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

PREFERRED STOCK | REIT - Retail |

Last Closing

USD 32.32

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

4.60K

Analyst Target

USD 16.33
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. (Nasdaq: WHLR) is a fully-integrated, self-managed commercial real estate investment company focused on owning, leasing and operating income-producing retail properties with a primary focus on grocery-anchored centers. WHLR's portfolio contains well-located, potentially dominant retail properties in secondary and tertiary markets that generate attractive, risk-adjusted returns. WHLR's common stock, Series B convertible preferred stock (Series B Preferred Stock and, together with the Series D Preferred Stock, the Preferred Stock), Series D Preferred Stock, and Convertible Notes trade publicly on Nasdaq under the symbols WHLR, WHLRP, WHLRD, and WHLRL, respectively.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-20 )

Largest Industry Peers for REIT - Retail

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 19.09% 86% B+ 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.09% 86% B+ 92% A
Trailing 12 Months  
Capital Gain 108.52% 86% B+ 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 108.52% 86% B+ 95% A
Trailing 5 Years  
Capital Gain 319.74% 100% F 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 319.74% 100% F 93% A
Average Annual (5 Year Horizon)  
Capital Gain 20.00% 86% B+ 77% C+
Dividend Return 20.00% 86% B+ 76% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 45.86% 43% F 39% F
Risk Adjusted Return 43.61% 71% C- 74% C
Market Capitalization 0.03B 75% C 23% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

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.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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 Earnings Growth

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