Wheeler Real Estate Preferred Stock Performance
| WHLRD Preferred Stock | USD 25.70 0.30 1.15% |
On a scale of 0 to 100, Wheeler Real holds a performance score of 13. The firm maintains a market beta of -0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Wheeler Real are expected to decrease at a much lower rate. During the bear market, Wheeler Real is likely to outperform the market. Please check Wheeler Real's total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to make a quick decision on whether Wheeler Real's historical returns will revert.
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 13 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady basic indicators, Wheeler Real exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 42.8 M | |
| Total Cashflows From Investing Activities | 5.1 M |
Wheeler |
Wheeler Real Relative Risk vs. Return Landscape
If you would invest 1,999 in Wheeler Real Estate on September 8, 2024 and sell it today you would earn a total of 571.00 from holding Wheeler Real Estate or generate 28.56% return on investment over 90 days. Wheeler Real Estate is currently producing 0.4144% returns and takes up 2.3521% volatility of returns over 90 trading days. Put another way, 20% of traded preferred stocks are less volatile than Wheeler, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. 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 preferred 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 = 0.1762
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Estimated Market Risk
| 2.35 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.41 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Wheeler Real is performing at about 13% 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 Preferred 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 Preferred Stock performance.
| Return On Equity | -0.1 | ||||
| Return On Asset | 0.0209 | ||||
| Profit Margin | (0.22) % | ||||
| Operating Margin | 0.31 % | ||||
| Current Valuation | 625.68 M | ||||
| Price To Earning | (11.10) X | ||||
| Price To Sales | 0.16 X | ||||
| Revenue | 61.31 M | ||||
| EBITDA | 38.38 M | ||||
| Cash And Equivalents | 24.61 M | ||||
| Cash Per Share | 2.51 X | ||||
| Total Debt | 333.28 M | ||||
| Debt To Equity | 3.75 % | ||||
| Book Value Per Share | (5.46) X | ||||
| Cash Flow From Operations | 17.04 M | ||||
| Earnings Per Share | (1.87) X | ||||
| Total Asset | 465.28 M | ||||
About Wheeler Real Performance
By analyzing Wheeler Real's fundamental ratios, stakeholders can gain valuable insights into Wheeler Real's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wheeler Real has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wheeler Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers. Wheeler Real operates under REITRetail classification in the United States and is traded on NASDAQ Exchange. It employs 36 people.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. Preferred 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.| The company reported the revenue of 61.31 M. Net Loss for the year was (9.44 M) with profit before overhead, payroll, taxes, and interest of 41.55 M. |
- 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 preferred stock. These opinions can provide insight into Wheeler Real's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Wheeler Preferred 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.
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