WHLRP
Wheeler Real Estate Investment Trust, Inc.
REIT - Retail
Market Cap$777M
5Y Perf.-2.3%
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Stock Comparison
WHLRP vs WHLR vs NXRT
Revenue, margins, valuation, and 5-year total return — side by side.
WHLR
Wheeler Real Estate Investment Trust, Inc.
REIT - Retail
Market Cap$122M
5Y Perf.-100.0%
NXRT
NexPoint Residential Trust, Inc.
REIT - Residential
Market Cap$756M
5Y Perf.-6.8%
WHLRP vs WHLR vs NXRT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WHLRP | WHLR | NXRT |
|---|---|---|---|
| Industry | REIT - Retail | REIT - Retail | REIT - Residential |
| Market Cap | $777M | $122M | $756M |
| Revenue (TTM) | $99M | $99M | $252M |
| Net Income (TTM) | $12M | $12M | $-32M |
| Gross Margin | 66.8% | 66.8% | 91.1% |
| Operating Margin | 36.7% | 38.8% | 11.5% |
| Total Debt | $484M | $484M | $1.56B |
| Cash & Equiv. | $24M | $24M | $14M |
WHLRP vs WHLR vs NXRT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WHLRP
WHLR
NXRT
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLRP) | 100 | 97.7 | -2.3% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| NexPoint Residentia… (NXRT) | 100 | 93.2 | -6.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRP vs WHLR vs NXRT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: NXRT leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Wheeler Real Estate Investment Trust, Inc. is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. 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 is the clearest fit if your priority is growth exposure.
- Rev growth -4.0%, EPS growth 88.6%, 3Y rev CAGR 9.4%
- 11.9% margin vs NXRT's -12.7%
- +81.8% vs WHLR's -99.8%
Best for: growth exposure
WHLR
Wheeler Real Estate Investment Trust, Inc.
The REIT Holding
WHLR plays a supporting role in this comparison — it may shine differently against other peers.
Best for: real estate exposure
NXRT
NexPoint Residential Trust, Inc.
The Real Estate Income Play
NXRT carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.62, yield 7.1%
- 211.1% 10Y total return vs WHLR's 100.2%
- Lower volatility, beta 0.62, current ratio 0.48x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | NXRT | -3.2% 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 | NXRT | Beta 0.62 vs WHLR's 2.39 |
| 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 WHLR vs NXRT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
Segment breakdown not available.
WHLRP vs WHLR vs NXRT — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWHLRPLAGGINGWHLR
Who Leads Where
NXRT leads in 2 of 6 categories
WHLRP leads 2 • WHLR leads 1 • 1 tied
Explore the data ↓WHLRWheeler Real Estate I…
1leads
NXRTNexPoint Residential …
2leads
WHLRPWheeler Real Estate I…
2leads
6 Total Categories
CATEGORYLEADERvs NXRTvs WHLRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
NXRT4/6
Valuation MetricsMultiples, price ratios, and targets
WHLR3/5
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 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NXRT is the larger business by revenue, generating $252M annually — 2.5x 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, NXRT holds the edge at +0.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WHLRPWheeler Real Esta… | WHLRWheeler Real Esta… | NXRTNexPoint Resident… |
|---|---|---|---|
| RevenueTrailing 12 months | $99M | $99M | $252M |
| EBITDAEarnings before interest/tax | $61M | $62M | $125M |
| Net IncomeAfter-tax profit | $12M | $12M | -$32M |
| Free Cash FlowCash after capex | $6M | $4M | $79M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +66.8% | +91.1% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +38.8% | +11.5% |
| Net MarginNet income ÷ Revenue | +11.9% | +11.9% | -12.7% |
| FCF MarginFCF ÷ Revenue | +6.1% | +4.0% | +31.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | -8.8% | +0.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.3% | -100.0% | 0.0% |
NXRT leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
WHLR leads this category, winning 3 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… | WHLRWheeler Real Esta… | NXRTNexPoint Resident… |
|---|---|---|---|
| Market CapShares × price | $777M | $122M | $756M |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $582M | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | -0.03x | -23.65x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — |
| EV / EBITDAEnterprise value multiple | 20.82x | 9.79x | 18.60x |
| Price / SalesMarket cap ÷ Revenue | 7.74x | 1.21x | 3.01x |
| Price / BookPrice ÷ Book value/share | 8.21x | 1.29x | 2.52x |
| Price / FCFMarket cap ÷ FCF | 193.04x | 30.27x | 9.05x |
WHLR leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
Evenly matched — WHLRP and WHLR each lead in 8 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. WHLRP carries lower financial leverage with a 5.11x 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… | WHLRWheeler Real Esta… | NXRTNexPoint Resident… |
|---|---|---|---|
| ROE (TTM)Return on equity | +12.5% | +12.5% | -10.1% |
| ROA (TTM)Return on assets | +1.9% | +1.9% | -1.7% |
| ROICReturn on invested capital | +4.8% | +4.9% | +1.1% |
| ROCEReturn on capital employed | +6.0% | +6.0% | +1.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 4 |
| Debt / EquityFinancial leverage | 5.11x | 5.11x | 5.18x |
| Net DebtTotal debt minus cash | $460M | $460M | $1.5B |
| Cash & Equiv.Liquid assets | $24M | $24M | $14M |
| Total DebtShort + long-term debt | $484M | $484M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 1.44x | 0.47x |
Evenly matched — WHLRP and WHLR each lead in 8 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 NXRT five years ago would be worth $7,705 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… | WHLRWheeler Real Esta… | NXRTNexPoint Resident… |
|---|---|---|---|
| YTD ReturnYear-to-date | +33.6% | -93.3% | +2.6% |
| 1-Year ReturnPast 12 months | +81.8% | -99.8% | -15.2% |
| 3-Year ReturnCumulative with dividends | +394.6% | -100.0% | -15.5% |
| 5-Year ReturnCumulative with dividends | -44.6% | -100.0% | -23.0% |
| 10-Year ReturnCumulative with dividends | -36.5% | +100.2% | +211.1% |
| CAGR (3Y)Annualised 3-year return | +70.4% | -99.0% | -5.5% |
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… | WHLRWheeler Real Esta… | NXRTNexPoint Resident… |
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.36x | 2.39x | 0.62x |
| 52-Week HighHighest price in past year | $7.75 | $904.50 | $38.30 |
| 52-Week LowLowest price in past year | $3.14 | $1.03 | $23.79 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +0.1% | +77.8% |
| RSI (14)Momentum oscillator 0–100 | 48.3 | 22.9 | 71.0 |
| Avg Volume (50D)Average daily shares traded | 9K | 219K | 216K |
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: WHLR as "Buy", NXRT as "Hold". For income investors, NXRT offers the higher dividend yield at 7.07% vs WHLRP's 0.84%.
| Metric | WHLRPWheeler Real Esta… | WHLRWheeler Real Esta… | NXRTNexPoint Resident… |
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Hold |
| Price TargetConsensus 12-month target | — | — | $27.00 |
| # AnalystsCovering analysts | — | 5 | 10 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +5.4% | +7.1% |
| Dividend StreakConsecutive years of raises | 0 | 1 | 12 |
| Dividend / ShareAnnual DPS | $0.06 | $0.06 | $2.11 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +1.0% |
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). 1 tied.
Best OverallWheeler Real Estate Investm… (WHLRP)Leads 2 of 6 categories
Loading custom metrics...
WHLRP vs WHLR vs NXRT: Key Questions Answered
8 questions · data-driven answers · updated daily
01Is WHLRP or WHLR or NXRT a better buy right now?
For growth investors, NexPoint Residential Trust, Inc.
(NXRT) is the stronger pick with -3. 2% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Analysts rate Wheeler Real Estate Investment Trust, Inc. (WHLR) 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 — WHLRP or WHLR or NXRT?
Over the past 5 years, NexPoint Residential Trust, Inc.
(NXRT) delivered a total return of -23. 0%, 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 WHLR or NXRT?
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, Wheeler Real Estate Investment Trust, Inc. (WHLRP) carries a lower debt/equity ratio of 5% versus 5% for NexPoint Residential Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHLRP or WHLR or NXRT?
By revenue growth (latest reported year), NexPoint Residential Trust, Inc.
(NXRT) is pulling ahead at -3. 2% 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 WHLR or NXRT?
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.
06Which pays a better dividend — WHLRP or WHLR or NXRT?
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).
07Is WHLRP or WHLR or NXRT 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.
08What are the main differences between WHLRP and WHLR and NXRT?
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; WHLR is a small-cap income-oriented stock; NXRT 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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Revenue Growth>
%
(WHLRP: -8.8% · WHLR: -8.8%)Net Margin>
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