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WHLRP vs UE
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Diversified
WHLRP vs UE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Retail | REIT - Diversified |
| Market Cap | $777M | $2.78B |
| Revenue (TTM) | $99M | $486M |
| Net Income (TTM) | $12M | $108M |
| Gross Margin | 66.8% | 25.3% |
| Operating Margin | 36.7% | 29.0% |
| Forward P/E | — | 47.5x |
| Total Debt | $484M | $1.67B |
| Cash & Equiv. | $24M | $49M |
WHLRP vs UE — 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% |
| Urban Edge Properti… (UE) | 100 | 226.0 | +126.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRP vs UE
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 growth exposure and sleep-well-at-night.
- Rev growth -4.0%, EPS growth 88.6%, 3Y rev CAGR 9.4%
- Lower volatility, beta -0.36, current ratio 8.91x
- Beta -0.36, yield 0.8%, current ratio 8.91x
UE carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 3 yrs, beta 0.48, yield 3.4%
- 6.1% 10Y total return vs WHLRP's -36.5%
- 6.1% FFO/revenue growth vs WHLRP's -4.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.1% FFO/revenue growth vs WHLRP's -4.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 22.2% margin vs WHLRP's 11.9% | |
| Stability / Safety | Lower D/E ratio (121.0% vs 5.1%) | |
| Dividends | 3.4% yield, 3-year raise streak, vs WHLRP's 0.8% | |
| Momentum (1Y) | +81.8% vs UE's +23.9% | |
| Efficiency (ROA) | 3.2% ROA vs WHLRP's 1.9%, ROIC 3.2% vs 4.8% |
WHLRP vs UE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHLRP vs UE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
UE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UE is the larger business by revenue, generating $486M annually — 4.9x WHLRP's $99M. UE is the more profitable business, keeping 22.2% of every revenue dollar as net income compared to WHLRP's 11.9%. On growth, UE holds the edge at +12.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $99M | $486M |
| EBITDAEarnings before interest/tax | $61M | $276M |
| Net IncomeAfter-tax profit | $12M | $108M |
| Free Cash FlowCash after capex | $6M | $189M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +25.3% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +29.0% |
| Net MarginNet income ÷ Revenue | +11.9% | +22.2% |
| FCF MarginFCF ÷ Revenue | +6.1% | +38.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | +12.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.3% | +157.1% |
Valuation Metrics
UE leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, UE's 16.5x EV/EBITDA is more attractive than WHLRP's 20.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $777M | $2.8B |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | 29.78x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 47.53x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 20.82x | 16.55x |
| Price / SalesMarket cap ÷ Revenue | 7.74x | 5.88x |
| Price / BookPrice ÷ Book value/share | 8.21x | 2.02x |
| Price / FCFMarket cap ÷ FCF | 193.04x | 15.20x |
Profitability & Efficiency
WHLRP leads this category, winning 5 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 $8 for UE. UE carries lower financial leverage with a 1.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLRP's 5.11x. On the Piotroski fundamental quality scale (0–9), UE scores 8/9 vs WHLRP's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.5% | +7.8% |
| ROA (TTM)Return on assets | +1.9% | +3.2% |
| ROICReturn on invested capital | +4.8% | +3.2% |
| ROCEReturn on capital employed | +6.0% | +3.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 5.11x | 1.21x |
| Net DebtTotal debt minus cash | $460M | $1.6B |
| Cash & Equiv.Liquid assets | $24M | $49M |
| Total DebtShort + long-term debt | $484M | $1.7B |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 2.28x |
Total Returns (Dividends Reinvested)
WHLRP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UE five years ago would be worth $13,175 today (with dividends reinvested), compared to $5,537 for WHLRP. Over the past 12 months, WHLRP leads with a +81.8% total return vs UE's +23.9%. The 3-year compound annual growth rate (CAGR) favors WHLRP at 70.4% vs UE's 18.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +33.6% | +16.5% |
| 1-Year ReturnPast 12 months | +81.8% | +23.9% |
| 3-Year ReturnCumulative with dividends | +394.6% | +66.7% |
| 5-Year ReturnCumulative with dividends | -44.6% | +31.8% |
| 10-Year ReturnCumulative with dividends | -36.5% | +6.1% |
| CAGR (3Y)Annualised 3-year return | +70.4% | +18.6% |
Risk & Volatility
Evenly matched — WHLRP and UE 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 UE's 0.48 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. UE currently trades 99.0% 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 | 0.48x |
| 52-Week HighHighest price in past year | $7.75 | $22.26 |
| 52-Week LowLowest price in past year | $3.14 | $17.46 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +99.0% |
| RSI (14)Momentum oscillator 0–100 | 48.3 | 61.6 |
| Avg Volume (50D)Average daily shares traded | 9K | 891K |
Analyst Outlook
UE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, UE offers the higher dividend yield at 3.44% vs WHLRP's 0.84%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $21.00 |
| # AnalystsCovering analysts | — | 7 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +3.4% |
| Dividend StreakConsecutive years of raises | 0 | 3 |
| Dividend / ShareAnnual DPS | $0.06 | $0.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% |
UE leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WHLRP leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
WHLRP vs UE: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHLRP or UE a better buy right now?
For growth investors, Urban Edge Properties (UE) is the stronger pick with 6.
1% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLRP). Urban Edge Properties (UE) offers the better valuation at 29. 8x trailing P/E (47. 5x forward), making it the more compelling value choice. Analysts rate Urban Edge Properties (UE) a "Hold" — based on 7 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 UE?
Over the past 5 years, Urban Edge Properties (UE) delivered a total return of +31.
8%, compared to -44. 6% for Wheeler Real Estate Investment Trust, Inc. (WHLRP). Over 10 years, the gap is even starker: UE returned +6. 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 UE?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the lower-risk stock at -0. 36β versus Urban Edge Properties's 0. 48β — meaning UE is approximately -235% more volatile than WHLRP relative to the S&P 500. On balance sheet safety, Urban Edge Properties (UE) carries a lower debt/equity ratio of 121% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLRP or UE?
By revenue growth (latest reported year), Urban Edge Properties (UE) is pulling ahead at 6.
1% versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLRP). On earnings-per-share growth, the picture is similar: Wheeler Real Estate Investment Trust, Inc. grew EPS 88. 6% year-over-year, compared to 23. 3% for Urban Edge Properties. 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 UE?
Urban Edge Properties (UE) is the more profitable company, earning 19.
8% net margin versus 8. 7% for Wheeler Real Estate Investment Trust, Inc. — meaning it keeps 19. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLRP leads at 36. 4% versus 26. 8% for UE. At the gross margin level — before operating expenses — WHLRP leads at 21. 4%, 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 UE?
All stocks in this comparison pay dividends.
Urban Edge Properties (UE) offers the highest yield at 3. 4%, versus 0. 8% for Wheeler Real Estate Investment Trust, Inc. (WHLRP).
07Is WHLRP or UE 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%, UE: +6. 1%), 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 UE?
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; UE 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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