Wheeler Real Estate Stock Alpha and Beta Analysis
| WHLR Stock | USD 1.15 0.01 0.86% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Wheeler Real Estate. It also helps investors analyze the systematic and unsystematic risks associated with investing in Wheeler Real over a specified time horizon. Remember, high Wheeler Real's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Wheeler Real's market risk premium analysis include:
Beta 1.43 | Alpha (3.61) | Risk 10.32 | Sharpe Ratio (0.38) | Expected Return (3.97) |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Wheeler |
Wheeler Real Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Wheeler Real market risk premium is the additional return an investor will receive from holding Wheeler Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wheeler Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Wheeler Real's performance over market.| α | -3.61 | β | 1.43 |
Wheeler Real expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Wheeler Real's Buy-and-hold return. Our buy-and-hold chart shows how Wheeler Real performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Wheeler Real Market Price Analysis
Market price analysis indicators help investors to evaluate how Wheeler Real stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wheeler Real shares will generate the highest return on investment. By understating and applying Wheeler Real stock market price indicators, traders can identify Wheeler Real position entry and exit signals to maximize returns.
Wheeler Real Return and Market Media
The median price of Wheeler Real for the period between Sat, Dec 14, 2024 and Fri, Mar 14, 2025 is 7.84 with a coefficient of variation of 69.45. The daily time series for the period is distributed with a sample standard deviation of 6.31, arithmetic mean of 9.09, and mean deviation of 5.43. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Wheeler real estate investment trust sees significant stock activity By Investing.com - Investing.com | 12/16/2024 |
2 | Acquisition by Campbell Kerry G. of 251 shares of Wheeler Real at 122112.0 subject to Rule 16b-3 | 12/31/2024 |
3 | WHLR stock touches 52-week low at 3.1 amid sharp annual decline - Investing.com | 01/08/2025 |
4 | Insider Trading | 01/13/2025 |
5 | Wheeler Real Estate Investment Trust, Inc. Declares Monthly Cash Dividend on Common Stock Payable on or About February 28, 2017 - Marketscreener.com | 01/21/2025 |
6 | Top 3 Real Estate Stocks Which Could Rescue Your Portfolio This Quarter | 01/28/2025 |
7 | Disposition of 850 shares by Michael Franklin of Wheeler Real at 15.75 subject to Rule 16b-3 | 01/29/2025 |
8 | Wheeler Real Estate Investment Trust Trading Down 0.3 percent Heres Why | 02/05/2025 |
9 | Wheeler Real Estate Investment Trust Releases Quarterly Earnings Results | 03/06/2025 |
10 | Disposition of 2055 shares by Stilwell Joseph of Wheeler Real at 488448.0 subject to Rule 16b-3 | 03/10/2025 |
11 | Disposition of 3708 shares by Stilwell Joseph of Wheeler Real at 1152000.0 subject to Rule 16b-3 | 03/12/2025 |
12 | Acquisition by Stilwell Joseph of tradable shares of Wheeler Real at 0.12 subject to Rule 16b-3 | 03/14/2025 |
About Wheeler Real Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Wheeler or other stocks. Alpha measures the amount that position in Wheeler Real Estate has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2024 | 2025 (projected) | Dividend Yield | 0.8 | 0.84 | Price To Sales Ratio | 0.002254 | 0.002141 |
Wheeler Real Upcoming Company Events
As portrayed in its financial statements, the presentation of Wheeler Real's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wheeler Real's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Wheeler Real's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Wheeler Real. Please utilize our Beneish M Score to check the likelihood of Wheeler Real's management manipulating its earnings.
| 7th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
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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.