Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/d97b70be-c985-46cf-a706-7bfa094887e5/
WHLRD
Wheeler Real Estate Investment Trust, Inc.Snapshot 2026-07-19 · 0.6w · Fresh
Strategy Eligibility
7 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
P/S 0.4
💎
Deep Value
P/E 6.0
◇
VC2 Cheapest
✗
📐
EBITDA/EV
11.3%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
18.6%
💰
High Yield
Div 18.6%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
Yes
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 1.00
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
40.0%ile
P/E
6.0×
P/S
0.4×
P/B
0.6×
E/P
0.0728
FCF Yield
0.065
EBITDA/EV
0.113
SH Yield
0.186
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
61.00000000
/100 — 1=cheapest
VC2 (Trending Value)
62.00000000
/100
VC3 (Buyback)
62.00000000
/100
P/E of 6.0x places this firmly in deep value territory. FCF yield of 6.5% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
38.0%ile
ROE
0.093
ROA
0.010
Net Margin
0.059
Op Margin
0.431
GPA
0.095
D/E
7.98
Current
42.87
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.035
Earn Growth
1.199
Stability
18.387
lower=better
Accruals
-0.026
lower=better
5yr Consist
No
Highly leveraged with D/E of 7.98 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
39.0%ile
6M Return
-1.1%
12M Return
11.0%
12-1 Mom
9.1%
Risk-Adj
0.28
Vol 252d
32.7%
Vol 60d
81.6%
↑ Expanding
Max DD 12M
-15.7%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (82%) is expanding vs long-term (33%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.28
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Real Estate
· 242 peers
Sector Value %ile
63.4%
Sector Quality %ile
55.1%
P/E z-score
-0.36
P/B z-score
-0.31
Sector Avg OS
38.9%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Strong Capital Return
Shareholder yield 18.6% backed by 6.5% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (82%) significantly exceeds 252-day (33%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
80.3% avg (7 factors)
Quality
D
44.6% avg (8 factors)
Momentum
D
39.8% avg (4 factors)
Risk
B
62.1% avg (1 factors)
Deep value territory, but quality is concerning. This is either a turnaround opportunity or a value trap — the F-Score and accruals ratio will be key differentiators. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends7 snapshots
Factor Persistence7 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.280 | —1 | — | |
| Value %ile | 0.400 | —0 | — | |
| Quality %ile | 0.380 | —0 | — | |
| Momentum %ile | 0.390 | —0 | — | |
| F-Score | 7.000 | —7 | — | |
| Confidence | 0.969 | —7 | — | |
| Volatility | 0.327 | —0 | — |
Value Lens2021-07-20 → 2026-07-19
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
6.01
Earnings Yield (E/P)
0.0728
Price / Sales
0.35
Price / Book
0.56
Price / Cash Flow
1.67
FCF Yield
6.5%
EBITDA / EV
11.3%
Sales Yield (1/P·S)
0.1690
Shareholder Yield
Div + net buyback / mktcap
18.6%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
9.3%
Return on Assets
1.0%
Net Margin
5.9%
Operating Margin
43.1%
Gross Profit / Assets
Novy-Marx GPA
9.5%
Debt / Equity
7.98
Current Ratio
42.87
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.026
MomentumPrice trend strength over different horizons
6M Return
-1.1%
12M Return
11.0%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
9.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.28
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-3.5%
Earnings Growth (YoY)
119.9%
Earnings Stability (CV)
Lower = more stable
18.387
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
7
Dividend Yield
18.6%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
61
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
62
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
62
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity