WSR Stock Overview
Whitestone REIT (NYSE: WSR) is a community-centered real estate investment trust (REIT) that acquires, owns, operates, and develops open-air, retail centers located in some of the fastest growing markets in the country: Phoenix, Austin, Dallas-Fort Worth, Houston and San Antonio. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
+ 1 more risk
My Notes
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Community Narratives
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Operational Improvements And Asset Recycling Will Strengthen Future Prospects
Whitestone REIT Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$14.26 |
| 52 Week High | US$15.36 |
| 52 Week Low | US$10.77 |
| Beta | 1.27 |
| 1 Month Change | -3.19% |
| 3 Month Change | 5.94% |
| 1 Year Change | 16.50% |
| 3 Year Change | 44.33% |
| 5 Year Change | 5.94% |
| Change since IPO | 24.00% |
Recent News & Updates
Recent updates
Whitestone REIT: Weighing Potential Amid Risks
Nov 15Whitestone Buyout Offer Undervalues Its Assets
Oct 11Whitestone: Growth At A Great Price
Sep 09Whitestone REIT: Southwest's Growing Pains Will Be Retail Landlords' Growing Gains
Aug 30Whitestone REIT: Taking Profits Home And Downgrading To Hold
Aug 02Whitestone REIT: Monthly-Paying Growth REIT With A 3.7% Yield
Jul 08Whitestone REIT: Undersupplied Submarkets Portend Growth
Apr 22Whitestone REIT: A Concentrated REIT With A 4.4% Yield
Apr 15Whitestone REIT: 4.1% Dividend Yield, Recent Hike And Sunbelt Focus
Mar 09Whitestone REIT: Positioned To Benefit From Bidenomics
Dec 21Whitestone REIT: A More Clear Buy After Q3 Results
Nov 06Whitestone REIT: An Undervalued REIT With A 4.9% Yield
Sep 06Whitestone REIT: Q2 Results Confirm A Buy Thesis
Aug 03Whitestone REIT: Acceptable Yield And Upside Potential
Jul 17Whitestone REIT: Crisis Resistant Retail Trading 50 Cents On The Dollar
Jun 06Whitestone REIT: Weighing The Pros And Cons
Feb 08Real Estate At 50 Cents On The Dollar: The Case For Whitestone REIT
Jan 05Shareholder Returns
| WSR | US Retail REITs | US Market | |
|---|---|---|---|
| 7D | -2.6% | -4.3% | -2.4% |
| 1Y | 16.5% | 7.2% | 23.3% |
Return vs Industry: WSR exceeded the US Retail REITs industry which returned 7.2% over the past year.
Return vs Market: WSR underperformed the US Market which returned 23.3% over the past year.
Price Volatility
| WSR volatility | |
|---|---|
| WSR Average Weekly Movement | 3.4% |
| Retail REITs Industry Average Movement | 2.7% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: WSR has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: WSR's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1998 | 73 | Dave Holeman | www.whitestonereit.com |
Whitestone REIT (NYSE: WSR) is a community-centered real estate investment trust (REIT) that acquires, owns, operates, and develops open-air, retail centers located in some of the fastest growing markets in the country: Phoenix, Austin, Dallas-Fort Worth, Houston and San Antonio. Our centers are convenience focused: merchandised with a mix of service-oriented tenants providing food (restaurants and grocers), self-care (health and fitness), services (financial and logistics), education and entertainment to the surrounding communities. The Company believes its strong community connections and deep tenant relationships are key to the success of its current centers and its acquisition strategy.
Whitestone REIT Fundamentals Summary
| WSR fundamental statistics | |
|---|---|
| Market cap | US$731.48m |
| Earnings (TTM) | US$21.10m |
| Revenue (TTM) | US$149.45m |
34.2x
P/E Ratio4.8x
P/S RatioIs WSR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WSR income statement (TTM) | |
|---|---|
| Revenue | US$149.45m |
| Cost of Revenue | US$45.60m |
| Gross Profit | US$103.84m |
| Other Expenses | US$82.75m |
| Earnings | US$21.10m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.42 |
| Gross Margin | 69.48% |
| Net Profit Margin | 14.12% |
| Debt/Equity Ratio | 149.2% |
How did WSR perform over the long term?
See historical performance and comparisonDividends
3.8%
Current Dividend Yield52%
Payout RatioDoes WSR pay a reliable dividends?
See WSR dividend history and benchmarks| Whitestone REIT dividend dates | |
|---|---|
| Ex Dividend Date | Jan 02 2025 |
| Dividend Pay Date | Jan 14 2025 |
| Days until Ex dividend | 11 days |
| Days until Dividend pay date | 23 days |
Does WSR pay a reliable dividends?
See WSR dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 02:14 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Whitestone REIT is covered by 17 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Richard Milligan | Baird |
| Paul Adornato | BMO Capital Markets Equity Research |