Wheeler Real Estate Investment Trust Inc (WHLRD) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Wheeler Real Estate Investment Trust Inc stock (WHLRD) is currently trading at $37.18. Wheeler Real Estate Investment Trust Inc PS ratio (Price-to-Sales) is 0.35. Analyst consensus price target for WHLRD is $16.33. WallStSmart rates WHLRD as Sell.
- WHLRD PE ratio analysis and historical PE chart
- WHLRD PS ratio (Price-to-Sales) history and trend
- WHLRD intrinsic value — DCF, Graham Number, EPV models
- WHLRD stock price prediction 2025 2026 2027 2028 2029 2030
- WHLRD fair value vs current price
- WHLRD insider transactions and insider buying
- Is WHLRD undervalued or overvalued?
- Wheeler Real Estate Investment Trust Inc financial analysis — revenue, earnings, cash flow
- WHLRD Piotroski F-Score and Altman Z-Score
- WHLRD analyst price target and Smart Rating
Wheeler Real Estate Investment Trust Inc
📊 No data available
Try selecting a different time range
Smart Analysis
Wheeler Real Estate Investment Trust Inc (WHLRD) · 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 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 (WHLRD) Key Strengths (2)
Keeps $30 of every $100 in revenue after operating costs
Paying less than $1 for every $1 of annual revenue
Supporting Valuation Data
Wheeler Real Estate Investment Trust Inc (WHLRD) Areas to Watch (5)
Revenue declining -8.80%, a shrinking business
Micro-cap company with very limited liquidity and high volatility
Thin profit margins with limited profitability
Low institutional interest, mostly retail-driven
Moderate profitability with room for improvement
Supporting Valuation Data
Wheeler Real Estate Investment Trust Inc (WHLRD) Detailed Analysis Report
Overall Assessment
This company scores 37/100 in our Smart Analysis, earning a F grade. Out of 7 metrics analyzed, 2 register as strengths (avg 10.0/10) while 5 fall into concern territory (avg 3.2/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Operating Margin, Price/Sales. Valuation metrics including Price/Sales (0.35) suggest the stock is attractively priced. Profitability is solid with Operating Margin at 30.00%.
The Bear Case
The primary concerns are Revenue Growth, Market Cap, Profit Margin. Growth concerns include Revenue Growth at -8.80%, which may limit upside. Profitability pressure is visible in Return on Equity at 13.80%, Profit Margin at 8.82%.
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 13.80% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at -8.80% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Revenue Growth and Market Cap 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.
WHLRD Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
WHLRD's Price-to-Sales ratio of 0.35x sits near its historical average of 0.35x (43th percentile), suggesting the market is pricing in steady-state growth. The current valuation is 3% below its historical high of 0.36x set in Mar 2026, and 3% above its historical low of 0.34x in Mar 2026.
WallStSmart Analysis Synopsis
Data-driven financial summary for Wheeler Real Estate Investment Trust Inc (WHLRD) · REAL ESTATE › REIT - RETAIL
The Big Picture
Wheeler Real Estate Investment Trust Inc operates as a stable business with moderate growth and solid fundamentals. Revenue reached 99M with 9% decline year-over-year. Profit margins are thin at 8.8%, typical for companies in this phase that are reinvesting heavily in growth.
Key Findings
ROE of 1380.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Revenue contracted 9% YoY. Worth determining whether this is cyclical or structural.
Free cash flow is -2M, meaning the company is burning cash. This may be acceptable for high-growth companies investing heavily.
What to Watch Next
Margin expansion: can Wheeler Real Estate Investment Trust Inc push profit margins above 15% as the business scales?
Debt management: total debt of 505M 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 offers stability with moderate growth and solid fundamentals. The valuation may present an opportunity for patient investors, though limited growth means returns will likely come from dividends and modest capital appreciation rather than explosive gains.
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
Loading insider activity...
About Wheeler Real Estate Investment Trust Inc(WHLRD)
NASDAQ
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.