Whitestone Reit Stock Z Score

WSR Stock

USD 14.84 0.11 0.75%

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 Whitestone REIT Piotroski F Score and Whitestone REIT Valuation analysis.

To learn how to invest in Whitestone Stock, please use our How to Invest in Whitestone REIT guide.

At this time, Whitestone REIT's Additional Paid In Capital is relatively stable compared to the past year. As of 11/26/2024, Net Invested Capital is likely to grow to about 1.1 B, while Capital Stock is likely to drop slightly above 49.3 K. At this time, Whitestone REIT's Net Income Applicable To Common Shares is relatively stable compared to the past year. As of 11/26/2024, Research Development is likely to grow to 0.14, while Selling General Administrative is likely to drop slightly above 13.8 M.

Whitestone REIT Company Z Score Analysis

Whitestone REIT'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 )

Whitestone Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Whitestone REIT is extremely important. It helps to project a fair market value of Whitestone Stock properly, considering its historical fundamentals such as Z Score. Since Whitestone REIT'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 Whitestone REIT'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 Whitestone REIT's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Net Tangible Assets	Long Term Debt	Short Term Investments	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Property Plant Equipment	Long Term Debt Total	Capital Surpluse	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.19	0.99	-0.92	0.94	0.8	0.99	0.88	-0.02	0.97	0.93	0.99	0.3	0.7	0.74	0.93	0.94	0.94	0.92	0.5	-0.01	0.35	0.45
Total Stockholder Equity	0.97		0.24	0.94	-0.9	0.9	0.79	0.95	0.88	-0.12	0.99	0.97	0.93	0.3	0.67	0.79	0.94	0.88	0.92	0.94	0.44	0.06	0.38	0.55
Current Deferred Revenue	0.19	0.24		0.12	-0.31	0.29	0.33	0.14	0.47	-0.64	0.27	0.23	0.12	0.27	0.04	0.57	0.14	0.16	0.2	0.37	0.52	0.02	0.39	0.31
Net Debt	0.99	0.94	0.12		-0.9	0.93	0.78	1.0	0.84	0.06	0.94	0.9	0.99	0.26	0.7	0.68	0.92	0.95	0.93	0.88	0.47	-0.04	0.31	0.38
Retained Earnings	-0.92	-0.9	-0.31	-0.9		-0.91	-0.93	-0.9	-0.88	0.24	-0.93	-0.92	-0.92	-0.39	-0.82	-0.84	-0.84	-0.9	-0.94	-0.96	-0.65	-0.28	-0.58	-0.67
Accounts Payable	0.94	0.9	0.29	0.93	-0.91		0.74	0.94	0.9	-0.13	0.93	0.86	0.93	0.55	0.59	0.8	0.89	0.88	0.88	0.88	0.71	-0.07	0.32	0.44
Net Receivables	0.8	0.79	0.33	0.78	-0.93	0.74		0.78	0.8	-0.28	0.81	0.84	0.81	0.16	0.88	0.74	0.71	0.83	0.89	0.91	0.52	0.44	0.78	0.71
Total Liab	0.99	0.95	0.14	1.0	-0.9	0.94	0.78		0.85	0.04	0.95	0.9	0.99	0.29	0.69	0.7	0.92	0.95	0.93	0.89	0.51	-0.05	0.31	0.39
Total Current Assets	0.88	0.88	0.47	0.84	-0.88	0.9	0.8	0.85		-0.36	0.9	0.88	0.84	0.43	0.6	0.86	0.88	0.85	0.83	0.9	0.67	-0.02	0.58	0.52
Short Term Debt	-0.02	-0.12	-0.64	0.06	0.24	-0.13	-0.28	0.04	-0.36		-0.18	-0.16	0.04	-0.32	-0.15	-0.67	-0.02	-0.02	-0.05	-0.28	-0.53	-0.2	-0.56	-0.53
Common Stock	0.97	0.99	0.27	0.94	-0.93	0.93	0.81	0.95	0.9	-0.18		0.97	0.94	0.36	0.71	0.83	0.92	0.9	0.92	0.96	0.51	0.09	0.42	0.6
Net Tangible Assets	0.93	0.97	0.23	0.9	-0.92	0.86	0.84	0.9	0.88	-0.16	0.97		0.89	0.26	0.74	0.77	0.94	0.86	0.94	0.96	0.42	0.2	0.51	0.63
Long Term Debt	0.99	0.93	0.12	0.99	-0.92	0.93	0.81	0.99	0.84	0.04	0.94	0.89		0.28	0.74	0.69	0.9	0.96	0.93	0.88	0.51	0.01	0.35	0.41
Short Term Investments	0.3	0.3	0.27	0.26	-0.39	0.55	0.16	0.29	0.43	-0.32	0.36	0.26	0.28		0.09	0.51	0.29	0.27	0.22	0.33	0.71	-0.01	0.07	0.35
Deferred Long Term Liab	0.7	0.67	0.04	0.7	-0.82	0.59	0.88	0.69	0.6	-0.15	0.71	0.74	0.74	0.09		0.6	0.58	0.8	0.77	0.79	0.33	0.57	0.65	0.74
Long Term Investments	0.74	0.79	0.57	0.68	-0.84	0.8	0.74	0.7	0.86	-0.67	0.83	0.77	0.69	0.51	0.6		0.68	0.7	0.71	0.86	0.75	0.15	0.56	0.7
Short Long Term Debt	0.93	0.94	0.14	0.92	-0.84	0.89	0.71	0.92	0.88	-0.02	0.92	0.94	0.9	0.29	0.58	0.68		0.86	0.87	0.85	0.43	-0.05	0.34	0.39
Property Plant Equipment	0.94	0.88	0.16	0.95	-0.9	0.88	0.83	0.95	0.85	-0.02	0.9	0.86	0.96	0.27	0.8	0.7	0.86		0.86	0.87	0.47	0.1	0.43	0.49
Long Term Debt Total	0.94	0.92	0.2	0.93	-0.94	0.88	0.89	0.93	0.83	-0.05	0.92	0.94	0.93	0.22	0.77	0.71	0.87	0.86		0.95	0.52	0.18	0.51	0.53
Capital Surpluse	0.92	0.94	0.37	0.88	-0.96	0.88	0.91	0.89	0.9	-0.28	0.96	0.96	0.88	0.33	0.79	0.86	0.85	0.87	0.95		0.55	0.28	0.6	0.72
Cash And Equivalents	0.5	0.44	0.52	0.47	-0.65	0.71	0.52	0.51	0.67	-0.53	0.51	0.42	0.51	0.71	0.33	0.75	0.43	0.47	0.52	0.55		-0.09	0.43	0.32
Net Invested Capital	-0.01	0.06	0.02	-0.04	-0.28	-0.07	0.44	-0.05	-0.02	-0.2	0.09	0.2	0.01	-0.01	0.57	0.15	-0.05	0.1	0.18	0.28	-0.09		0.51	0.78
Net Working Capital	0.35	0.38	0.39	0.31	-0.58	0.32	0.78	0.31	0.58	-0.56	0.42	0.51	0.35	0.07	0.65	0.56	0.34	0.43	0.51	0.6	0.43	0.51		0.66
Capital Stock	0.45	0.55	0.31	0.38	-0.67	0.44	0.71	0.39	0.52	-0.53	0.6	0.63	0.41	0.35	0.74	0.7	0.39	0.49	0.53	0.72	0.32	0.78	0.66

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 Whitestone REIT

As per the company's disclosures, Whitestone REIT 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.

Whitestone Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Whitestone REIT's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Whitestone REIT could also be used in its relative valuation, which is a method of valuing Whitestone REIT by comparing valuation metrics of similar companies.

Whitestone REIT is currently under evaluation in z score category among its peers.

Whitestone REIT 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, Whitestone REIT's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Whitestone REIT's managers, analysts, and investors.

Environmental

Governance

Social

Whitestone REIT Institutional Holders

Institutional Holdings refers to the ownership stake in Whitestone REIT that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Whitestone REIT'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 Whitestone REIT's value.

		Shares
Northern Trust Corp	2024-09-30	566.9 K
Foundry Partners, Llc	2024-09-30	558.4 K
Kennedy Capital Management Inc	2024-09-30	547.2 K
Amvescap Plc.	2024-06-30	452.5 K
Charles Schwab Investment Management Inc	2024-09-30	426.5 K
Digitalbridge Group Inc	2024-06-30	375.7 K
Jpmorgan Chase & Co	2024-06-30	327.1 K
Hgi Capital Management, Llc	2024-09-30	309 K
Ameriprise Financial Inc	2024-06-30	276.7 K
Blackrock Inc	2024-06-30	7.7 M
Vanguard Group Inc	2024-09-30	5.2 M

Whitestone Fundamentals

	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
	Shares Owned By Insiders	12.40 %
	Shares Owned By Institutions	62.30 %
	Number Of Shares Shorted	412.02 K
	Price To Earning	67.21 X
	Price To Book	1.78 X
	Price To Sales	5.06 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
	Short Ratio	1.57 X
	Earnings Per Share	0.41 X
	Target Price	16.14
	Number Of Employees	73
	Beta	1.26
	Market Capitalization	755.59 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
	Annual Yield	0.03 %
	Five Year Return	8.01 %
	Net Asset	1.11 B
	Last Dividend Paid	0.49

About Whitestone REIT Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Whitestone REIT's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Whitestone REIT using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Whitestone REIT 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 Whitestone REIT

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 Whitestone REIT 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 Whitestone REIT will appreciate offsetting losses from the drop in the long position's value.

Moving together with Whitestone Stock

0.88	UE	Urban Edge Properties	Pair Corr
0.65	AHR	American Healthcare REIT,	Pair Corr

Moving against Whitestone Stock

0.83	AHT-PH	Ashford Hospitality Trust	Pair Corr
0.76	UK	Ucommune International	Pair Corr
0.71	FR	First Industrial Realty	Pair Corr
0.68	HPP	Hudson Pacific Properties	Pair Corr
0.65	RC	Ready Capital Corp Sell-off Trend	Pair Corr

The ability to find closely correlated positions to Whitestone REIT could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Whitestone REIT 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 Whitestone REIT - 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 Whitestone REIT to buy it.

The correlation of Whitestone REIT 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 Whitestone REIT moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Whitestone REIT 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 Whitestone REIT 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 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.

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Whitestone Reit Stock Z Score

Whitestone REIT 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 )

Whitestone Z Score Driver Correlations

Whitestone Z Score Peer Comparison

Whitestone REIT ESG Sustainability

Whitestone REIT Institutional Holders

Whitestone Fundamentals

About Whitestone REIT Fundamental Analysis

Pair Trading with Whitestone REIT

Moving together with Whitestone Stock

Moving against Whitestone Stock

Additional Tools for Whitestone Stock Analysis

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