Equity Residential (EQR)vsWheeler Real Estate Investment Trust, Inc. (WHLR)
EQR
Equity Residential
$63.66
-3.50%
REAL ESTATE · Cap: $25.50B
WHLR
Wheeler Real Estate Investment Trust, Inc.
$0.39
+4.98%
REAL ESTATE · Cap: $1.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Equity Residential generates 3179% more annual revenue ($3.13B vs $95.44M). EQR leads profitability with a 28.0% profit margin vs 17.8%. EQR earns a higher WallStSmart Score of 49/100 (D+).
EQR
Hold49
out of 100
Grade: D+
WHLR
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.6%
Fair Value
$59.55
Current Price
$63.66
$4.11 premium
Margin of Safety
+72.5%
Fair Value
$7.45
Current Price
$0.39
$7.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.9%
Strong operational efficiency at 32.1%
Areas to Watch
Moderate valuation
2.1% revenue growth
Expensive relative to growth rate
Earnings declined 39.9%
0.0% earnings growth
Smaller company, higher risk/reward
Revenue declined 13.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EQR
The strongest argument for EQR centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 28.0% and operating margin at 27.9%.
Bull Case : WHLR
The strongest argument for WHLR centers on Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 32.1%.
Bear Case : EQR
The primary concerns for EQR are P/E Ratio, Revenue Growth, PEG Ratio.
Bear Case : WHLR
The primary concerns for WHLR are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.12 is elevated, increasing financial risk.
Key Dynamics to Monitor
EQR profiles as a value stock while WHLR is a declining play — different risk/reward profiles.
WHLR carries more volatility with a beta of 1.08 — expect wider price swings.
EQR is growing revenue faster at 2.1% — sustainability is the question.
EQR generates stronger free cash flow (184M), providing more financial flexibility.
Bottom Line
EQR scores higher overall (49/100 vs 48/100), backed by strong 28.0% margins. WHLR offers better value entry with a 72.5% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Equity Residential
REAL ESTATE · REIT - RESIDENTIAL · USA
Equity Residential is a publicly traded real estate investment trust that invests in apartments.
Wheeler Real Estate Investment Trust, Inc.
REAL ESTATE · REIT - RETAIL · USA
Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that focuses on the acquisition and management of a diverse portfolio of retail and mixed-use properties across the United States. Utilizing a value-oriented investment strategy, WHLR identifies strategically located assets that offer strong cash flow potential to generate stable income and capital appreciation for its investors. The company is committed to proactive asset management and fostering robust tenant relationships, which are essential for mitigating risks in a changing retail landscape. With a strong emphasis on sustainability and long-term value creation, WHLR is poised for continuous growth in the dynamic commercial real estate sector.
Visit Website →Compare with Other REIT - RESIDENTIAL Stocks
Want to dig deeper into these stocks?