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

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Wheeler Real Estate Investment Trust, Inc.

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CorEnergy Infrastructure Trust, Inc.

Income Opportunity Realty Investors, Inc.

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 10.48%

Positive results in Jun 25

ROCE(HY) Highest at 8.94%
PRE-TAX PROFIT(Q) At USD 0.26 MM has Grown at 114.17%
RAW MATERIAL COST(Y) Fallen by -13.58% (YoY)

With ROE of 11.64%, it has a very attractive valuation with a 0.05 Price to Book Value

Over the past year, while the stock has generated a return of -99.97%, its profits have risen by 196.6%

Majority shareholders : FIIs

Below par performance in long term as well as near term

Along with generating -99.97% 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, High Return

Absolute

Risk Adjusted

Volatility

Wheeler Real Estate Investment Trust, Inc.

-99.96%

0.03

868.71%

S&P 500

13.22%

0.61

20.17%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

10.48%

EBIT Growth (5y)

23.65%

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

2.89%

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

0.05

EV to EBIT

-1.65

EV to EBITDA

-0.86

EV to Capital Employed

-6.69

EV to Sales

-0.43

PEG Ratio

Dividend Yield

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

11.64%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

No Signal

Bullish

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Bullish

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

17What is working for the Company

ROCE(HY)

Highest at 8.94%

PRE-TAX PROFIT(Q)

At USD 0.26 MM has Grown at 114.17%

RAW MATERIAL COST(Y)

Fallen by -13.58% (YoY

CASH AND EQV(HY)

Highest at USD 105.1 MM

NET PROFIT(Q)

At USD -1.18 MM has Grown at 74.13%

-3What is not working for the Company

DEBT-EQUITY RATIO (HY)

Highest at 797.52 %

DEBTORS TURNOVER RATIO(HY)

Lowest at 6.89 times

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

Pre-Tax Profit

At USD 0.26 MM has Grown at 114.17%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD -1.18 MM has Grown at 74.13%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

Cash and Eqv

Highest at USD 105.1 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Raw Material Cost

Fallen by -13.58% (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.

Debt-Equity Ratio

Highest at 797.52 % and Grown

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

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Debtors Turnover Ratio

Lowest at 6.89 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio