Whitestone Reit Stock Performance
| WSR Stock | USD 14.72 0.16 1.08% |
Whitestone REIT has a performance score of 11 on a scale of 0 to 100. The firm maintains a market beta of 0.68, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Whitestone REIT's returns are expected to increase less than the market. However, during the bear market, the loss of holding Whitestone REIT is expected to be smaller as well. Whitestone REIT right now maintains a risk of 1.35%. Please check out Whitestone REIT maximum drawdown, as well as the relationship between the skewness and day typical price , to decide if Whitestone REIT will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Whitestone REIT are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, Whitestone REIT may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return (1.08) | Five Day Return (0.41) | Year To Date Return 20.85 | Ten Year Return (0.07) | All Time Return 28 |
Forward Dividend Yield 0.0336 | Payout Ratio 0.375 | Forward Dividend Rate 0.5 | Dividend Date 2024-12-12 | Ex Dividend Date 2024-12-03 |
| Whitestone REIT dividend paid on 12th of September 2024 | 09/12/2024 |
1 | Disposition of tradable shares by Hogan John Scott of Whitestone REIT subject to Rule 16b-3 | 09/23/2024 |
| Whitestone REIT dividend paid on 10th of October 2024 | 10/10/2024 |
2 | Takeover Alert Should You Buy This Retail REIT Ahead Of A Potential Deal | 10/18/2024 |
3 | StockNews.com Initiates Coverage on Whitestone REIT | 10/31/2024 |
4 | Q3 2024 Whitestone REIT Earnings Call Transcript | 11/01/2024 |
5 | Insider Trading | 11/04/2024 |
6 | Whitestone REIT Earns Hold Rating from Analysts at StockNews.com | 11/05/2024 |
| Whitestone REIT dividend paid on 14th of November 2024 | 11/14/2024 |
7 | How Whitestone REIT is Transforming Sunbelt Retail Growth | 11/15/2024 |
8 | MCB Real Estate withdraws proposal to acquire Whitestone REIT | 11/18/2024 |
9 | Exclusive Whitestone REIT carefully considering MCBs 15share takeover offer - MSN | 11/21/2024 |
10 | Disposition of 13782 shares by Christine Mastandrea of Whitestone REIT at 13.31 subject to Rule 16b-3 | 11/22/2024 |
11 | What Newmarks Texas debt team is expecting for real estate in 2025 | 11/25/2024 |
12 | Whitestone REIT price target raised by 1 at Truist, heres why WSR | 11/29/2024 |
| Begin Period Cash Flow | 19.2 M |
Whitestone |
Whitestone REIT Relative Risk vs. Return Landscape
If you would invest 1,309 in Whitestone REIT on September 2, 2024 and sell it today you would earn a total of 163.00 from holding Whitestone REIT or generate 12.45% return on investment over 90 days. Whitestone REIT is generating 0.1924% of daily returns assuming volatility of 1.3523% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Whitestone, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Whitestone REIT Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Whitestone REIT's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Whitestone REIT, and traders can use it to determine the average amount a Whitestone REIT's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1423
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Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Whitestone REIT is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Whitestone REIT by adding it to a well-diversified portfolio.
Whitestone REIT Fundamentals Growth
Whitestone Stock prices reflect investors' perceptions of the future prospects and financial health of Whitestone REIT, and Whitestone REIT fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Whitestone Stock performance.
| Return On Equity | 0.0498 | ||||
| Return On Asset | 0.0261 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 1.38 B | ||||
| Shares Outstanding | 50.65 M | ||||
| Price To Earning | 67.21 X | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 5.11 X | ||||
| Revenue | 147.92 M | ||||
| Gross Profit | 96.47 M | ||||
| EBITDA | 87.18 M | ||||
| Net Income | 19.18 M | ||||
| Cash And Equivalents | 6.17 M | ||||
| Cash Per Share | 0.17 X | ||||
| Total Debt | 640.89 M | ||||
| Debt To Equity | 1.57 % | ||||
| Current Ratio | 1.21 X | ||||
| Book Value Per Share | 8.28 X | ||||
| Cash Flow From Operations | 45.29 M | ||||
| Earnings Per Share | 0.41 X | ||||
| Market Capitalization | 763.28 M | ||||
| Total Asset | 1.11 B | ||||
| Retained Earnings | (216.96 M) | ||||
| Working Capital | 16.06 M | ||||
| Current Asset | 25.28 M | ||||
| Current Liabilities | 37.14 M | ||||
About Whitestone REIT Performance
Assessing Whitestone REIT's fundamental ratios provides investors with valuable insights into Whitestone REIT's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Whitestone REIT is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.01 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.02 | 0.01 | |
| Return On Equity | 0.05 | 0.04 |
Things to note about Whitestone REIT performance evaluation
Checking the ongoing alerts about Whitestone REIT for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Whitestone REIT help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 62.0% of the company outstanding shares are owned by institutional investors | |
| On 14th of November 2024 Whitestone REIT paid $ 0.0413 per share dividend to its current shareholders | |
| Latest headline from thefly.com: Whitestone REIT price target raised by 1 at Truist, heres why WSR |
- Analyzing Whitestone REIT's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Whitestone REIT's stock is overvalued or undervalued compared to its peers.
- Examining Whitestone REIT's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Whitestone REIT's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Whitestone REIT's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Whitestone REIT's stock. These opinions can provide insight into Whitestone REIT's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Whitestone Stock Analysis
When running Whitestone REIT's price analysis, check to measure Whitestone REIT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Whitestone REIT is operating at the current time. Most of Whitestone REIT's value examination focuses on studying past and present price action to predict the probability of Whitestone REIT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whitestone REIT's price. Additionally, you may evaluate how the addition of Whitestone REIT to your portfolios can decrease your overall portfolio volatility.