Is Whitestone REIT Stock a Good Investment?
Whitestone REIT Investment Advice | WSR |
- Examine Whitestone REIT's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Whitestone REIT's leadership team and their track record. Good management can help Whitestone REIT navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Trading space and any emerging trends that could impact Whitestone REIT's business and its evolving consumer preferences.
- Compare Whitestone REIT's performance and market position to its competitors. Analyze how Whitestone REIT is positioned in terms of product offerings, innovation, and market share.
- Check if Whitestone REIT pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Whitestone REIT's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Whitestone REIT stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Whitestone REIT is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Whitestone REIT Stock
Researching Whitestone REIT's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.68. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Whitestone REIT last dividend was issued on the 1st of April 2025.
To determine if Whitestone REIT is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Whitestone REIT's research are outlined below:
| About 66.0% of the company outstanding shares are owned by institutional investors | |
| On 11th of March 2025 Whitestone REIT paid $ 0.045 per share dividend to its current shareholders |
Whitestone REIT uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Whitestone REIT. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Whitestone REIT's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Whitestone REIT's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 747.4 M.Whitestone REIT's profitablity analysis
The company has Net Profit Margin of 0.24 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.35 %, which entails that for every 100 dollars of revenue, it generated $0.35 of operating income.Determining Whitestone REIT's profitability involves analyzing its financial statements and using various financial metrics to determine if Whitestone REIT is a good buy. For example, gross profit margin measures Whitestone REIT's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Whitestone REIT's profitability and make more informed investment decisions.
Basic technical analysis of Whitestone Stock
As of the 23rd of March, Whitestone REIT maintains the Mean Deviation of 0.9341, downside deviation of 1.12, and Market Risk Adjusted Performance of (0.42). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Whitestone REIT, as well as the relationship between them. Please check out Whitestone REIT coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and skewness to decide if Whitestone REIT is priced fairly, providing market reflects its latest price of 14.34 per share. Given that Whitestone REIT has jensen alpha of 0.0428, we strongly advise you to confirm Whitestone REIT's prevalent market performance to make sure the company can sustain itself at a future point.Whitestone REIT's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Whitestone REIT insiders, such as employees or executives, is commonly permitted as long as it does not rely on Whitestone REIT's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Whitestone REIT insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Whitestone REIT's Outstanding Corporate Bonds
Whitestone REIT issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Whitestone REIT uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Whitestone bonds can be classified according to their maturity, which is the date when Whitestone REIT has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Whitestone REIT's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Whitestone REIT's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0468 | |||
| Market Risk Adjusted Performance | (0.42) | |||
| Mean Deviation | 0.9341 | |||
| Semi Deviation | 1.0 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 2012.96 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.5 | |||
| Information Ratio | 0.0965 | |||
| Jensen Alpha | 0.0428 | |||
| Total Risk Alpha | 0.1437 | |||
| Sortino Ratio | 0.1054 | |||
| Treynor Ratio | (0.43) | |||
| Maximum Drawdown | 5.6 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 1.8 | |||
| Downside Variance | 1.26 | |||
| Semi Variance | 1.01 | |||
| Expected Short fall | (1.16) | |||
| Skewness | 0.5179 | |||
| Kurtosis | 1.27 |
| Risk Adjusted Performance | 0.0468 | |||
| Market Risk Adjusted Performance | (0.42) | |||
| Mean Deviation | 0.9341 | |||
| Semi Deviation | 1.0 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 2012.96 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.5 | |||
| Information Ratio | 0.0965 | |||
| Jensen Alpha | 0.0428 | |||
| Total Risk Alpha | 0.1437 | |||
| Sortino Ratio | 0.1054 | |||
| Treynor Ratio | (0.43) | |||
| Maximum Drawdown | 5.6 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 1.8 | |||
| Downside Variance | 1.26 | |||
| Semi Variance | 1.01 | |||
| Expected Short fall | (1.16) | |||
| Skewness | 0.5179 | |||
| Kurtosis | 1.27 |
Consider Whitestone REIT's intraday indicators
Whitestone REIT intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Whitestone REIT stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Whitestone REIT time-series forecasting models is one of many Whitestone REIT's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Whitestone REIT's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Whitestone Stock media impact
Far too much social signal, news, headlines, and media speculation about Whitestone REIT that are available to investors today. That information is available publicly through Whitestone media outlets and privately through word of mouth or via Whitestone internal channels. However, regardless of the origin, that massive amount of Whitestone data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Whitestone REIT news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Whitestone REIT relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Whitestone REIT's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Whitestone REIT alpha.
Whitestone REIT Corporate Management
| Soklin Siv | Vice Resources | Profile | |
| David Taylor | Lead Independent Trustee | Profile | |
| Paul Lambert | Independent Trustee | Profile | |
| David Mordy | Director Relations | Profile | |
| Matthew Okmin | Regional Arizona | Profile | |
| Michael Ly | Controller | Profile |
Already Invested in Whitestone REIT?
The danger of trading Whitestone REIT is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Whitestone REIT is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Whitestone REIT. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Whitestone REIT is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additional Tools for Whitestone Stock Analysis
When running Whitestone REIT's price analysis, check to measure Whitestone REIT'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 Whitestone REIT is operating at the current time. Most of Whitestone REIT's value examination focuses on studying past and present price action to predict the probability of Whitestone REIT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whitestone REIT's price. Additionally, you may evaluate how the addition of Whitestone REIT to your portfolios can decrease your overall portfolio volatility.