Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 3/10

vs
industry
vs
history
Cash-to-Debt 0.02
WHLR's Cash-to-Debt is ranked lower than
83% of the 603 Companies
in the Global REIT - Retail industry.

( Industry Median: 0.06 vs. WHLR: 0.02 )
Ranked among companies with meaningful Cash-to-Debt only.
WHLR' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.01  Med: 0.02 Max: 0.08
Current: 0.02
0.01
0.08
Equity-to-Asset 0.19
WHLR's Equity-to-Asset is ranked lower than
93% of the 632 Companies
in the Global REIT - Retail industry.

( Industry Median: 0.51 vs. WHLR: 0.19 )
Ranked among companies with meaningful Equity-to-Asset only.
WHLR' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.05  Med: 0.16 Max: 0.32
Current: 0.19
0.05
0.32
Piotroski F-Score: 5
Altman Z-Score: -0.17
Beneish M-Score: -2.25
WACC vs ROIC
7.83%
-0.10%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating Margin % -0.65
WHLR's Operating Margin % is ranked lower than
90% of the 637 Companies
in the Global REIT - Retail industry.

( Industry Median: 45.85 vs. WHLR: -0.65 )
Ranked among companies with meaningful Operating Margin % only.
WHLR' s Operating Margin % Range Over the Past 10 Years
Min: -45.09  Med: -5.26 Max: 39.45
Current: -0.65
-45.09
39.45
Net Margin % -25.37
WHLR's Net Margin % is ranked lower than
94% of the 638 Companies
in the Global REIT - Retail industry.

( Industry Median: 36.19 vs. WHLR: -25.37 )
Ranked among companies with meaningful Net Margin % only.
WHLR' s Net Margin % Range Over the Past 10 Years
Min: -71.04  Med: -38.29 Max: 3.97
Current: -25.37
-71.04
3.97
ROE % -16.77
WHLR's ROE % is ranked lower than
97% of the 642 Companies
in the Global REIT - Retail industry.

( Industry Median: 6.26 vs. WHLR: -16.77 )
Ranked among companies with meaningful ROE % only.
WHLR' s ROE % Range Over the Past 10 Years
Min: -147.4  Med: -26.46 Max: 8
Current: -16.77
-147.4
8
ROA % -2.99
WHLR's ROA % is ranked lower than
95% of the 646 Companies
in the Global REIT - Retail industry.

( Industry Median: 3.09 vs. WHLR: -2.99 )
Ranked among companies with meaningful ROA % only.
WHLR' s ROA % Range Over the Past 10 Years
Min: -6.81  Med: -3.13 Max: 0.6
Current: -2.99
-6.81
0.6
ROC (Joel Greenblatt) % 0.13
WHLR's ROC (Joel Greenblatt) % is ranked lower than
92% of the 542 Companies
in the Global REIT - Retail industry.

( Industry Median: 10.91 vs. WHLR: 0.13 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
WHLR' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -6.21  Med: -0.37 Max: 6.41
Current: 0.13
-6.21
6.41
3-Year Revenue Growth Rate -26.40
WHLR's 3-Year Revenue Growth Rate is ranked lower than
97% of the 500 Companies
in the Global REIT - Retail industry.

( Industry Median: 2.50 vs. WHLR: -26.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
WHLR' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: -1.3
Current: -26.4
3-Year EBITDA Growth Rate 4.90
WHLR's 3-Year EBITDA Growth Rate is ranked higher than
52% of the 456 Companies
in the Global REIT - Retail industry.

( Industry Median: 4.30 vs. WHLR: 4.90 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
WHLR' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 4.9
Current: 4.9
0
4.9
3-Year EPS without NRI Growth Rate -30.40
WHLR's 3-Year EPS without NRI Growth Rate is ranked lower than
90% of the 400 Companies
in the Global REIT - Retail industry.

( Industry Median: 5.50 vs. WHLR: -30.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
WHLR' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 98.3
Current: -30.4
0
98.3
GuruFocus has detected 7 Warning Signs with Wheeler Real Estate Investment Trust Inc $WHLR.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» WHLR's 10-Y Financials

Financials (Next Earnings Date: 2017-05-27 Est.)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

WHLR Guru Trades in Q1 2016

Jim Simons 185,700 sh (New)
Michael Price 2,687,500 sh (unchged)
Pioneer Investments 83,950 sh (unchged)
» More
Q2 2016

WHLR Guru Trades in Q2 2016

Jim Simons 273,600 sh (+47.33%)
Michael Price 2,687,500 sh (unchged)
Pioneer Investments 83,950 sh (unchged)
» More
Q3 2016

WHLR Guru Trades in Q3 2016

Jim Simons 387,281 sh (+41.55%)
Pioneer Investments Sold Out
Michael Price 2,492,356 sh (-7.26%)
» More
Q4 2016

WHLR Guru Trades in Q4 2016

Michael Price 2,367,002 sh (-5.03%)
Jim Simons 329,000 sh (-15.05%)
» More
» Details

Insider Trades

Latest Guru Trades with WHLR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Wheeler Real Estate Investment Trust Inc

SymbolPriceYieldDescription
WHLRP24.254.65Cum Conv Pfd Shs Series -B-
WHLRD25.920.00Series D

Business Description

Industry: REITs » REIT - Retail    NAICS: 531190    SIC: 6798
Compare: » details
Wheeler Real Estate Investment Trust Inc acquires, finances, develops, leases, owns and manages income producing assets such as strip centers, neighborhood centers, grocery-anchored centers, community centers and free-standing retail properties.

Wheeler Real Estate Investment Trust Inc is a Maryland corporation formed on June 23, 2011. The Company focused on acquiring, financing, developing, leasing, owning and managing income producing assets such as strip centers, neighborhood centers, grocery-anchored centers, community centers and free-standing retail properties. The Company currently owns a portfolio consisting of twenty-three retail properties, including sixteen retail shopping centers, six free-standing retail properties and one office property, totaling 1,904,146 gross leasable square feet of which were approximately 96% leased as of December 31, 2014. The Company's portfolio is comprised of twenty-four retail shopping centers, six free-standing retail properties, its office building and five undeveloped land parcels. Its nine properties are located in Virginia, two are located in Florida, three are located in North Carolina, eight are located in South Carolina, three are located in Georgia, two are located in Kentucky, two are located in Tennessee, one is located in New Jersey, and six are located in Oklahoma. It generally leases its properties to national and regional retailers that offer consumer goods and generate regular consumer traffic. It would target competitively protected properties in communities that have stable demographics and have historically exhibited favorable trends, such as strong population and income growth. The Company faces competition from other REITs.

Ratios

vs
industry
vs
history
Price-to-Owner-Earnings 14.26
WHLR's Price-to-Owner-Earnings is ranked higher than
62% of the 300 Companies
in the Global REIT - Retail industry.

( Industry Median: 16.19 vs. WHLR: 14.26 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
WHLR' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 8.69  Med: 13.69 Max: 100.67
Current: 14.26
8.69
100.67
PB Ratio 108.75
WHLR's PB Ratio is ranked lower than
100% of the 754 Companies
in the Global REIT - Retail industry.

( Industry Median: 1.13 vs. WHLR: 108.75 )
Ranked among companies with meaningful PB Ratio only.
WHLR' s PB Ratio Range Over the Past 10 Years
Min: 0.94  Med: 2.22 Max: 111.25
Current: 108.75
0.94
111.25
PS Ratio 2.65
WHLR's PS Ratio is ranked higher than
90% of the 765 Companies
in the Global REIT - Retail industry.

( Industry Median: 7.56 vs. WHLR: 2.65 )
Ranked among companies with meaningful PS Ratio only.
WHLR' s PS Ratio Range Over the Past 10 Years
Min: 0.84  Med: 2.35 Max: 10.57
Current: 2.65
0.84
10.57
Price-to-Free-Cash-Flow 13.92
WHLR's Price-to-Free-Cash-Flow is ranked higher than
70% of the 402 Companies
in the Global REIT - Retail industry.

( Industry Median: 18.96 vs. WHLR: 13.92 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
WHLR' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 2.02  Med: 14.55 Max: 32.76
Current: 13.92
2.02
32.76
Price-to-Operating-Cash-Flow 11.23
WHLR's Price-to-Operating-Cash-Flow is ranked higher than
70% of the 668 Companies
in the Global REIT - Retail industry.

( Industry Median: 14.88 vs. WHLR: 11.23 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
WHLR' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 10.13  Med: 12.26 Max: 21.35
Current: 11.23
10.13
21.35
EV-to-EBIT 1306.25
WHLR's EV-to-EBIT is ranked lower than
100% of the 822 Companies
in the Global REIT - Retail industry.

( Industry Median: 20.61 vs. WHLR: 1306.25 )
Ranked among companies with meaningful EV-to-EBIT only.
WHLR' s EV-to-EBIT Range Over the Past 10 Years
Min: -428.5  Med: -47.45 Max: 1309.5
Current: 1306.25
-428.5
1309.5
EV-to-EBITDA 24.81
WHLR's EV-to-EBITDA is ranked lower than
79% of the 846 Companies
in the Global REIT - Retail industry.

( Industry Median: 16.91 vs. WHLR: 24.81 )
Ranked among companies with meaningful EV-to-EBITDA only.
WHLR' s EV-to-EBITDA Range Over the Past 10 Years
Min: -368.5  Med: 49.2 Max: 212.1
Current: 24.81
-368.5
212.1
Current Ratio 2.86
WHLR's Current Ratio is ranked higher than
81% of the 600 Companies
in the Global REIT - Retail industry.

( Industry Median: 0.97 vs. WHLR: 2.86 )
Ranked among companies with meaningful Current Ratio only.
WHLR' s Current Ratio Range Over the Past 10 Years
Min: 0.34  Med: 1.98 Max: 7.68
Current: 2.86
0.34
7.68
Quick Ratio 2.86
WHLR's Quick Ratio is ranked higher than
82% of the 600 Companies
in the Global REIT - Retail industry.

( Industry Median: 0.88 vs. WHLR: 2.86 )
Ranked among companies with meaningful Quick Ratio only.
WHLR' s Quick Ratio Range Over the Past 10 Years
Min: 0.34  Med: 1.98 Max: 7.68
Current: 2.86
0.34
7.68
Days Sales Outstanding 32.93
WHLR's Days Sales Outstanding is ranked lower than
61% of the 463 Companies
in the Global REIT - Retail industry.

( Industry Median: 18.77 vs. WHLR: 32.93 )
Ranked among companies with meaningful Days Sales Outstanding only.
WHLR' s Days Sales Outstanding Range Over the Past 10 Years
Min: 12.56  Med: 39.73 Max: 114.12
Current: 32.93
12.56
114.12

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 12.07
WHLR's Dividend Yield % is ranked higher than
97% of the 912 Companies
in the Global REIT - Retail industry.

( Industry Median: 5.20 vs. WHLR: 12.07 )
Ranked among companies with meaningful Dividend Yield % only.
WHLR' s Dividend Yield % Range Over the Past 10 Years
Min: 0.8  Med: 11.7 Max: 21.67
Current: 12.07
0.8
21.67
3-Year Dividend Growth Rate -20.60
WHLR's 3-Year Dividend Growth Rate is ranked lower than
90% of the 393 Companies
in the Global REIT - Retail industry.

( Industry Median: 4.30 vs. WHLR: -20.60 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
WHLR' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 71
Current: -20.6
0
71
Forward Dividend Yield % 98.82
WHLR's Forward Dividend Yield % is ranked higher than
100% of the 916 Companies
in the Global REIT - Retail industry.

( Industry Median: 5.21 vs. WHLR: 98.82 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 12.07
WHLR's 5-Year Yield-on-Cost % is ranked higher than
91% of the 915 Companies
in the Global REIT - Retail industry.

( Industry Median: 6.13 vs. WHLR: 12.07 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
WHLR' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.8  Med: 11.67 Max: 21.67
Current: 12.07
0.8
21.67
3-Year Average Share Buyback Ratio -112.20
WHLR's 3-Year Average Share Buyback Ratio is ranked lower than
98% of the 423 Companies
in the Global REIT - Retail industry.

( Industry Median: -5.80 vs. WHLR: -112.20 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
WHLR' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -171.8  Med: 0 Max: 0
Current: -112.2
-171.8
0

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 2.07
WHLR's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
70% of the 344 Companies
in the Global REIT - Retail industry.

( Industry Median: 1.23 vs. WHLR: 2.07 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
WHLR' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 2.02  Med: 2.02 Max: 2.07
Current: 2.07
2.02
2.07
Price-to-Median-PS-Value 1.13
WHLR's Price-to-Median-PS-Value is ranked lower than
55% of the 663 Companies
in the Global REIT - Retail industry.

( Industry Median: 9999.00 vs. WHLR: 1.13 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
WHLR' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.61  Med: 0.95 Max: 4.56
Current: 1.13
0.61
4.56
Earnings Yield (Greenblatt) % 0.08
WHLR's Earnings Yield (Greenblatt) % is ranked lower than
92% of the 857 Companies
in the Global REIT - Retail industry.

( Industry Median: 4.62 vs. WHLR: 0.08 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
WHLR' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.08  Med: 0.1 Max: 0.1
Current: 0.08
0.08
0.1

More Statistics

Revenue (TTM) (Mil) $44.16
EPS (TTM) $ -0.25
Beta1.39
Short Percentage of Float0.65%
52-Week Range $1.15 - 1.95
Shares Outstanding (Mil)68.17
» More Articles for WHLR

Headlines

Articles On GuruFocus.com
Michael Price Invests in Kearny Financial in Second Quarter Sep 02 2015 
Weekly CFO Buys Highlight: Wheeler Real Estate Investment Trust Inc, Full Circle Capital Corp, and K Apr 13 2015 

More From Other Websites
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Other Events, Financial Statements... Mar 17 2017
Wheeler Real Estate Investment Trust, Inc. Announces Monthly Cash Dividend Mar 17 2017
Wheeler Real Estate Investment Trust, Inc. Announces Tax Treatment of 2016 Dividend Distributions Mar 08 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Financials Mar 04 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Results of Operations and Financial... Feb 28 2017
Wheeler Real Estate reports 4Q results Feb 27 2017
Wheeler Real Estate reports 4Q results Feb 27 2017
Wheeler Real Estate Investment Trust, Inc. Announces 2016 Annual Results, 1-For-8 Reverse Stock... Feb 27 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Other Events, Financial Statements... Feb 17 2017
Wheeler Real Estate Investment Trust, Inc. Announces Monthly Cash Dividend Feb 16 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Entry into a Material Definitive... Feb 10 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Results of Operations and Financial... Jan 31 2017
Wheeler Real Estate Investment Trust, Inc. Pre-Announces Fourth Quarter 2016 Pro Forma Affo Run... Jan 30 2017
Coverage initiated on Wheeler Real Estate Investment Trust by Wunderlich Jan 27 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Other Events, Financial Statements... Jan 18 2017
Wheeler Real Estate Investment Trust, Inc. Announces Monthly Cash Dividend Jan 18 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K/A, Other Events, Financial Statements... Jan 05 2017
WHEELER REAL ESTATE INVESTMENT TRUST, INC. Files SEC form 8-K, Other Events, Financial Statements... Dec 27 2016
Wheeler Real Estate Investment Trust, Inc. Completes the Acquisition of Rivergate Shopping Center,... Dec 27 2016
Wheeler Real Estate Investment Trust, Inc. Completes the Acquisition of Rivergate Shopping Center,... Dec 27 2016

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)