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

EQUITY | REIT - Retail | NASDAQ Capital Market

Last Closing

USD 25.79

Change

+0.79 (+3.16)%

Market Cap

USD 0.02B

Volume

3.50K

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: 2024-12-26 )

Largest Industry Peers for REIT - Retail

Symbol Name Price(Change) Market Cap
PECO Phillips Edison & Co Inc

-0.84 (-2.18%)

USD 5.34B
ROIC Retail Opportunity Investments

N/A

USD 2.23B
WHLR Wheeler Real Estate Investment..

-0.27 (-7.11%)

USD 5.83M
WHLRP Wheeler Real Estate Investment..

+0.05 (+1.67%)

USD 2.80M
ADC-PA Agree Realty Corporation

+0.12 (+0.66%)

N/A
REGCO Regency Centers Corporation 5...

-0.15 (-0.68%)

N/A
REG Regency Centers Corporation

-0.66 (-0.88%)

N/A

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 97.93% 88% B+ 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 97.93% 88% B+ 92% A
Trailing 12 Months  
Capital Gain 96.72% 88% B+ 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 96.72% 88% B+ 92% A
Trailing 5 Years  
Capital Gain 71.93% 100% F 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 71.93% 100% F 78% 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

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 1.15 60% 48%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity -18.00% 29% 45%
Return on Invested Capital 5.85% 86% 68%
Return on Assets 2.91% 86% 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.

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.