WHLR
Wheeler Real Estate Investment Trust, Inc.
REIT - Retail
Market Cap$127M
5Y Perf.-100.0%
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Stock Comparison
WHLR vs WMT
Revenue, margins, valuation, and 5-year total return — side by side.
WMT
Walmart Inc.
Specialty Retail
Market Cap$1.04T
5Y Perf.+214.6%
WHLR vs WMT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WHLR | WMT |
|---|---|---|
| Industry | REIT - Retail | Specialty Retail |
| Market Cap | $127M | $1.04T |
| Revenue (TTM) | $99M | $703.06B |
| Net Income (TTM) | $12M | $22.91B |
| Gross Margin | 66.8% | 24.9% |
| Operating Margin | 38.8% | 4.1% |
| Forward P/E | — | 44.7x |
| Total Debt | $484M | $67.09B |
| Cash & Equiv. | $24M | $10.73B |
WHLR vs WMT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WHLR
WMT
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| Walmart Inc. (WMT) | 100 | 314.6 | +214.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLR vs WMT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WMT leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Wheeler Real Estate Investment Trust, Inc. is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
WHLR
Wheeler Real Estate Investment Trust, Inc.
The Real Estate Income Play
WHLR is the clearest fit if your priority is growth exposure and defensive.
- Rev growth -4.0%, EPS growth 100.0%, 3Y rev CAGR 9.4%
- Beta 2.39, yield 5.2%, current ratio 8.91x
- 11.9% margin vs WMT's 3.3%
Best for: growth exposure and defensive
WMT
Walmart Inc.
The Income Pick
WMT carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 37 yrs, beta 0.12, yield 0.7%
- 5.0% 10Y total return vs WHLR's 100.2%
- Lower volatility, beta 0.12, Low D/E 67.2%, current ratio 0.79x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WMT | 4.7% revenue growth vs WHLR's -4.0% |
| Value | WMT | Better valuation composite |
| Quality / Margins | WHLR | 11.9% margin vs WMT's 3.3% |
| Stability / Safety | WMT | Beta 0.12 vs WHLR's 2.39, lower leverage |
| Dividends | WHLR | 5.2% yield, 1-year raise streak, vs WMT's 0.7% |
| Momentum (1Y) | WMT | +33.0% vs WHLR's -99.8% |
| Efficiency (ROA) | WMT | 7.9% ROA vs WHLR's 1.9%, ROIC 14.7% vs 4.9% |
WHLR vs WMT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
WHLR vs WMT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWMTLAGGINGWHLR
WHLRWheeler Real Estate I…
2leads
WMTWalmart Inc.
3leads
6 Total Categories
CATEGORYLEADERvs WHLRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WHLR4/6
Valuation MetricsMultiples, price ratios, and targets
WHLR4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WMT6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
WMT6/6
Risk & VolatilityBeta, volatility, and downside exposure
WMT2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
WHLR leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WMT is the larger business by revenue, generating $703.1B annually — 7069.8x WHLR's $99M. WHLR is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to WMT's 3.3%. On growth, WMT holds the edge at +5.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WHLRWheeler Real Esta… | WMTWalmart Inc. |
|---|---|---|
| RevenueTrailing 12 months | $99M | $703.1B |
| EBITDAEarnings before interest/tax | $62M | $42.8B |
| Net IncomeAfter-tax profit | $12M | $22.9B |
| Free Cash FlowCash after capex | $4M | $15.3B |
| Gross MarginGross profit ÷ Revenue | +66.8% | +24.9% |
| Operating MarginEBIT ÷ Revenue | +38.8% | +4.1% |
| Net MarginNet income ÷ Revenue | +11.9% | +3.3% |
| FCF MarginFCF ÷ Revenue | +4.0% | +2.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | +35.1% |
WHLR leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
WHLR leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, WHLR's 9.9x EV/EBITDA is more attractive than WMT's 24.8x.
| Metric | WHLRWheeler Real Esta… | WMTWalmart Inc. |
|---|---|---|
| Market CapShares × price | $127M | $1.04T |
| Enterprise ValueMkt cap + debt − cash | $587M | $1.09T |
| Trailing P/EPrice ÷ TTM EPS | -0.03x | 47.65x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 44.67x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.33x |
| EV / EBITDAEnterprise value multiple | 9.88x | 24.83x |
| Price / SalesMarket cap ÷ Revenue | 1.27x | 1.45x |
| Price / BookPrice ÷ Book value/share | 1.34x | 10.44x |
| Price / FCFMarket cap ÷ FCF | 31.60x | 24.94x |
WHLR leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
WMT leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
WMT delivers a 22.3% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $12 for WHLR. WMT carries lower financial leverage with a 0.67x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLR's 5.11x.
| Metric | WHLRWheeler Real Esta… | WMTWalmart Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +12.5% | +22.3% |
| ROA (TTM)Return on assets | +1.9% | +7.9% |
| ROICReturn on invested capital | +4.9% | +14.7% |
| ROCEReturn on capital employed | +6.0% | +17.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 5.11x | 0.67x |
| Net DebtTotal debt minus cash | $460M | $56.4B |
| Cash & Equiv.Liquid assets | $24M | $10.7B |
| Total DebtShort + long-term debt | $484M | $67.1B |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 11.85x |
WMT leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
WMT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WMT five years ago would be worth $28,531 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, WMT leads with a +33.0% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors WMT at 37.5% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | WHLRWheeler Real Esta… | WMTWalmart Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -93.0% | +15.6% |
| 1-Year ReturnPast 12 months | -99.8% | +33.0% |
| 3-Year ReturnCumulative with dividends | -100.0% | +160.2% |
| 5-Year ReturnCumulative with dividends | -100.0% | +185.3% |
| 10-Year ReturnCumulative with dividends | +100.2% | +505.0% |
| CAGR (3Y)Annualised 3-year return | -99.0% | +37.5% |
WMT leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WMT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WMT is the less volatile stock with a 0.12 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. WMT currently trades 96.6% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WHLRWheeler Real Esta… | WMTWalmart Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.39x | 0.12x |
| 52-Week HighHighest price in past year | $904.50 | $134.69 |
| 52-Week LowLowest price in past year | $1.03 | $91.89 |
| % of 52W HighCurrent price vs 52-week peak | +0.1% | +96.6% |
| RSI (14)Momentum oscillator 0–100 | 32.6 | 58.1 |
| Avg Volume (50D)Average daily shares traded | 238K | 17.2M |
WMT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WHLR and WMT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WHLR as "Buy" and WMT as "Buy". For income investors, WHLR offers the higher dividend yield at 5.15% vs WMT's 0.72%.
| Metric | WHLRWheeler Real Esta… | WMTWalmart Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $137.04 |
| # AnalystsCovering analysts | 5 | 64 |
| Dividend YieldAnnual dividend ÷ price | +5.2% | +0.7% |
| Dividend StreakConsecutive years of raises | 1 | 37 |
| Dividend / ShareAnnual DPS | $0.06 | $0.94 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.8% |
Evenly matched — WHLR and WMT each lead in 1 of 2 comparable metrics.
Key Takeaway
WMT leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). WHLR leads in 2 (Income & Cash Flow, Valuation Metrics). 1 tied.
Best OverallWalmart Inc. (WMT)Leads 3 of 6 categories
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WHLR vs WMT: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHLR or WMT a better buy right now?
For growth investors, Walmart Inc.
(WMT) is the stronger pick with 4. 7% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Walmart Inc. (WMT) offers the better valuation at 47. 6x trailing P/E (44. 7x forward), making it the more compelling value choice. 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 WMT?
Over the past 5 years, Walmart Inc.
(WMT) delivered a total return of +185. 3%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: WMT returned +505. 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 WMT?
By beta (market sensitivity over 5 years), Walmart Inc.
(WMT) is the lower-risk stock at 0. 12β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 39β — meaning WHLR is approximately 1945% more volatile than WMT relative to the S&P 500. On balance sheet safety, Walmart Inc. (WMT) carries a lower debt/equity ratio of 67% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLR or WMT?
By revenue growth (latest reported year), Walmart Inc.
(WMT) is pulling ahead at 4. 7% 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 13. 3% for Walmart 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 WMT?
Wheeler Real Estate Investment Trust, Inc.
(WHLR) is the more profitable company, earning 8. 7% net margin versus 3. 1% for Walmart 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 4. 2% for WMT. At the gross margin level — before operating expenses — WMT leads at 24. 9%, 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 WMT?
All stocks in this comparison pay dividends.
Wheeler Real Estate Investment Trust, Inc. (WHLR) offers the highest yield at 5. 2%, versus 0. 7% for Walmart Inc. (WMT).
07Is WHLR or WMT better for a retirement portfolio?
For long-horizon retirement investors, Walmart Inc.
(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +505. 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 (WMT: +505. 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 WMT?
These companies operate in different sectors (WHLR (Real Estate) and WMT (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: WHLR is a small-cap income-oriented stock; WMT is a mega-cap quality compounder stock. 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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(WHLR: -8.8% · WMT: 5.8%)Net Margin>
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