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Company Analysis

Wheeler Real Estate Investment WHLR

A comprehensive view of key metrics, scores, and financial health for Wheeler Real Estate Investment

Overview of Wheeler Real Estate Investment Trust, Inc.

WHLR NCM
Real Estate REIT - Retail Framework: Real Estate Investment Trusts Micro Cap
Wheeler Real Estate Investment Trust, Inc. (WHLR), is a Micro Cap company, in the REIT - Retail industry, last closed at $0.39, about 27351.5% undervalued vs fair value, -99.3% 1Y return, ranked 237/338 in sector.
Metrics P/E 0.0× Rev Growth -4.9% ROE 14.3% Gross Margin 66.8%
USD 0.39
-7.53%
(Delayed)
• Vol 90d: 451.7%
52-Week Range
Market Cap
$112,081
Enterprise Value
$441.01M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Fair
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Fair
Completeness: 100%
Confidence: 60%
Updated: Sep 12
Top Beats

Quick Facts

Website https://www.whlr.us
HQ Virginia Beach, VA
Employees 56
Fiscal year Dec 31

Next Events

Earnings Nov 12 Estimated

Fair Value Snapshot

Bear Base Bull
$94
$106
$120
Current: $0.39 +27352% vs base

Engine Room Money Flow™

Micro Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$99.4M
-4.9%%
Net Operating Income
$31.7M
-4.3%%
Net Income
$-3.9M
191.1%%
FFO (Funds From Operations)
$15.7M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

NOI Margin
31.9%
Poor

Operating Income / Revenue - property efficiency

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
1
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Wheeler Real Estate Investment 's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
30
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key risks

  • Elevated Leverage Risk Leverage is elevated (score 0.17), raising refinancing risk.
  • Weak AFFO Coverage AFFO generation is weak (score 0.11), threatening dividend sustainability.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Rent Pricing Power

Moderate
51
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing WHLR's balance between Growth (34.7%), Profitability (38.7%), and Safety (26.6%). Growth 35% Safety 27% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

54th percentile vs peers
54
Key Signals
Revenue CAGR 3Y 9.1% 77p FFO/Share 26.07 99p AFFO/Share 22.16 99p EPS Growth YoY 1.00 79p FFO Growth YoY -1.2% 38p
Strengths
  • FFO/Share in top 20% of peers (26.07, 99th percentile)
  • AFFO/Share in top 20% of peers (22.16, 99th percentile)
  • Price/FFO in top 20% of peers (19.6%, 86th percentile)
  • P/AFFO in top 20% of peers (23.0%, 86th percentile)
Risks

No significant risks identified for this axis.

Profitability

60th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

41th percentile vs peers
42
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Wheeler Real Estate Investment .

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$106.21
- - -
+27351.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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