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WHLRWheeler Real Estate Investment Trust, Inc.
$0.56$200903
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Wheeler Real Estate Investment Trust, Inc. (WHLR) Financial Ratios

Latest Ratios: P/E Ratio -0.0x · EV/EBITDA 8.4x · ROE 8.3%. (2010–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

WHLR Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$200903$2M—————————
Enterprise Value$460M$462M—————————
P/E Ratio →-0.02——————————
P/S Ratio0.000.02—————————
P/B Ratio0.000.02477.7342061.5432529.60—8677.67————
P/FCF0.050.54—————————
P/OCF0.010.10—————————

P/E links to full P/E history page with 30-year chart

WHLR EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.65—————————
EV / EBITDA8.428.45—————————
EV / EBIT14.5010.07—————————
EV / FCF—114.82—————————

WHLR Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin66.8%66.8%66.4%65.9%66.4%68.0%69.0%69.7%30.7%28.9%26.3%
Operating Margin31.9%31.9%35.9%28.7%32.1%31.8%30.3%17.2%21.5%4.4%11.3%
Net Profit Margin8.8%8.8%-9.2%-4.6%-16.2%-15.4%0.4%-12.8%-25.1%-23.2%-26.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE8.3%8.3%-7.4%-3.2%-10.0%-9.0%0.2%-6.9%-13.5%-9.7%-9.0%
ROA1.4%1.4%-1.4%-0.7%-2.2%-2.0%0.1%-1.6%-3.4%-2.9%-3.0%
ROIC4.2%4.2%4.7%3.5%3.5%3.3%3.0%1.7%2.4%0.4%1.0%
ROCE5.3%5.3%6.0%4.6%4.5%4.3%3.9%2.3%3.0%0.6%1.3%

WHLR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity5.115.114.223.573.323.633.093.123.052.572.02
Debt / EBITDA8.848.847.848.7311.4710.199.8611.418.9811.0312.43
Net Debt / Equity—4.863.953.443.133.393.023.072.912.471.93
Net Debt / EBITDA8.418.417.338.4210.839.529.6411.248.5410.6111.86
Debt / FCF—114.28133.13533.7521.4930.7525.1527.7021.4418.5433.27
Interest Coverage1.481.48—1.220.600.72—————

WHLR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio2.952.952.671.521.642.902.612.61———
Quick Ratio2.952.952.671.521.642.902.612.61———
Cash Ratio1.011.011.520.530.671.280.310.471.080.731.15
Asset Turnover—0.170.160.150.110.130.120.130.130.130.09
Inventory Turnover———————————
Days Sales Outstanding———————————

WHLR Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield———————————
FCF Yield100.0%184.6%—————————
Buyback Yield0.0%0.0%—————————
Total Shareholder Yield0.0%0.0%—————————
Shares Outstanding—$35634$0$0$0$0$0$0$0$0$0

Key Metrics

Growth RegimeContracting
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Capital structure insolvency risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

NOI Margin Volatility Signals Instability

As reported in recent financial filings, WHLR's NOI margin experienced a sharp contraction to 22.4% in 2026Q1 from a 2025 peak of 70.3%, suggesting that the company's property-level cost structure is highly sensitive to occupancy fluctuations and rising operational burdens within its necessity-based retail portfolio.

The dramatic decline in NOI margin indicates that the company is struggling to maintain profitability at the property level, likely due to rising operating expenses or declining rental income. This volatility suggests that the REIT's core operations may be unable to absorb even minor shocks in occupancy or property-level costs, warranting significant caution regarding future margin stability.

Elevated Leverage Constrains Financial Flexibility

According to the latest quarterly financial statements, WHLR maintains a debt-to-equity ratio of 5.21, reflecting a highly leveraged capital structure that appears to leave minimal room for operational errors or further asset value impairment within its secondary market retail portfolio.

The high leverage ratio suggests that the company is heavily reliant on debt financing, which increases the risk of insolvency in a high-interest-rate environment. Investors should monitor the interest coverage ratio, which has struggled to remain above 1.0x, indicating that the company may face significant challenges in servicing its debt obligations without further capital restructuring.

Dividend Sustainability Remains Highly Uncertain

Based on the provided financial data, the FFO payout ratio has been erratic and frequently unavailable, with AFFO per share figures showing extreme volatility, such as the -448.66 recorded in 2025Q2, which indicates that the company lacks the consistent cash flow generation required to support reliable distributions.

The lack of a consistent dividend payout ratio, combined with negative AFFO in multiple periods, suggests that any potential distributions are not supported by recurring cash flow. This implies that the company's capital allocation strategy is currently focused on survival rather than shareholder returns, making the dividend profile highly unreliable for income-oriented investors.

Misapplication of Standard P/E Multiples

As indicated by the provided data, the market's reliance on standard P/E multiples for WHLR is deeply misleading, as the company's heavy depreciation charges and complex capital structure adjustments frequently distort GAAP earnings, obscuring the underlying cash-generating capacity of the REIT's retail portfolio.

Investors should prioritize FFO or AFFO metrics over P/E, as the latter fails to account for the non-cash nature of real estate depreciation. Relying on P/E in this context may lead to an inaccurate assessment of valuation, as the company's earnings are often disconnected from the actual cash flow available to common shareholders.

Download Financial Ratios Data

Includes 30+ ratios · 16 years · Updated daily

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WHLR — Frequently Asked Questions

Quick answers to the most common questions about buying WHLR stock.

What is Wheeler Real Estate Investment Trust, Inc.'s P/E ratio?

Wheeler Real Estate Investment Trust, Inc.'s current P/E ratio is -0.0x. This places it at the 50th percentile of its historical range.

What is Wheeler Real Estate Investment Trust, Inc.'s EV/EBITDA?

Wheeler Real Estate Investment Trust, Inc.'s current EV/EBITDA is 8.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.5x.

What is Wheeler Real Estate Investment Trust, Inc.'s ROE?

Wheeler Real Estate Investment Trust, Inc.'s return on equity (ROE) is 8.3%. The historical average is -14.7%.

Is WHLR stock overvalued?

Based on historical data, Wheeler Real Estate Investment Trust, Inc. is trading at a P/E of -0.0x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Wheeler Real Estate Investment Trust, Inc.'s profit margins?

Wheeler Real Estate Investment Trust, Inc. has 66.8% gross margin and 31.9% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Wheeler Real Estate Investment Trust, Inc. have?

Wheeler Real Estate Investment Trust, Inc.'s Debt/EBITDA ratio is 8.8x, indicating high leverage. A ratio above 4x may signal elevated financial risk.