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WHLRD vs SQFT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Diversified
WHLRD vs SQFT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Retail | REIT - Diversified |
| Market Cap | $4.14B | $3M |
| Revenue (TTM) | $99M | $18M |
| Net Income (TTM) | $12M | $-7M |
| Gross Margin | 66.8% | 64.6% |
| Operating Margin | 36.7% | 16.6% |
| Total Debt | $484M | $102M |
| Cash & Equiv. | $24M | $8M |
WHLRD vs SQFT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLRD) | 100 | 258.3 | +158.3% |
| Presidio Property T… (SQFT) | 100 | 7.1 | -92.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRD vs SQFT
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 long-term compounding.
- Rev growth -4.0%, EPS growth 99.9%, 3Y rev CAGR 9.4%
- 72.7% 10Y total return vs SQFT's -75.9%
- Lower volatility, beta 0.13, current ratio 8.91x
SQFT is the clearest fit if your priority is income & stability.
- Dividend streak 1 yrs, beta 1.00, yield 6.5%
- 7.3% FFO/revenue growth vs WHLRD's -4.0%
- 6.5% yield, 1-year raise streak, vs WHLRD's 0.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.3% FFO/revenue growth vs WHLRD's -4.0% | |
| Quality / Margins | 11.9% margin vs SQFT's -38.7% | |
| Stability / Safety | Beta 0.13 vs SQFT's 1.00 | |
| Dividends | 6.5% yield, 1-year raise streak, vs WHLRD's 0.2% | |
| Momentum (1Y) | +13.2% vs SQFT's -52.8% | |
| Efficiency (ROA) | 1.9% ROA vs SQFT's -5.1%, ROIC 4.8% vs -0.2% |
WHLRD vs SQFT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHLRD vs SQFT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
WHLRD leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WHLRD is the larger business by revenue, generating $99M annually — 5.7x SQFT's $18M. WHLRD is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to SQFT's -38.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $99M | $18M |
| EBITDAEarnings before interest/tax | $61M | $8M |
| Net IncomeAfter-tax profit | $12M | -$7M |
| Free Cash FlowCash after capex | $4M | -$67,454 |
| Gross MarginGross profit ÷ Revenue | +66.8% | +64.6% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +16.6% |
| Net MarginNet income ÷ Revenue | +11.9% | -38.7% |
| FCF MarginFCF ÷ Revenue | +4.0% | -0.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | -11.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | -188.7% |
Valuation Metrics
SQFT leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, SQFT's 19.0x EV/EBITDA is more attractive than WHLRD's 77.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.1B | $3M |
| Enterprise ValueMkt cap + debt − cash | $4.6B | $98M |
| Trailing P/EPrice ÷ TTM EPS | -1.08x | -1.24x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 77.44x | 18.96x |
| Price / SalesMarket cap ÷ Revenue | 41.27x | 0.18x |
| Price / BookPrice ÷ Book value/share | 43.75x | 0.99x |
| Price / FCFMarket cap ÷ FCF | 1028.93x | — |
Profitability & Efficiency
WHLRD leads this category, winning 6 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 $-21 for SQFT. SQFT carries lower financial leverage with a 2.92x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLRD's 5.11x. On the Piotroski fundamental quality scale (0–9), WHLRD scores 6/9 vs SQFT's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.5% | -20.8% |
| ROA (TTM)Return on assets | +1.9% | -5.1% |
| ROICReturn on invested capital | +4.8% | -0.2% |
| ROCEReturn on capital employed | +6.0% | -0.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 5.11x | 2.92x |
| Net DebtTotal debt minus cash | $460M | $94M |
| Cash & Equiv.Liquid assets | $24M | $8M |
| Total DebtShort + long-term debt | $484M | $102M |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | -2.72x |
Total Returns (Dividends Reinvested)
WHLRD leads this category, winning 6 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 $2,131 for SQFT. Over the past 12 months, WHLRD leads with a +13.2% total return vs SQFT's -52.8%. The 3-year compound annual growth rate (CAGR) favors WHLRD at 43.0% vs SQFT's -26.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.6% | -21.9% |
| 1-Year ReturnPast 12 months | +13.2% | -52.8% |
| 3-Year ReturnCumulative with dividends | +192.2% | -59.7% |
| 5-Year ReturnCumulative with dividends | +112.3% | -78.7% |
| 10-Year ReturnCumulative with dividends | +72.7% | -75.9% |
| CAGR (3Y)Annualised 3-year return | +43.0% | -26.1% |
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 SQFT's 1.00 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 SQFT's 12.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.13x | 1.00x |
| 52-Week HighHighest price in past year | $42.00 | $23.00 |
| 52-Week LowLowest price in past year | $32.26 | $2.10 |
| % of 52W HighCurrent price vs 52-week peak | +92.3% | +12.1% |
| RSI (14)Momentum oscillator 0–100 | 53.3 | 44.6 |
| Avg Volume (50D)Average daily shares traded | 795 | 1.0M |
Analyst Outlook
SQFT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, SQFT offers the higher dividend yield at 6.50% vs WHLRD's 0.16%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | 5 | — |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +6.5% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.06 | $0.18 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.2% |
WHLRD leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SQFT leads in 2 (Valuation Metrics, Analyst Outlook).
WHLRD vs SQFT: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHLRD or SQFT a better buy right now?
For growth investors, Presidio Property Trust, Inc.
(SQFT) is the stronger pick with 7. 3% 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 SQFT?
Over the past 5 years, Wheeler Real Estate Investment Trust, Inc.
(WHLRD) delivered a total return of +112. 3%, compared to -78. 7% for Presidio Property Trust, Inc. (SQFT). Over 10 years, the gap is even starker: WHLRD returned +72. 7% versus SQFT's -75. 9%. 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 SQFT?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRD) is the lower-risk stock at 0. 13β versus Presidio Property Trust, Inc. 's 1. 00β — meaning SQFT is approximately 686% more volatile than WHLRD relative to the S&P 500. On balance sheet safety, Presidio Property Trust, Inc. (SQFT) carries a lower debt/equity ratio of 3% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLRD or SQFT?
By revenue growth (latest reported year), Presidio Property Trust, Inc.
(SQFT) is pulling ahead at 7. 3% 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 -430. 9% for Presidio Property 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 SQFT?
Wheeler Real Estate Investment Trust, Inc.
(WHLRD) is the more profitable company, earning 8. 7% net margin versus -135. 4% for Presidio Property 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 -2. 0% for SQFT. At the gross margin level — before operating expenses — SQFT leads at 66. 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 — WHLRD or SQFT?
All stocks in this comparison pay dividends.
Presidio Property Trust, Inc. (SQFT) offers the highest yield at 6. 5%, versus 0. 2% for Wheeler Real Estate Investment Trust, Inc. (WHLRD).
07Is WHLRD or SQFT better for a retirement portfolio?
For long-horizon retirement investors, Wheeler Real Estate Investment Trust, Inc.
(WHLRD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13)). Both have compounded well over 10 years (WHLRD: +72. 7%, SQFT: -75. 9%), 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 SQFT?
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; SQFT is a small-cap income-oriented stock. SQFT 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.
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