WHLRP:NSD-Wheeler Real Estate Investment Trust Inc Pref (USD)

PREFERRED STOCK | REIT - Retail |

Last Closing

USD 2.2

Change

-0.03 (-1.35)%

Market Cap

USD 2.21M

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment trust (REIT) focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for REIT - Retail

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
REGCO Regency Centers Corporation 5...

+0.10 (+0.42%)

N/A
REG Regency Centers Corporation

-0.32 (-0.43%)

N/A

ETFs Containing WHLRP

N/A

Market Performance

  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 69.23% 100% F 93% A
Dividend Return 34.86% 100% F 100% F
Total Return 104.09% 100% F 95% A
Trailing 12 Months  
Capital Gain 41.94% 86% B+ 84% B
Dividend Return 29.23% 100% F 100% F
Total Return 71.17% 86% B+ 91% A-
Trailing 5 Years  
Capital Gain -82.56% 40% F 15% F
Dividend Return 3.59% 33% F 11% F
Total Return -78.97% 40% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -20.79% 14% F 16% F
Dividend Return -20.30% 14% F 17% F
Total Return 0.48% 25% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 50.70% 29% F 36% F
Risk Adjusted Return -40.05% 14% F 21% F
Market Capitalization 2.21M 20% F 2% F

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:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

Superior Dividend Growth

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.