Values as of: 2024-09-18
COMMON STOCK | REIT - Retail |
Last Closing
USD 73.36Change
-0.32 (-0.43)%Market Cap
N/AVolume
1.50MAnalyst Target
USD 47.03
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| PECO | Phillips Edison & Co Inc |
-0.03 (-0.08%) |
USD 5.13B |
| ROIC | Retail Opportunity Investments |
-0.10 (-0.63%) |
USD 2.04B |
| WHLRD | Wheeler Real Estate Investment.. |
-0.03 (-0.15%) |
USD 0.02B |
| WHLR | Wheeler Real Estate Investment.. |
-2.56 (-27.53%) |
USD 0.01B |
| WHLRP | Wheeler Real Estate Investment.. |
-0.03 (-1.35%) |
USD 2.21M |
| REGCO | Regency Centers Corporation 5... |
+0.10 (+0.42%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| HGR:CA | Harvest Global REIT Leade.. | 4.97 % | 2.68 % |
-0.04 (0.17%) |
CAD 0.04B |
| RITA | ETF Series Solutions - ET.. | 3.47 % | 0.00 % |
-0.07 (0.17%) |
USD 7.37M |
| RSPR | Invesco S&P 500® Equal.. | 3.33 % | 0.00 % |
+0.07 (+0.17%) |
USD 0.12B |
| RTL | 0.00 % | 0.60 % |
N/A |
N/A | |
| SPYD | SPDR® Portfolio S&P 500 .. | 0.00 % | 0.08 % |
-0.01 (0.17%) |
USD 6.57B |
| Market Performance vs. Industry/Classification (REIT - Retail) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 9.49% | 57% | F | 69% | C- | ||
| Dividend Return | 3.00% | 60% | D- | 66% | D+ | ||
| Total Return | 12.49% | 57% | F | 71% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 17.43% | 57% | F | 67% | D+ | ||
| Dividend Return | 4.29% | 75% | C | 63% | D | ||
| Total Return | 21.72% | 71% | C- | 70% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 8.31% | 80% | B- | 56% | F | ||
| Dividend Return | 18.50% | 100% | F | 75% | C | ||
| Total Return | 26.81% | 80% | B- | 59% | D- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.03% | 86% | B+ | 65% | D | ||
| Dividend Return | 13.22% | 100% | F | 69% | C- | ||
| Total Return | 4.19% | 100% | F | 80% | B- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 32.01% | 71% | C- | 58% | F | ||
| Risk Adjusted Return | 41.31% | 86% | B+ | 72% | C | ||
| Market Capitalization | N/A | N/A | N/A | N/A | N/A | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
