(WSR) Whitestone REIT - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US9660842041
WSR: Retail, Restaurants, Grocers, Health, Fitness, Services, Education
Whitestone REIT (NYSE: WSR) is a community-focused real estate investment trust specializing in the acquisition, ownership, operation, and development of open-air retail centers. Strategically positioned in some of the fastest-growing markets in the U.S.—including Phoenix, Austin, Dallas-Fort Worth, Houston, and San Antonio—the company leverages its presence in high-demand areas to deliver value to both investors and local communities. Its retail centers are designed with a convenience-oriented approach, featuring a diverse mix of service-based tenants that cater to everyday needs. These tenants span essential categories such as dining (restaurants and grocers), self-care (health and fitness), practical services (financial and logistics), education, and entertainment, ensuring that each center serves as a hub for community activity and accessibility.
Whitestone REITs success is rooted in its strong community ties and deep relationships with tenants. This approach not only fosters stability in its existing portfolio but also informs its acquisition strategy, allowing the company to identify and capitalize on opportunities in thriving markets. By focusing on densely populated, high-traffic areas with strong demographic trends, Whitestone REIT aims to create long-term value for its stakeholders while maintaining its commitment to community-centric development.
From a financial perspective, Whitestone REIT operates with a market capitalization of $684.80 million, reflecting its established presence in the retail REIT sector. With a price-to-earnings (P/E) ratio of 32.56, the company is valued at a premium, potentially signaling investor confidence in its growth prospects. The forward P/E ratio, however, is currently reported as 0.00, which may indicate limited visibility into future earnings or a focus on reinvestment for growth. The price-to-book (P/B) ratio of 1.61 suggests that the companys market value aligns closely with its book value, while the price-to-sales (P/S) ratio of 4.58 highlights a premium valuation relative to its revenue. The return on equity (RoE) of 5.03% indicates modest profitability, though this figure could improve as the company continues to optimize its portfolio and expand its operations.
Looking ahead, Whitestone REIT is well-positioned to benefit from the continued growth of its target markets, particularly in the Sun Belt region, where population and economic expansion are outpacing national averages. The companys focus on essential, service-oriented retail aligns with evolving consumer preferences for convenience and accessibility. However, the retail sectors ongoing transformation, including the rise of e-commerce and shifting tenant demand, will require Whitestone REIT to remain agile and adaptive in its strategy. By maintaining its community-centric approach and leveraging its deep market insights, the company is poised to navigate these challenges and capitalize on emerging opportunities, ensuring sustained growth and value creation for its stakeholders.
Additional Sources for WSR Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
WSR Stock Overview
Market Cap in USD | 749m |
Sector | Real Estate |
Industry | REIT - Retail |
GiC Sub-Industry | Retail REITs |
IPO / Inception | 2010-08-26 |
WSR Stock Ratings
Growth 5y | 87.4% |
Fundamental | 53.2% |
Dividend | 65.0% |
Rel. Strength | 13.7 |
Analysts | 4.29/5 |
Fair Price Momentum | 17.05 USD |
Fair Price DCF | 26.62 USD |
WSR Dividends
Dividend Yield 12m | 3.34% |
Yield on Cost 5y | 11.65% |
Annual Growth 5y | -3.93% |
Payout Consistency | 92.7% |
WSR Growth Ratios
Growth Correlation 3m | 68.5% |
Growth Correlation 12m | 79.4% |
Growth Correlation 5y | 89% |
CAGR 5y | 29.64% |
CAGR/Max DD 5y | 0.79 |
Sharpe Ratio 12m | 0.02 |
Alpha | 17.49 |
Beta | 1.286 |
Volatility | 24.18% |
Current Volume | 221.6k |
Average Volume 20d | 253k |
As of April 03, 2025, the stock is trading at USD 14.62 with a total of 221,635 shares traded.
Over the past week, the price has changed by +1.42%, over one month by +7.99%, over three months by +5.23% and over the past year by +28.90%.
Partly, yes. Based on ValueRay Fundamental Analyses, Whitestone REIT (NYSE:WSR) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 53.17 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WSR as of April 2025 is 17.05. This means that WSR is currently undervalued and has a potential upside of +16.62% (Margin of Safety).
Whitestone REIT has received a consensus analysts rating of 4.29. Therefor, it is recommend to buy WSR.
- Strong Buy: 3
- Buy: 3
- Hold: 1
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, WSR Whitestone REIT will be worth about 18.7 in April 2026. The stock is currently trading at 14.62. This means that the stock has a potential upside of +27.91%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 16.4 | 12.4% |
Analysts Target Price | 16.3 | 11.4% |
ValueRay Target Price | 18.7 | 27.9% |