ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Whitestone REIT ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 5.41%
- Poor long term growth as Net Sales has grown by an annual rate of 5.06%
2
Positive results in Jun 25
- OPERATING CASH FLOW(Y) Highest at USD 50 MM
- RAW MATERIAL COST(Y) Fallen by -0.44% (YoY)
- DIVIDEND PER SHARE(HY) Highest at USD 2.19
3
With ROE of 7.25%, it has a fair valuation with a 2.90 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -6.52%, its profits have risen by 26.7% ; the PEG ratio of the company is 1.7
4
Below par performance in long term as well as near term
- Along with generating -6.52% 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 ReportHow much should you hold?
- Overall Portfolio exposure to Whitestone REIT 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 Whitestone REIT for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Whitestone REIT
52.82%
0.14
23.78%
S&P 500
25.41%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
5.53%
EBIT Growth (5y)
21.77%
EBIT to Interest (avg)
1.65
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
1.43%
Dividend Payout Ratio
57.37%
Pledged Shares
0
Institutional Holding
73.19%
ROCE (avg)
14.62%
ROE (avg)
5.41%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
32
Industry P/E
Price to Book Value
3.60
EV to EBIT
27.47
EV to EBITDA
17.13
EV to Capital Employed
3.67
EV to Sales
10.11
PEG Ratio
0.89
Dividend Yield
1.68%
ROCE (Latest)
13.35%
ROE (Latest)
11.07%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
Bullish
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 51.97 MM
ROCE(HY)
Highest at 11.26%
INTEREST COVERAGE RATIO(Q)
Highest at 267.63
RAW MATERIAL COST(Y)
Fallen by -0.18% (YoY
NET PROFIT(9M)
Higher at USD 46.11 MM
DEBT-EQUITY RATIO
(HY)
Lowest at 139.85 %
-1What is not working for the Company
CASH AND EQV(HY)
Lowest at USD 20.16 MM
Here's what is working for Whitestone REIT
Interest Coverage Ratio
Highest at 267.63
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Net Profit
At USD 46.11 MM has Grown at 60.86%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Operating Cash Flow
Highest at USD 51.97 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Debt-Equity Ratio
Lowest at 139.85 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Net Profit
Higher at USD 46.11 MM
than preceding 12 month period ended Mar 2026MOJO Watch
In the nine month period the company has already crossed sales of the previous twelve months
Net Profit (USD MM)
Raw Material Cost
Fallen by -0.18% (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
Depreciation
Highest at USD 9.97 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for Whitestone REIT
Cash and Eqv
Lowest at USD 20.16 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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