REIT - Retail
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5 / 10Stock Comparison
ALEX vs WHLR vs UE vs NXRT vs CBRE
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
REIT - Diversified
REIT - Residential
Real Estate - Services
ALEX vs WHLR vs UE vs NXRT vs CBRE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Retail | REIT - Diversified | REIT - Residential | Real Estate - Services |
| Market Cap | $1.52B | $122M | $2.78B | $756M | $43.00B |
| Revenue (TTM) | $207M | $99M | $486M | $252M | $42.17B |
| Net Income (TTM) | $65M | $12M | $108M | $-32M | $1.31B |
| Gross Margin | 46.5% | 66.8% | 25.3% | 91.1% | 35.0% |
| Operating Margin | 41.8% | 38.8% | 29.0% | 11.5% | 3.8% |
| Forward P/E | 31.1x | — | 47.5x | — | 19.2x |
| Total Debt | $506M | $484M | $1.67B | $1.56B | $9.99B |
| Cash & Equiv. | $11M | $24M | $49M | $14M | $1.86B |
ALEX vs WHLR vs UE vs NXRT vs CBRE — 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% |
| CBRE Group, Inc. (CBRE) | 100 | 335.7 | +235.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALEX vs WHLR vs UE vs NXRT vs CBRE
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 valuation efficiency.
- Lower volatility, beta 0.27, Low D/E 51.2%, current ratio 1.01x
- PEG 0.49 vs CBRE's 1.65
- Beta 0.27, yield 4.3%, current ratio 1.01x
- Lower P/E (31.1x vs 47.5x)
WHLR lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, UE doesn't own a clear edge in any measured category.
NXRT ranks third and is worth considering specifically for income & stability.
- Dividend streak 12 yrs, beta 0.62, yield 7.1%
- 7.1% yield, 12-year raise streak, vs ALEX's 4.3%, (1 stock pays no dividend)
CBRE is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 13.4%, EPS growth 22.6%, 3Y rev CAGR 9.6%
- 405.3% 10Y total return vs NXRT's 211.1%
- 13.4% FFO/revenue growth vs ALEX's -12.7%
- 4.5% ROA vs NXRT's -1.7%, ROIC 6.2% vs 1.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.4% 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%, (1 stock pays no dividend) | |
| Momentum (1Y) | +24.9% vs WHLR's -99.8% | |
| Efficiency (ROA) | 4.5% ROA vs NXRT's -1.7%, ROIC 6.2% vs 1.1% |
ALEX vs WHLR vs UE vs NXRT vs CBRE — 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 vs CBRE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CBRE leads in 2 of 6 categories
ALEX leads 1 • NXRT leads 1 • WHLR leads 0 • UE leads 0 • 2 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)
CBRE is the larger business by revenue, generating $42.2B annually — 424.0x 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, CBRE holds the edge at +18.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $207M | $99M | $486M | $252M | $42.2B |
| EBITDAEarnings before interest/tax | $110M | $62M | $276M | $125M | $2.3B |
| Net IncomeAfter-tax profit | $65M | $12M | $108M | -$32M | $1.3B |
| Free Cash FlowCash after capex | $27M | $4M | $189M | $79M | $897M |
| Gross MarginGross profit ÷ Revenue | +46.5% | +66.8% | +25.3% | +91.1% | +35.0% |
| Operating MarginEBIT ÷ Revenue | +41.8% | +38.8% | +29.0% | +11.5% | +3.8% |
| Net MarginNet income ÷ Revenue | +31.3% | +11.9% | +22.2% | -12.7% | +3.1% |
| FCF MarginFCF ÷ Revenue | +13.2% | +4.0% | +38.9% | +31.2% | +2.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -18.4% | -8.8% | +12.2% | +0.5% | +18.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -69.5% | -100.0% | +157.1% | 0.0% | +98.1% |
Valuation Metrics
Evenly matched — WHLR and NXRT and CBRE each lead in 2 of 7 comparable metrics.
Valuation Metrics
At 23.4x trailing earnings, ALEX trades at a 39% valuation discount to CBRE's 38.1x P/E. Adjusting for growth (PEG ratio), ALEX offers better value at 0.37x vs CBRE's 3.27x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.5B | $122M | $2.8B | $756M | $43.0B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $582M | $4.4B | $2.3B | $51.1B |
| Trailing P/EPrice ÷ TTM EPS | 23.42x | -0.03x | 29.78x | -23.65x | 38.10x |
| Forward P/EPrice ÷ next-FY EPS est. | 31.10x | — | 47.53x | — | 19.16x |
| PEG RatioP/E ÷ EPS growth rate | 0.37x | — | — | — | 3.27x |
| EV / EBITDAEnterprise value multiple | 23.32x | 9.79x | 16.55x | 18.60x | 24.82x |
| Price / SalesMarket cap ÷ Revenue | 7.34x | 1.21x | 5.88x | 3.01x | 1.06x |
| Price / BookPrice ÷ Book value/share | 1.54x | 1.29x | 2.02x | 2.52x | 4.58x |
| Price / FCFMarket cap ÷ FCF | 55.58x | 30.27x | 15.20x | 9.05x | 36.05x |
Profitability & Efficiency
CBRE leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CBRE delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 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% | +14.3% |
| ROA (TTM)Return on assets | +3.9% | +1.9% | +3.2% | -1.7% | +4.5% |
| ROICReturn on invested capital | +3.5% | +4.9% | +3.2% | +1.1% | +6.2% |
| ROCEReturn on capital employed | +4.5% | +6.0% | +3.9% | +1.5% | +7.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 8 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.51x | 5.11x | 1.21x | 5.18x | 1.04x |
| Net DebtTotal debt minus cash | $495M | $460M | $1.6B | $1.5B | $8.1B |
| Cash & Equiv.Liquid assets | $11M | $24M | $49M | $14M | $1.9B |
| Total DebtShort + long-term debt | $506M | $484M | $1.7B | $1.6B | $10.0B |
| Interest CoverageEBIT ÷ Interest expense | 3.13x | 1.44x | 2.28x | 0.47x | 8.15x |
Total Returns (Dividends Reinvested)
CBRE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CBRE five years ago would be worth $16,882 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 CBRE at 26.1% 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% | -8.4% |
| 1-Year ReturnPast 12 months | +24.9% | -99.8% | +23.9% | -15.2% | +17.4% |
| 3-Year ReturnCumulative with dividends | +26.9% | -100.0% | +66.7% | -15.5% | +100.6% |
| 5-Year ReturnCumulative with dividends | +35.4% | -100.0% | +31.8% | -23.0% | +68.8% |
| 10-Year ReturnCumulative with dividends | +75.5% | +100.2% | +6.1% | +211.1% | +405.3% |
| CAGR (3Y)Annualised 3-year return | +8.3% | -99.0% | +18.6% | -5.5% | +26.1% |
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 | 1.12x |
| 52-Week HighHighest price in past year | $21.02 | $904.50 | $22.26 | $38.30 | $174.27 |
| 52-Week LowLowest price in past year | $15.07 | $1.03 | $17.46 | $23.79 | $118.81 |
| % of 52W HighCurrent price vs 52-week peak | +99.1% | +0.1% | +99.0% | +77.8% | +84.2% |
| RSI (14)Momentum oscillator 0–100 | 65.1 | 22.9 | 61.6 | 71.0 | 52.2 |
| Avg Volume (50D)Average daily shares traded | 1.6M | 219K | 891K | 216K | 1.9M |
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", CBRE as "Buy". Consensus price targets imply 22.5% upside for CBRE (target: $180) 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 | Buy |
| Price TargetConsensus 12-month target | $20.95 | — | $21.00 | $27.00 | $179.75 |
| # AnalystsCovering analysts | 8 | 5 | 7 | 10 | 20 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +5.4% | +3.4% | +7.1% | — |
| Dividend StreakConsecutive years of raises | 5 | 1 | 3 | 12 | 1 |
| Dividend / ShareAnnual DPS | $0.90 | $0.06 | $0.76 | $2.11 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% | +0.0% | +1.0% | +2.3% |
CBRE leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). ALEX leads in 1 (Risk & Volatility). 2 tied.
ALEX vs WHLR vs UE vs NXRT vs CBRE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALEX or WHLR or UE or NXRT or CBRE a better buy right now?
For growth investors, CBRE Group, Inc.
(CBRE) is the stronger pick with 13. 4% 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 or CBRE?
On trailing P/E, Alexander & Baldwin, Inc.
(ALEX) is the cheapest at 23. 4x versus CBRE Group, Inc. at 38. 1x. On forward P/E, CBRE Group, Inc. is actually cheaper at 19. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Alexander & Baldwin, Inc. wins at 0. 49x versus CBRE Group, Inc. 's 1. 65x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ALEX or WHLR or UE or NXRT or CBRE?
Over the past 5 years, CBRE Group, Inc.
(CBRE) delivered a total return of +68. 8%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: CBRE returned +405. 3% 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 or CBRE?
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 or CBRE?
By revenue growth (latest reported year), CBRE Group, Inc.
(CBRE) is pulling ahead at 13. 4% 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, CBRE leads at 9. 6% 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 or CBRE?
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 3. 2% for CBRE. 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 or CBRE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Alexander & Baldwin, Inc. (ALEX) is the more undervalued stock at a PEG of 0. 49x versus CBRE Group, Inc. 's 1. 65x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, CBRE Group, Inc. (CBRE) trades at 19. 2x forward P/E versus 47. 5x for Urban Edge Properties — 28. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CBRE: 22. 5% to $179. 75.
08Which pays a better dividend — ALEX or WHLR or UE or NXRT or CBRE?
In this comparison, NXRT (7.
1% yield), WHLR (5. 4% yield), ALEX (4. 3% yield), UE (3. 4% yield) pay a dividend. CBRE does not pay a meaningful dividend and should not be held primarily for income.
09Is ALEX or WHLR or UE or NXRT or CBRE 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 and CBRE?
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: ALEX is a small-cap income-oriented stock; WHLR is a small-cap income-oriented stock; UE is a small-cap income-oriented stock; NXRT is a small-cap income-oriented stock; CBRE is a mid-cap quality compounder stock. ALEX, WHLR, UE, NXRT pay a dividend while CBRE 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.
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