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Wheeler Real Estate Investment Trust, Inc. (WHLRP) stock analysis

WHLRPNasdaqReal Estate Investment TrustsFiscal year ends December 31Also trades as WHLR, WHLRD, WHLRL
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 9/30
$12.80+0.00 (0.00%)

Close on Oct 30, 2026Market cap $258.38KP/E –Yield –

StockData Score

Prices as of Oct 30, 2026How the score works

Value1Growth1Performance3Health4Dividend0

Mixed9 of 30 checks passed

Wheeler Real Estate Investment Trust passes 9 of the 30 checks behind our score; 17 could not be run for lack of data and count as not passed. Each dot in the shape is one check — hover it for the numbers.

Valuation
1/6
Growth
1/6
Past performance
3/6
Financial health
4/6
Dividend
0/6

What stands out

  • No debt

    Wheeler Real Estate Investment Trust has no borrowings on its latest balance sheet.

  • Earnings grew over 5 years

    Net income grew 105% a year on average over the last five fiscal years.

  • Earnings growth accelerating

    Net income grew 673% over the last twelve months, against a 5-year average of 105% a year.

  • Interest well covered

    No meaningful interest expense to cover.

What to watch

  • Revenue growing under 10% a year

    Revenue grew 9.1% a year over the last three fiscal years, short of the 10% we look for.

  • Elevated bankruptcy risk

    The Altman Z-score is -0.46; above 3 is the safe zone and below 1.8 the distress zone.

  • Growing slower than the industry

    Revenue grew -7.2% over the last twelve months; the Miscellaneous Investing median is 4.4%.

  • No dividend

    Wheeler Real Estate Investment Trust has not paid a dividend in the last twelve months.

Valuation1/6

  • P/E against its history

    Not enough price and earnings history to compare.

  • P/E against the industry

    Needs positive earnings and enough profitable companies in the industry.

  • EV/EBITDA against its history

    Needs positive EBITDA and price history.

  • P/B below the industry

    Wheeler Real Estate Investment Trust's price-to-book of 0.05 is below the Miscellaneous Investing median of 1.20.

  • Price against fair value

    We could not estimate a fair value: it needs at least two valuation methods with positive inputs.

  • Margin of safety

    Depends on the fair value estimate.

Growth1/6

  • Revenue growing under 10% a year

    Revenue grew 9.1% a year over the last three fiscal years, short of the 10% we look for.

  • EPS growth over 3 years

    Needs positive EPS three years ago and today.

  • Earnings growth accelerating

    Net income grew 673% over the last twelve months, against a 5-year average of 105% a year.

  • Growing slower than the industry

    Revenue grew -7.2% over the last twelve months; the Miscellaneous Investing median is 4.4%.

  • Company guidance

    No outlook found in earnings releases from the last twelve months.

  • Gross margin trend

    This company does not report gross profit.

Past performance3/6

  • Return on equity

    Needs positive equity and five years of results.

  • Return on invested capital

    Needs operating income and invested capital.

  • Return on equity against the industry

    Needs positive equity.

  • Earnings grew over 5 years

    Net income grew 105% a year on average over the last five fiscal years.

  • Net margin above its 5-year average

    Net margin was 17.8% over the last twelve months, against a 5-year average of -7.3%.

  • Net margin above the industry

    Wheeler Real Estate Investment Trust's net margin of 17.8% is above the Miscellaneous Investing median of 11.4%.

Financial health4/6

  • No debt

    Wheeler Real Estate Investment Trust has no borrowings on its latest balance sheet.

  • Debt not rising

    With no debt today, leverage cannot have risen.

  • Debt covered by cash flow

    There is no debt to cover.

  • Interest well covered

    No meaningful interest expense to cover.

  • Short-term liquidity

    The balance sheet is not split into current and non-current items.

  • Elevated bankruptcy risk

    The Altman Z-score is -0.46; above 3 is the safe zone and below 1.8 the distress zone.

Dividend0/6

  • No dividend

    Wheeler Real Estate Investment Trust has not paid a dividend in the last twelve months.

  • Yield against Treasuries

    No dividend.

  • Yield against the market

    No dividend.

  • Dividend stability

    No dividend.

  • Earnings cover

    No dividend.

  • Cash-flow cover

    No dividend.

Scores of similar companies

Fair value

How we estimate it

We don't publish a fair value for Wheeler Real Estate Investment Trust. It needs a US-dollar share price, at least two valuation methods with positive inputs (earnings, EBITDA, book value or sales) and, for companies with several share classes, classes that trade at the same price.

Valuation over time

Using the earnings and balance sheet published at each date, not today's.

  • P/S at month end
  • Miscellaneous Investing median 4.1

An estimate from reported numbers and market multiples, not a price target or investment advice. It can be far off for companies whose profits are about to change sharply.

Market risk

From the past year of daily prices.

Liquidity

Low risk

Average value traded per day
$23.46M
Value traded per 1% price move
$3.73K

Downside

High risk

Typical loss in a bad month
97.6%
Volatility (annualized)
2272%
Sharpe ratio, 1 year
-0.05
Beta to the S&P 500 (5Y)
1.65

Typical bad-month loss, week by week

25%: high

Margins

Share of revenue, fiscal years 2011 to 2025

Operating margin

43.5%+13.3 pts over 5 years

Net margin

8.8%+8.4 pts over 5 years