REIT - Retail
Compare Stocks
2 / 10Stock Comparison
WHLRD vs NXRT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
WHLRD vs NXRT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Retail | REIT - Residential |
| Market Cap | $4.14B | $737M |
| Revenue (TTM) | $99M | $252M |
| Net Income (TTM) | $12M | $-32M |
| Gross Margin | 66.8% | 91.1% |
| Operating Margin | 36.7% | 11.5% |
| Total Debt | $484M | $1.56B |
| Cash & Equiv. | $24M | $14M |
WHLRD vs NXRT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLRD) | 100 | 322.9 | +222.9% |
| NexPoint Residentia… (NXRT) | 100 | 82.2 | -17.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRD vs NXRT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHLRD carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth -4.0%, EPS growth 99.9%, 3Y rev CAGR 9.4%
- Lower volatility, beta 0.13, current ratio 8.91x
- Beta 0.13, yield 0.2%, current ratio 8.91x
NXRT is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.59, yield 7.3%
- 205.6% 10Y total return vs WHLRD's 72.7%
- -3.2% FFO/revenue growth vs WHLRD's -4.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -3.2% FFO/revenue growth vs WHLRD's -4.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 11.9% margin vs NXRT's -12.7% | |
| Stability / Safety | Beta 0.13 vs NXRT's 0.59, lower leverage | |
| Dividends | 7.3% yield, 12-year raise streak, vs WHLRD's 0.2% | |
| Momentum (1Y) | +13.2% vs NXRT's -9.1% | |
| Efficiency (ROA) | 1.9% ROA vs NXRT's -1.7%, ROIC 4.8% vs 1.1% |
WHLRD vs NXRT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WHLRD 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 WHLRD's $99M. WHLRD 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 | $61M | $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 | +36.7% | +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
NXRT leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, NXRT's 18.4x EV/EBITDA is more attractive than WHLRD's 77.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.1B | $737M |
| Enterprise ValueMkt cap + debt − cash | $4.6B | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -1.08x | -23.06x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 77.44x | 18.44x |
| Price / SalesMarket cap ÷ Revenue | 41.27x | 2.93x |
| Price / BookPrice ÷ Book value/share | 43.75x | 2.46x |
| Price / FCFMarket cap ÷ FCF | 1028.93x | 8.82x |
Profitability & Efficiency
WHLRD leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
WHLRD delivers a 12.5% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-10 for NXRT. WHLRD 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), WHLRD 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 | +4.8% | +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)
WHLRD leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WHLRD five years ago would be worth $21,233 today (with dividends reinvested), compared to $7,137 for NXRT. Over the past 12 months, WHLRD leads with a +13.2% total return vs NXRT's -9.1%. The 3-year compound annual growth rate (CAGR) favors WHLRD at 43.0% vs NXRT's -5.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.6% | +0.1% |
| 1-Year ReturnPast 12 months | +13.2% | -9.1% |
| 3-Year ReturnCumulative with dividends | +192.2% | -15.0% |
| 5-Year ReturnCumulative with dividends | +112.3% | -28.6% |
| 10-Year ReturnCumulative with dividends | +72.7% | +205.6% |
| CAGR (3Y)Annualised 3-year return | +43.0% | -5.3% |
Risk & Volatility
WHLRD leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WHLRD is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than NXRT's 0.59 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WHLRD currently trades 92.3% from its 52-week high vs NXRT's 82.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.13x | 0.59x |
| 52-Week HighHighest price in past year | $42.00 | $35.22 |
| 52-Week LowLowest price in past year | $32.26 | $23.79 |
| % of 52W HighCurrent price vs 52-week peak | +92.3% | +82.5% |
| RSI (14)Momentum oscillator 0–100 | 53.3 | 61.1 |
| Avg Volume (50D)Average daily shares traded | 795 | 185K |
Analyst Outlook
NXRT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WHLRD as "Buy" and NXRT as "Hold". For income investors, NXRT offers the higher dividend yield at 7.25% vs WHLRD's 0.16%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $27.00 |
| # AnalystsCovering analysts | 5 | 10 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +7.3% |
| Dividend StreakConsecutive years of raises | 0 | 12 |
| Dividend / ShareAnnual DPS | $0.06 | $2.11 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% |
NXRT leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WHLRD leads in 3 (Profitability & Efficiency, Total Returns).
WHLRD vs NXRT: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHLRD 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. (WHLRD). Analysts rate Wheeler Real Estate Investment Trust, Inc. (WHLRD) 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 — WHLRD or NXRT?
Over the past 5 years, Wheeler Real Estate Investment Trust, Inc.
(WHLRD) delivered a total return of +112. 3%, compared to -28. 6% for NexPoint Residential Trust, Inc. (NXRT). Over 10 years, the gap is even starker: NXRT returned +205. 6% versus WHLRD's +72. 7%. 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 — WHLRD or NXRT?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRD) is the lower-risk stock at 0. 13β versus NexPoint Residential Trust, Inc. 's 0. 59β — meaning NXRT is approximately 365% more volatile than WHLRD relative to the S&P 500. On balance sheet safety, Wheeler Real Estate Investment Trust, Inc. (WHLRD) 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 — WHLRD 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. (WHLRD). On earnings-per-share growth, the picture is similar: Wheeler Real Estate Investment Trust, Inc. grew EPS 99. 9% year-over-year, compared to -30. 8% for NexPoint Residential Trust, Inc.. Over a 3-year CAGR, WHLRD 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 — WHLRD or NXRT?
Wheeler Real Estate Investment Trust, Inc.
(WHLRD) 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: WHLRD 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 — WHLRD or NXRT?
All stocks in this comparison pay dividends.
NexPoint Residential Trust, Inc. (NXRT) offers the highest yield at 7. 3%, versus 0. 2% for Wheeler Real Estate Investment Trust, Inc. (WHLRD).
07Is WHLRD 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. 59), 7. 3% yield, +205. 6% 10Y return). Both have compounded well over 10 years (NXRT: +205. 6%, WHLRD: +72. 7%), 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 WHLRD 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.
In terms of investment character: WHLRD is a small-cap quality compounder stock; NXRT is a small-cap income-oriented stock. NXRT pays a dividend while WHLRD does not, making them suitable for different income and tax situations. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.