51% F
Risk Adjusted Return 13.25% 60% D- 51% F
Market Capitalization 0.02B 50% F 15% F

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Retail) Ratio vs. Market (NASDAQ Capital Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio N/A N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio 0.82 67% 47%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 0.34% 29% 59%
Return on Invested Capital 6.10% 86% 71%
Return on Assets 2.61% 57% 77%
Debt to Equity Ratio 633.29% 29% 3%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.