WHLRP
Wheeler Real Estate Investment Trust, Inc.
REIT - Retail
Market Cap$777M
5Y Perf.-2.3%
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Stock Comparison
WHLRP vs NXRT vs IRT vs WHLR
Revenue, margins, valuation, and 5-year total return — side by side.
NXRT
NexPoint Residential Trust, Inc.
REIT - Residential
Market Cap$756M
5Y Perf.-6.8%
IRT
Independence Realty Trust, Inc.
REIT - Residential
Market Cap$3.86B
5Y Perf.+65.5%
WHLR
Wheeler Real Estate Investment Trust, Inc.
REIT - Retail
Market Cap$122M
5Y Perf.-100.0%
WHLRP vs NXRT vs IRT vs WHLR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WHLRP | NXRT | IRT | WHLR |
|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Residential | REIT - Residential | REIT - Retail |
| Market Cap | $777M | $756M | $3.86B | $122M |
| Revenue (TTM) | $99M | $252M | $662M | $99M |
| Net Income (TTM) | $12M | $-32M | $48M | $12M |
| Gross Margin | 66.8% | 91.1% | 20.2% | 66.8% |
| Operating Margin | 36.7% | 11.5% | 17.5% | 38.8% |
| Forward P/E | — | — | 99.9x | — |
| Total Debt | $484M | $1.56B | $2.28B | $484M |
| Cash & Equiv. | $24M | $14M | $48M | $24M |
WHLRP vs NXRT vs IRT vs WHLR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WHLRP
NXRT
IRT
WHLR
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLRP) | 100 | 97.7 | -2.3% |
| NexPoint Residentia… (NXRT) | 100 | 93.2 | -6.8% |
| Independence Realty… (IRT) | 100 | 165.5 | +65.5% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRP vs NXRT vs IRT vs WHLR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WHLRP leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and recent price momentum and sentiment. NexPoint Residential Trust, Inc. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. IRT also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
WHLRP
Wheeler Real Estate Investment Trust, Inc.
The Real Estate Income Play
WHLRP carries the broadest edge in this set and is the clearest fit for quality and momentum.
- 11.9% margin vs NXRT's -12.7%
- +81.8% vs WHLR's -99.8%
- 1.9% ROA vs NXRT's -1.7%, ROIC 4.8% vs 1.1%
Best for: quality and momentum
NXRT
NexPoint Residential Trust, Inc.
The Real Estate Income Play
NXRT is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- Dividend streak 12 yrs, beta 0.62, yield 7.1%
- 211.1% 10Y total return vs IRT's 191.8%
- Beta 0.62, yield 7.1%, current ratio 0.48x
- Better valuation composite
Best for: income & stability and long-term compounding
IRT
Independence Realty Trust, Inc.
The Real Estate Income Play
IRT is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 2.8%, EPS growth 41.2%, 3Y rev CAGR 1.5%
- Lower volatility, beta 0.48, Low D/E 63.6%, current ratio 0.05x
- 2.8% FFO/revenue growth vs WHLR's -4.0%
- Beta 0.48 vs WHLR's 2.39, lower leverage
Best for: growth exposure and sleep-well-at-night
WHLR
Wheeler Real Estate Investment Trust, Inc.
The REIT Holding
WHLR lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: real estate exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | IRT | 2.8% FFO/revenue growth vs WHLR's -4.0% |
| Value | NXRT | Better valuation composite |
| Quality / Margins | WHLRP | 11.9% margin vs NXRT's -12.7% |
| Stability / Safety | IRT | Beta 0.48 vs WHLR's 2.39, lower leverage |
| Dividends | NXRT | 7.1% yield, 12-year raise streak, vs WHLRP's 0.8% |
| Momentum (1Y) | WHLRP | +81.8% vs WHLR's -99.8% |
| Efficiency (ROA) | WHLRP | 1.9% ROA vs NXRT's -1.7%, ROIC 4.8% vs 1.1% |
WHLRP vs NXRT vs IRT vs WHLR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
Segment breakdown not available.
FY 2018
FY 2025
WHLRP vs NXRT vs IRT vs WHLR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWHLRPLAGGINGWHLR
Who Leads Where
NXRT leads in 2 of 6 categories
WHLRP leads 2 • IRT leads 0 • WHLR leads 0 • 2 tied
Explore the data ↓WHLRWheeler Real Estate I…
0leads
IRTIndependence Realty T…
0leads
NXRTNexPoint Residential …
2leads
WHLRPWheeler Real Estate I…
2leads
6 Total Categories
CATEGORYLEADERvs NXRTvs IRTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
NXRT3/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
WHLRP4/6
Risk & VolatilityBeta, volatility, and downside exposure
WHLRP2/2
Analyst OutlookRatings, price targets, and dividends
NXRT2/2
Income & Cash Flow (Last 12 Months)
NXRT leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IRT is the larger business by revenue, generating $662M annually — 6.7x WHLR's $99M. WHLRP is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to NXRT's -12.7%. On growth, IRT holds the edge at +2.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WHLRPWheeler Real Esta… | NXRTNexPoint Resident… | IRTIndependence Real… | WHLRWheeler Real Esta… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $99M | $252M | $662M | $99M |
| EBITDAEarnings before interest/tax | $61M | $125M | $365M | $62M |
| Net IncomeAfter-tax profit | $12M | -$32M | $48M | $12M |
| Free Cash FlowCash after capex | $6M | $79M | $139M | $4M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +91.1% | +20.2% | +66.8% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +11.5% | +17.5% | +38.8% |
| Net MarginNet income ÷ Revenue | +11.9% | -12.7% | +7.3% | +11.9% |
| FCF MarginFCF ÷ Revenue | +6.1% | +31.2% | +21.1% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | +0.5% | +2.5% | -8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.3% | 0.0% | -101.4% | -100.0% |
NXRT leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
Evenly matched — NXRT and WHLR each lead in 2 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, WHLR's 9.8x EV/EBITDA is more attractive than WHLRP's 20.8x.
| Metric | WHLRPWheeler Real Esta… | NXRTNexPoint Resident… | IRTIndependence Real… | WHLRWheeler Real Esta… |
|---|---|---|---|---|
| Market CapShares × price | $777M | $756M | $3.9B | $122M |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $2.3B | $6.1B | $582M |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | -23.65x | 68.21x | -0.03x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | 99.88x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 20.82x | 18.60x | 16.71x | 9.79x |
| Price / SalesMarket cap ÷ Revenue | 7.74x | 3.01x | 5.87x | 1.21x |
| Price / BookPrice ÷ Book value/share | 8.21x | 2.52x | 1.07x | 1.29x |
| Price / FCFMarket cap ÷ FCF | 193.04x | 9.05x | 26.33x | 30.27x |
Evenly matched — NXRT and WHLR each lead in 2 of 5 comparable metrics.
Profitability & Efficiency
Evenly matched — WHLRP and WHLR each lead in 6 of 9 comparable metrics.
Profitability & Efficiency
WHLRP delivers a 12.5% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-10 for NXRT. IRT carries lower financial leverage with a 0.64x debt-to-equity ratio, signaling a more conservative balance sheet compared to NXRT's 5.18x. On the Piotroski fundamental quality scale (0–9), WHLRP scores 6/9 vs NXRT's 4/9, reflecting solid financial health.
| Metric | WHLRPWheeler Real Esta… | NXRTNexPoint Resident… | IRTIndependence Real… | WHLRWheeler Real Esta… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.5% | -10.1% | +1.3% | +12.5% |
| ROA (TTM)Return on assets | +1.9% | -1.7% | +0.8% | +1.9% |
| ROICReturn on invested capital | +4.8% | +1.1% | +1.6% | +4.9% |
| ROCEReturn on capital employed | +6.0% | +1.5% | +2.4% | +6.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 | 6 | 6 |
| Debt / EquityFinancial leverage | 5.11x | 5.18x | 0.64x | 5.11x |
| Net DebtTotal debt minus cash | $460M | $1.5B | $2.2B | $460M |
| Cash & Equiv.Liquid assets | $24M | $14M | $48M | $24M |
| Total DebtShort + long-term debt | $484M | $1.6B | $2.3B | $484M |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 0.47x | 1.73x | 1.44x |
Evenly matched — WHLRP and WHLR each lead in 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WHLRP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IRT five years ago would be worth $11,775 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, WHLRP leads with a +81.8% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors WHLRP at 70.4% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | WHLRPWheeler Real Esta… | NXRTNexPoint Resident… | IRTIndependence Real… | WHLRWheeler Real Esta… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +33.6% | +2.6% | -6.0% | -93.3% |
| 1-Year ReturnPast 12 months | +81.8% | -15.2% | -11.9% | -99.8% |
| 3-Year ReturnCumulative with dividends | +394.6% | -15.5% | +7.4% | -100.0% |
| 5-Year ReturnCumulative with dividends | -44.6% | -23.0% | +17.8% | -100.0% |
| 10-Year ReturnCumulative with dividends | -36.5% | +211.1% | +191.8% | +100.2% |
| CAGR (3Y)Annualised 3-year return | +70.4% | -5.5% | +2.4% | -99.0% |
WHLRP leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
WHLRP leads this category, winning 2 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 WHLR's 2.39 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WHLRP currently trades 93.8% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WHLRPWheeler Real Esta… | NXRTNexPoint Resident… | IRTIndependence Real… | WHLRWheeler Real Esta… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.36x | 0.62x | 0.48x | 2.39x |
| 52-Week HighHighest price in past year | $7.75 | $38.30 | $19.61 | $904.50 |
| 52-Week LowLowest price in past year | $3.14 | $23.79 | $14.60 | $1.03 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +77.8% | +83.5% | +0.1% |
| RSI (14)Momentum oscillator 0–100 | 48.3 | 71.0 | 62.4 | 22.9 |
| Avg Volume (50D)Average daily shares traded | 9K | 216K | 2.2M | 219K |
WHLRP leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
NXRT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NXRT as "Hold", IRT as "Buy", WHLR as "Buy". Consensus price targets imply 22.7% upside for IRT (target: $20) vs -9.4% for NXRT (target: $27). For income investors, NXRT offers the higher dividend yield at 7.07% vs WHLRP's 0.84%.
| Metric | WHLRPWheeler Real Esta… | NXRTNexPoint Resident… | IRTIndependence Real… | WHLRWheeler Real Esta… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | $27.00 | $20.08 | — |
| # AnalystsCovering analysts | — | 10 | 27 | 5 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +7.1% | +4.0% | +5.4% |
| Dividend StreakConsecutive years of raises | 0 | 12 | 4 | 1 |
| Dividend / ShareAnnual DPS | $0.06 | $2.11 | $0.66 | $0.06 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% | +0.8% | 0.0% |
NXRT leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
NXRT leads in 2 of 6 categories (Income & Cash Flow, Analyst Outlook). WHLRP leads in 2 (Total Returns, Risk & Volatility). 2 tied.
Best OverallWheeler Real Estate Investm… (WHLRP)Leads 2 of 6 categories
Loading custom metrics...
WHLRP vs NXRT vs IRT vs WHLR: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is WHLRP or NXRT or IRT or WHLR a better buy right now?
For growth investors, Independence Realty Trust, Inc.
(IRT) is the stronger pick with 2. 8% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Independence Realty Trust, Inc. (IRT) offers the better valuation at 68. 2x trailing P/E (99. 9x forward), making it the more compelling value choice. Analysts rate Independence Realty Trust, Inc. (IRT) a "Buy" — based on 27 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 NXRT or IRT or WHLR?
Over the past 5 years, Independence Realty Trust, Inc.
(IRT) delivered a total return of +17. 8%, 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 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 NXRT or IRT or WHLR?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the lower-risk stock at -0. 36β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 39β — meaning WHLR is approximately -765% more volatile than WHLRP relative to the S&P 500. On balance sheet safety, Independence Realty Trust, Inc. (IRT) carries a lower debt/equity ratio of 64% versus 5% for NexPoint Residential Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLRP or NXRT or IRT or WHLR?
By revenue growth (latest reported year), Independence Realty Trust, Inc.
(IRT) is pulling ahead at 2. 8% 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 -30. 8% for NexPoint Residential 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 NXRT or IRT or WHLR?
Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the more profitable company, earning 8. 7% net margin versus -12. 7% for NexPoint Residential Trust, Inc. — meaning it keeps 8. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLRP 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.
06Is WHLRP or NXRT or IRT or WHLR more undervalued right now?
Analyst consensus price targets imply the most upside for IRT: 22.
7% to $20. 08.
07Which pays a better dividend — WHLRP or NXRT or IRT or WHLR?
All stocks in this comparison pay dividends.
NexPoint Residential Trust, Inc. (NXRT) offers the highest yield at 7. 1%, versus 0. 8% for Wheeler Real Estate Investment Trust, Inc. (WHLRP).
08Is WHLRP or NXRT or IRT or WHLR 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). 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 (WHLRP: -36. 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.
09What are the main differences between WHLRP and NXRT and IRT and WHLR?
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; NXRT is a small-cap income-oriented stock; IRT is a small-cap income-oriented stock; WHLR 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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