WSR
Whitestone REIT
REIT - Retail
Market Cap$974M
5Y Perf.+208.3%
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Stock Comparison
WSR vs WHLR
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%
WSR vs WHLR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WSR | WHLR |
|---|---|---|
| Industry | REIT - Retail | REIT - Retail |
| Market Cap | $974M | $122M |
| Revenue (TTM) | $165M | $99M |
| Net Income (TTM) | $50M | $12M |
| Gross Margin | 68.8% | 66.8% |
| Operating Margin | 32.9% | 38.8% |
| Forward P/E | 49.1x | — |
| Total Debt | $644M | $484M |
| Cash & Equiv. | $5M | $24M |
WSR vs WHLR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WSR
WHLR
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Whitestone REIT (WSR) | 100 | 308.3 | +208.3% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WSR vs WHLR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WSR leads in 6 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 dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
WSR
Whitestone REIT
The Real Estate Income Play
WSR carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.28
- Rev growth 3.4%, EPS growth 31.9%, 3Y rev CAGR 4.6%
- Lower volatility, beta 0.28, current ratio 2.86x
Best for: income & stability and growth exposure
WHLR
Wheeler Real Estate Investment Trust, Inc.
The Real Estate Income Play
WHLR is the clearest fit if your priority is long-term compounding.
- 100.2% 10Y total return vs WSR's 88.3%
- 5.4% yield; 1-year raise streak; the other pay no meaningful dividend
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WSR | 3.4% FFO/revenue growth vs WHLR's -4.0% |
| Value | WSR | Better valuation composite |
| Quality / Margins | WSR | 30.6% margin vs WHLR's 11.9% |
| Stability / Safety | WSR | Beta 0.28 vs WHLR's 2.39, lower leverage |
| Dividends | WHLR | 5.4% yield; 1-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | WSR | +54.5% vs WHLR's -99.8% |
| Efficiency (ROA) | WSR | 4.4% ROA vs WHLR's 1.9%, ROIC 3.7% vs 4.9% |
WSR vs WHLR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
WSR vs WHLR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWSRLAGGINGWHLR
WHLRWheeler Real Estate I…
2leads
WSRWhitestone REIT
4leads
6 Total Categories
CATEGORYLEADERvs WHLRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WSR5/6
Valuation MetricsMultiples, price ratios, and targets
WHLR4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WHLR5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WSR5/6
Risk & VolatilityBeta, volatility, and downside exposure
WSR2/2
Analyst OutlookRatings, price targets, and dividends
WSR1/1
Income & Cash Flow (Last 12 Months)
WSR leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WSR is the larger business by revenue, generating $165M annually — 1.7x WHLR's $99M. WSR is the more profitable business, keeping 30.6% of every revenue dollar as net income compared to WHLR's 11.9%. On growth, WSR holds the edge at +8.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WSRWhitestone REIT | WHLRWheeler Real Esta… |
|---|---|---|
| RevenueTrailing 12 months | $165M | $99M |
| EBITDAEarnings before interest/tax | $91M | $62M |
| Net IncomeAfter-tax profit | $50M | $12M |
| Free Cash FlowCash after capex | $36M | $4M |
| Gross MarginGross profit ÷ Revenue | +68.8% | +66.8% |
| Operating MarginEBIT ÷ Revenue | +32.9% | +38.8% |
| Net MarginNet income ÷ Revenue | +30.6% | +11.9% |
| FCF MarginFCF ÷ Revenue | +21.6% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.0% | -8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | -100.0% |
WSR leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
WHLR leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, WHLR's 9.8x EV/EBITDA is more attractive than WSR's 18.0x.
| Metric | WSRWhitestone REIT | WHLRWheeler Real Esta… |
|---|---|---|
| Market CapShares × price | $974M | $122M |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $582M |
| Trailing P/EPrice ÷ TTM EPS | 19.96x | -0.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 49.12x | — |
| PEG RatioP/E ÷ EPS growth rate | 0.43x | — |
| EV / EBITDAEnterprise value multiple | 18.03x | 9.79x |
| Price / SalesMarket cap ÷ Revenue | 6.06x | 1.21x |
| Price / BookPrice ÷ Book value/share | 2.12x | 1.29x |
| Price / FCFMarket cap ÷ FCF | 19.19x | 30.27x |
WHLR leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
WHLR leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
WHLR delivers a 12.5% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $11 for WSR. WSR carries lower financial leverage with a 1.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLR's 5.11x. On the Piotroski fundamental quality scale (0–9), WSR scores 7/9 vs WHLR's 6/9, reflecting strong financial health.
| Metric | WSRWhitestone REIT | WHLRWheeler Real Esta… |
|---|---|---|
| ROE (TTM)Return on equity | +11.1% | +12.5% |
| ROA (TTM)Return on assets | +4.4% | +1.9% |
| ROICReturn on invested capital | +3.7% | +4.9% |
| ROCEReturn on capital employed | +4.8% | +6.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 1.39x | 5.11x |
| Net DebtTotal debt minus cash | $639M | $460M |
| Cash & Equiv.Liquid assets | $5M | $24M |
| Total DebtShort + long-term debt | $644M | $484M |
| Interest CoverageEBIT ÷ Interest expense | 2.52x | 1.44x |
WHLR leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WSR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WSR five years ago would be worth $22,598 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, WSR leads with a +54.5% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors WSR at 33.6% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | WSRWhitestone REIT | WHLRWheeler Real Esta… |
|---|---|---|
| YTD ReturnYear-to-date | +38.3% | -93.3% |
| 1-Year ReturnPast 12 months | +54.5% | -99.8% |
| 3-Year ReturnCumulative with dividends | +138.5% | -100.0% |
| 5-Year ReturnCumulative with dividends | +126.0% | -100.0% |
| 10-Year ReturnCumulative with dividends | +88.3% | +100.2% |
| CAGR (3Y)Annualised 3-year return | +33.6% | -99.0% |
WSR leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
WSR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WSR is the less volatile stock with a 0.28 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. WSR currently trades 99.7% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WSRWhitestone REIT | WHLRWheeler Real Esta… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.28x | 2.39x |
| 52-Week HighHighest price in past year | $19.01 | $904.50 |
| 52-Week LowLowest price in past year | $11.43 | $1.03 |
| % of 52W HighCurrent price vs 52-week peak | +99.7% | +0.1% |
| RSI (14)Momentum oscillator 0–100 | 82.1 | 22.9 |
| Avg Volume (50D)Average daily shares traded | 479K | 219K |
WSR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
WSR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates WSR as "Hold" and WHLR as "Buy". WHLR is the only dividend payer here at 5.38% yield — a key consideration for income-focused portfolios.
| Metric | WSRWhitestone REIT | WHLRWheeler Real Esta… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $18.25 | — |
| # AnalystsCovering analysts | 16 | 5 |
| Dividend YieldAnnual dividend ÷ price | — | +5.4% |
| Dividend StreakConsecutive years of raises | 3 | 1 |
| Dividend / ShareAnnual DPS | — | $0.06 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% |
WSR leads this category, winning 1 of 1 comparable metric.
Key Takeaway
WSR leads in 4 of 6 categories (Income & Cash Flow, Total Returns). WHLR leads in 2 (Valuation Metrics, Profitability & Efficiency).
Best OverallWhitestone REIT (WSR)Leads 4 of 6 categories
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WSR vs WHLR: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WSR or WHLR a better buy right now?
For growth investors, Whitestone REIT (WSR) is the stronger pick with 3.
4% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Whitestone REIT (WSR) offers the better valuation at 20. 0x trailing P/E (49. 1x forward), making it the more compelling value choice. 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 — WSR or WHLR?
Over the past 5 years, Whitestone REIT (WSR) delivered a total return of +126.
0%, 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 WSR's +88. 3%. 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 — WSR or WHLR?
By beta (market sensitivity over 5 years), Whitestone REIT (WSR) is the lower-risk stock at 0.
28β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 39β — meaning WHLR is approximately 757% more volatile than WSR relative to the S&P 500. On balance sheet safety, Whitestone REIT (WSR) carries a lower debt/equity ratio of 139% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WSR or WHLR?
By revenue growth (latest reported year), Whitestone REIT (WSR) is pulling ahead at 3.
4% 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 31. 9% for Whitestone REIT. Over a 3-year CAGR, WHLR 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 — WSR or WHLR?
Whitestone REIT (WSR) is the more profitable company, earning 31.
0% net margin versus 8. 7% for Wheeler Real Estate Investment Trust, Inc. — meaning it keeps 31. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLR leads at 36. 4% versus 33. 3% for WSR. At the gross margin level — before operating expenses — WSR leads at 68. 8%, 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 — WSR or WHLR?
In this comparison, WHLR (5.
4% yield) pays a dividend. WSR does not pay a meaningful dividend and should not be held primarily for income.
07Is WSR or WHLR better for a retirement portfolio?
For long-horizon retirement investors, Whitestone REIT (WSR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
28)). 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 (WSR: +88. 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.
08What are the main differences between WSR 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: WSR is a small-cap quality compounder stock; WHLR is a small-cap income-oriented stock. WHLR pays a dividend while WSR does not, making them suitable for different income and tax situations. 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>
%
(WSR: 8.0% · WHLR: -8.8%)Net Margin>
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