WHLR (Wheeler Real Estate Investment Trust) ROCE %: 3.86% (As of Mar. 2026)

What is Wheeler Real Estate Investment Trust ROCE %?

Wheeler Real Estate Investment Trust WHLR -20.00% 26 ROCE % is 3.86% as of Mar. 2026. GuruFocus rates WHLR with a GF Score™ of 26/100. The stock has 4 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Wheeler Real Estate Investment Trust's annualized ROCE % for the quarter that ended in Mar. 2026 was 3.86%.

Wheeler Real Estate Investment Trust (NAS:WHLR) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Wheeler Real Estate Investment Trust ROCE % Related Terms

Wheeler Real Estate Investment Trust ROCE % Historical Data

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The historical data trend for Wheeler Real Estate Investment Trust's ROCE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Wheeler Real Estate Investment Trust ROCE % Chart

Wheeler Real Estate Investment Trust Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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5.22

2.37

5.30

4.87

7.63

Wheeler Real Estate Investment Trust Quarterly Data
	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26
ROCE %	Get a 7-Day Free Trial															6.40	4.61	13.56	6.48	3.86

26GF Score

Wheeler Real Estate Investment Trust Inc WHLR

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Wheeler Real Estate Investment Trust ROCE % Calculation

Wheeler Real Estate Investment Trust's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	45.927	/	( ( (653.702 - 28.252)	+	(601.734 - 23.392) )	/ 2 )
	=	45.927	/	( (625.45	+	578.342)	/ 2 )
	=	45.927	/	601.896
	=	7.63 %

Wheeler Real Estate Investment Trust's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	22.2	/	( ( (601.734 - 23.392)	+	(594.007 - 22.534) )	/ 2 )
	=	22.2	/	( ( 578.342	+	571.473 )	/ 2 )
	=	22.2	/	574.9075
	=	3.86 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 3.86% mean?

Wheeler Real Estate Investment Trust (WHLR) has a ROCE % of 3.86% as of Mar. 2026.

Is Wheeler Real Estate Investment Trust's ROCE % too high?

Wheeler Real Estate Investment Trust's current ROCE % is 3.86%. The REITs industry median ROCE % is 5.19. Wheeler Real Estate Investment Trust's value of 3.86% is 25.6% below this industry median. Overall, Wheeler Real Estate Investment Trust has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.

How does Wheeler Real Estate Investment Trust's ROCE % compare to GIPR and PW?

Wheeler Real Estate Investment Trust's ROCE % of 3.86% can be compared against companies in the REITs industry. The industry median ROCE % is 5.19. Wheeler Real Estate Investment Trust's value of 3.86% is 25.6% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for a REITs company?

The median ROCE % among REITs companies is 5.19, based on 756 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Wheeler Real Estate Investment Trust's current ROCE % of 3.86% is 25.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.

What does a high ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the REITs industry, the median ROCE % is 5.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wheeler Real Estate Investment Trust's current ROCE % is 3.86%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Wheeler Real Estate Investment Trust stock overvalued right now?

Wheeler Real Estate Investment Trust (WHLR) has a current ROCE % of 3.86%. The current ROCE % is 3.86% and 25.6% below the REITs industry median of 5.19. Wheeler Real Estate Investment Trust's overall GF Score™ is 26/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Wheeler Real Estate Investment Trust (WHLR), the current ROCE % is 3.86% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Wheeler Real Estate Investment Trust Business Description

Industry Real Estate REITs

Comparable Companies GIPR PW SQFT MKZR SPG O XPAR:URW KIM ASX:SCG REG SGX:C38U HKSE:00823 XPAR:LI FRT BRX ADC NNN ASX:VCX TSX:CHP.UN EPRT

Other Exchanges WHLRP.PFD:USA WHLRD.PFD:USA

Address 2529 Virginia Beach Boulevard, Virginia Beach, VA, USA, 23452

Website https://www.whlr.us

Wheeler Real Estate Investment Trust Inc is a self-managed commercial real estate investment company. It owns, leases, and operates income-producing retail properties with a primary focus on grocery-anchored centers. The company's properties include Alex City Marketplace in Alexander City, Alabama; Bryan Station in Lexington, Kentucky; Cardinal Plaza in Henderson, North Carolina; Clover Plaza in Clover, South Carolina; Cypress Shopping Center in Boiling Springs, South Carolina, and others.

26GF Score

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