Wheeler Real Estate Investment Trust, Inc (WHLR) Fair Value & Analysis
Real Estate · US · Market cap $1.3M
Wheeler Real Estate Investment Trust, Inc
WHLR · US
Fair value as of: Jul 27, 2026
From 12 valuation models · updated 15 days ago
Share price +3.2% over the past month.
Below-average quality, and screening another 56% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($0.2404). The favourable scenario is already priced in.
- Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The model range is unusually wide ($0.0784 to $0.2404). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 27, 2026.
How to read this chart
60‑month range $0.2328 – $1,000,000 · fair‑value band $0.0784 – $0.2404 · the $0.4439 price screens above the $0.1955 fair value. Dashed = 300-day average. As of Jul 27, 2026.
Analysis
Wheeler Real Estate Investment Trust, Inc (WHLR) currently trades at $0.4439, while our model-based Fair Value estimate is $0.1955, implying the stock looks roughly 56.0% overvalued today. The Quality Score stands at 36/100 (below-average quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Wheeler Real Estate Investment Trust, Inc generated revenue of $99.1M at a net margin of 5.9%. Revenue declined 1.4% year over year. It earns a return on equity of 11.8%. Net debt stands at $460M. Fundamentals as of Jul 27, 2026
Our scenario range runs from $0.0784 (bear case) to $0.2404 (bull case); at $0.4439, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Real Estate peers we cover trades at -53% fair-value upside, at -56%, WHLR screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 12 models by family
Widest divergence: DCF Models ($77.43) versus Asset-Based ($14.15). Highest evidence: Rev-Margin DCF (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 33 · Market factors (momentum, volatility) 9
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation (taxed as a real estate investment trust) that focuses on owning and operating income producing retail properties with a primary focus on grocery-anchored shopping centers. Wheeler Real Estate Investment Trust, Inc. was founded and incorporated in 2011 in Virginia Beach, Virginia, USA.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Wheeler Real Estate Investment Trust, Inc reported revenue of $99.4M in FY2025 versus $61.3M in FY2021, a compound +12.9%/yr. Reported net income was $8.8M in FY2025.
WHLR screens 56% overvalued. Compare with Simon Property Group →
Peer Group
REIT - Retail · 107 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs REIT - Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more REIT - Retail stocks, each showing price versus our Fair Value estimate (as of Jul 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Simon Property Group SPG | $229.78 | $86.11 | -63% |
| Realty Income Corporation O | $65.60 | $30.71 | -53% |
| Unibail-Rodamco-Westfield SE URW | €103.65 | €101.67 | -2% |
| Kimco Realty Corporation KIM | $26.10 | $12.60 | -52% |
| CapitaLand Integrated Commercial Trust (CICT or the Trust) C38U | 2.47 SGD | 0.9100 SGD | -63% |
| Scentre Group SCG | A$3.93 | A$3.34 | -15% |
| Regency Centers Corporation REG | $82.15 | $33.69 | -59% |
| Link Real Estate Investment Trust (Link REIT) 0823 | HK$39.22 | HK$41.98 | +7% |
| Federal Realty Investment Trust FRT | $126.08 | $41.96 | -67% |
| Brixmor Property Group BRX | $32.44 | $13.18 | -59% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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