Wheeler Real Estate Stock Cash Position Weight

WHLR Stock

USD 3.85 0.20 4.94%

Wheeler Real Estate fundamentals help investors to digest information that contributes to Wheeler Real's financial success or failures. It also enables traders to predict the movement of Wheeler Stock. The fundamental analysis module provides a way to measure Wheeler Real's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wheeler Real stock.

Short Long Term Debt Total Total Assets

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Wheeler Real Estate Company Cash Position Weight Analysis

Wheeler Real's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Cash Percentage

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Wheeler Cash Position Weight Driver Correlations

Understanding the fundamental principles of building solid financial models for Wheeler Real is extremely important. It helps to project a fair market value of Wheeler Stock properly, considering its historical fundamentals such as Cash Position Weight. Since Wheeler Real's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Wheeler Real's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Wheeler Real's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Long Term Debt	Intangible Assets	Total Permanent Equity	Deferred Long Term Liab	Property Plant Equipment	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Short Long Term Debt	Short Term Debt	Long Term Investments	Net Invested Capital	Net Working Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.32	0.99	-0.92	0.99	0.89	0.98	0.89	-0.37	1.0	-0.38	0.79	0.52	0.99	-0.35	0.96	0.93	0.21	0.24	-0.64	0.45	0.71	0.46	0.58
Total Stockholder Equity	0.32		0.29	-0.22	0.3	0.39	0.15	-0.02	-0.16	0.3	-0.2	0.23	-0.12	0.32	0.46	0.35	0.43	0.54	0.61	0.27	0.17	-0.27	-0.05	-0.29
Net Debt	0.99	0.29		-0.93	0.98	0.86	0.98	0.89	-0.36	1.0	-0.38	0.8	0.53	1.0	-0.37	0.96	0.91	0.13	0.17	-0.65	0.47	0.73	0.47	0.6
Retained Earnings	-0.92	-0.22	-0.93		-0.9	-0.77	-0.93	-0.87	0.3	-0.93	0.36	-0.81	-0.63	-0.93	0.45	-0.95	-0.93	-0.06	-0.1	0.73	-0.43	-0.8	-0.6	-0.71
Accounts Payable	0.99	0.3	0.98	-0.9		0.88	0.97	0.9	-0.36	0.98	-0.38	0.75	0.56	0.98	-0.42	0.92	0.89	0.18	0.2	-0.59	0.53	0.74	0.51	0.61
Net Receivables	0.89	0.39	0.86	-0.77	0.88		0.86	0.75	-0.27	0.87	-0.33	0.89	0.37	0.87	-0.26	0.87	0.83	0.48	0.5	-0.43	0.37	0.5	0.35	0.42
Total Liab	0.98	0.15	0.98	-0.93	0.97	0.86		0.94	-0.36	0.98	-0.37	0.8	0.54	0.97	-0.41	0.95	0.9	0.13	0.15	-0.75	0.37	0.78	0.44	0.65
Total Current Assets	0.89	-0.02	0.89	-0.87	0.9	0.75	0.94		-0.3	0.89	-0.3	0.7	0.6	0.88	-0.59	0.85	0.8	-0.03	-0.04	-0.74	0.33	0.9	0.47	0.84
Common Stock	-0.37	-0.16	-0.36	0.3	-0.36	-0.27	-0.36	-0.3		-0.37	-0.11	-0.22	-0.17	-0.35	0.05	-0.33	-0.31	-0.08	-0.1	0.27	-0.03	-0.2	-0.04	-0.15
Long Term Debt	1.0	0.3	1.0	-0.93	0.98	0.87	0.98	0.89	-0.37		-0.39	0.79	0.55	1.0	-0.37	0.96	0.92	0.14	0.18	-0.65	0.46	0.73	0.48	0.6
Intangible Assets	-0.38	-0.2	-0.38	0.36	-0.38	-0.33	-0.37	-0.3	-0.11	-0.39		-0.28	-0.23	-0.39	0.08	-0.37	-0.37	-0.14	-0.15	0.24	-0.09	-0.22	-0.13	-0.18
Total Permanent Equity	0.79	0.23	0.8	-0.81	0.75	0.89	0.8	0.7	-0.22	0.79	-0.28		0.39	0.79	-0.31	0.86	0.77	0.27	0.3	-0.56	0.3	0.56	0.43	0.5
Deferred Long Term Liab	0.52	-0.12	0.53	-0.63	0.56	0.37	0.54	0.6	-0.17	0.55	-0.23	0.39		0.56	-0.74	0.49	0.43	-0.24	-0.28	-0.41	0.39	0.71	0.67	0.71
Property Plant Equipment	0.99	0.32	1.0	-0.93	0.98	0.87	0.97	0.88	-0.35	1.0	-0.39	0.79	0.56		-0.4	0.96	0.92	0.15	0.19	-0.6	0.51	0.72	0.52	0.6
Net Tangible Assets	-0.35	0.46	-0.37	0.45	-0.42	-0.26	-0.41	-0.59	0.05	-0.37	0.08	-0.31	-0.74	-0.4		-0.28	-0.17	0.35	0.44	0.32	-0.5	-0.77	-0.76	-0.85
Long Term Debt Total	0.96	0.35	0.96	-0.95	0.92	0.87	0.95	0.85	-0.33	0.96	-0.37	0.86	0.49	0.96	-0.28		0.95	0.18	0.23	-0.7	0.33	0.68	0.39	0.56
Capital Surpluse	0.93	0.43	0.91	-0.93	0.89	0.83	0.9	0.8	-0.31	0.92	-0.37	0.77	0.43	0.92	-0.17	0.95		0.33	0.37	-0.62	0.28	0.6	0.35	0.51
Short Long Term Debt	0.21	0.54	0.13	-0.06	0.18	0.48	0.13	-0.03	-0.08	0.14	-0.14	0.27	-0.24	0.15	0.35	0.18	0.33		0.99	0.22	-0.16	-0.37	-0.23	-0.32
Short Term Debt	0.24	0.61	0.17	-0.1	0.2	0.5	0.15	-0.04	-0.1	0.18	-0.15	0.3	-0.28	0.19	0.44	0.23	0.37	0.99		0.19	-0.13	-0.4	-0.24	-0.38
Long Term Investments	-0.64	0.27	-0.65	0.73	-0.59	-0.43	-0.75	-0.74	0.27	-0.65	0.24	-0.56	-0.41	-0.6	0.32	-0.7	-0.62	0.22	0.19		0.01	-0.76	-0.2	-0.62
Net Invested Capital	0.45	0.17	0.47	-0.43	0.53	0.37	0.37	0.33	-0.03	0.46	-0.09	0.3	0.39	0.51	-0.5	0.33	0.28	-0.16	-0.13	0.01		0.45	0.84	0.33
Net Working Capital	0.71	-0.27	0.73	-0.8	0.74	0.5	0.78	0.9	-0.2	0.73	-0.22	0.56	0.71	0.72	-0.77	0.68	0.6	-0.37	-0.4	-0.76	0.45		0.65	0.94
Capital Stock	0.46	-0.05	0.47	-0.6	0.51	0.35	0.44	0.47	-0.04	0.48	-0.13	0.43	0.67	0.52	-0.76	0.39	0.35	-0.23	-0.24	-0.2	0.84	0.65		0.64
Current Deferred Revenue	0.58	-0.29	0.6	-0.71	0.61	0.42	0.65	0.84	-0.15	0.6	-0.18	0.5	0.71	0.6	-0.85	0.56	0.51	-0.32	-0.38	-0.62	0.33	0.94	0.64

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Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

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Predict Wheeler Real

In accordance with the recently published financial statements, Wheeler Real Estate has 0.0% in Cash Position Weight. This indicator is about the same for the Retail REITs average (which is currently at 0.0) sector and about the same as Real Estate (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

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Wheeler Real ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Wheeler Real's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Wheeler Real's managers, analysts, and investors.

Environmental

Governance

Social

Wheeler Fundamentals

	Return On Equity	-0.18
	Return On Asset	0.0291
	Profit Margin	(0.30) %
	Operating Margin	0.32 %
	Current Valuation	610.02 M
	Shares Outstanding	647.15 K
	Shares Owned By Insiders	0.01 %
	Shares Owned By Institutions	11.27 %
	Number Of Shares Shorted	80.9 K
	Price To Earning	(5.04) X
	Price To Sales	0.05 X
	Revenue	102 M
	Gross Profit	50.78 M
	EBITDA	59.16 M
	Net Income	(4.69 M)
	Cash And Equivalents	24.61 M
	Cash Per Share	2.51 X
	Total Debt	487.9 M
	Debt To Equity	3.75 %
	Current Ratio	2.95 X
	Book Value Per Share	(173.82) X
	Cash Flow From Operations	20.93 M
	Short Ratio	0.05 X
	Earnings Per Share	26,854 X
	Target Price	7.0
	Number Of Employees	52
	Beta	1.58
	Market Capitalization	5.83 M
	Total Asset	668.33 M
	Retained Earnings	(324.85 M)
	Working Capital	35.87 M
	Five Year Return	14.67 %
	Net Asset	668.33 M

About Wheeler Real Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wheeler Real Estate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wheeler Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wheeler Real Estate based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Wheeler Real

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wheeler Real position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wheeler Real will appreciate offsetting losses from the drop in the long position's value.

Moving together with Wheeler Stock

0.83	O	Realty Income	Pair Corr
0.74	FR	First Industrial Realty	Pair Corr

Moving against Wheeler Stock

0.84	EQIX	Equinix	Pair Corr
0.84	AHR	American Healthcare REIT,	Pair Corr
0.59	PK	Park Hotels Resorts	Pair Corr
0.57	UE	Urban Edge Properties	Pair Corr
0.44	AAT	American Assets Trust	Pair Corr

The ability to find closely correlated positions to Wheeler Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wheeler Real when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wheeler Real - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wheeler Real Estate to buy it.

The correlation of Wheeler Real is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wheeler Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wheeler Real Estate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Wheeler Real can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

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.

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