Wheeler Real Estate Investment Trust (NASDAQ: WHLR) is one of 34 publicly-traded companies in the “Retail REITs” industry, but how does it weigh in compared to its competitors? We will compare Wheeler Real Estate Investment Trust to related companies based on the strength of its dividends, profitability, analyst recommendations, risk, earnings, institutional ownership and valuation.

Insider and Institutional Ownership

86.2% of shares of all “Retail REITs” companies are owned by institutional investors. 5.3% of Wheeler Real Estate Investment Trust shares are owned by company insiders. Comparatively, 11.3% of shares of all “Retail REITs” companies are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Analyst Recommendations

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

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wheeler Real Estate Investment Trust 0 1 3 0 2.75
Wheeler Real Estate Investment Trust Competitors 263 1220 1195 24 2.36

Wheeler Real Estate Investment Trust presently has a consensus price target of $16.00, indicating a potential upside of 37.46%. As a group, “Retail REITs” companies have a potential upside of 14.27%. Given Wheeler Real Estate Investment Trust’s stronger consensus rating and higher probable upside, equities research analysts plainly believe Wheeler Real Estate Investment Trust is more favorable than its competitors.

Dividends

Wheeler Real Estate Investment Trust pays an annual dividend of $1.36 per share and has a dividend yield of 11.7%. Wheeler Real Estate Investment Trust pays out -74.3% of its earnings in the form of a dividend. As a group, “Retail REITs” companies pay a dividend yield of 4.3% and pay out 143.3% of their earnings in the form of a dividend. Wheeler Real Estate Investment Trust is clearly a better dividend stock than its competitors, given its higher yield and lower payout ratio.

Volatility and Risk

Wheeler Real Estate Investment Trust has a beta of 1.19, meaning that its share price is 19% more volatile than the S&P 500. Comparatively, Wheeler Real Estate Investment Trust’s competitors have a beta of 0.67, meaning that their average share price is 33% less volatile than the S&P 500.

Valuation & Earnings

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

Gross Revenue EBITDA Price/Earnings Ratio
Wheeler Real Estate Investment Trust $52.98 million $32.30 million -6.36
Wheeler Real Estate Investment Trust Competitors $727.99 million $483.06 million 28.60

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.

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 -13.41% -14.10% -1.88%
Wheeler Real Estate Investment Trust Competitors 21.35% 5.12% 2.89%

Summary

Wheeler Real Estate Investment Trust competitors beat Wheeler Real Estate Investment Trust on 8 of the 14 factors compared.

About Wheeler Real Estate Investment Trust

Wheeler Real Estate Investment Trust, Inc. is a self-managed commercial real estate investment company. The Company focuses on acquiring and managing retail properties with a primary focus on grocery-anchored centers. As of December 31, 2016, the Company owned a portfolio consisting of 74 properties, including 59 retail shopping centers and five freestanding retail properties totaling 4,906,511 gross leasable square feet of which approximately 94% were leased, one office property, eight undeveloped land parcels totaling approximately 70 acres and one redevelopment project. Its properties are located in Virginia, North Carolina, South Carolina, Florida, Georgia, Kentucky, Oklahoma, Tennessee, Alabama, New Jersey, Pennsylvania and West Virginia. Its properties include Alex City Marketplace, Berkley Shopping Center, Clover Plaza, Darien Shopping Center, Cypress Shopping Center, Harrodsburg Marketplace, LaGrange Marketplace, Riverbridge Shopping Center and Village of Martinsville.

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