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

PREFERRED STOCK | REIT - Retail |

Last Closing

USD 25

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

500.00

Analyst Target

USD 16.33
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)

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Relative Returns (From:    To: 2024-12-25 )

ETFs Containing WHLRD

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 91.86% 88% B+ 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 91.86% 88% B+ 92% A
Trailing 12 Months  
Capital Gain 90.69% 88% B+ 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 90.69% 88% B+ 92% A
Trailing 5 Years  
Capital Gain 66.67% 100% F 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 66.67% 100% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.83% 86% B+ 69% C-
Dividend Return 15.83% 71% C- 67% D+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 42.82% 43% F 44% F
Risk Adjusted Return 36.97% 57% F 68% D+
Market Capitalization 0.02B 60% D- 20% 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:
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:
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.

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 Dividend Growth

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