Wheeler Real Estate Stock Performance
| WHLR Stock | USD 8.23 0.26 3.06% |
Wheeler Real holds a performance score of 9 on a scale of zero to a hundred. The firm maintains a market beta of -7.12, 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. Use Wheeler Real Estate downside variance, and the relationship between the sortino ratio and accumulation distribution , to analyze future returns on Wheeler Real Estate.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Wheeler Real Estate are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Even with relatively uncertain essential indicators, Wheeler Real reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.24) | Five Day Return (7.23) | Year To Date Return (96.32) | 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 stock jumps 182 percent after Cedar Realty lawsuit dismissal | 09/06/2024 |
2 | US Stocks Higher Dow Surges Over 200 Points | 09/09/2024 |
3 | Disposition of 48148 shares by Stilwell Joseph of Wheeler Real at 169.6 subject to Rule 16b-3 | 09/20/2024 |
4 | Why Levi Strauss Shares Are Trading Lower By Over 10 Here Are 20 Stocks Moving Premarket | 10/03/2024 |
5 | Wheeler Real Estate Investment Trust Trading Down 3 percent Time to Sell | 10/17/2024 |
6 | Ursa Fund Management, LLC Acquires New Stake in Wheeler Real Estate Investment Trust Inc | 11/08/2024 |
7 | Disposition of 7244 shares by Stilwell Joseph of Wheeler Real at 61056.0 subject to Rule 16b-3 | 11/14/2024 |
8 | Hahn and Ursa Fund Partners LP acquire 511,682 in Wheeler Real Estate preferred stock | 11/25/2024 |
| Begin Period Cash Flow | 55.9 M |
Wheeler |
Wheeler Real Relative Risk vs. Return Landscape
If you would invest 630.00 in Wheeler Real Estate on August 30, 2024 and sell it today you would earn a total of 191.00 from holding Wheeler Real Estate or generate 30.32% return on investment over 90 days. Wheeler Real Estate is currently generating 5.3158% in daily expected returns and assumes 46.1557% risk (volatility on return distribution) over the 90 days horizon. In different words, most equities are less risky than Wheeler, and most 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 = 0.1152
| Best Portfolio | Best Equity | WHLR | ||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 46.16 actual daily | 96 96% of assets are less volatile |
Expected Return
| 5.01 actual daily | 96 96% of assets have lower returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Wheeler Real is performing at about 9% of its full potential. 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 it 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 | 612.71 M | ||||
| Shares Outstanding | 647.15 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 | ||||
| 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 | 0.05 | 0.05 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.06) | (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 is way too risky over 90 days horizon | |
| Wheeler Real Estate appears to be risky and price may revert if volatility continues | |
| 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. | |
| Latest headline from investing.com: Hahn and Ursa Fund Partners LP acquire 511,682 in Wheeler Real Estate preferred stock |
- 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.