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

EQUITY | REIT - Retail | NASDAQ Capital Market

Last Closing

USD 34

Change

-0.22 (-0.64)%

Market Cap

USD 0.03B

Volume

435.00

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: 2025-05-30 )

Largest Industry Peers for REIT - Retail

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 25.28% 86% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.28% 86% B+ 88% B+
Trailing 12 Months  
Capital Gain 90.05% 86% B+ 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 90.05% 86% B+ 93% A
Trailing 5 Years  
Capital Gain 203.98% 100% F 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 203.98% 100% F 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 19.98% 86% B+ 78% C+
Dividend Return 19.98% 86% B+ 77% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 45.74% 43% F 39% F
Risk Adjusted Return 43.70% 71% C- 76% C+
Market Capitalization 0.03B 75% C 24% 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 1.24 50% 48%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 0.58% 33% 59%
Return on Invested Capital 6.86% 83% 71%
Return on Assets 3.14% 83% 77%
Debt to Equity Ratio 814.45% 50% 2%

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