WallStSmart

Federal Realty Investment Trust (FRT)vsWheeler Real Estate Investment Trust Inc (WHLRD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Federal Realty Investment Trust generates 1188% more annual revenue ($1.28B vs $99.41M). FRT leads profitability with a 32.1% profit margin vs 8.8%. FRT earns a higher WallStSmart Score of 66/100 (B-).

FRT

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 0.59

WHLRD

Hold

41

out of 100

Grade: D

Growth: 4.0Profit: 7.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FRTUndervalued (+51.2%)

Margin of Safety

+51.2%

Fair Value

$219.02

Current Price

$103.27

$115.75 discount

UndervaluedFair: $219.02Overvalued

Intrinsic value data unavailable for WHLRD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FRT4 strengths · Avg: 9.5/10
Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
34.5%10/10

Strong operational efficiency at 34.5%

EPS GrowthGrowth
98.7%10/10

Earnings expanding 98.7% YoY

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

WHLRD1 strengths · Avg: 10.0/10
Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Areas to Watch

FRT2 concerns · Avg: 2.0/10
PEG RatioValuation
3.652/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

WHLRD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$34.70M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.8%2/10

Revenue declined 8.8%

Free Cash FlowQuality
$-2.19M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.1% and operating margin at 34.5%.

Bull Case : WHLRD

The strongest argument for WHLRD centers on Operating Margin.

Bear Case : FRT

The primary concerns for FRT are PEG Ratio, Altman Z-Score.

Bear Case : WHLRD

The primary concerns for WHLRD are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 8.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

FRT profiles as a mature stock while WHLRD is a value play — different risk/reward profiles.

WHLRD carries more volatility with a beta of 1.31 — expect wider price swings.

FRT is growing revenue faster at 7.5% — sustainability is the question.

FRT generates stronger free cash flow (51M), providing more financial flexibility.

Bottom Line

FRT scores higher overall (66/100 vs 41/100), backed by strong 32.1% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Federal Realty Investment Trust

REAL ESTATE · REIT - RETAIL · USA

Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

Wheeler Real Estate Investment Trust Inc

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. (Ticker: WHLRD) is a specialized real estate investment trust (REIT) that concentrates on acquiring and managing income-producing retail and mixed-use properties throughout the United States. The firm employs a strategic approach to target markets with strong demographic fundamentals, enhancing portfolio resilience and performance through proactive asset management and selective acquisitions. Committed to generating sustainable income and achieving long-term capital appreciation, WHLRD seeks to maximize shareholder value in a dynamically evolving retail sector.

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