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4 / 10Stock Comparison
ALEX vs WHLR vs UE vs NXRT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
REIT - Diversified
REIT - Residential
ALEX vs WHLR vs UE vs NXRT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Retail | REIT - Diversified | REIT - Residential |
| Market Cap | $1.52B | $122M | $2.78B | $756M |
| Revenue (TTM) | $207M | $99M | $486M | $252M |
| Net Income (TTM) | $65M | $12M | $108M | $-32M |
| Gross Margin | 46.5% | 66.8% | 25.3% | 91.1% |
| Operating Margin | 41.8% | 38.8% | 29.0% | 11.5% |
| Forward P/E | 31.1x | — | 47.5x | — |
| Total Debt | $506M | $484M | $1.67B | $1.56B |
| Cash & Equiv. | $11M | $24M | $49M | $14M |
ALEX vs WHLR vs UE vs NXRT — 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% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| Urban Edge Properti… (UE) | 100 | 217.9 | +117.9% |
| NexPoint Residentia… (NXRT) | 100 | 88.1 | -11.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALEX vs WHLR vs UE vs NXRT
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 sleep-well-at-night and defensive.
- Lower volatility, beta 0.27, Low D/E 51.2%, current ratio 1.01x
- Beta 0.27, yield 4.3%, current ratio 1.01x
- Lower P/E (31.1x vs 47.5x)
- 31.3% margin vs NXRT's -12.7%
WHLR lags the leaders in this set but could rank higher in a more targeted comparison.
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%
NXRT is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.62, yield 7.1%
- 211.1% 10Y total return vs ALEX's 75.5%
- 7.1% yield, 12-year raise streak, vs ALEX's 4.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.1% FFO/revenue growth vs ALEX's -12.7% | |
| Value | Lower P/E (31.1x vs 47.5x) | |
| Quality / Margins | 31.3% margin vs NXRT's -12.7% | |
| Stability / Safety | Beta 0.27 vs WHLR's 2.39, lower leverage | |
| Dividends | 7.1% yield, 12-year raise streak, vs ALEX's 4.3% | |
| Momentum (1Y) | +24.9% vs WHLR's -99.8% | |
| Efficiency (ROA) | 3.9% ROA vs NXRT's -1.7%, ROIC 3.5% vs 1.1% |
ALEX vs WHLR vs UE vs NXRT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
ALEX vs WHLR vs UE vs NXRT — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
UE leads in 2 of 6 categories
WHLR leads 2 • ALEX leads 1 • NXRT leads 1
Explore the data ↓Income & Cash Flow (Last 12 Months)
UE leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UE is the larger business by revenue, generating $486M annually — 4.9x WHLR's $99M. ALEX is the more profitable business, keeping 31.3% of every revenue dollar as net income compared to NXRT's -12.7%. On growth, UE holds the edge at +12.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $207M | $99M | $486M | $252M |
| EBITDAEarnings before interest/tax | $110M | $62M | $276M | $125M |
| Net IncomeAfter-tax profit | $65M | $12M | $108M | -$32M |
| Free Cash FlowCash after capex | $27M | $4M | $189M | $79M |
| Gross MarginGross profit ÷ Revenue | +46.5% | +66.8% | +25.3% | +91.1% |
| Operating MarginEBIT ÷ Revenue | +41.8% | +38.8% | +29.0% | +11.5% |
| Net MarginNet income ÷ Revenue | +31.3% | +11.9% | +22.2% | -12.7% |
| FCF MarginFCF ÷ Revenue | +13.2% | +4.0% | +38.9% | +31.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -18.4% | -8.8% | +12.2% | +0.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -69.5% | -100.0% | +157.1% | 0.0% |
Valuation Metrics
WHLR leads this category, winning 3 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 | $122M | $2.8B | $756M |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $582M | $4.4B | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | 23.42x | -0.03x | 29.78x | -23.65x |
| Forward P/EPrice ÷ next-FY EPS est. | 31.10x | — | 47.53x | — |
| PEG RatioP/E ÷ EPS growth rate | 0.37x | — | — | — |
| EV / EBITDAEnterprise value multiple | 23.32x | 9.79x | 16.55x | 18.60x |
| Price / SalesMarket cap ÷ Revenue | 7.34x | 1.21x | 5.88x | 3.01x |
| Price / BookPrice ÷ Book value/share | 1.54x | 1.29x | 2.02x | 2.52x |
| Price / FCFMarket cap ÷ FCF | 55.58x | 30.27x | 15.20x | 9.05x |
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 $-10 for NXRT. ALEX carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to NXRT's 5.18x. On the Piotroski fundamental quality scale (0–9), UE scores 8/9 vs NXRT's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.4% | +12.5% | +7.8% | -10.1% |
| ROA (TTM)Return on assets | +3.9% | +1.9% | +3.2% | -1.7% |
| ROICReturn on invested capital | +3.5% | +4.9% | +3.2% | +1.1% |
| ROCEReturn on capital employed | +4.5% | +6.0% | +3.9% | +1.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 8 | 4 |
| Debt / EquityFinancial leverage | 0.51x | 5.11x | 1.21x | 5.18x |
| Net DebtTotal debt minus cash | $495M | $460M | $1.6B | $1.5B |
| Cash & Equiv.Liquid assets | $11M | $24M | $49M | $14M |
| Total DebtShort + long-term debt | $506M | $484M | $1.7B | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 3.13x | 1.44x | 2.28x | 0.47x |
Total Returns (Dividends Reinvested)
UE leads this category, winning 3 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% | -93.3% | +16.5% | +2.6% |
| 1-Year ReturnPast 12 months | +24.9% | -99.8% | +23.9% | -15.2% |
| 3-Year ReturnCumulative with dividends | +26.9% | -100.0% | +66.7% | -15.5% |
| 5-Year ReturnCumulative with dividends | +35.4% | -100.0% | +31.8% | -23.0% |
| 10-Year ReturnCumulative with dividends | +75.5% | +100.2% | +6.1% | +211.1% |
| CAGR (3Y)Annualised 3-year return | +8.3% | -99.0% | +18.6% | -5.5% |
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 | 2.39x | 0.48x | 0.62x |
| 52-Week HighHighest price in past year | $21.02 | $904.50 | $22.26 | $38.30 |
| 52-Week LowLowest price in past year | $15.07 | $1.03 | $17.46 | $23.79 |
| % of 52W HighCurrent price vs 52-week peak | +99.1% | +0.1% | +99.0% | +77.8% |
| RSI (14)Momentum oscillator 0–100 | 65.1 | 22.9 | 61.6 | 71.0 |
| Avg Volume (50D)Average daily shares traded | 1.6M | 219K | 891K | 216K |
Analyst Outlook
NXRT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ALEX as "Buy", WHLR as "Buy", UE as "Hold", NXRT as "Hold". Consensus price targets imply 0.5% upside for ALEX (target: $21) vs -9.4% for NXRT (target: $27). For income investors, NXRT offers the higher dividend yield at 7.07% vs UE's 3.44%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $20.95 | — | $21.00 | $27.00 |
| # AnalystsCovering analysts | 8 | 5 | 7 | 10 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +5.4% | +3.4% | +7.1% |
| Dividend StreakConsecutive years of raises | 5 | 1 | 3 | 12 |
| Dividend / ShareAnnual DPS | $0.90 | $0.06 | $0.76 | $2.11 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% | +0.0% | +1.0% |
UE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). WHLR leads in 2 (Valuation Metrics, Profitability & Efficiency).
ALEX vs WHLR vs UE vs NXRT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALEX or WHLR or UE or NXRT 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 WHLR or UE or NXRT?
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, Alexander & Baldwin, Inc. is actually cheaper at 31. 1x.
03Which is the better long-term investment — ALEX or WHLR or UE or NXRT?
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: NXRT returned +211. 1% 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 WHLR or UE or NXRT?
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 NexPoint Residential Trust, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALEX or WHLR or UE or NXRT?
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 -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.
06Which has better profit margins — ALEX or WHLR or UE or NXRT?
Alexander & Baldwin, Inc.
(ALEX) is the more profitable company, earning 31. 3% net margin versus -12. 7% for NexPoint Residential 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 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.
07Is ALEX or WHLR or UE or NXRT more undervalued right now?
On forward earnings alone, Alexander & Baldwin, Inc.
(ALEX) trades at 31. 1x forward P/E versus 47. 5x for Urban Edge Properties — 16. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALEX: 0. 5% to $20. 95.
08Which pays a better dividend — ALEX or WHLR or UE or NXRT?
All stocks in this comparison pay dividends.
NexPoint Residential Trust, Inc. (NXRT) offers the highest yield at 7. 1%, versus 3. 4% for Urban Edge Properties (UE).
09Is ALEX or WHLR or UE or NXRT 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 WHLR and UE 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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