Wheeler Real Estate Stock Z Score

WHLR Stock

USD 8.49 0.01 0.12%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Wheeler Real Piotroski F Score and Wheeler Real Valuation analysis.

At this time, Wheeler Real's Additional Paid In Capital is relatively stable compared to the past year. As of 11/25/2024, Capital Lease Obligations is likely to grow to about 15.1 M, while Net Invested Capital is likely to drop slightly above 382.1 M. At this time, Wheeler Real's Income Before Tax is relatively stable compared to the past year. As of 11/25/2024, Non Recurring is likely to grow to about 1.3 M, while Selling And Marketing Expenses is likely to drop slightly above 190.2 K.

Wheeler Real Estate Company Z Score Analysis

Wheeler Real's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Wheeler Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Wheeler Real is extremely important. It helps to project a fair market value of Wheeler Stock properly, considering its historical fundamentals such as Z Score. Since Wheeler Real's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Wheeler Real's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Wheeler Real's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Long Term Debt	Intangible Assets	Total Permanent Equity	Deferred Long Term Liab	Property Plant Equipment	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Short Long Term Debt	Short Term Debt	Long Term Investments	Net Invested Capital	Net Working Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.32	0.99	-0.92	0.99	0.89	0.98	0.89	-0.37	1.0	-0.38	0.79	0.52	0.99	-0.35	0.96	0.93	0.21	0.22	-0.64	0.45	0.71	0.46	0.58
Total Stockholder Equity	0.32		0.29	-0.22	0.3	0.39	0.15	-0.02	-0.16	0.3	-0.2	0.23	-0.12	0.32	0.46	0.35	0.43	0.54	0.59	0.27	0.17	-0.27	-0.05	-0.29
Net Debt	0.99	0.29		-0.93	0.98	0.86	0.98	0.89	-0.36	1.0	-0.38	0.8	0.53	1.0	-0.37	0.96	0.91	0.13	0.15	-0.65	0.47	0.73	0.47	0.6
Retained Earnings	-0.92	-0.22	-0.93		-0.9	-0.77	-0.93	-0.87	0.3	-0.93	0.36	-0.81	-0.63	-0.93	0.45	-0.95	-0.93	-0.06	-0.07	0.73	-0.43	-0.8	-0.6	-0.71
Accounts Payable	0.99	0.3	0.98	-0.9		0.88	0.97	0.9	-0.36	0.98	-0.38	0.75	0.56	0.98	-0.42	0.92	0.89	0.18	0.18	-0.59	0.53	0.74	0.51	0.61
Net Receivables	0.89	0.39	0.86	-0.77	0.88		0.86	0.75	-0.27	0.87	-0.33	0.89	0.37	0.87	-0.26	0.87	0.83	0.48	0.48	-0.43	0.37	0.5	0.35	0.42
Total Liab	0.98	0.15	0.98	-0.93	0.97	0.86		0.94	-0.36	0.98	-0.37	0.8	0.54	0.97	-0.41	0.95	0.9	0.13	0.14	-0.75	0.37	0.78	0.44	0.65
Total Current Assets	0.89	-0.02	0.89	-0.87	0.9	0.75	0.94		-0.3	0.89	-0.3	0.7	0.6	0.88	-0.59	0.85	0.8	-0.03	-0.06	-0.74	0.33	0.9	0.47	0.84
Common Stock	-0.37	-0.16	-0.36	0.3	-0.36	-0.27	-0.36	-0.3		-0.37	-0.11	-0.22	-0.17	-0.35	0.05	-0.33	-0.31	-0.08	-0.1	0.27	-0.03	-0.2	-0.04	-0.15
Long Term Debt	1.0	0.3	1.0	-0.93	0.98	0.87	0.98	0.89	-0.37		-0.39	0.79	0.55	1.0	-0.37	0.96	0.92	0.14	0.16	-0.65	0.46	0.73	0.48	0.6
Intangible Assets	-0.38	-0.2	-0.38	0.36	-0.38	-0.33	-0.37	-0.3	-0.11	-0.39		-0.28	-0.23	-0.39	0.08	-0.37	-0.37	-0.14	-0.14	0.24	-0.09	-0.22	-0.13	-0.18
Total Permanent Equity	0.79	0.23	0.8	-0.81	0.75	0.89	0.8	0.7	-0.22	0.79	-0.28		0.39	0.79	-0.31	0.86	0.77	0.27	0.27	-0.56	0.3	0.56	0.43	0.5
Deferred Long Term Liab	0.52	-0.12	0.53	-0.63	0.56	0.37	0.54	0.6	-0.17	0.55	-0.23	0.39		0.56	-0.74	0.49	0.43	-0.24	-0.31	-0.41	0.39	0.71	0.67	0.71
Property Plant Equipment	0.99	0.32	1.0	-0.93	0.98	0.87	0.97	0.88	-0.35	1.0	-0.39	0.79	0.56		-0.4	0.96	0.92	0.15	0.16	-0.6	0.51	0.72	0.52	0.6
Net Tangible Assets	-0.35	0.46	-0.37	0.45	-0.42	-0.26	-0.41	-0.59	0.05	-0.37	0.08	-0.31	-0.74	-0.4		-0.28	-0.17	0.35	0.46	0.32	-0.5	-0.77	-0.76	-0.85
Long Term Debt Total	0.96	0.35	0.96	-0.95	0.92	0.87	0.95	0.85	-0.33	0.96	-0.37	0.86	0.49	0.96	-0.28		0.95	0.18	0.21	-0.7	0.33	0.68	0.39	0.56
Capital Surpluse	0.93	0.43	0.91	-0.93	0.89	0.83	0.9	0.8	-0.31	0.92	-0.37	0.77	0.43	0.92	-0.17	0.95		0.33	0.35	-0.62	0.28	0.6	0.35	0.51
Short Long Term Debt	0.21	0.54	0.13	-0.06	0.18	0.48	0.13	-0.03	-0.08	0.14	-0.14	0.27	-0.24	0.15	0.35	0.18	0.33		0.99	0.22	-0.16	-0.37	-0.23	-0.32
Short Term Debt	0.22	0.59	0.15	-0.07	0.18	0.48	0.14	-0.06	-0.1	0.16	-0.14	0.27	-0.31	0.16	0.46	0.21	0.35	0.99		0.18	-0.17	-0.41	-0.29	-0.4
Long Term Investments	-0.64	0.27	-0.65	0.73	-0.59	-0.43	-0.75	-0.74	0.27	-0.65	0.24	-0.56	-0.41	-0.6	0.32	-0.7	-0.62	0.22	0.18		0.01	-0.76	-0.2	-0.62
Net Invested Capital	0.45	0.17	0.47	-0.43	0.53	0.37	0.37	0.33	-0.03	0.46	-0.09	0.3	0.39	0.51	-0.5	0.33	0.28	-0.16	-0.17	0.01		0.45	0.84	0.33
Net Working Capital	0.71	-0.27	0.73	-0.8	0.74	0.5	0.78	0.9	-0.2	0.73	-0.22	0.56	0.71	0.72	-0.77	0.68	0.6	-0.37	-0.41	-0.76	0.45		0.65	0.94
Capital Stock	0.46	-0.05	0.47	-0.6	0.51	0.35	0.44	0.47	-0.04	0.48	-0.13	0.43	0.67	0.52	-0.76	0.39	0.35	-0.23	-0.29	-0.2	0.84	0.65		0.64
Current Deferred Revenue	0.58	-0.29	0.6	-0.71	0.61	0.42	0.65	0.84	-0.15	0.6	-0.18	0.5	0.71	0.6	-0.85	0.56	0.51	-0.32	-0.4	-0.62	0.33	0.94	0.64

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Wheeler Real

As per the company's disclosures, Wheeler Real Estate has a Z Score of 0.0. This is 100.0% lower than that of the Retail REITs sector and about the same as Real Estate (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Wheeler Real ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Wheeler Real's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Wheeler Real's managers, analysts, and investors.

Environmental

Governance

Social

Wheeler Real Institutional Holders

Institutional Holdings refers to the ownership stake in Wheeler Real that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Wheeler Real's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Wheeler Real's value.

		Shares
State Of New Jersey Common Pension Fd A	2024-06-30	0.0
Ubs Group Ag	2024-06-30	0.0
Vanguard Group Inc	2024-06-30	0.0
Nbc Securities Inc	2024-06-30	0.0
Geode Capital Management, Llc	2024-06-30	0.0
Colonial Asset Management Inc	2024-09-30	0.0
Hrt Financial Llc	2024-06-30	0.0
Stilwell Value Llc	2024-06-30	282.6 K
Schonfeld Strategic Advisors Llc	2024-09-30	20.6 K
Bandera Partners Llc	2024-09-30	6.8 K
Morgan Stanley - Brokerage Accounts	2024-06-30	1.4 K

Wheeler Fundamentals

	Return On Equity	-0.18
	Return On Asset	0.0291
	Profit Margin	(0.30) %
	Operating Margin	0.32 %
	Current Valuation	612.9 M
	Shares Outstanding	647.15 K
	Shares Owned By Insiders	0.01 %
	Shares Owned By Institutions	11.27 %
	Number Of Shares Shorted	95.53 K
	Price To Earning	(5.04) X
	Price To Sales	0.05 X
	Revenue	102 M
	Gross Profit	50.78 M
	EBITDA	59.16 M
	Net Income	(4.69 M)
	Cash And Equivalents	24.61 M
	Cash Per Share	2.51 X
	Total Debt	487.9 M
	Debt To Equity	3.75 %
	Current Ratio	2.95 X
	Book Value Per Share	(173.82) X
	Cash Flow From Operations	20.93 M
	Short Ratio	0.05 X
	Earnings Per Share	26,854 X
	Target Price	7.0
	Number Of Employees	52
	Beta	1.58
	Market Capitalization	5.83 M
	Total Asset	668.33 M
	Retained Earnings	(324.85 M)
	Working Capital	35.87 M
	Five Year Return	14.67 %
	Net Asset	668.33 M

About Wheeler Real Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wheeler Real Estate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wheeler Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wheeler Real Estate based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Wheeler Real

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wheeler Real position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wheeler Real will appreciate offsetting losses from the drop in the long position's value.

Moving against Wheeler Stock

0.43	SPG	Simon Property Group	Pair Corr
0.4	ROIC	Retail Opportunity Sell-off Trend	Pair Corr
0.39	PK	Park Hotels Resorts	Pair Corr
0.37	UE	Urban Edge Properties	Pair Corr
0.36	RLJ	RLJ Lodging Trust	Pair Corr

The ability to find closely correlated positions to Wheeler Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wheeler Real when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wheeler Real - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wheeler Real Estate to buy it.

The correlation of Wheeler Real is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wheeler Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wheeler Real Estate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Wheeler Real can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Wheeler Stock Analysis

When running Wheeler Real's price analysis, check to measure Wheeler Real'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 Wheeler Real is operating at the current time. Most of Wheeler Real's value examination focuses on studying past and present price action to predict the probability of Wheeler Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheeler Real's price. Additionally, you may evaluate how the addition of Wheeler Real to your portfolios can decrease your overall portfolio volatility.

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Wheeler Real Estate Stock Z Score

Wheeler Real Estate Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Wheeler Z Score Driver Correlations

Wheeler Real ESG Sustainability

Wheeler Real Institutional Holders

Wheeler Fundamentals

About Wheeler Real Fundamental Analysis

Pair Trading with Wheeler Real

Moving against Wheeler Stock

Additional Tools for Wheeler Stock Analysis

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