Wheeler Real Estate Investment Trust, Inc. (WHLRP)
Valuation Overview•Is Wheeler Real Estate Investment Trust, Inc. Overvalued or Undervalued?
Commands a premium valuation multiple over its peers, likely pricing in superior execution.
Moderate quality score of 59/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Average quality business weighed down by significant solvency concerns.
Wall Street sentiment is generally neutral. However, capital return yields remain modest, anchored by a strong dividend yield, though free cash flow coverage appears tight.
WHLRP demonstrates adequate business quality with stable profitability. However, this is severely offset by a highly leveraged balance sheet (Debt/EBITDA > 4.0x) and elevated financial risk.
The company demonstrates solid revenue growth (9.4% 3Y CAGR) paired with stable bottom-line earnings. This growth is supported by elite operational efficiency, sustaining an impressive 36.7% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $25.2M | -4.0% | +9.4% | +10.5% | +13.7% | |
| EBITDA | $9.2M | — | +10.4% | — | — | |
| Net Income | -$819K | +191.6% | — | — | — | |
| EPS (Diluted) | $-3.32 | +88.6% | — | — | -7.6% | |
| Free Cash Flow | -$2.2M | +16.3% | -43.4% | -21.5% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 66.8% | 51.2% | 57.6% | 64.0% |
| Operating Margin | 36.7% | 33.7% | 33.0% | 23.1% |
| Net Margin | 11.9% | -1.7% | -7.3% | -12.0% |
| FCF Margin | 6.1% | 2.7% | 10.9% | 17.1% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | — | $-14.55 | — | ||
| Q1'26 | — | $-22.52 | — | ||
| Q4'25 | — | $1.78 | — | ||
| Q3'25 | — | $-4.58 | — | ||
| Q2'25 | — | $-22.41 | — | ||
| Q1'25 | — | $93.12 | — | ||
| Q4'24 | — | $-8.59 | — | ||
| Q3'24 | — | $-8.92 | — |
Total return is +126.9% (1Y), outperforming the benchmark by +101.9%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +65.6% | +56.3% | — |
| 1Y | +126.9% | +101.9% | — |
| 3YCAGR | +75.7% | +55.0% | — |
| 5YCAGR | -9.3% | -21.9% | — |
| 10YCAGR | -1.1% | -17.6% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Wheeler Real Estate Investment Trust, Inc. (WHLRP) valuation, health, and returns.
Based on peer relative multiples, Wheeler Real Estate Investment Trust, Inc. appears Expensive versus peers compared to industry peers.
Wheeler Real Estate Investment Trust, Inc. has multiple valuation anchors: Peer Relative Fair Value: $2.98. A convergence of these signals offers higher conviction.
Wheeler Real Estate Investment Trust, Inc. displays fair financial health with a composite quality score of 59/100, supported by a Piotroski F-Score of 6/9, Return on Invested Capital (ROIC) of 4.8%.
Wheeler Real Estate Investment Trust, Inc. pays a 0.7% dividend yield, covered by a 0% payout ratio with 0 years of growth, supplemented by a 0.0% buyback yield.
Wheeler Real Estate Investment Trust, Inc.'s current growth trajectory is Decelerating. The company achieved -4.0% 1Y revenue growth and +88.6% 1Y EPS growth, compared to its 3Y revenue CAGR of +9.4%.
Wall Street consensus is Buy based on 5 analysts, beating EPS expectations in 14% of recent quarters with a -2-quarter streak. The consensus price target represents a N/A change from current levels.
Investment risks for Wheeler Real Estate Investment Trust, Inc. include: -17.8% 1-year max drawdown. Volatility risk is characterized by a beta of -0.46x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.