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WHLRP vs KRG
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
WHLRP vs KRG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Retail | REIT - Retail |
| Market Cap | $777M | $5.43B |
| Revenue (TTM) | $99M | $827M |
| Net Income (TTM) | $12M | $286M |
| Gross Margin | 66.8% | 52.3% |
| Operating Margin | 36.7% | 23.0% |
| Forward P/E | — | 81.1x |
| Total Debt | $484M | $3.37B |
| Cash & Equiv. | $24M | $37M |
WHLRP vs KRG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLRP) | 100 | 97.7 | -2.3% |
| Kite Realty Group T… (KRG) | 100 | 275.5 | +175.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRP vs KRG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHLRP is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta -0.36, current ratio 8.91x
- Beta -0.36, yield 0.8%, current ratio 8.91x
- +81.8% vs KRG's +25.1%
KRG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 5 yrs, beta 0.56, yield 4.1%
- Rev growth 0.7%, EPS growth 73.6%, 3Y rev CAGR 1.9%
- 30.9% 10Y total return vs WHLRP's -36.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.7% FFO/revenue growth vs WHLRP's -4.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 34.6% margin vs WHLRP's 11.9% | |
| Stability / Safety | Lower D/E ratio (105.6% vs 5.1%) | |
| Dividends | 4.1% yield, 5-year raise streak, vs WHLRP's 0.8% | |
| Momentum (1Y) | +81.8% vs KRG's +25.1% | |
| Efficiency (ROA) | 4.3% ROA vs WHLRP's 1.9%, ROIC 2.3% vs 4.8% |
WHLRP vs KRG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHLRP vs KRG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — WHLRP and KRG each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KRG is the larger business by revenue, generating $827M annually — 8.3x WHLRP's $99M. KRG is the more profitable business, keeping 34.6% of every revenue dollar as net income compared to WHLRP's 11.9%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $99M | $827M |
| EBITDAEarnings before interest/tax | $61M | $553M |
| Net IncomeAfter-tax profit | $12M | $286M |
| Free Cash FlowCash after capex | $6M | $255M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +52.3% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +23.0% |
| Net MarginNet income ÷ Revenue | +11.9% | +34.6% |
| FCF MarginFCF ÷ Revenue | +6.1% | +30.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | -9.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.3% | -45.5% |
Valuation Metrics
KRG leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, KRG's 15.3x EV/EBITDA is more attractive than WHLRP's 20.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $777M | $5.4B |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $8.8B |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | 19.36x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 81.12x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 20.82x | 15.30x |
| Price / SalesMarket cap ÷ Revenue | 7.74x | 6.40x |
| Price / BookPrice ÷ Book value/share | 8.21x | 1.80x |
| Price / FCFMarket cap ÷ FCF | 193.04x | 19.54x |
Profitability & Efficiency
WHLRP leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
WHLRP delivers a 12.5% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $9 for KRG. KRG carries lower financial leverage with a 1.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLRP's 5.11x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.5% | +8.9% |
| ROA (TTM)Return on assets | +1.9% | +4.3% |
| ROICReturn on invested capital | +4.8% | +2.3% |
| ROCEReturn on capital employed | +6.0% | +3.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 5.11x | 1.06x |
| Net DebtTotal debt minus cash | $460M | $3.3B |
| Cash & Equiv.Liquid assets | $24M | $37M |
| Total DebtShort + long-term debt | $484M | $3.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 3.51x |
Total Returns (Dividends Reinvested)
WHLRP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in KRG five years ago would be worth $14,678 today (with dividends reinvested), compared to $5,537 for WHLRP. Over the past 12 months, WHLRP leads with a +81.8% total return vs KRG's +25.1%. The 3-year compound annual growth rate (CAGR) favors WHLRP at 70.4% vs KRG's 13.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +33.6% | +15.3% |
| 1-Year ReturnPast 12 months | +81.8% | +25.1% |
| 3-Year ReturnCumulative with dividends | +394.6% | +44.9% |
| 5-Year ReturnCumulative with dividends | -44.6% | +46.8% |
| 10-Year ReturnCumulative with dividends | -36.5% | +30.9% |
| CAGR (3Y)Annualised 3-year return | +70.4% | +13.1% |
Risk & Volatility
Evenly matched — WHLRP and KRG each lead in 1 of 2 comparable metrics.
Risk & Volatility
WHLRP is the less volatile stock with a -0.36 beta — it tends to amplify market swings less than KRG's 0.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KRG currently trades 99.6% from its 52-week high vs WHLRP's 93.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.36x | 0.56x |
| 52-Week HighHighest price in past year | $7.75 | $26.82 |
| 52-Week LowLowest price in past year | $3.14 | $20.86 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +99.6% |
| RSI (14)Momentum oscillator 0–100 | 48.3 | 64.6 |
| Avg Volume (50D)Average daily shares traded | 9K | 1.8M |
Analyst Outlook
KRG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, KRG offers the higher dividend yield at 4.13% vs WHLRP's 0.84%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $25.33 |
| # AnalystsCovering analysts | — | 25 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +4.1% |
| Dividend StreakConsecutive years of raises | 0 | 5 |
| Dividend / ShareAnnual DPS | $0.06 | $1.10 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.6% |
KRG leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). WHLRP leads in 2 (Profitability & Efficiency, Total Returns). 2 tied.
WHLRP vs KRG: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHLRP or KRG a better buy right now?
For growth investors, Kite Realty Group Trust (KRG) is the stronger pick with 0.
7% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLRP). Kite Realty Group Trust (KRG) offers the better valuation at 19. 4x trailing P/E (81. 1x forward), making it the more compelling value choice. Analysts rate Kite Realty Group Trust (KRG) a "Hold" — based on 25 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 — WHLRP or KRG?
Over the past 5 years, Kite Realty Group Trust (KRG) delivered a total return of +46.
8%, compared to -44. 6% for Wheeler Real Estate Investment Trust, Inc. (WHLRP). Over 10 years, the gap is even starker: KRG returned +30. 9% versus WHLRP's -36. 5%. 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 — WHLRP or KRG?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the lower-risk stock at -0. 36β versus Kite Realty Group Trust's 0. 56β — meaning KRG is approximately -255% more volatile than WHLRP relative to the S&P 500. On balance sheet safety, Kite Realty Group Trust (KRG) carries a lower debt/equity ratio of 106% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLRP or KRG?
By revenue growth (latest reported year), Kite Realty Group Trust (KRG) is pulling ahead at 0.
7% versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLRP). On earnings-per-share growth, the picture is similar: Kite Realty Group Trust grew EPS 73. 6% year-over-year, compared to 88. 6% for Wheeler Real Estate Investment Trust, Inc.. Over a 3-year CAGR, WHLRP 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 — WHLRP or KRG?
Kite Realty Group Trust (KRG) is the more profitable company, earning 35.
2% net margin versus 8. 7% for Wheeler Real Estate Investment Trust, Inc. — meaning it keeps 35. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLRP leads at 36. 4% versus 23. 1% for KRG. At the gross margin level — before operating expenses — KRG leads at 53. 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.
06Which pays a better dividend — WHLRP or KRG?
All stocks in this comparison pay dividends.
Kite Realty Group Trust (KRG) offers the highest yield at 4. 1%, versus 0. 8% for Wheeler Real Estate Investment Trust, Inc. (WHLRP).
07Is WHLRP or KRG better for a retirement portfolio?
For long-horizon retirement investors, Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 36), 0. 8% yield). Both have compounded well over 10 years (WHLRP: -36. 5%, KRG: +30. 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 WHLRP and KRG?
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: WHLRP is a small-cap quality compounder stock; KRG is a small-cap income-oriented 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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