Wheeler Real Estate Investment Trust, Inc. (WHLR) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Why is Wheeler Real Estate Investment Trust, Inc. ?

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 2.33%

Poor long term growth as Net Sales has grown by an annual rate of 10.29%

The company has declared positive results for the last 2 consecutive quarters

ROCE(HY) Highest at 116.25%
PRE-TAX PROFIT(Q) At USD 15.58 MM has Grown at 155.69%
NET PROFIT(Q) At USD 14.13 MM has Grown at 146.07%

With ROE of 89.85%, it has a attractive valuation with a 0.03 Price to Book Value

Over the past year, while the stock has generated a return of -99.88%, its profits have risen by 305.1%

Majority shareholders : FIIs

Below par performance in long term as well as near term

Along with generating -99.88% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Wheeler Real Estate Investment Trust, Inc. should be less than 10%
Overall Portfolio exposure to Realty should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Realty)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Wheeler Real Estate Investment Trust, Inc. for you?

High Risk, Low Return

Absolute

Risk Adjusted

Volatility

Wheeler Real Estate Investment Trust, Inc.

-99.89%

-0.03

877.87%

S&P 500

13.68%

0.71

19.28%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

10.29%

EBIT Growth (5y)

39.40%

EBIT to Interest (avg)

1.02

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

0.22%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

9.03%

ROCE (avg)

205.69%

ROE (avg)

2.33%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.03

EV to EBIT

-0.68

EV to EBITDA

-0.52

EV to Capital Employed

-14.90

EV to Sales

-0.53

PEG Ratio

Dividend Yield

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

89.85%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

RSI

Bullish

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

No Trend

Bearish

OBV

Mildly Bearish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

16What is working for the Company

ROCE(HY)

Highest at 116.25%

PRE-TAX PROFIT(Q)

At USD 15.58 MM has Grown at 155.69%

NET PROFIT(Q)

At USD 14.13 MM has Grown at 146.07%

RAW MATERIAL COST(Y)

Fallen by -5.05% (YoY

-3What is not working for the Company

DEBTORS TURNOVER RATIO(HY)

Lowest at 7.58 times

NET SALES(Q)

Lowest at USD 24.09 MM

Here's what is working for Wheeler Real Estate Investment Trust, Inc.

Pre-Tax Profit

At USD 15.58 MM has Grown at 155.69%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 14.13 MM has Grown at 146.07%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Raw Material Cost

Fallen by -5.05% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Wheeler Real Estate Investment Trust, Inc.

Debtors Turnover Ratio

Lowest at 7.58 times and Fallen

In each half year in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio

Net Sales

Lowest at USD 24.09 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (USD MM)