Contrasting Wheeler Real Estate Investment Trust (WHLR) & Its Peers

Wheeler Real Estate Investment Trust (NASDAQ: WHLR) is one of 36 public companies in the “Retail REITs” industry, but how does it contrast to its competitors? We will compare Wheeler Real Estate Investment Trust to related companies based on the strength of its valuation, dividends, profitability, analyst recommendations, earnings, risk and institutional ownership.

Profitability

This table compares Wheeler Real Estate Investment Trust and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Wheeler Real Estate Investment Trust -13.41% -14.10% -1.88%
Wheeler Real Estate Investment Trust Competitors 21.84% 6.21% 2.91%

Analyst Recommendations

This is a summary of current ratings for Wheeler Real Estate Investment Trust and its competitors, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wheeler Real Estate Investment Trust 0 2 3 0 2.60
Wheeler Real Estate Investment Trust Competitors 141 1019 1118 21 2.44

Wheeler Real Estate Investment Trust presently has a consensus target price of $16.00, indicating a potential upside of 88.68%. As a group, “Retail REITs” companies have a potential upside of 16.77%. Given Wheeler Real Estate Investment Trust’s stronger consensus rating and higher possible upside, equities analysts clearly believe Wheeler Real Estate Investment Trust is more favorable than its competitors.

Insider & Institutional Ownership

84.9% of shares of all “Retail REITs” companies are owned by institutional investors. 5.3% of Wheeler Real Estate Investment Trust shares are owned by company insiders. Comparatively, 9.5% of shares of all “Retail REITs” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Risk and Volatility

Wheeler Real Estate Investment Trust has a beta of 1.14, indicating that its stock price is 14% more volatile than the S&P 500. Comparatively, Wheeler Real Estate Investment Trust’s competitors have a beta of 0.64, indicating that their average stock price is 36% less volatile than the S&P 500.

Valuation & Earnings

This table compares Wheeler Real Estate Investment Trust and its competitors revenue, earnings per share (EPS) and valuation.

Gross Revenue NetIncome Price/Earnings Ratio
Wheeler Real Estate Investment Trust $44.16 million -$11.20 million -4.63
Wheeler Real Estate Investment Trust Competitors $725.19 million $230.98 million 30.00

Wheeler Real Estate Investment Trust’s competitors have higher revenue and earnings than Wheeler Real Estate Investment Trust. Wheeler Real Estate Investment Trust is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Dividends

Wheeler Real Estate Investment Trust pays an annual dividend of $1.36 per share and has a dividend yield of 16.0%. Wheeler Real Estate Investment Trust pays out -74.3% of its earnings in the form of a dividend. As a group, “Retail REITs” companies pay a dividend yield of 4.5% and pay out 144.5% of their earnings in the form of a dividend. Wheeler Real Estate Investment Trust is clearly a better dividend stock than its competitors, given its higher yield and lower payout ratio.

Summary

Wheeler Real Estate Investment Trust competitors beat Wheeler Real Estate Investment Trust on 9 of the 15 factors compared.

About Wheeler Real Estate Investment Trust

Wheeler Real Estate Investment Trust, Inc. is a self-managed commercial real estate investment company. The Company focuses on acquiring and managing retail properties with a primary focus on grocery-anchored centers. As of December 31, 2016, the Company owned a portfolio consisting of 74 properties, including 59 retail shopping centers and five freestanding retail properties totaling 4,906,511 gross leasable square feet of which approximately 94% were leased, one office property, eight undeveloped land parcels totaling approximately 70 acres and one redevelopment project. Its properties are located in Virginia, North Carolina, South Carolina, Florida, Georgia, Kentucky, Oklahoma, Tennessee, Alabama, New Jersey, Pennsylvania and West Virginia. Its properties include Alex City Marketplace, Berkley Shopping Center, Clover Plaza, Darien Shopping Center, Cypress Shopping Center, Harrodsburg Marketplace, LaGrange Marketplace, Riverbridge Shopping Center and Village of Martinsville.

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