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WHLRL

BEARISH
$80.01 Live
Wheeler Real Estate Investment Trust, Inc. · NASDAQ
$78.0 52W Range $170.46
Overview AI Snowflake Price Valuation Profitability Growth Health Ownership SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 24, 2026
Market cap
N/A
P/E
N/A
ROE
13.8%
Profit margin
8.8%
Debt/Equity
5.03
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
WHLRL presents a high-risk profile characterized by a stable Piotroski F-Score of 5/9, which is overshadowed by severe balance sheet distress. The company exhibits a negative Price-to-Book ratio of -1.38, indicating negative shareholders' equity, coupled with an alarmingly high Debt/Equity ratio of 5.03. Despite decent operating margins, the stock is in a technical freefall, down 56.4% over the last year and trading near its 52-week low. The combination of declining revenue growth (-8.80%) and a total lack of dividend support suggests a deteriorating fundamental outlook.

Key Strengths

Stable Piotroski F-Score (5/9)
Strong Gross Margin (66.76%)
Healthy Operating Margin (30.00%)
Adequate Current Ratio (2.66)
Positive ROE (13.77%)

Key Risks

Negative Book Value (P/B -1.38)
Extreme Leverage (Debt/Equity 5.03)
Negative Revenue Growth (-8.80% YoY)
Severe Price Depreciation (-56.4% 1Y)
Bearish Technical Trend (0/100)

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
24
Weak
Value
10
Future
25
Past
45
Health
40
Dividend
0
AI Verdict
High Risk / Speculative
Key drivers: Negative equity, High debt load, Revenue contraction, Technical collapse
Confidence
80%
Value
10/100

P/B of -1.38 indicates the company's liabilities exceed its assets.

Positives
No standout positives identified.
Watchpoints
  • Negative Price/Book ratio
  • Lack of Graham Number/Intrinsic Value data
Future
25/100

Declining top-line growth suggests a shrinking market position or operational failure.

Positives
No standout positives identified.
Watchpoints
  • Revenue growth is negative (-8.80%)
  • Bearish technical trend
Past
45/100

Long-term gains have been erased by a severe recent correction.

Positives
  • Strong 3Y and 5Y historical growth
Watchpoints
  • Recent 1Y crash of 56.4%
Health
40/100

Short-term liquidity is fine, but long-term solvency is highly questionable due to leverage.

Positives
  • Piotroski F-Score of 5/9
  • Current Ratio > 2.0
Watchpoints
  • Debt/Equity of 5.03
  • Negative equity
Dividend
0/100

No income generation for shareholders.

Positives
No standout positives identified.
Watchpoints
  • No dividend yield
  • 0/100 Dividend Strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$80.01

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for WHLRL and closest competitors.

Updated 2026-04-07
WHL
Wheeler Real Estate Investment Trust, Inc.
Primary
5Y
+196.3%
3Y
+128.6%
1Y
-56.4%
6M
-30.4%
1M
+0.0%
1W
0.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
-1.38
P/S Ratio
N/A
EV/Revenue
6.22
EV/EBITDA
11.84
Market Cap
N/A

Profitability

Profit margins and return metrics

Profit Margin 8.82%
Operating Margin 30.0%
Gross Margin 66.76%
ROE 13.77%
ROA 3.16%

Growth

Revenue and earnings growth rates

Revenue Growth -8.8%
Earnings Growth N/A
Q/Q Revenue Growth N/A
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
5.03
High debt
Current Ratio
2.66
Strong
Quick Ratio
1.46
Good
Cash/Share
$55.01

Ownership Structure

Institutional and insider holdings breakdown

Ownership Breakdown

Top Institutional Holders

Stilwell Value LLC
883,221 shares • 2025-12-31
Bank Of New York Mellon Corporation
8,332 shares • 2025-12-31
Morgan Stanley
200 shares • 2025-12-31
Magnetar Financial LLC
190,823 shares • 2025-12-31
Almitas Capital LLC
5,271 shares • 2025-12-31

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-13

Whirlpool Corporation likely filed this 8-K to report its first-quarter financial results for 2026.

8-K
8-K
2026-04-07
8-K
8-K
2026-04-06

Whirlpool Corporation likely filed this 8-K to announce its first-quarter financial results or a dividend declaration.

8-K
8-K
2026-03-26

Whirlpool Corporation filed an 8-K on March 26, 2026, likely to announce its annual financial results or report the filing of its annual report on Form 10-K.

8-K
8-K
2026-03-13

Whirlpool Corporation likely announced its annual financial results for the fiscal year ended December 31, 2025.

8-K
8-K
2026-03-06

WHLRL filed an 8-K on March 6, 2026, likely to announce its annual financial results.

10-K
10-K
2026-03-05

WHLRL filed its annual 10-K report on March 5, 2026. The provided excerpts reference the business description, risk factors, and management's discussion and analysis, but contain no specific financial metrics or detailed risk disclosures.

8-K
8-K
2026-03-05

Whirlpool Corporation announced its annual financial results for the fiscal year ended December 31, 2025.

8-K
8-K
2026-03-04

Whirlpool Corporation filed an 8-K likely to report its fourth-quarter and full-year financial results.

8-K
8-K
2026-02-20

Whirlpool Corporation announced its fourth-quarter and full-year financial results.

8-K
8-K
2026-02-09
8-K
8-K
2026-02-06
8-K
8-K
2026-01-14
8-K
8-K
2026-01-06
8-K
8-K
2025-12-17
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning WHLRL from our newsroom.

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