Wheeler Real Estate Stock Performance
| WHLR Stock | USD 2.47 0.38 13.33% |
The firm maintains a market beta of -1.84, which attests to a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Wheeler Real are expected to decrease by larger amounts. On the other hand, during market turmoil, Wheeler Real is expected to outperform it. At this point, Wheeler Real Estate has a negative expected return of -3.3%. Please make sure to check out Wheeler Real's value at risk, as well as the relationship between the daily balance of power and price action indicator , to decide if Wheeler Real Estate performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Wheeler Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. Even with conflicting performance in the last few months, the Stock's essential indicators remain relatively invariable which may send shares a bit higher in February 2025. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors. ...more
Actual Historical Performance (%)
One Day Return (13.33) | Five Day Return (5.73) | Year To Date Return (30.42) | Ten Year Return (100.00) | All Time Return (100.00) |
Last Split Factor 1:2 | Dividend Date 2018-04-15 | Ex Dividend Date 2018-03-28 | Last Split Date 2024-11-19 |
1 | Wheeler Real Estate Q3 Earnings Snapshot | 11/07/2024 |
2 | Disposition of 7244 shares by Stilwell Joseph of Wheeler Real at 61056.0 subject to Rule 16b-3 | 11/14/2024 |
3 | Wheeler REIT to pay interest with preferred stock - Investing.com | 11/20/2024 |
4 | Wheeler real estate investment trust sees 232,080 in stock purchases | 12/04/2024 |
5 | Wheeler real estate investment trust sees significant stock activity By Investing.com - Investing.com | 12/16/2024 |
6 | Acquisition by Campbell Kerry G. of 251 shares of Wheeler Real at 122112.0 subject to Rule 16b-3 | 12/31/2024 |
7 | Wheeler Real Estate Investment Trust, Inc. Short Interest Update | 01/16/2025 |
| Begin Period Cash Flow | 55.9 M |
Wheeler |
Wheeler Real Relative Risk vs. Return Landscape
If you would invest 2,338 in Wheeler Real Estate on October 21, 2024 and sell it today you would lose (2,091) from holding Wheeler Real Estate or give up 89.44% of portfolio value over 90 days. Wheeler Real Estate is currently does not generate positive expected returns and assumes 7.1628% risk (volatility on return distribution) over the 90 days horizon. In different words, 63% of stocks are less volatile than Wheeler, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Wheeler Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wheeler Real's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wheeler Real Estate, and traders can use it to determine the average amount a Wheeler Real'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 = -0.4606
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WHLR |
Estimated Market Risk
| 7.16 actual daily | 63 63% of assets are less volatile |
Expected Return
| -3.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.46 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wheeler Real is not performing at its full potential. However, 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 Wheeler Real by adding Wheeler Real to a well-diversified portfolio.
Wheeler Real Fundamentals Growth
Wheeler Stock prices reflect investors' perceptions of the future prospects and financial health of Wheeler Real, and Wheeler Real 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 Wheeler Stock performance.
| Return On Equity | -0.18 | ||||
| Return On Asset | 0.0291 | ||||
| Profit Margin | (0.30) % | ||||
| Operating Margin | 0.32 % | ||||
| Current Valuation | 609.24 M | ||||
| Shares Outstanding | 647.15 K | ||||
| Price To Earning | (5.04) X | ||||
| Price To Sales | 0.07 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 | ||||
| Earnings Per Share | 26,854 X | ||||
| Market Capitalization | 5.83 M | ||||
| Total Asset | 668.33 M | ||||
| Retained Earnings | (324.85 M) | ||||
| Working Capital | 35.87 M | ||||
About Wheeler Real Performance
Assessing Wheeler Real's fundamental ratios provides investors with valuable insights into Wheeler Real's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Wheeler Real 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 | (0.01) | (0.01) | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.07) | (0.07) |
Things to note about Wheeler Real Estate performance evaluation
Checking the ongoing alerts about Wheeler Real for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wheeler Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wheeler Real Estate generated a negative expected return over the last 90 days | |
| Wheeler Real Estate has high historical volatility and very poor performance | |
| Wheeler Real Estate has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 102 M. Net Loss for the year was (4.69 M) with profit before overhead, payroll, taxes, and interest of 50.78 M. | |
| Wheeler Real Estate has a poor financial position based on the latest SEC disclosures | |
| Latest headline from thelincolnianonline.com: Wheeler Real Estate Investment Trust, Inc. Short Interest Update |
- Analyzing Wheeler Real'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 Wheeler Real's stock is overvalued or undervalued compared to its peers.
- Examining Wheeler Real'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 Wheeler Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wheeler Real's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wheeler Real's stock. These opinions can provide insight into Wheeler Real's potential for growth and whether the stock is currently undervalued or overvalued.
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.