ducovest

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

PREFERRED STOCK | REIT - Retail |

Last Closing

USD 4.05

Change

0.00 (0.00)%

Market Cap

USD 3.99M

Volume

8.00K

Analyst Target

N/A
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.

Company Website : https://www.whlr.us

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for REIT - Retail

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

N/A

 USD 4.85B
WHLRD Wheeler Real Estate Investment..

N/A

 USD 0.03B
WHLR Wheeler Real Estate Investment..

N/A

 USD 5.83M
ADC-PA Agree Realty Corporation

N/A

 N/A
REGCO Regency Centers Corporation 5...

N/A

 N/A
REG Regency Centers Corporation

N/A

 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 32.61% 100% F 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.61% 100% F 94% A
Trailing 12 Months  
Capital Gain 166.45% 100% F 97% N/A
Dividend Return 29.81% 100% F 100% F
Total Return 196.26% 100% F 98% N/A
Trailing 5 Years  
Capital Gain -47.74% 50% F 26% F
Dividend Return 5.85% 50% F 12% F
Total Return -41.90% 50% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -1.68% 14% F 37% F
Dividend Return 2.80% 43% F 46% F
Total Return 4.47% 100% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 87.04% 29% F 22% F
Risk Adjusted Return 3.21% 14% F 40% F
Market Capitalization 3.99M 25% F 6% D-

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

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

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.

Poor return on equity

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

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.

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 Earnings Growth

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