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WHLRP vs UE vs KIM vs WHLR
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Diversified
REIT - Retail
REIT - Retail
WHLRP vs UE vs KIM vs WHLR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Diversified | REIT - Retail | REIT - Retail |
| Market Cap | $777M | $2.78B | $15.87B | $122M |
| Revenue (TTM) | $99M | $486M | $2.16B | $99M |
| Net Income (TTM) | $12M | $108M | $616M | $12M |
| Gross Margin | 66.8% | 25.3% | 54.7% | 66.8% |
| Operating Margin | 36.7% | 29.0% | 36.1% | 38.8% |
| Forward P/E | — | 44.0x | 30.0x | — |
| Total Debt | $484M | $1.67B | $8.64B | $484M |
| Cash & Equiv. | $24M | $49M | $213M | $24M |
WHLRP vs UE vs KIM vs WHLR — 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 | 98.1 | -1.9% |
| Urban Edge Properti… (UE) | 100 | 221.6 | +121.6% |
| Kimco Realty Corpor… (KIM) | 100 | 211.4 | +111.4% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRP vs UE vs KIM vs WHLR
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.
- Rev growth -4.0%, EPS growth 88.6%, 3Y rev CAGR 9.4%
- +81.8% vs WHLR's -99.8%
UE carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 3 yrs, beta 0.48, yield 3.4%
- Lower volatility, beta 0.48, current ratio 2.54x
- Beta 0.48, yield 3.4%, current ratio 2.54x
- 6.1% FFO/revenue growth vs WHLR's -4.0%
KIM is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 11.1% 10Y total return vs UE's 6.1%
- Better valuation composite
- 28.5% margin vs WHLR's 11.9%
WHLR lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.1% FFO/revenue growth vs WHLR's -4.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 28.5% margin vs WHLR's 11.9% | |
| Stability / Safety | Beta 0.48 vs WHLR's 2.39, lower leverage | |
| Dividends | 3.4% yield, 3-year raise streak, vs WHLR's 5.4% | |
| Momentum (1Y) | +81.8% vs WHLR's -99.8% | |
| Efficiency (ROA) | 3.2% ROA vs WHLR's 1.9%, ROIC 3.2% vs 4.9% |
WHLRP vs UE vs KIM vs WHLR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHLRP vs UE vs KIM vs WHLR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
WHLR leads in 1 of 6 categories
WHLRP leads 1 • UE leads 0 • KIM leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — UE and KIM and WHLR each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KIM is the larger business by revenue, generating $2.2B annually — 21.7x WHLR's $99M. KIM is the more profitable business, keeping 28.5% of every revenue dollar as net income compared to WHLR'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 | $2.2B | $99M |
| EBITDAEarnings before interest/tax | $61M | $276M | $1.4B | $62M |
| Net IncomeAfter-tax profit | $12M | $108M | $616M | $12M |
| Free Cash FlowCash after capex | $6M | $189M | $844M | $4M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +25.3% | +54.7% | +66.8% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +29.0% | +36.1% | +38.8% |
| Net MarginNet income ÷ Revenue | +11.9% | +22.2% | +28.5% | +11.9% |
| FCF MarginFCF ÷ Revenue | +6.1% | +38.9% | +39.0% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | +12.2% | +4.0% | -8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.3% | +157.1% | +27.8% | -100.0% |
Valuation Metrics
WHLR leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 28.3x trailing earnings, KIM trades at a 5% valuation discount to UE's 29.8x P/E. On an enterprise value basis, WHLR's 9.8x EV/EBITDA is more attractive than WHLRP's 20.8x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $777M | $2.8B | $15.9B | $122M |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $4.4B | $24.3B | $582M |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | 29.78x | 28.35x | -0.03x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 44.00x | 30.04x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 20.82x | 16.55x | 17.70x | 9.79x |
| Price / SalesMarket cap ÷ Revenue | 7.74x | 5.88x | 7.41x | 1.21x |
| Price / BookPrice ÷ Book value/share | 8.21x | 2.02x | 1.50x | 1.29x |
| Price / FCFMarket cap ÷ FCF | 193.04x | 15.20x | 20.54x | 30.27x |
Profitability & Efficiency
Evenly matched — WHLRP and WHLR each lead in 4 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 $6 for KIM. KIM carries lower financial leverage with a 0.82x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLR's 5.11x. On the Piotroski fundamental quality scale (0–9), UE scores 8/9 vs KIM's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.5% | +7.8% | +5.8% | +12.5% |
| ROA (TTM)Return on assets | +1.9% | +3.2% | +3.1% | +1.9% |
| ROICReturn on invested capital | +4.8% | +3.2% | +3.0% | +4.9% |
| ROCEReturn on capital employed | +6.0% | +3.9% | +3.9% | +6.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 | 5 | 6 |
| Debt / EquityFinancial leverage | 5.11x | 1.21x | 0.82x | 5.11x |
| Net DebtTotal debt minus cash | $460M | $1.6B | $8.4B | $460M |
| Cash & Equiv.Liquid assets | $24M | $49M | $213M | $24M |
| Total DebtShort + long-term debt | $484M | $1.7B | $8.6B | $484M |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 2.28x | 2.46x | 1.44x |
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 $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 | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +33.6% | +16.5% | +18.6% | -93.3% |
| 1-Year ReturnPast 12 months | +81.8% | +23.9% | +18.9% | -99.8% |
| 3-Year ReturnCumulative with dividends | +394.6% | +66.7% | +43.6% | -100.0% |
| 5-Year ReturnCumulative with dividends | -44.6% | +31.8% | +31.1% | -100.0% |
| 10-Year ReturnCumulative with dividends | -36.5% | +6.1% | +11.1% | +100.2% |
| CAGR (3Y)Annualised 3-year return | +70.4% | +18.6% | +12.8% | -99.0% |
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 WHLR's 2.39 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 WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.37x | 0.47x | 0.54x | 2.09x |
| 52-Week HighHighest price in past year | $7.75 | $22.26 | $24.31 | $904.50 |
| 52-Week LowLowest price in past year | $3.14 | $17.46 | $19.76 | $1.03 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +99.0% | +96.8% | +0.1% |
| RSI (14)Momentum oscillator 0–100 | 48.3 | 61.6 | 58.4 | 22.9 |
| Avg Volume (50D)Average daily shares traded | 9K | 891K | 5.0M | 219K |
Analyst Outlook
Evenly matched — UE and WHLR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WHLRP as "Buy", UE as "Hold", KIM as "Hold", WHLR as "Buy". Consensus price targets imply 3.1% upside for KIM (target: $24) vs -4.7% for UE (target: $21). For income investors, WHLR offers the higher dividend yield at 5.38% vs WHLRP's 0.84%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $21.00 | $24.25 | — |
| # AnalystsCovering analysts | 5 | 7 | 36 | 5 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +3.4% | +4.5% | +5.4% |
| Dividend StreakConsecutive years of raises | 0 | 3 | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.06 | $0.76 | $1.06 | $0.06 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | +0.8% | 0.0% |
WHLR leads in 1 of 6 categories (Valuation Metrics). WHLRP leads in 1 (Total Returns). 4 tied.
WHLRP vs UE vs KIM vs WHLR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WHLRP or UE or KIM or WHLR 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. (WHLR). Kimco Realty Corporation (KIM) offers the better valuation at 28. 3x trailing P/E (30. 0x forward), making it the more compelling value choice. Analysts rate Wheeler Real Estate Investment Trust, Inc. (WHLRP) 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 has the better valuation — WHLRP or UE or KIM or WHLR?
On trailing P/E, Kimco Realty Corporation (KIM) is the cheapest at 28.
3x versus Urban Edge Properties at 29. 8x. On forward P/E, Kimco Realty Corporation is actually cheaper at 30. 0x.
03Which is the better long-term investment — WHLRP or UE or KIM or WHLR?
Over the past 5 years, Urban Edge Properties (UE) delivered a total return of +31.
8%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: WHLR returned +100. 2% versus WHLRP's -36. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WHLRP or UE or KIM or WHLR?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the lower-risk stock at -0. 37β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 09β — meaning WHLR is approximately -657% more volatile than WHLRP relative to the S&P 500. On balance sheet safety, Kimco Realty Corporation (KIM) carries a lower debt/equity ratio of 82% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WHLRP or UE or KIM or WHLR?
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. (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 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.
06Which has better profit margins — WHLRP or UE or KIM or WHLR?
Kimco Realty Corporation (KIM) is the more profitable company, earning 27.
3% net margin versus 8. 7% for Wheeler Real Estate Investment Trust, Inc. — meaning it keeps 27. 3% 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 — KIM leads at 54. 7%, 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.
07Is WHLRP or UE or KIM or WHLR more undervalued right now?
On forward earnings alone, Kimco Realty Corporation (KIM) trades at 30.
0x forward P/E versus 44. 0x for Urban Edge Properties — 14. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KIM: 3. 1% to $24. 25.
08Which pays a better dividend — WHLRP or UE or KIM or WHLR?
All stocks in this comparison pay dividends.
Wheeler Real Estate Investment Trust, Inc. (WHLR) offers the highest yield at 5. 4%, versus 0. 8% for Wheeler Real Estate Investment Trust, Inc. (WHLRP).
09Is WHLRP or UE or KIM 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. 37), 0. 8% yield). Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a higher beta of 2. 09 — 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. 3%, 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.
10What are the main differences between WHLRP and UE and KIM 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; UE is a small-cap income-oriented stock; KIM is a mid-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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