Stock fact sheet · data as of
Wheeler Real Estate Investment Trust, Inc. (WHLRP): fair value, margin of safety and Wheel Score
Real Estate · REIT - Retail · United States · Value
Is WHLRP undervalued?
WHLRP has a margin of safety of 100%: the stock closed at 11.55 on 16 Oct 2026 against a GLS average fair value of 2,843,087.86. 8 of the 8 valuation models that produced a number sit above the price. Our screens treat a discount this large as a strong starting point for a cash-secured put, not as a verdict - the fair value is a model output, and a wide gap can mean the models are missing something the market knows.
There is a wide gap between Payback Time (68,924.89) and DCF (13,842,460.36). When the models are this far apart the "fair value" is really a range, and the margin of safety above should be read with that range in mind.
The nightly engine files WHLRP under Value: positive earnings at a P/E of 18 or less.
Nine valuation models for WHLRP
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 13,842,460.36 | +119848042% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 88,026.27 | +762032% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 4,075,469.26 | +35285348% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 1,010,446.92 | +8748358% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 739,432.43 | +6401912% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 113,145.73 | +979517% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 68,924.89 | +596652% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | - | - | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend; no value tonight |
| EPV | 2,806,797.01 | +24301173% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -554.05 | -4897% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 0.0000 | -100% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Wheeler Real Estate Investment Trust, Inc. scores 5 of 9 on the Piotroski F-score: a middling result that falls one point short of the Sunday Scan's "6 or more" rule. Some of the nine tests on profitability, leverage and efficiency are failed, so the accounts are worth a look before selling a put on the name. A GLS Moat score of 3.4/10 is a weak reading: the ten-year history the score grades (revenue, EPS, book value, margins, cash flow, share count, ROIC) has not been steady, so the Moat part of the Wheel Score contributes little.
Returns on capital are thin or negative - ROIC 1.6%, ROE 13.8%, ROA 1.5% - with debt at 7.63 times equity and a free-cash-flow yield of 570983.6%. Debt of 7.63 times equity is on the high side for the sector and is worth checking against the cash flow before treating the stock as a long-term hold.
Wheeler Real Estate Investment Trust, Inc. pays no dividend, so the DDM model does not apply and a covered-call holder earns only the premium and any price gain. Revenue comes mainly from Base Rent 73%, Tenant Reimbursements 27%, Other Services 1% (quarter Q1 FY2026).
Institutional ownership scores 10/10, insider activity 4/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 5 / 9 | ROIC | 1.6% |
|---|---|---|---|
| GLS Moat | 3.4 / 10 | ROE | 13.8% |
| Debt / equity | 7.63 | ROA | 1.5% |
| Free-cash-flow yield | 570983.6% | Payout ratio | 9% |
| Institutions | 10 / 10 | Insiders · Congress | 4 · 5 / 10 |
Wheel Score 39: No options
No options are listed on Wheeler Real Estate Investment Trust, Inc. in our nightly snapshot. The Wheel Score is therefore capped at 39 (it reads 39) and the stock is left out of every options screen; the fair value and health figures above are still useful for a plain stock position.
Volume runs at 0k shares a day on a market cap of $9M, with a beta of 1.22 - a high beta, so the stock tends to move more than the market and a strike can be gapped through; the Stability part of the Wheel Score gives that 6 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 25 / 25 | 100% margin of safety | |
| Health | 11 / 20 | Piotroski 5/9 | |
| Moat | 5 / 15 | moat 3.4/10 | |
| Premium | 0 / 20 | no option data | |
| Stability | 6 / 20 | 0k shares/day, $9M cap, beta 1.22 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
No upcoming earnings date is recorded for WHLRP in the nightly calendar.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in REIT - Retail
The 12 companies below are the closest to Wheeler Real Estate Investment Trust, Inc. by market cap within the REIT - Retail industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| WHLRD Wheeler Real Estate Investment Trust, Inc. | 35.80 | 4,413.02 | +99% | 39No options | $3M |
| SRG Seritage Growth Properties | 1.62 | - | - | 32Weak | $91M |
| SITC SITE Centers Corp. | 3.02 | 21.57 | +86% | 63Fair | $158M |
| PINE Alpine Income Property Trust, Inc. | 17.64 | 10.57 | -67% | 41Weak | $316M |
| BFS Saul Centers, Inc. | 29.14 | 64.32 | +55% | 72Good | $720M |
| ALX Alexander's, Inc. | 234.68 | 229.82 | -2% | 36No options | $1.2B |
| CBL CBL & Associates Properties, Inc. | 48.84 | 170.00 | +71% | 78Good | $1.5B |
| GTY Getty Realty Corp. | 28.30 | 23.49 | -20% | 54Fair | $1.8B |
| NTST NETSTREIT Corp. | 17.30 | 9.33 | -85% | 56Fair | $1.8B |
| IVT InvenTrust Properties Corp. | 29.88 | 39.63 | +25% | 76Good | $2.3B |
| FCPT Four Corners Property Trust, Inc. | 21.80 | 22.40 | +3% | 71Good | $2.4B |
| UE Urban Edge Properties | 19.18 | 14.88 | -29% | 53Fair | $2.4B |
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Start free See the Sunday ScanQuestions about WHLRP
Is WHLRP undervalued right now?
By the GLS models, yes: at 11.55 the stock is 100% below the average fair value of 2,843,087.86 (data as of 16 Oct 2026). Whether the discount is deserved is the question to research next.
What is the Wheel Score of WHLRP and what does it mean?
WHLRP has no listed options in our nightly snapshot, so it cannot be wheeled; its Wheel Score is capped at 39 and shown as "No options".
What is the GLS fair value for WHLRP?
2,843,087.86 per share as of 16 Oct 2026 - the simple average of the 8 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Wheeler Real Estate Investment Trust, Inc. report earnings next?
No upcoming earnings date is recorded for WHLRP in our calendar as of 16 Oct 2026; the Calendars page is refreshed every morning.
Does WHLRP have listed options, and how liquid are they?
No. The nightly options snapshot found no listed contracts on WHLRP, so the wheel strategy cannot be run on it and the Wheel Score is capped at 39.