Wheeler Real Estate Stock Buy Hold or Sell Recommendation
| WHLR Stock | USD 1.15 0.01 0.86% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Wheeler Real Estate is 'Cautious Hold'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Wheeler Real Estate within the specified time frame.
Check out Wheeler Real Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Wheeler and provide practical buy, sell, or hold advice based on investors' constraints. Wheeler Real Estate. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Wheeler |
Execute Wheeler Real Buy or Sell Advice
The Wheeler recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wheeler Real Estate. Macroaxis does not own or have any residual interests in Wheeler Real Estate or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wheeler Real's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Out of control | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Wheeler Real Trading Alerts and Improvement Suggestions
| Wheeler Real Estate generated a negative expected return over the last 90 days | |
| Wheeler Real Estate has high historical volatility and very poor performance | |
| Wheeler Real Estate may become a speculative penny stock | |
| Wheeler Real Estate has high likelihood to experience some financial distress in the next 2 years | |
| Wheeler Real Estate has a poor financial position based on the latest SEC disclosures | |
| Latest headline from thelincolnianonline.com: Wheeler Real Estate Investment Trust Releases Quarterly Earnings Results |
Wheeler Real Returns Distribution Density
The distribution of Wheeler Real's historical returns is an attempt to chart the uncertainty of Wheeler Real's future price movements. The chart of the probability distribution of Wheeler Real daily returns describes the distribution of returns around its average expected value. We use Wheeler Real Estate price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wheeler Real returns is essential to provide solid investment advice for Wheeler Real.
| Mean Return | -3.85 | Value At Risk | -20.28 | Potential Upside | 7.58 | Standard Deviation | 10.07 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wheeler Real historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wheeler Stock Institutional Investors
The Wheeler Real's institutional investors refer to entities that pool money to purchase Wheeler Real's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Stilwell Value Llc | 2024-12-31 | 47.1 K | Schonfeld Strategic Advisors Llc | 2024-12-31 | 0.0 | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 0.0 | Qube Research & Technologies | 2024-09-30 | 0.0 | Tower Research Capital Llc | 2024-12-31 | 0.0 | Bandera Partners Llc | 2024-12-31 | 0.0 | Jpmorgan Chase & Co | 2024-09-30 | 0.0 | Northern Trust Investments N A | 2024-12-31 | 0.0 | Colonial Asset Management Inc | 2024-09-30 | 0.0 | Bank Of America Corp | 2024-12-31 | 0.0 |
Wheeler Real Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 21.2M | (2.3M) | 15.4M | (16.1M) | 20.9M | 22.0M | |
| Free Cash Flow | 13.5M | 10.6M | 22.2M | 913K | 26.0M | 27.3M | |
| Depreciation | 16.8M | 14.8M | 17.5M | 23.7M | 21.9M | 15.4M | |
| Other Non Cash Items | 3.0M | 11.1M | 10.7M | (7.3M) | 6.8M | 7.1M | |
| Dividends Paid | 14.6M | 0.0 | 2.7M | 10.8M | 12.4M | 7.8M | |
| Capital Expenditures | 5.6M | 2.7M | 2.3M | 6.4M | 8.5M | 20.0M | |
| Net Income | 287K | (9.4M) | (8.5M) | 6.1M | 767K | 805.4K | |
| End Period Cash Flow | 42.8M | 40.4M | 55.9M | 39.8M | 60.7M | 63.8M | |
| Change To Inventory | (743K) | (100K) | (1.1M) | (1.2M) | (1.1M) | (1.0M) | |
| Net Borrowings | (12.5M) | 7.4M | (7.7M) | 136.2M | 156.6M | 164.4M | |
| Change To Netincome | 5.3M | 1.9M | (1.5M) | 8.6M | 9.9M | 10.4M | |
| Investments | 2.2M | 5.1M | (133.5M) | (13.0M) | 15.5M | 16.3M |
Wheeler Real Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wheeler Real or Retail REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wheeler Real's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wheeler stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -3.69 | |
β | Beta against Dow Jones | 1.50 | |
σ | Overall volatility | 10.31 | |
Ir | Information ratio | -0.37 |
Wheeler Real Volatility Alert
Wheeler Real Estate is displaying above-average volatility over the selected time horizon. Wheeler Real Estate is a potential penny stock. Although Wheeler Real may be in fact a good instrument to invest, many penny stocks are speculative in nature and are subject to artificial price hype. Please make sure you totally understand the upside potential and downside risk of investing in Wheeler Real Estate. We encourage investors to look for signals such as email spams, message board hypes, claims of breakthroughs, volume upswings, sudden news releases, promotions that are not reported, or demotions released before SEC filings. Please also check biographies and work history of current and past company officers before investing in high volatility instruments, penny stocks, or equities with microcap classification. You can indeed make money on Wheeler instrument if you perfectly time your entry and exit. However, remember that penny stocks that have been the subject of artificial hype usually unable to maintain their increased share price for more than just a few days. The price of a promoted high volatility instrument will almost always revert back. The only way to increase shareholder value is through legitimate performance backed up by solid fundamentals.Wheeler Real Fundamentals Vs Peers
Comparing Wheeler Real's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wheeler Real's direct or indirect competition across all of the common fundamentals between Wheeler Real and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wheeler Real or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wheeler Real's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wheeler Real by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wheeler Real to competition |
| Fundamentals | Wheeler Real | Peer Average |
| Return On Equity | -0.18 | -0.31 |
| Return On Asset | 0.0291 | -0.14 |
| Profit Margin | (0.30) % | (1.27) % |
| Operating Margin | 0.32 % | (5.51) % |
| Current Valuation | 594.15 M | 16.62 B |
| Shares Outstanding | 647.15 K | 571.82 M |
| Shares Owned By Insiders | 0.01 % | 10.09 % |
| Shares Owned By Institutions | 11.27 % | 39.21 % |
| Number Of Shares Shorted | 26.4 K | 4.71 M |
| Price To Earning | (5.04) X | 28.72 X |
| Price To Sales | 0.03 X | 11.42 X |
| Revenue | 104.57 M | 9.43 B |
| Gross Profit | 50.78 M | 27.38 B |
| EBITDA | 55.65 M | 3.9 B |
| Net Income | 767 K | 570.98 M |
| Cash And Equivalents | 24.61 M | 2.7 B |
| Cash Per Share | 2.51 X | 5.01 X |
| Total Debt | 503.86 M | 5.32 B |
| Debt To Equity | 3.75 % | 48.70 % |
| Current Ratio | 2.95 X | 2.16 X |
| Book Value Per Share | (173.82) X | 1.93 K |
| Cash Flow From Operations | 25.99 M | 971.22 M |
| Short Ratio | 0.05 X | 4.00 X |
| Earnings Per Share | 26,854 X | 3.12 X |
| Target Price | 7.0 | |
| Number Of Employees | 56 | 18.84 K |
| Beta | 1.58 | -0.15 |
| Market Capitalization | 5.83 M | 19.03 B |
| Total Asset | 653.7 M | 29.47 B |
| Retained Earnings | (347.03 M) | 9.33 B |
| Working Capital | 47.16 M | 1.48 B |
| Five Year Return | 14.67 % | |
| Net Asset | 653.7 M |
Note: Acquisition by Stilwell Joseph of tradable shares of Wheeler Real at 0.12 subject to Rule 16b-3 [view details]
Wheeler Real Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wheeler . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Wheeler Real Buy or Sell Advice
When is the right time to buy or sell Wheeler Real Estate? Buying financial instruments such as Wheeler Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Wheeler Stock Analysis
When running Wheeler Real's price analysis, check to measure Wheeler Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wheeler Real is operating at the current time. Most of Wheeler Real's value examination focuses on studying past and present price action to predict the probability of Wheeler Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheeler Real's price. Additionally, you may evaluate how the addition of Wheeler Real to your portfolios can decrease your overall portfolio volatility.