WHEELER REAL ESTATE INVESTME (WHLR) Fundamental Analysis & Valuation

NASDAQ:WHLR • US9630257700

1.57 USD
+0.02 (+1.29%)
At close: Mar 10, 2026
1.56 USD
-0.01 (-0.64%)
After Hours: 3/10/2026, 5:20:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This WHLR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to WHLR. WHLR was compared to 123 industry peers in the Diversified REITs industry. WHLR scores excellent on profitability, but there are concerns on its financial health. WHLR has a valuation in line with the averages, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

7

1. WHLR Profitability Analysis

1.1 Basic Checks

  • WHLR had positive earnings in the past year.
  • In the past year WHLR had a positive cash flow from operations.
  • In the past 5 years WHLR always reported negative net income.
  • Each year in the past 5 years WHLR had a positive operating cash flow.
WHLR Yearly Net Income VS EBIT VS OCF VS FCFWHLR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -50M -100M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 4.65%, WHLR belongs to the top of the industry, outperforming 91.06% of the companies in the same industry.
  • WHLR has a Return On Equity of 47.95%. This is amongst the best in the industry. WHLR outperforms 97.56% of its industry peers.
  • WHLR's Return On Invested Capital of 4.41% is amongst the best of the industry. WHLR outperforms 84.55% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for WHLR is in line with the industry average of 3.14%.
  • The 3 year average ROIC (3.43%) for WHLR is below the current ROIC(4.41%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4.65%
ROE 47.95%
ROIC 4.41%
ROA(3y)-3.64%
ROA(5y)-3.13%
ROE(3y)-33.7%
ROE(5y)-24.71%
ROIC(3y)3.43%
ROIC(5y)3.41%
WHLR Yearly ROA, ROE, ROICWHLR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -10 -20 -30

1.3 Margins

  • The Profit Margin of WHLR (28.52%) is better than 79.67% of its industry peers.
  • WHLR has a better Operating Margin (32.65%) than 65.85% of its industry peers.
  • WHLR's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 67.17%, WHLR is in line with its industry, outperforming 48.78% of the companies in the same industry.
  • WHLR's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 32.65%
PM (TTM) 28.52%
GM 67.17%
OM growth 3Y-0.52%
OM growth 5Y4.53%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.77%
GM growth 5Y-0.96%
WHLR Yearly Profit, Operating, Gross MarginsWHLR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. WHLR Health Analysis

2.1 Basic Checks

  • WHLR has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, WHLR has more shares outstanding
  • The number of shares outstanding for WHLR has been increased compared to 5 years ago.
  • The debt/assets ratio for WHLR is higher compared to a year ago.
WHLR Yearly Shares OutstandingWHLR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 50 100 150 200 250
WHLR Yearly Total Debt VS Total AssetsWHLR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M

2.2 Solvency

  • Based on the Altman-Z score of -0.42, we must say that WHLR is in the distress zone and has some risk of bankruptcy.
  • WHLR's Altman-Z score of -0.42 is on the low side compared to the rest of the industry. WHLR is outperformed by 82.11% of its industry peers.
  • WHLR has a debt to FCF ratio of 63.05. This is a negative value and a sign of low solvency as WHLR would need 63.05 years to pay back of all of its debts.
  • WHLR has a better Debt to FCF ratio (63.05) than 66.67% of its industry peers.
  • WHLR has a Debt/Equity ratio of 8.07. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of WHLR (8.07) is worse than 86.99% of its industry peers.
Industry RankSector Rank
Debt/Equity 8.07
Debt/FCF 63.05
Altman-Z -0.42
ROIC/WACC1.04
WACC4.25%
WHLR Yearly LT Debt VS Equity VS FCFWHLR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 100M -100M 200M 300M 400M

2.3 Liquidity

  • WHLR has a Current Ratio of 1.39. This is a normal value and indicates that WHLR is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Current ratio value of 1.39, WHLR is doing good in the industry, outperforming 72.36% of the companies in the same industry.
  • WHLR has a Quick Ratio of 1.39. This is a normal value and indicates that WHLR is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Quick ratio value of 1.39, WHLR is doing good in the industry, outperforming 73.98% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.39
Quick Ratio 1.39
WHLR Yearly Current Assets VS Current LiabilitesWHLR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. WHLR Growth Analysis

3.1 Past

  • WHLR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 52.70%, which is quite impressive.
  • Looking at the last year, WHLR shows a decrease in Revenue. The Revenue has decreased by -1.29% in the last year.
  • The Revenue has been growing by 10.61% on average over the past years. This is quite good.
EPS 1Y (TTM)52.7%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%100%
Revenue 1Y (TTM)-1.29%
Revenue growth 3Y19.48%
Revenue growth 5Y10.61%
Sales Q2Q%-3.92%

3.2 Future

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
WHLR Yearly Revenue VS EstimatesWHLR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M
WHLR Yearly EPS VS EstimatesWHLR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 -200M -400M -600M -800M -1B

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5

4. WHLR Valuation Analysis

4.1 Price/Earnings Ratio

  • WHLR is valuated cheaply with a Price/Earnings ratio of 0.00.
  • Based on the Price/Earnings ratio, WHLR is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
  • WHLR's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.45.
Industry RankSector Rank
PE 0
Fwd PE N/A
WHLR Price Earnings VS Forward Price EarningsWHLR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, WHLR is valued cheaply inside the industry as 95.12% of the companies are valued more expensively.
  • WHLR's Price/Free Cash Flow ratio is rather cheap when compared to the industry. WHLR is cheaper than 100.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 0.16
EV/EBITDA 8.12
WHLR Per share dataWHLR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50K 100K 150K

4.3 Compensation for Growth

  • WHLR has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. WHLR Dividend Analysis

5.1 Amount

  • No dividends for WHLR!.
Industry RankSector Rank
Dividend Yield 0%

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Find the best dividend stocksShow peers with best dividend

WHLR Fundamentals: All Metrics, Ratios and Statistics

WHEELER REAL ESTATE INVESTME

NASDAQ:WHLR (3/10/2026, 5:20:02 PM)

After market: 1.56 -0.01 (-0.64%)

1.57

+0.02 (+1.29%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)03-02
Earnings (Next)05-04
Inst Owners7.14%
Inst Owner Change-47.87%
Ins OwnersN/A
Ins Owner Change0%
Market Cap1.24M
Revenue(TTM)101.87M
Net Income(TTM)29.05M
Analysts43.33
Price TargetN/A
Short Float %N/A
Short Ratio0.15
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 0
Fwd PE N/A
P/S 0.01
P/FCF 0.16
P/OCF 0.05
P/B 0.02
P/tB 0.02
EV/EBITDA 8.12
EPS(TTM)173014.79
EY11020050.32%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)9.81
FCFY625.09%
OCF(TTM)30.59
OCFY1948.24%
SpS128.95
BVpS76.69
TBVpS67.14
PEG (NY)N/A
PEG (5Y)N/A
Graham Number17278.8
Profitability
Industry RankSector Rank
ROA 4.65%
ROE 47.95%
ROCE 5.59%
ROIC 4.41%
ROICexc 4.62%
ROICexgc 4.69%
OM 32.65%
PM (TTM) 28.52%
GM 67.17%
FCFM 7.61%
ROA(3y)-3.64%
ROA(5y)-3.13%
ROE(3y)-33.7%
ROE(5y)-24.71%
ROIC(3y)3.43%
ROIC(5y)3.41%
ROICexc(3y)3.61%
ROICexc(5y)3.57%
ROICexgc(3y)3.69%
ROICexgc(5y)3.63%
ROCE(3y)4.35%
ROCE(5y)4.32%
ROICexgc growth 3Y6.97%
ROICexgc growth 5Y10.36%
ROICexc growth 3Y6.38%
ROICexc growth 5Y10.13%
OM growth 3Y-0.52%
OM growth 5Y4.53%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.77%
GM growth 5Y-0.96%
F-Score5
Asset Turnover0.16
Health
Industry RankSector Rank
Debt/Equity 8.07
Debt/FCF 63.05
Debt/EBITDA 8.58
Cap/Depr 69.17%
Cap/Sales 16.11%
Interest Coverage 1.29
Cash Conversion 42.41%
Profit Quality 26.69%
Current Ratio 1.39
Quick Ratio 1.39
Altman-Z -0.42
F-Score5
WACC4.25%
ROIC/WACC1.04
Cap/Depr(3y)303.74%
Cap/Depr(5y)193.54%
Cap/Sales(3y)77.73%
Cap/Sales(5y)49.47%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)52.7%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%100%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-1.29%
Revenue growth 3Y19.48%
Revenue growth 5Y10.61%
Sales Q2Q%-3.92%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y6.29%
EBIT growth 3Y18.86%
EBIT growth 5Y15.62%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y4660.59%
FCF growth 3Y-31.2%
FCF growth 5Y-22.67%
OCF growth 1Y35.48%
OCF growth 3Y15.1%
OCF growth 5Y11.25%

WHEELER REAL ESTATE INVESTME / WHLR FAQ

What is the ChartMill fundamental rating of WHEELER REAL ESTATE INVESTME (WHLR) stock?

ChartMill assigns a fundamental rating of 4 / 10 to WHLR.


Can you provide the valuation status for WHEELER REAL ESTATE INVESTME?

ChartMill assigns a valuation rating of 5 / 10 to WHEELER REAL ESTATE INVESTME (WHLR). This can be considered as Fairly Valued.


How profitable is WHEELER REAL ESTATE INVESTME (WHLR) stock?

WHEELER REAL ESTATE INVESTME (WHLR) has a profitability rating of 7 / 10.


What is the financial health of WHEELER REAL ESTATE INVESTME (WHLR) stock?

The financial health rating of WHEELER REAL ESTATE INVESTME (WHLR) is 3 / 10.


How sustainable is the dividend of WHEELER REAL ESTATE INVESTME (WHLR) stock?

The dividend rating of WHEELER REAL ESTATE INVESTME (WHLR) is 0 / 10 and the dividend payout ratio is 0%.