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Wheeler Real Estate Investment Trust, Inc.

  • Market Cap: Micro Cap
  • Industry: Realty
  • ISIN: US9630258872
  • NASDAQ: WHLR
USD
3.74
-1.7 (-31.25%)

Sep 24

NAS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-recommendationScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

Comparison

Company
Score
Quality
Valuation
Financial
Technical
Strawberry Fields REIT, Inc.
Medalist Diversified REIT, Inc.
InnSuites Hospitality Trust
Wheeler Real Estate Investment Trust, Inc.
Generation Income Properties, Inc.
Power REIT
American Strategic Investment Co.
Presidio Property Trust, Inc.
CorEnergy Infrastructure Trust, Inc.
Sotherly Hotels, Inc.
Income Opportunity Realty Investors, Inc.

Why is Wheeler Real Estate Investment Trust, Inc. ?

1
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 10.07%
2
Falling Participation by Institutional Investors
  • Institutional investors have decreased their stake by -3.14% over the previous quarter and collectively hold 0.61% of the company
  • These investors have better capability and resources to analyse fundamentals of companies than most retail investors
3
Below par performance in long term as well as near term
  • Along with generating -99.99% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
stock-recommendationReal-Time Research Report

Verdict Report

How much should you sell?

  1. All quantity irrespective of whether you are making profits or losses

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

When to re-enter? - We will constantly monitor the company and review our call based on new data

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

High Risk, High Return

Absolute
Risk Adjusted
Volatility
Wheeler Real Estate Investment Trust, Inc.
-100.0%
0.24
1028.93%
S&P 500
16.06%
1.20
13.17%
stock-recommendationQuality
stock-summaryManagement Risk
stock-summaryGrowth
stock-summaryCapital Structure
stock-recommendation
Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor
Value
Sales Growth (5y)
10.07%
EBIT Growth (5y)
28.46%
EBIT to Interest (avg)
1.02
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0.22%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
3.75%
ROCE (avg)
205.69%
ROE (avg)
2.33%
stock-recommendationValuation

Valuation Scorecard stock-summary

stock-recommendation
Valuation grade scale :

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

Valuation Key Factors stock-summary

Factor
Value
P/E Ratio
0
Industry P/E
Price to Book Value
0.02
EV to EBIT
-1.29
EV to EBITDA
-0.79
EV to Capital Employed
-3.18
EV to Sales
-0.47
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
26.02%
stock-recommendationTechnicals

Technical key factors

Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bullish
RSI
No Signal
Bullish
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bullish
Dow Theory
Bearish
Bearish
OBV
Mildly Bullish
Mildly Bullish
stock-recommendation Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
Technical Movement
Analyse All Technical Factors stock-recommendation
stock-recommendationFinancial Trend

Financial Trend Scorecard stock-summary

stock-recommendation
Financial Trend scale:

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

14What is working for the Company
PRE-TAX PROFIT(Q)

At USD 12.02 MM has Grown at 4,436.6%

NET PROFIT(Q)

At USD 10.91 MM has Grown at 1,023.23%

ROCE(HY)

Highest at 26.14%

CASH AND EQV(HY)

Highest at USD 107.81 MM

DEBT-EQUITY RATIO (HY)

Lowest at 535.54 %

-10What is not working for the Company
NET PROFIT(9M)

At USD 9.16 MM has Grown at -77.26%

OPERATING CASH FLOW(Y)

Lowest at USD 20.28 MM

DEBTORS TURNOVER RATIO(HY)

Lowest at 6.43 times

NET SALES(Q)

Lowest at USD 22.68 MM

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

Pre-Tax Profit
At USD 12.02 MM has Grown at 4,436.6%
Year on Year (YoY)
MOJO Watch
Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit
At USD 10.91 MM has Grown at 1,023.23%
Year on Year (YoY)
MOJO Watch
Near term Net Profit trend is very positive

Net Profit (USD MM)

Cash and Eqv
Highest at USD 107.81 MM
in the last six Semi-Annual periods
MOJO Watch
Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio
Lowest at 535.54 %
in the last five Semi-Annual periods
MOJO Watch
The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

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

Debtors Turnover Ratio
Lowest at 6.43 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

Operating Cash Flow
Lowest at USD 20.28 MM
in the last three years
MOJO Watch
The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Net Sales
Lowest at USD 22.68 MM
in the last five periods
MOJO Watch
Near term sales trend is negative

Net Sales (USD MM)

Net Sales
Fallen at -13.61%
Year on Year (YoY)
MOJO Watch
Near term sales trend is negative

Net Sales (USD MM)

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