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ALEX vs UE vs KIM vs WHLR
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Diversified
REIT - Retail
REIT - Retail
ALEX vs UE vs KIM vs WHLR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Diversified | REIT - Retail | REIT - Retail |
| Market Cap | $1.52B | $2.78B | $15.87B | $122M |
| Revenue (TTM) | $207M | $486M | $2.16B | $99M |
| Net Income (TTM) | $65M | $108M | $616M | $12M |
| Gross Margin | 46.5% | 25.3% | 54.7% | 66.8% |
| Operating Margin | 41.8% | 29.0% | 36.1% | 38.8% |
| Forward P/E | 31.1x | 47.5x | 30.5x | — |
| Total Debt | $506M | $1.67B | $8.64B | $484M |
| Cash & Equiv. | $11M | $49M | $213M | $24M |
ALEX vs UE vs KIM vs WHLR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Mar 26 | Return |
|---|---|---|---|
| Alexander & Baldwin… (ALEX) | 100 | 182.6 | +82.6% |
| Urban Edge Properti… (UE) | 100 | 217.9 | +117.9% |
| Kimco Realty Corpor… (KIM) | 100 | 212.0 | +112.0% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALEX vs UE vs KIM vs WHLR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ALEX carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 5 yrs, beta 0.27, yield 4.3%
- 75.5% 10Y total return vs WHLR's 100.2%
- Lower volatility, beta 0.27, Low D/E 51.2%, current ratio 1.01x
- 31.3% margin vs WHLR's 11.9%
UE is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 6.1%, EPS growth 23.3%, 3Y rev CAGR 5.8%
- 6.1% FFO/revenue growth vs ALEX's -12.7%
KIM is the clearest fit if your priority is value.
- Better valuation composite
WHLR is the clearest fit if your priority is defensive.
- Beta 2.39, yield 5.4%, current ratio 8.91x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.1% FFO/revenue growth vs ALEX's -12.7% | |
| Value | Better valuation composite | |
| Quality / Margins | 31.3% margin vs WHLR's 11.9% | |
| Stability / Safety | Beta 0.27 vs WHLR's 2.39, lower leverage | |
| Dividends | 4.3% yield, 5-year raise streak, vs WHLR's 5.4% | |
| Momentum (1Y) | +24.9% vs WHLR's -99.8% | |
| Efficiency (ROA) | 3.9% ROA vs WHLR's 1.9%, ROIC 3.5% vs 4.9% |
ALEX vs UE vs KIM vs WHLR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ALEX vs UE vs KIM vs WHLR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
WHLR leads in 2 of 6 categories
ALEX leads 1 • UE leads 0 • KIM leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — ALEX and UE each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KIM is the larger business by revenue, generating $2.2B annually — 21.7x WHLR's $99M. ALEX is the more profitable business, keeping 31.3% of every revenue dollar as net income compared to WHLR's 11.9%. On growth, UE holds the edge at +12.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $207M | $486M | $2.2B | $99M |
| EBITDAEarnings before interest/tax | $110M | $276M | $1.4B | $62M |
| Net IncomeAfter-tax profit | $65M | $108M | $616M | $12M |
| Free Cash FlowCash after capex | $27M | $189M | $844M | $4M |
| Gross MarginGross profit ÷ Revenue | +46.5% | +25.3% | +54.7% | +66.8% |
| Operating MarginEBIT ÷ Revenue | +41.8% | +29.0% | +36.1% | +38.8% |
| Net MarginNet income ÷ Revenue | +31.3% | +22.2% | +28.5% | +11.9% |
| FCF MarginFCF ÷ Revenue | +13.2% | +38.9% | +39.0% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -18.4% | +12.2% | +4.0% | -8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -69.5% | +157.1% | +27.8% | -100.0% |
Valuation Metrics
WHLR leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 23.4x trailing earnings, ALEX trades at a 21% valuation discount to UE's 29.8x P/E. On an enterprise value basis, WHLR's 9.8x EV/EBITDA is more attractive than ALEX's 23.3x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $1.5B | $2.8B | $15.9B | $122M |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $4.4B | $24.3B | $582M |
| Trailing P/EPrice ÷ TTM EPS | 23.42x | 29.78x | 28.35x | -0.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 31.10x | 47.53x | 30.48x | — |
| PEG RatioP/E ÷ EPS growth rate | 0.37x | — | — | — |
| EV / EBITDAEnterprise value multiple | 23.32x | 16.55x | 17.70x | 9.79x |
| Price / SalesMarket cap ÷ Revenue | 7.34x | 5.88x | 7.41x | 1.21x |
| Price / BookPrice ÷ Book value/share | 1.54x | 2.02x | 1.50x | 1.29x |
| Price / FCFMarket cap ÷ FCF | 55.58x | 15.20x | 20.54x | 30.27x |
Profitability & Efficiency
WHLR leads this category, winning 5 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 $6 for KIM. ALEX carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLR's 5.11x. On the Piotroski fundamental quality scale (0–9), UE scores 8/9 vs KIM's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.4% | +7.8% | +5.8% | +12.5% |
| ROA (TTM)Return on assets | +3.9% | +3.2% | +3.1% | +1.9% |
| ROICReturn on invested capital | +3.5% | +3.2% | +3.0% | +4.9% |
| ROCEReturn on capital employed | +4.5% | +3.9% | +3.9% | +6.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.51x | 1.21x | 0.82x | 5.11x |
| Net DebtTotal debt minus cash | $495M | $1.6B | $8.4B | $460M |
| Cash & Equiv.Liquid assets | $11M | $49M | $213M | $24M |
| Total DebtShort + long-term debt | $506M | $1.7B | $8.6B | $484M |
| Interest CoverageEBIT ÷ Interest expense | 3.13x | 2.28x | 2.46x | 1.44x |
Total Returns (Dividends Reinvested)
Evenly matched — ALEX and UE each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ALEX five years ago would be worth $13,537 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, ALEX leads with a +24.9% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors UE at 18.6% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.9% | +16.5% | +18.6% | -93.3% |
| 1-Year ReturnPast 12 months | +24.9% | +23.9% | +18.9% | -99.8% |
| 3-Year ReturnCumulative with dividends | +26.9% | +66.7% | +43.6% | -100.0% |
| 5-Year ReturnCumulative with dividends | +35.4% | +31.8% | +31.1% | -100.0% |
| 10-Year ReturnCumulative with dividends | +75.5% | +6.1% | +11.1% | +100.2% |
| CAGR (3Y)Annualised 3-year return | +8.3% | +18.6% | +12.8% | -99.0% |
Risk & Volatility
ALEX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ALEX is the less volatile stock with a 0.27 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. ALEX currently trades 99.1% 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 | 0.27x | 0.48x | 0.54x | 2.39x |
| 52-Week HighHighest price in past year | $21.02 | $22.26 | $24.31 | $904.50 |
| 52-Week LowLowest price in past year | $15.07 | $17.46 | $19.76 | $1.03 |
| % of 52W HighCurrent price vs 52-week peak | +99.1% | +99.0% | +96.8% | +0.1% |
| RSI (14)Momentum oscillator 0–100 | 65.1 | 61.6 | 58.4 | 22.9 |
| Avg Volume (50D)Average daily shares traded | 1.6M | 891K | 5.0M | 219K |
Analyst Outlook
Evenly matched — ALEX and WHLR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ALEX as "Buy", UE as "Hold", KIM as "Hold", WHLR as "Buy". Consensus price targets imply 3.1% upside for KIM (target: $24) vs -4.7% for UE (target: $21). For income investors, WHLR offers the higher dividend yield at 5.38% vs UE's 3.44%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $20.95 | $21.00 | $24.25 | — |
| # AnalystsCovering analysts | 8 | 7 | 36 | 5 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +3.4% | +4.5% | +5.4% |
| Dividend StreakConsecutive years of raises | 5 | 3 | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.90 | $0.76 | $1.06 | $0.06 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +0.0% | +0.8% | 0.0% |
WHLR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). ALEX leads in 1 (Risk & Volatility). 3 tied.
ALEX vs UE vs KIM vs WHLR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALEX or UE or KIM or WHLR a better buy right now?
For growth investors, Urban Edge Properties (UE) is the stronger pick with 6.
1% revenue growth year-over-year, versus -12. 7% for Alexander & Baldwin, Inc. (ALEX). Alexander & Baldwin, Inc. (ALEX) offers the better valuation at 23. 4x trailing P/E (31. 1x forward), making it the more compelling value choice. Analysts rate Alexander & Baldwin, Inc. (ALEX) a "Buy" — based on 8 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 has the better valuation — ALEX or UE or KIM or WHLR?
On trailing P/E, Alexander & Baldwin, Inc.
(ALEX) is the cheapest at 23. 4x versus Urban Edge Properties at 29. 8x. On forward P/E, Kimco Realty Corporation is actually cheaper at 30. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ALEX or UE or KIM or WHLR?
Over the past 5 years, Alexander & Baldwin, Inc.
(ALEX) delivered a total return of +35. 4%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: WHLR returned +100. 2% versus UE's +6. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ALEX or UE or KIM or WHLR?
By beta (market sensitivity over 5 years), Alexander & Baldwin, Inc.
(ALEX) is the lower-risk stock at 0. 27β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 39β — meaning WHLR is approximately 792% more volatile than ALEX relative to the S&P 500. On balance sheet safety, Alexander & Baldwin, Inc. (ALEX) carries a lower debt/equity ratio of 51% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALEX or UE or KIM or WHLR?
By revenue growth (latest reported year), Urban Edge Properties (UE) is pulling ahead at 6.
1% versus -12. 7% for Alexander & Baldwin, Inc. (ALEX). On earnings-per-share growth, the picture is similar: Wheeler Real Estate Investment Trust, Inc. grew EPS 100. 0% year-over-year, compared to 7. 2% for Alexander & Baldwin, 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.
06Which has better profit margins — ALEX or UE or KIM or WHLR?
Alexander & Baldwin, Inc.
(ALEX) is the more profitable company, earning 31. 3% net margin versus 8. 7% for Wheeler Real Estate Investment Trust, Inc. — meaning it keeps 31. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLR leads at 36. 4% versus 26. 8% for UE. At the gross margin level — before operating expenses — KIM leads at 54. 7%, 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.
07Is ALEX or UE or KIM or WHLR more undervalued right now?
On forward earnings alone, Kimco Realty Corporation (KIM) trades at 30.
5x forward P/E versus 47. 5x for Urban Edge Properties — 17. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KIM: 3. 1% to $24. 25.
08Which pays a better dividend — ALEX or UE or KIM or WHLR?
All stocks in this comparison pay dividends.
Wheeler Real Estate Investment Trust, Inc. (WHLR) offers the highest yield at 5. 4%, versus 3. 4% for Urban Edge Properties (UE).
09Is ALEX or UE or KIM or WHLR better for a retirement portfolio?
For long-horizon retirement investors, Alexander & Baldwin, Inc.
(ALEX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 27), 4. 3% yield). 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 (ALEX: +75. 5%, 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.
10What are the main differences between ALEX and UE and KIM and WHLR?
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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