Wheeler Real Estate Investment Trust Inc (WHLR) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Wheeler Real Estate Investment Trust Inc stock (WHLR) is currently trading at $1.14. Wheeler Real Estate Investment Trust Inc PE ratio is 0.06. Wheeler Real Estate Investment Trust Inc PS ratio (Price-to-Sales) is 0.02. Analyst consensus price target for WHLR is $7.00. WallStSmart rates WHLR as Underperform.
- WHLR PE ratio analysis and historical PE chart
- WHLR PS ratio (Price-to-Sales) history and trend
- WHLR intrinsic value — DCF, Graham Number, EPV models
- WHLR stock price prediction 2025 2026 2027 2028 2029 2030
- WHLR fair value vs current price
- WHLR insider transactions and insider buying
- Is WHLR undervalued or overvalued?
- Wheeler Real Estate Investment Trust Inc financial analysis — revenue, earnings, cash flow
- WHLR Piotroski F-Score and Altman Z-Score
- WHLR analyst price target and Smart Rating
Wheeler Real Estate Investment Trust Inc
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WHLR Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Wheeler Real Estate Investment Trust Inc (WHLR)
WHLR trades at a significant discount to its Graham intrinsic value of $208.62, offering a 99% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Wheeler Real Estate Investment Trust Inc (WHLR) · 7 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in return on equity, operating margin, price/sales. Concerns around market cap and revenue growth. Mixed signals suggest waiting for clearer direction before acting.
Wheeler Real Estate Investment Trust Inc (WHLR) Key Strengths (4)
Every $100 of shareholder equity generates $58 in profit
Keeps $34 of every $100 in revenue after operating costs
Paying less than $1 for every $1 of annual revenue
Keeps $46 of every $100 in revenue as net profit
Supporting Valuation Data
Wheeler Real Estate Investment Trust Inc (WHLR) Areas to Watch (3)
Revenue declining -3.90%, a shrinking business
Very low institutional interest at 8.09%
Micro-cap company with very limited liquidity and high volatility
Wheeler Real Estate Investment Trust Inc (WHLR) Detailed Analysis Report
Overall Assessment
This company scores 46/100 in our Smart Analysis, earning a D+ grade. Out of 7 metrics analyzed, 4 register as strengths (avg 10.0/10) while 3 fall into concern territory (avg 1.7/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Return on Equity, Operating Margin, Price/Sales. Valuation metrics including Price/Sales (0.02) suggest the stock is attractively priced. Profitability is solid with Return on Equity at 57.80%, Operating Margin at 33.50%, Profit Margin at 46.30%.
The Bear Case
The primary concerns are Revenue Growth, Institutional Own., Market Cap. Growth concerns include Revenue Growth at -3.90%, which may limit upside.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Revenue Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 57.80% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at -3.90% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Revenue Growth and Institutional Own. are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
WHLR Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
WHLR's Price-to-Sales ratio of 0.02x trades at a deep discount to its historical average of 0.38x (8th percentile). The current valuation is 100% below its historical high of 4.3x set in Nov 2012, and Infinity% above its historical low of 0x in Apr 2024. Over the past 12 months, the PS ratio has compressed from ~0.0x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for Wheeler Real Estate Investment Trust Inc (WHLR) · REAL ESTATE › REIT - RETAIL
The Big Picture
Wheeler Real Estate Investment Trust Inc faces headwinds with declining revenue, though profitability provides a cushion. Revenue reached 102M with 4% decline year-over-year. Profit margins are strong at 46.3%, reflecting pricing power and operational efficiency.
Key Findings
ROE of 57.8% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Profit margin of 46.3% and operating margin of 33.5% demonstrate strong pricing power and operational efficiency.
Free cash flow is -2M, meaning the company is burning cash. This may be acceptable for high-growth companies investing heavily.
Debt-to-equity ratio of 8.01 is elevated. High leverage amplifies both gains and losses and increases financial risk.
What to Watch Next
Debt management: total debt of 497M is significantly higher than cash (27M). Monitor refinancing risk.
Sector dynamics: monitor REIT - RETAIL industry trends, competitive moves, and regulatory changes that could impact Wheeler Real Estate Investment Trust Inc.
Bottom Line
Wheeler Real Estate Investment Trust Inc faces challenges with declining revenue. While profitability provides a buffer, the long-term trajectory needs to improve. Watch for management's strategic response and whether the company can stabilize or pivot to new growth drivers.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(10 last 3 months)
| Insider | Type | Shares |
|---|---|---|
CAMPBELL, KERRY G. Director | Sell | -168 |
Data sourced from SEC Form 4 filings
Last updated: 1:30:25 PM
About Wheeler Real Estate Investment Trust Inc(WHLR)
NASDAQ
REAL ESTATE
REIT - RETAIL
USA
Wheeler Real Estate Investment Trust Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, management, and enhancement of a diversified portfolio of retail and mixed-use properties throughout the United States. By employing a value-oriented acquisition strategy focused on well-located assets with strong cash flow potential, WHLR aims to generate robust income and maximize capital appreciation. The company's emphasis on strategic asset management and tenant satisfaction ensures resilience in a dynamic market, fostering sustainable growth and delivering value to shareholders in the evolving retail real estate landscape.