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WHLR vs NXRT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
WHLR vs NXRT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Retail | REIT - Residential |
| Market Cap | $127M | $758M |
| Revenue (TTM) | $99M | $252M |
| Net Income (TTM) | $12M | $-32M |
| Gross Margin | 66.8% | 91.1% |
| Operating Margin | 38.8% | 11.5% |
| Total Debt | $484M | $1.56B |
| Cash & Equiv. | $24M | $14M |
WHLR vs NXRT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| NexPoint Residentia… (NXRT) | 100 | 93.3 | -6.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLR vs NXRT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHLR is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth -4.0%, EPS growth 100.0%, 3Y rev CAGR 9.4%
- Lower volatility, beta 2.39, current ratio 8.91x
- 11.9% margin vs NXRT's -12.7%
NXRT carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.62, yield 7.1%
- 211.0% 10Y total return vs WHLR's 100.2%
- Beta 0.62, yield 7.1%, current ratio 0.48x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -3.2% FFO/revenue growth vs WHLR's -4.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 11.9% margin vs NXRT's -12.7% | |
| Stability / Safety | Beta 0.62 vs WHLR's 2.39 | |
| Dividends | 7.1% yield, 12-year raise streak, vs WHLR's 5.2% | |
| Momentum (1Y) | -15.5% vs WHLR's -99.8% | |
| Efficiency (ROA) | 1.9% ROA vs NXRT's -1.7%, ROIC 4.9% vs 1.1% |
WHLR vs NXRT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WHLR vs NXRT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NXRT leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NXRT is the larger business by revenue, generating $252M annually — 2.5x WHLR's $99M. WHLR is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to NXRT's -12.7%. On growth, NXRT holds the edge at +0.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $99M | $252M |
| EBITDAEarnings before interest/tax | $62M | $125M |
| Net IncomeAfter-tax profit | $12M | -$32M |
| Free Cash FlowCash after capex | $4M | $79M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +91.1% |
| Operating MarginEBIT ÷ Revenue | +38.8% | +11.5% |
| Net MarginNet income ÷ Revenue | +11.9% | -12.7% |
| FCF MarginFCF ÷ Revenue | +4.0% | +31.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | +0.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | 0.0% |
Valuation Metrics
WHLR leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, WHLR's 9.9x EV/EBITDA is more attractive than NXRT's 18.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $127M | $758M |
| Enterprise ValueMkt cap + debt − cash | $587M | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -0.03x | -23.69x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 9.88x | 18.61x |
| Price / SalesMarket cap ÷ Revenue | 1.27x | 3.01x |
| Price / BookPrice ÷ Book value/share | 1.34x | 2.52x |
| Price / FCFMarket cap ÷ FCF | 31.60x | 9.06x |
Profitability & Efficiency
WHLR leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
WHLR delivers a 12.5% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $-10 for NXRT. WHLR carries lower financial leverage with a 5.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to NXRT's 5.18x. On the Piotroski fundamental quality scale (0–9), WHLR scores 6/9 vs NXRT's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.5% | -10.1% |
| ROA (TTM)Return on assets | +1.9% | -1.7% |
| ROICReturn on invested capital | +4.9% | +1.1% |
| ROCEReturn on capital employed | +6.0% | +1.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 5.11x | 5.18x |
| Net DebtTotal debt minus cash | $460M | $1.5B |
| Cash & Equiv.Liquid assets | $24M | $14M |
| Total DebtShort + long-term debt | $484M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 0.47x |
Total Returns (Dividends Reinvested)
NXRT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NXRT five years ago would be worth $7,826 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, NXRT leads with a -15.5% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors NXRT at -5.4% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -93.0% | +2.7% |
| 1-Year ReturnPast 12 months | -99.8% | -15.5% |
| 3-Year ReturnCumulative with dividends | -100.0% | -15.4% |
| 5-Year ReturnCumulative with dividends | -100.0% | -21.7% |
| 10-Year ReturnCumulative with dividends | +100.2% | +211.0% |
| CAGR (3Y)Annualised 3-year return | -99.0% | -5.4% |
Risk & Volatility
NXRT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
NXRT is the less volatile stock with a 0.62 beta — it tends to amplify market swings less than WHLR's 2.39 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NXRT currently trades 77.9% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.39x | 0.62x |
| 52-Week HighHighest price in past year | $904.50 | $38.30 |
| 52-Week LowLowest price in past year | $1.03 | $23.79 |
| % of 52W HighCurrent price vs 52-week peak | +0.1% | +77.9% |
| RSI (14)Momentum oscillator 0–100 | 32.6 | 69.2 |
| Avg Volume (50D)Average daily shares traded | 238K | 219K |
Analyst Outlook
NXRT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WHLR as "Buy" and NXRT as "Hold". For income investors, NXRT offers the higher dividend yield at 7.06% vs WHLR's 5.15%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $27.00 |
| # AnalystsCovering analysts | 5 | 10 |
| Dividend YieldAnnual dividend ÷ price | +5.2% | +7.1% |
| Dividend StreakConsecutive years of raises | 1 | 12 |
| Dividend / ShareAnnual DPS | $0.06 | $2.11 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% |
NXRT leads in 4 of 6 categories (Income & Cash Flow, Total Returns). WHLR leads in 2 (Valuation Metrics, Profitability & Efficiency).
WHLR vs NXRT: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHLR or NXRT a better buy right now?
For growth investors, NexPoint Residential Trust, Inc.
(NXRT) is the stronger pick with -3. 2% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Analysts rate Wheeler Real Estate Investment Trust, Inc. (WHLR) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — WHLR or NXRT?
Over the past 5 years, NexPoint Residential Trust, Inc.
(NXRT) delivered a total return of -21. 7%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: NXRT returned +211. 0% versus WHLR's +100. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — WHLR or NXRT?
By beta (market sensitivity over 5 years), NexPoint Residential Trust, Inc.
(NXRT) is the lower-risk stock at 0. 62β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 39β — meaning WHLR is approximately 283% more volatile than NXRT relative to the S&P 500. On balance sheet safety, Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a lower debt/equity ratio of 5% versus 5% for NexPoint Residential Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLR or NXRT?
By revenue growth (latest reported year), NexPoint Residential Trust, Inc.
(NXRT) is pulling ahead at -3. 2% versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). On earnings-per-share growth, the picture is similar: Wheeler Real Estate Investment Trust, Inc. grew EPS 100. 0% year-over-year, compared to -30. 8% for NexPoint Residential Trust, Inc.. Over a 3-year CAGR, WHLR leads at 9. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — WHLR or NXRT?
Wheeler Real Estate Investment Trust, Inc.
(WHLR) is the more profitable company, earning 8. 7% net margin versus -12. 7% for NexPoint Residential Trust, Inc. — meaning it keeps 8. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLR leads at 36. 4% versus 11. 1% for NXRT. At the gross margin level — before operating expenses — NXRT leads at 84. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — WHLR or NXRT?
All stocks in this comparison pay dividends.
NexPoint Residential Trust, Inc. (NXRT) offers the highest yield at 7. 1%, versus 5. 2% for Wheeler Real Estate Investment Trust, Inc. (WHLR).
07Is WHLR or NXRT better for a retirement portfolio?
For long-horizon retirement investors, NexPoint Residential Trust, Inc.
(NXRT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 62), 7. 1% yield, +211. 0% 10Y return). Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a higher beta of 2. 39 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NXRT: +211. 0%, WHLR: +100. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between WHLR and NXRT?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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