Head to Head Analysis: Wheeler Real Estate Investment Trust (WHLR) and The Competition

Wheeler Real Estate Investment Trust (NASDAQ:WHLR) is one of 85 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 businesses based on the strength of its analyst recommendations, earnings, valuation, risk, profitability, dividends and institutional ownership.

Volatility & Risk

Wheeler Real Estate Investment Trust has a beta of 1.26, indicating that its stock price is 26% more volatile than the S&P 500. Comparatively, Wheeler Real Estate Investment Trust’s competitors have a beta of 0.88, indicating that their average stock price is 12% less volatile than the S&P 500.

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	-4.42%	-186.97%	-0.52%
Wheeler Real Estate Investment Trust Competitors	30.12%	5.04%	3.14%

Earnings & Valuation

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

	Gross Revenue	Net Income	Price/Earnings Ratio
Wheeler Real Estate Investment Trust	$99.44 million	$8.77 million	-0.00
Wheeler Real Estate Investment Trust Competitors	$826.44 million	$253.68 million	9.06

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.

Insider and Institutional Ownership

35.3% of Wheeler Real Estate Investment Trust shares are held by institutional investors. Comparatively, 59.3% of shares of all “Retail REITs” companies are held by institutional investors. 55.0% of Wheeler Real Estate Investment Trust shares are held by insiders. Comparatively, 11.5% of shares of all “Retail REITs” companies are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for Wheeler Real Estate Investment Trust and its competitors, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Wheeler Real Estate Investment Trust	1	0	0	0	1.00
Wheeler Real Estate Investment Trust Competitors	963	3975	3449	138	2.32

As a group, “Retail REITs” companies have a potential upside of 9.20%. Given Wheeler Real Estate Investment Trust’s competitors stronger consensus rating and higher possible upside, analysts clearly believe Wheeler Real Estate Investment Trust has less favorable growth aspects than its competitors.

Summary

Wheeler Real Estate Investment Trust competitors beat Wheeler Real Estate Investment Trust on 11 of the 13 factors compared.

Wheeler Real Estate Investment Trust Company Profile

Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment trust (REIT) focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.