Wheeler Real Estate Investment Trust, Inc. (WHLRD)
Valuation Overview•Is Wheeler Real Estate Investment Trust, Inc. Overvalued or Undervalued?
Priced at a premium to peer multiples and intrinsic cash flows, demanding strong execution to justify current levels.
Moderate quality score of 52/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Average quality business weighed down by significant solvency concerns.
Wall Street sentiment is generally neutral. The company currently dilutes shareholders to fund operations and growth rather than returning capital.
WHLRD demonstrates adequate business quality with stable profitability. However, the balance sheet carries elevated leverage, requiring careful monitoring of debt servicing capabilities.
The company demonstrates solid revenue growth (9.1% 3Y CAGR) paired with stable bottom-line earnings. This growth is supported by elite operational efficiency, sustaining an impressive 32.4% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $24.3M | -4.9% | +9.1% | +10.3% | +14.2% | |
| EBITDA | $9.5M | — | +7.4% | — | — | |
| Net Income | -$2.4M | +191.6% | — | — | — | |
| EPS (Diluted) | $-14.55 | +99.9% | — | — | +55.5% | |
| Free Cash Flow | $2.6M | +16.3% | -43.4% | -21.5% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 56.8% | 66.4% | 66.7% | 55.8% |
| Operating Margin | 32.4% | 32.2% | 32.1% | 24.5% |
| Net Margin | 5.9% | -1.6% | -7.3% | -12.4% |
| FCF Margin | 4.3% | 2.8% | 10.9% | 17.1% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | — | $-0.66 | — | ||
| Q1'26 | — | $-22.52 | — | ||
| Q3'25 | — | $-4.58 | — | ||
| Q2'25 | — | $17165.05 | — | ||
| Q1'25 | — | $182072.82 | — | ||
| Q4'24 | — | $-161747.57 | — | ||
| Q3'24 | — | $-21423.73 | — | ||
| Q2'24 | — | $-39577.27 | — |
Total return is +11.8% (1Y), lagging the benchmark by -9.1%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | -1.3% | -8.6% | — |
| 1Y | +11.8% | -9.1% | — |
| 3YCAGR | +47.1% | +27.8% | — |
| 5YCAGR | +16.2% | +4.7% | — |
| 10YCAGR | +5.4% | -8.3% | — |
The S&P 500 is at 31.5x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Wheeler Real Estate Investment Trust, Inc. (WHLRD) valuation, health, and returns.
Wheeler Real Estate Investment Trust, Inc. is estimated to be overvalued under our discounted cash flow framework. relative multiples indicate the stock is Expensive versus peers compared to industry peers. overvalued (implying -95.9% downside from DCF intrinsic value of $1.59)
Wheeler Real Estate Investment Trust, Inc. has multiple valuation anchors: DCF Intrinsic Value: $1.59 | Peer Relative Fair Value: $2.99. A convergence of these signals offers higher conviction.
Wheeler Real Estate Investment Trust, Inc. displays fair financial health with a composite quality score of 52/100, supported by a Piotroski F-Score of 7/9, Return on Invested Capital (ROIC) of 4.2%.
Wheeler Real Estate Investment Trust, Inc. does not return material capital to shareholders via dividends or share repurchases, electing to retain earnings to fund internal growth.
Wheeler Real Estate Investment Trust, Inc.'s current growth trajectory is Decelerating. The company achieved -4.9% 1Y revenue growth and +99.9% 1Y EPS growth, compared to its 3Y revenue CAGR of +9.1%.
Wall Street consensus is Buy based on 5 analysts. The consensus price target represents a N/A change from current levels.
Investment risks for Wheeler Real Estate Investment Trust, Inc. include: -21.7% 1-year max drawdown. Volatility risk is characterized by a beta of 0.15x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.