WHLRP:NSC-Wheeler Real Estate Investment Trust Inc. Preferred Stock (USD)

EQUITY | REIT - Retail | NASDAQ Capital Market

Last Closing

USD 3

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

N/A

Analyst Target

N/A
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: 2024-12-24 )

ETFs Containing WHLRP

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 130.77% 100% F 94% A
Dividend Return 34.86% 100% F 100% F
Total Return 165.63% 100% F 96% N/A
Trailing 12 Months  
Capital Gain 130.77% 100% F 94% A
Dividend Return 34.86% 100% F 100% F
Total Return 165.63% 100% F 95% A
Trailing 5 Years  
Capital Gain -74.76% 40% F 18% F
Dividend Return 3.81% 33% F 11% F
Total Return -70.95% 40% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -12.74% 14% F 18% F
Dividend Return -10.94% 14% F 19% F
Total Return 1.80% 40% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 64.11% 29% F 31% F
Risk Adjusted Return -17.06% 14% F 24% F
Market Capitalization 0.02B 20% F 3% 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 0.13 100% 50%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity -18.00% 43% 45%
Return on Invested Capital 5.85% 100% 68%
Return on Assets 2.91% 100% 77%
Debt to Equity Ratio 633.29% 43% 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:
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.

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.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.