Is WHLR a good stock to buy right now?

Based on our 6-factor quantitative model, Wheeler Real Estate Investment Trust, Inc. (WHLR) receives a "Reduce" rating with a composite score of 45.4/100. It is ranked #2,268 out of 4,446 stocks. Key factor scores: Quality 71/100, Value 81/100, Momentum 11/100. The timing signal is "Neutral". This is quantitative analysis only — not investment advice.

What is the stock rating for WHLR?

Wheeler Real Estate Investment Trust, Inc. (WHLR) has a "Reduce" rating and 2-star score. The composite score of 45.4 ranks it #2,268 among 4,446 U.S. stocks. Ratings are updated weekly using academically-proven factor models.

What sector is WHLR in?

Wheeler Real Estate Investment Trust, Inc. operates in the Financials sector (Trading industry) with a market cap of $1 million. It is classified as a micro-cap stock.

Does WHLR pay a dividend?

WHLR does not currently pay a regular dividend. The company may be reinvesting profits for growth.

What is WHLR's P/E ratio?

WHLR has a trailing P/E ratio of 0.08x. The Financials sector average is 14.9x. This below-average P/E may indicate the stock is undervalued.

How profitable is WHLR?

WHLR's quality factor score is 71/100. Gross margin: 100.0%. ROE: -51.7% vs sector average 8.5%. High margins suggest pricing power and competitive moats.

How is WHLR valued compared to peers?

WHLR's value factor score is 81/100 (higher = cheaper). Key multiples: P/E 0.1x, EV/EBITDA 0.0x. The stock appears attractively valued versus peers.

What is WHLR's debt level?

WHLR's debt-to-equity ratio is 1610%. Sector average: 121%. Elevated leverage increases credit risk.

WHLR has a beta of 2.02, meaning it amplifies market moves. Stability score: 8/100.

Does WHLR have high short interest?

WHLR's short interest factor score is 48/100 (higher = less short selling). Elevated short interest may indicate bearish sentiment or short squeeze potential.

WHLR Stock Analysis: Top Micro-Cap Reduce (Score 45.4/100) | Blank Capital Research

Data Series	1D	5D	1M	YTD	1Y	3Y	5Y	10Y
WHLR	-0.59%	-10.33%	-47.45%	-51.47%	-62.33%	-	-	-
Industry Proxy XLF	-1.09%	+2.50%	+1.42%	-7.30%	+10.59%	-	-	-
U.S. Market SPY	-0.07%	+3.60%	+0.34%	-0.36%	+29.52%	-	-	-
Alpha vs Market	-0.52%	-13.93%	-47.79%	-51.11%	-91.85%	-	-	-
Alpha vs Sector	+0.50%	-12.83%	-48.87%	-44.17%	-72.91%	-	-	-

Metric	WHLR	Benchmark
P/E Ratio	0.1x	-99%
EV/EBITDA	0.0x	-99%
Price / Book	0.0x

Stock Entity	Score▼	Quality	Value	Momentum	P/E Ratio	ROE	Gross Margin	Net Margin	Rev Growth	D/E Ratio	Market Cap	Compare
WTM WHITE MOUNTAINS INSURANCE GROUP LTD	63	80	79	54	8.9x	10.1%	96.3%	20.1%	1.6%	14.0x	$5.4B	VS
OPY OPPENHEIMER HOLDINGS INC	63	68	79	63	10.4x	9.9%	0.0%	6.5%	37.5%	273.0x	$959M	VS
ACT Enact Holdings, Inc.	62	81	76	52	8.7x	12.7%	88.5%	55.0%	4.2%	14.0x	$5.7B	VS
IGIC International General Insurance Holdings Ltd.	61	74	93	50	8.6x	82.6%	59.9%	25.1%	-	0.0x	$1.1B	VS
PKBK PARKE BANCORP, INC.	60	60	77	65	9.8x	10.5%	-	24.8%	20.9%	593.0x	$335M	VS
SSSS SURO CAPITAL CORP.	60	89	33	65	4.7x	30.9%	0.0%	-752.0%	-48.3%	34.0x	$290M	VS
CB Chubb Ltd	59	67	71	52	12.8x	12.5%	0.0%	16.6%	15.6%	20.0x	$128.0B	VS
RRBI RED RIVER BANCSHARES INC	59	59	69	68	15.0x	11.0%	0.0%	27.5%	13.3%	818.0x	$607M	VS
UFCS UNITED FIRE GROUP INC	59	64	78	58	9.8x	10.6%	100.0%	7.3%	17.5%	308.0x	$936M	VS
SPFI SOUTH PLAINS FINANCIAL, INC.	58	59	73	55	12.8x	11.0%	0.0%	21.7%	9.0%	807.0x	$690M	VS
WHLR Wheeler Real Estate Investment Trust, Inc.	45	71	81	11	0.1x	-51.7%	100.0%	-15.8%	-9.5%	1,610.0x	$1M

Key Ratio	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Gross Margin %	1.0%	-	-	-	-	-	1.0%	1.0%	1.0%	1.0%	1.0%
Operating Margin %	0.5%	0.4%	0.4%	0.3%	0.3%	0.3%	0.3%	0.2%	0.1%	0.0%	-0.0%
EBITDA Margin %	0.7%	0.7%	0.6%	0.6%	0.6%	0.6%	0.5%	0.5%	0.0%	0.5%	0.0%
Net Margin %	-0.2%	0.1%	0.0%	0.1%	-0.1%	-0.2%	0.0%	-0.1%	-0.3%	-0.2%	-0.3%
FCF Margin %	-2.2%	-	-	-	-	-	17.4%	19.9%	25.0%	29.7%	19.2%
ROE %	-0.5%	0.5%	0.0%	0.1%	-0.2%	-2.5%	0.0%	-0.3%	-0.4%	-0.2%	-0.1%
ROA %	-0.0%	0.0%	0.0%	0.0%	-0.0%	-0.0%	0.0%	-0.0%	-0.0%	-0.0%	-0.0%
ROIC %	7.3%	108.4%	92.6%	4.4%	3.8%	4.5%	4.2%	2.3%	13.1%	0.3%	-0.1%

Key Ratio

TTM

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

Gross Margin %

1.0%

Operating Margin %

0.5%

0.4%

0.3%

0.2%

0.1%

0.0%

-0.0%

EBITDA Margin %

0.7%

0.6%

0.5%

0.0%

0.5%

0.0%

Net Margin %

-0.2%

0.1%

0.0%

0.1%

-0.1%

-0.2%

0.0%

-0.1%

-0.3%

-0.2%

-0.3%

FCF Margin %

-2.2%

17.4%

19.9%

25.0%

29.7%

19.2%

ROE %

-0.5%

0.5%

0.0%

0.1%

-0.2%

-2.5%

0.0%

-0.3%

-0.4%

-0.2%

-0.1%

ROA %

-0.0%

0.0%

-0.0%

0.0%

-0.0%

ROIC %

7.3%

108.4%

92.6%

4.4%

3.8%

4.5%

4.2%

2.3%

13.1%

0.3%

-0.1%

Line Item	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
	$99M	$99M	$105M	$102M	$77M	$61M	$61M	$63M	$66M	$59M	$44M	$28M
	—	—	—	—	—	—	$61M	$63M	$65M	$56M	$44M	$27M
Gross Margin	100.0%	---	---	---	---	---	100.0%	100.0%	99.3%	95.2%	99.0%	99.1%
	—	$23M	$25M	$29M	$20M	$15M	$14M	$20M	$26M	$27M	$21M	$18M
Total Operating Expenses	—	$56M	$67M	$73M	$52M	$42M	—	—	—	—	—	—
	$46M	$43M	$38M	$29M	$25M	$20M	$18M	$11M	$6M	$2M	-$291K	-$12M
EBIT	$46M	$43M	$38M	$29M	$25M	$20M	$18M	$11M	$6M	$2M	-$291K	-$12M
EBITDA	$70M	$66M	$63M	$58M	$44M	$34M	$32M	$31M	$0	$28M	$0	$5M
Operating Margin	46.6%	43.5%	35.9%	28.7%	32.1%	31.8%	30.2%	17.2%	9.7%	2.7%	-0.7%	-45.1%
EBITDA Margin	71.0%	66.5%	60.1%	56.6%	57.6%	56.0%	51.8%	48.9%	0.0%	48.3%	0.0%	18.3%
	—	—	—	$32M	$30M	$33M	$17M	$19M	$20M	$17M	$13M	$9M
	—	$15M	$768K	$6M	-$8M	-$9M	—	—	—	—	—	—
Income Tax Expense	—	$26K	$1K	$48K	$0	$2K	$0	$15K	$40K	$137K	$107K	$0
	-$16M	$15M	$767K	$6M	-$8M	-$9M	$287K	-$8M	-$17M	-$13M	-$12M	-$19M
Net Margin	-15.8%	14.9%	0.7%	5.9%	-11.1%	-15.3%	0.5%	-12.9%	-25.7%	-21.8%	-27.7%	-68.0%
	$-36.01	$-36.01	$-317.02	$-4.57	$-2.20	$-1.36	$-0.96	$-2.34	$-3.17	$-2.54	$-1.89	$-2.67
Diluted EPS	$-36.01	$-36.01	$-317.02	$-4.57	$-2.20	$-1.36	$-0.96	$-2.34	$-3.17	$-2.54	$-1.89	$-2.67
Weighted Avg Basic	—	107K	70K	6M	10M	10M	—	—	—	—	—	—
Weighted Avg Diluted	—	107K	70K	6M	10M	10M	—	—	—	—	—	—

Line Item

TTM

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

$99M

$105M

$102M

$77M

$61M

$63M

$66M

$59M

$44M

$28M

—

$61M

$63M

$65M

$56M

$44M

$27M

Gross Margin

100.0%

---

100.0%

99.3%

95.2%

99.0%

99.1%

—

$23M

$25M

$29M

$20M

$15M

$14M

$20M

$26M

$27M

$21M

$18M

Total Operating Expenses

—

$56M

$67M

$73M

$52M

$42M

—

$46M

$43M

$38M

$29M

$25M

$20M

$18M

$11M

$6M

$2M

-$291K

-$12M

EBIT

$46M

$43M

$38M

$29M

$25M

$20M

$18M

$11M

$6M

$2M

-$291K

-$12M

EBITDA

$70M

$66M

$63M

$58M

$44M

$34M

$32M

$31M

$28M

$5M

Operating Margin

46.6%

43.5%

35.9%

28.7%

32.1%

31.8%

30.2%

17.2%

9.7%

2.7%

-0.7%

-45.1%

EBITDA Margin

71.0%

66.5%

60.1%

56.6%

57.6%

56.0%

51.8%

48.9%

0.0%

48.3%

0.0%

18.3%

—

$32M

$30M

$33M

$17M

$19M

$20M

$17M

$13M

$9M

—

$15M

$768K

$6M

-$8M

-$9M

—

Income Tax Expense

—

$26K

$1K

$48K

$2K

$15K

$40K

$137K

$107K

-$16M

$15M

$767K

$6M

-$8M

-$9M

$287K

-$8M

-$17M

-$13M

-$12M

-$19M

Net Margin

-15.8%

14.9%

0.7%

5.9%

-11.1%

-15.3%

0.5%

-12.9%

-25.7%

-21.8%

-27.7%

-68.0%

$-36.01

$-317.02

$-4.57

$-2.20

$-1.36

$-0.96

$-2.34

$-3.17

$-2.54

$-1.89

$-2.67

Diluted EPS

$-36.01

$-317.02

$-4.57

$-2.20

$-1.36

$-0.96

$-2.34

$-3.17

$-2.54

$-1.89

$-2.67

Weighted Avg Basic

—

107K

70K

10M

—

Weighted Avg Diluted

—

107K

70K

10M

—

Wheeler Real Estate Investment Trust, Inc. (WHLR) Stock Analysis — April 2026 Rating, Price, and Forecast

Last updated: April 2026

Company Overview — What Does Wheeler Real Estate Investment Trust, Inc. Do?

Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc. (NASDAQ: WHLR ) is a fully integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers. Wheeler Real Estate Investment Trust, Inc. (WHLR) is classified as a micro-cap stock in the Financials sector, specifically within the Trading industry. The company is led by CEO Michael A. Franklin and employs approximately 40 people, headquartered in Virginia Beach, Virginia. With a market capitalization of $1M, WHLR is one of the notable companies in the Financials sector.

Wheeler Real Estate Investment Trust, Inc. (WHLR) Stock Rating — Reduce (April 2026)

As of April 2026, Wheeler Real Estate Investment Trust, Inc. receives a Reduce rating with a composite score of 45.4/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.WHLR ranks #2,268 out of 4,446 stocks in our coverage universe. Within the Financials sector, Wheeler Real Estate Investment Trust, Inc. ranks #619 of 891 stocks, placing it in the lower half of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

WHLR Stock Price and 52-Week Range

Wheeler Real Estate Investment Trust, Inc. (WHLR) currently trades at $0.85. The stock gained $0.02 (2.4%) in the most recent trading session. The 52-week high for WHLR is $10.05, which means the stock is currently trading -91.5% from its annual peak. The 52-week low is $0.65, putting the stock 31.7% above its annual trough. Recent trading volume was 0 shares, suggesting relatively thin trading activity.

Is WHLR Overvalued or Undervalued? — Valuation Analysis

Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a value factor score of 81/100 in the Blank Capital model, suggesting the stock trades at a meaningful discount to its fundamental earning power. The trailing price-to-earnings ratio is 0.08x, compared to the Financials sector average of 14.88x — a discount of 99%. The price-to-book ratio stands at 0.04x, versus the sector average of 1.22x. The price-to-sales ratio is 0.01x, compared to 0.90x for the average Financials stock. On an enterprise value basis, WHLR trades at 0.02x EV/EBITDA, versus 3.26x for the sector.

Based on these multiples, Wheeler Real Estate Investment Trust, Inc. appears attractively valued relative to both its sector peers and the broader market. Value-oriented investors may find the current entry point compelling, particularly if the company's fundamental quality metrics also score well.

Wheeler Real Estate Investment Trust, Inc. Profitability — ROE, Margins, and Quality Score

Wheeler Real Estate Investment Trust, Inc. (WHLR) earns a quality factor score of 71/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is -51.7%, compared to the Financials sector average of 8.5%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -2.7% versus the sector average of 1.2%.

On a margin basis, Wheeler Real Estate Investment Trust, Inc. reports gross margins of 100.0%. The operating margin is 46.6% (sector: 21.8%). Net profit margin stands at -15.8%, versus 17.7% for the average Financials stock. Revenue growth is running at -9.5% on a trailing basis, compared to 9.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.

WHLR Debt, Balance Sheet, and Financial Health

Wheeler Real Estate Investment Trust, Inc. has a debt-to-equity ratio of 1610.0%, compared to the Financials sector average of 121.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.19x, suggesting adequate working capital coverage. Total debt on the balance sheet is $495M. Cash and equivalents stand at $27M.

WHLR has a beta of 2.02, meaning it is more volatile than the broader market — a $10,000 investment in WHLR would be expected to move 101.5% more than the S&P 500 on any given day. The stability factor score for Wheeler Real Estate Investment Trust, Inc. is 8/100, suggesting elevated price swings that may be unsuitable for conservative portfolios.

Wheeler Real Estate Investment Trust, Inc. Revenue and Earnings History — Quarterly Trend

In TTM 2026, Wheeler Real Estate Investment Trust, Inc. reported revenue of $99M and earnings per share (EPS) of $-36.01. Net income for the quarter was $-16M. Gross margin was 100.0%. Operating income came in at $46M.

In FY 2025, Wheeler Real Estate Investment Trust, Inc. reported revenue of $99M and earnings per share (EPS) of $-36.01. Net income for the quarter was $15M. Revenue grew -4.9% year-over-year compared to FY 2024. Operating income came in at $43M.

In Q3 2025, Wheeler Real Estate Investment Trust, Inc. reported revenue of $24M and earnings per share (EPS) of $18.37. Net income for the quarter was $13M. Revenue grew -3.9% year-over-year compared to Q3 2024. Operating income came in at $5M.

In Q2 2025, Wheeler Real Estate Investment Trust, Inc. reported revenue of $26M and earnings per share (EPS) of $-9.45. Net income for the quarter was $-1M. Revenue grew -0.8% year-over-year compared to Q2 2024. Operating income came in at $15M.

Over the past 8 quarters, Wheeler Real Estate Investment Trust, Inc. has demonstrated a growth trajectory, with revenue expanding from $26M to $99M. Investors analyzing WHLR stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

WHLR Dividend Yield and Income Analysis

Wheeler Real Estate Investment Trust, Inc. (WHLR) does not currently pay a dividend. This is common among smaller companies in the Trading industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Financials dividend stocks may want to explore other Financials stocks or use the stock screener to filter by dividend yield.

WHLR Momentum and Technical Analysis Profile

Wheeler Real Estate Investment Trust, Inc. (WHLR) has a momentum factor score of 11/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 36/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 48/100 reflects moderate short selling activity.

WHLR vs Competitors — Financials Sector Ranking and Peer Comparison

Within the Financials sector, Wheeler Real Estate Investment Trust, Inc. (WHLR) ranks #619 out of 891 stocks based on the Blank Capital composite score. This places WHLR in the lower half of all Financials stocks in our coverage universe. Key competitors and sector peers include WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) with a score of 62.9/100, OPPENHEIMER HOLDINGS INC (OPY) with a score of 62.6/100, Enact Holdings, Inc. (ACT) with a score of 61.6/100, International General Insurance Holdings Ltd. (IGIC) with a score of 61.3/100, and PARKE BANCORP, INC. (PKBK) with a score of 60.4/100.

Comparing WHLR against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full WHLR vs S&P 500 (SPY) comparison to assess how Wheeler Real Estate Investment Trust, Inc. stacks up against the broader market across all factor dimensions.

WHLR Next Earnings Date

No upcoming earnings date has been announced for Wheeler Real Estate Investment Trust, Inc. (WHLR) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy WHLR? — Investment Thesis Summary

The quantitative profile for Wheeler Real Estate Investment Trust, Inc. suggests caution. The quality score of 71/100 indicates above-average profitability and business fundamentals. The value score of 81/100 suggests attractive pricing relative to fundamentals. Momentum is weak at 11/100, a headwind for near-term performance. High volatility (stability score 8/100) increases portfolio risk.

In summary, Wheeler Real Estate Investment Trust, Inc. (WHLR) earns a Reduce rating with a composite score of 45.4/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on WHLR stock.

Related Resources for WHLR Investors

Explore more research and tools: WHLR vs S&P 500 comparison, top Financials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare WHLR head-to-head with peers: WHLR vs WTM, WHLR vs OPY, WHLR vs ACT.

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Wheeler Real Estate Investment Trust, Inc. Announces the Release of Its Fourth Quarter and Year-End 2025 Financial and Operating Results

Multifamily Management National Firm, Drucker + Falk Welcomes Crystal Plum as Chief Financial Officer

Brancous LP1 Questions Governance at Braemar as Lead Independent Director Rejected by Shareholders Twice Remains in Role

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Wheeler Real Estate: Q4 Earnings Snapshot

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Wheeler Real Estate Investment Trust, Inc. (WHLR) Stock Analysis — April 2026 Rating, Price, and Forecast

Company Overview — What Does Wheeler Real Estate Investment Trust, Inc. Do?

Wheeler Real Estate Investment Trust, Inc. (WHLR) Stock Rating — Reduce (April 2026)

WHLR Stock Price and 52-Week Range

Is WHLR Overvalued or Undervalued? — Valuation Analysis

Wheeler Real Estate Investment Trust, Inc. Profitability — ROE, Margins, and Quality Score

WHLR Debt, Balance Sheet, and Financial Health

Wheeler Real Estate Investment Trust, Inc. Revenue and Earnings History — Quarterly Trend

WHLR Dividend Yield and Income Analysis

WHLR Momentum and Technical Analysis Profile

WHLR vs Competitors — Financials Sector Ranking and Peer Comparison

WHLR Next Earnings Date

Should You Buy WHLR? — Investment Thesis Summary

Related Resources for WHLR Investors

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Wheeler Real Estate Investment Trust, Inc. Announces the Release of Its Fourth Quarter and Year-End 2025 Financial and Operating Results

Multifamily Management National Firm, Drucker + Falk Welcomes Crystal Plum as Chief Financial Officer

Brancous LP1 Questions Governance at Braemar as Lead Independent Director Rejected by Shareholders Twice Remains in Role

Lake Shore Bank staves off proxy war

Wheeler Real Estate: Q4 Earnings Snapshot