Wheeler Real Estate Stock Alpha and Beta Analysis
| WHLRL Stock | USD 150.00 0.00 0.00% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Wheeler Real Estate. It also helps investors analyze the systematic and unsystematic risks associated with investing in Wheeler Real over a specified time horizon. Remember, high Wheeler Real's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Wheeler Real's market risk premium analysis include:
Beta (0.30) | Alpha 1.35 | Risk 237.95 | Sharpe Ratio 0.22 | Expected Return 53.51 |
Enterprise Value |
|
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Wheeler |
Wheeler Real Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Wheeler Real market risk premium is the additional return an investor will receive from holding Wheeler Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wheeler Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Wheeler Real's performance over market.| α | 1.35 | β | -0.3 |
Wheeler Real Fundamentals Vs Peers
Comparing Wheeler Real's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wheeler Real's direct or indirect competition across all of the common fundamentals between Wheeler Real and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wheeler Real or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wheeler Real's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wheeler Real by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wheeler Real to competition |
| Fundamentals | Wheeler Real | Peer Average |
| Return On Equity | -0.18 | -0.31 |
| Return On Asset | 0.0291 | -0.14 |
| Profit Margin | (0.30) % | (1.27) % |
| Operating Margin | 0.32 % | (5.51) % |
| Current Valuation | 851.33 M | 16.62 B |
| Number Of Shares Shorted | 116 | 4.71 M |
| Revenue | 102 M | 9.43 B |
Wheeler Real Opportunities
Wheeler Real Return and Market Media
The Stock received some media coverage during the period. Price Growth (%) |
| Timeline |
1 | Wheeler Real Estate Investment Trust Sees Q2 adjusted FFO per share 0.40 to 0.42 - Reuters | 05/22/2024 |
2 | Acquisition by Stilwell Joseph of 84470 shares of Wheeler Real at 169.6 subject to Rule 16b-3 | 05/30/2024 |
3 | Disposition of tradable shares by Steamboat Capital Partners, Llc of Wheeler Real at 169.6 subject to Rule 16b-3 | 07/19/2024 |
4 | Wheeler REIT stock hits 52-week high at 22.56 amid robust growth - Investing.com Australia | 10/08/2024 |
About Wheeler Real Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Wheeler or other stocks. Alpha measures the amount that position in Wheeler Real Estate has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2023 | 2024 (projected) | Dividend Yield | 2.47E-4 | 2.59E-4 | Price To Sales Ratio | 1.27 | 1.21 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Wheeler Real in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Wheeler Real's short interest history, or implied volatility extrapolated from Wheeler Real options trading.
Build Portfolio with Wheeler Real
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Wheeler Real technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.