Is Whitestone REIT Stock a Good Investment?
Whitestone REIT Investment Advice | WSR |
- Examine Whitestone REIT's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Whitestone REIT's leadership team and their track record. Good management can help Whitestone REIT navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Retail REITs space and any emerging trends that could impact Whitestone REIT's business and its evolving consumer preferences.
- Compare Whitestone REIT's performance and market position to its competitors. Analyze how Whitestone REIT is positioned in terms of product offerings, innovation, and market share.
- Check if Whitestone REIT pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Whitestone REIT's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Whitestone REIT stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Whitestone REIT is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Whitestone REIT Stock
Researching Whitestone REIT's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.62. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Whitestone REIT last dividend was issued on the 3rd of February 2025.
To determine if Whitestone REIT is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Whitestone REIT's research are outlined below:
| Whitestone REIT generated a negative expected return over the last 90 days | |
| About 63.0% of the company outstanding shares are owned by institutional investors | |
| On 14th of January 2025 Whitestone REIT paid $ 0.045 per share dividend to its current shareholders | |
| Latest headline from news.google.com: When Moves Investors should Listen - Stock Traders Daily |
Whitestone REIT uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Whitestone REIT. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Whitestone REIT's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Whitestone REIT's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Whitestone REIT's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-11-01 | 2022-09-30 | 0.09 | 0.08 | -0.01 | 11 | ||
2022-08-02 | 2022-06-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2022-03-01 | 2021-12-31 | 0.06 | 0.05 | -0.01 | 16 | ||
2021-05-04 | 2021-03-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2021-02-24 | 2020-12-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2020-10-26 | 2020-09-30 | 0.03 | 0.02 | -0.01 | 33 | ||
2019-07-31 | 2019-06-30 | 0.07 | 0.06 | -0.01 | 14 | ||
2016-02-24 | 2015-12-31 | 0.06 | 0.07 | 0.01 | 16 |
Know Whitestone REIT's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Whitestone REIT is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Whitestone REIT backward and forwards among themselves. Whitestone REIT's institutional investor refers to the entity that pools money to purchase Whitestone REIT's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Foundry Partners, Llc | 2024-09-30 | 558.4 K | Kennedy Capital Management Inc | 2024-09-30 | 547.2 K | Bank Of New York Mellon Corp | 2024-09-30 | 495.3 K | Amvescap Plc. | 2024-09-30 | 470.3 K | Jpmorgan Chase & Co | 2024-09-30 | 461.6 K | Charles Schwab Investment Management Inc | 2024-09-30 | 426.5 K | Goldman Sachs Group Inc | 2024-09-30 | 366.6 K | Hgi Capital Management, Llc | 2024-09-30 | 309 K | Ameriprise Financial Inc | 2024-09-30 | 300.8 K | Blackrock Inc | 2024-09-30 | 7.5 M | Vanguard Group Inc | 2024-09-30 | 5.2 M |
Whitestone REIT's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 687.36 M.Market Cap |
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Whitestone REIT's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.01 | |
| Return On Capital Employed | 0.06 | 0.06 | |
| Return On Assets | 0.02 | 0.01 | |
| Return On Equity | 0.05 | 0.04 |
Determining Whitestone REIT's profitability involves analyzing its financial statements and using various financial metrics to determine if Whitestone REIT is a good buy. For example, gross profit margin measures Whitestone REIT's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Whitestone REIT's profitability and make more informed investment decisions.
Evaluate Whitestone REIT's management efficiency
Whitestone REIT has Return on Asset of 0.0261 % which means that on every $100 spent on assets, it made $0.0261 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0498 %, implying that it generated $0.0498 on every 100 dollars invested. Whitestone REIT's management efficiency ratios could be used to measure how well Whitestone REIT manages its routine affairs as well as how well it operates its assets and liabilities. As of 02/03/2025, Return On Tangible Assets is likely to drop to 0.01. In addition to that, Return On Capital Employed is likely to drop to 0.06. At this time, Whitestone REIT's Total Assets are relatively stable compared to the past year. As of 02/03/2025, Non Current Assets Total is likely to grow to about 1.3 B, while Net Tangible Assets are likely to drop slightly above 276 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 9.75 | 16.72 | |
| Tangible Book Value Per Share | 7.63 | 7.25 | |
| Enterprise Value Over EBITDA | 12.85 | 12.03 | |
| Price Book Value Ratio | 1.32 | 0.90 | |
| Enterprise Value Multiple | 12.85 | 12.03 | |
| Price Fair Value | 1.32 | 0.90 | |
| Enterprise Value | 143.4 M | 144.5 M |
Leadership at Whitestone REIT emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Basic technical analysis of Whitestone Stock
As of the 3rd of February, Whitestone REIT maintains the Mean Deviation of 1.02, standard deviation of 1.33, and Market Risk Adjusted Performance of (0.34). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Whitestone REIT, as well as the relationship between them. Please check out Whitestone REIT variance and skewness to decide if Whitestone REIT is priced fairly, providing market reflects its latest price of 13.4 per share. Given that Whitestone REIT has information ratio of (0.11), we strongly advise you to confirm Whitestone REIT's prevalent market performance to make sure the company can sustain itself at a future point.Whitestone REIT's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Whitestone REIT insiders, such as employees or executives, is commonly permitted as long as it does not rely on Whitestone REIT's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Whitestone REIT insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Whitestone REIT's Outstanding Corporate Bonds
Whitestone REIT issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Whitestone REIT uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Whitestone bonds can be classified according to their maturity, which is the date when Whitestone REIT has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Understand Whitestone REIT's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Whitestone REIT's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.34) | |||
| Mean Deviation | 1.02 | |||
| Coefficient Of Variation | (2,150) | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.18) | |||
| Treynor Ratio | (0.35) | |||
| Maximum Drawdown | 8.25 | |||
| Value At Risk | (2.00) | |||
| Potential Upside | 1.6 | |||
| Skewness | (0.30) | |||
| Kurtosis | 1.49 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.34) | |||
| Mean Deviation | 1.02 | |||
| Coefficient Of Variation | (2,150) | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.18) | |||
| Treynor Ratio | (0.35) | |||
| Maximum Drawdown | 8.25 | |||
| Value At Risk | (2.00) | |||
| Potential Upside | 1.6 | |||
| Skewness | (0.30) | |||
| Kurtosis | 1.49 |
Consider Whitestone REIT's intraday indicators
Whitestone REIT intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Whitestone REIT stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Whitestone REIT Corporate Filings
F4 | 3rd of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 18th of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
8K | 5th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 31st of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Whitestone Stock media impact
Far too much social signal, news, headlines, and media speculation about Whitestone REIT that are available to investors today. That information is available publicly through Whitestone media outlets and privately through word of mouth or via Whitestone internal channels. However, regardless of the origin, that massive amount of Whitestone data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Whitestone REIT news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Whitestone REIT relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Whitestone REIT's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Whitestone REIT alpha.
Whitestone REIT Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Whitestone REIT can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Whitestone REIT Corporate Management
| Soklin Siv | Vice Resources | Profile | |
| David Taylor | Lead Independent Trustee | Profile | |
| Paul Lambert | Independent Trustee | Profile | |
| David Mordy | Director Relations | Profile | |
| Matthew Okmin | Regional Arizona | Profile | |
| Michael Ly | Controller | Profile |
Already Invested in Whitestone REIT?
The danger of trading Whitestone REIT is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Whitestone REIT is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Whitestone REIT. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Whitestone REIT is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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.