Whitestone REIT Profit Margin vs. Current Valuation
| WSR Stock | USD 14.64 0.21 1.46% |
Whitestone REIT Net Profit Margin |
|
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.74 | 0.6893 |
|
| |||||
| Net Profit Margin | 0.0756 | 0.1297 |
|
| |||||
| Operating Profit Margin | 0.19 | 0.3268 |
|
| |||||
| Pretax Profit Margin | 0.13 | 0.1345 |
|
| |||||
| Return On Assets | 0.0141 | 0.0172 |
|
| |||||
| Return On Equity | 0.043 | 0.0464 |
|
|
For Whitestone REIT profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Whitestone REIT to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Whitestone REIT utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Whitestone REIT's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Whitestone REIT over time as well as its relative position and ranking within its peers.
Whitestone |
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Whitestone REIT. If investors know Whitestone will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Whitestone REIT listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2 | Dividend Share 0.488 | Earnings Share 0.41 | Revenue Per Share 2.992 | Quarterly Revenue Growth 0.05 |
The market value of Whitestone REIT is measured differently than its book value, which is the value of Whitestone that is recorded on the company's balance sheet. Investors also form their own opinion of Whitestone REIT's value that differs from its market value or its book value, called intrinsic value, which is Whitestone REIT's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Whitestone REIT's market value can be influenced by many factors that don't directly affect Whitestone REIT's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Whitestone REIT's value and its price as these two are different measures arrived at by different means. Investors typically determine if Whitestone REIT is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Whitestone REIT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Whitestone REIT Current Valuation vs. Profit Margin Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Whitestone REIT's current stock value. Our valuation model uses many indicators to compare Whitestone REIT value to that of its competitors to determine the firm's financial worth. Whitestone REIT is rated below average in profit margin category among its peers. It is rated below average in current valuation category among its peers reporting about 9,643,220,078 of Current Valuation per Profit Margin. At this time, Whitestone REIT's Net Profit Margin is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Whitestone REIT by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Whitestone Current Valuation vs. Profit Margin
Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.
Whitestone REIT |
| = | 0.14 % |
In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Whitestone REIT |
| = | 1.36 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Whitestone Current Valuation vs Competition
Whitestone REIT is rated below average in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Real Estate industry is at this time estimated at about 195.86 Billion. Whitestone REIT maintains roughly 1.36 Billion in current valuation contributing less than 1% to equities listed under Real Estate industry.
Whitestone REIT Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Whitestone REIT, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Whitestone REIT will eventually generate negative long term returns. The profitability progress is the general direction of Whitestone REIT's change in net profit over the period of time. It can combine multiple indicators of Whitestone REIT, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | 2.6 M | 2.7 M | |
| Operating Income | 48.3 M | 50.8 M | |
| Net Income | 19.2 M | 20.1 M | |
| Income Tax Expense | 450 K | 472.5 K | |
| Income Before Tax | 19.9 M | 18.9 M | |
| Total Other Income Expense Net | -28.4 M | -29.9 M | |
| Net Income Applicable To Common Shares | 40.6 M | 42.6 M | |
| Net Income From Continuing Ops | 38.1 M | 23.3 M | |
| Non Operating Income Net Other | 19.6 M | 20.6 M | |
| Net Interest Income | -32.6 M | -34.2 M | |
| Interest Income | 71 K | 67.5 K | |
| Change To Netincome | -12.9 M | -12.3 M | |
| Net Income Per Share | 0.39 | 0.48 | |
| Income Quality | 2.48 | 2.36 | |
| Net Income Per E B T | 0.96 | 1.01 |
Whitestone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Whitestone REIT. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Whitestone REIT position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Whitestone REIT's important profitability drivers and their relationship over time.
Use Whitestone REIT in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Whitestone REIT position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Whitestone REIT will appreciate offsetting losses from the drop in the long position's value.Whitestone REIT Pair Trading
Whitestone REIT Pair Trading Analysis
The ability to find closely correlated positions to Whitestone REIT could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Whitestone REIT when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Whitestone REIT - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Whitestone REIT to buy it.
The correlation of Whitestone REIT is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Whitestone REIT moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Whitestone REIT moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Whitestone REIT can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Whitestone REIT position
In addition to having Whitestone REIT in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Furniture Thematic Idea Now
Furniture
Companies producing and selling home and office furniture. The Furniture theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Furniture Theme or any other thematic opportunities.
| View All Next | Launch |
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.