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 -7.98%, 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 -7.98% 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
-7.99%
0.07
23.75%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
5.06%
EBIT Growth (5y)
9.39%
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
70.46%
Pledged Shares
0
Institutional Holding
71.39%
ROCE (avg)
14.62%
ROE (avg)
5.41%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
40
Industry P/E
Price to Book Value
2.90
EV to EBIT
22.21
EV to EBITDA
13.57
EV to Capital Employed
2.98
EV to Sales
7.91
PEG Ratio
1.67
Dividend Yield
2.06%
ROCE (Latest)
13.42%
ROE (Latest)
7.25%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Bullish
Moving Averages
Mildly Bearish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend10What is working for the Company
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
PRE-TAX PROFIT(Q)
At USD 5.21 MM has Grown at 91.9%
NET PROFIT(Q)
At USD 5.05 MM has Grown at 94.98%
-6What is not working for the Company
NET PROFIT(HY)
At USD 8.76 MM has Grown at -26.63%
DEBTORS TURNOVER RATIO(HY)
Lowest at 2.19 times
CASH AND EQV(HY)
Lowest at USD 24.72 MM
DEBT-EQUITY RATIO
(HY)
Highest at 155.4 %
Here's what is working for Whitestone REIT
Operating Cash Flow
Highest at USD 50 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Pre-Tax Profit
At USD 5.21 MM has Grown at 91.9%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 5.05 MM has Grown at 94.98%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Dividend per share
Highest at USD 2.19
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Raw Material Cost
Fallen by -0.44% (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 Whitestone REIT
Debtors Turnover Ratio
Lowest at 2.19 times and Fallen
In each half year in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
Cash and Eqv
Lowest at USD 24.72 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at 155.4 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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