InvenTrust Properties (NYSE:IVT – Get Free Report) and Wheeler Real Estate Investment Trust (NASDAQ:WHLR – Get Free Report) are both real estate companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, profitability, risk, dividends, institutional ownership and valuation.
Profitability
This table compares InvenTrust Properties and Wheeler Real Estate Investment Trust’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| InvenTrust Properties | 4.80% | 0.85% | 0.53% |
| Wheeler Real Estate Investment Trust | 14.99% | -151.35% | 2.36% |
Earnings and Valuation
This table compares InvenTrust Properties and Wheeler Real Estate Investment Trust”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| InvenTrust Properties | $299.17 million | 8.54 | $111.42 million | $0.20 | 163.90 |
| Wheeler Real Estate Investment Trust | $99.10 million | 0.00 | $8.77 million | ($749.84) | -0.00 |
InvenTrust Properties has higher revenue and earnings than Wheeler Real Estate Investment Trust. Wheeler Real Estate Investment Trust is trading at a lower price-to-earnings ratio than InvenTrust Properties, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk
InvenTrust Properties has a beta of 0.78, meaning that its stock price is 22% less volatile than the S&P 500. Comparatively, Wheeler Real Estate Investment Trust has a beta of 1.18, meaning that its stock price is 18% more volatile than the S&P 500.
Analyst Recommendations
This is a breakdown of recent ratings for InvenTrust Properties and Wheeler Real Estate Investment Trust, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| InvenTrust Properties | 0 | 1 | 5 | 1 | 3.00 |
| Wheeler Real Estate Investment Trust | 1 | 0 | 0 | 0 | 1.00 |
InvenTrust Properties presently has a consensus target price of $35.14, indicating a potential upside of 7.21%. Given InvenTrust Properties’ stronger consensus rating and higher possible upside, analysts plainly believe InvenTrust Properties is more favorable than Wheeler Real Estate Investment Trust.
Dividends
InvenTrust Properties pays an annual dividend of $1.00 per share and has a dividend yield of 3.1%. Wheeler Real Estate Investment Trust pays an annual dividend of $1.68 per share and has a dividend yield of 399.9%. InvenTrust Properties pays out 500.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Wheeler Real Estate Investment Trust pays out -0.2% of its earnings in the form of a dividend. InvenTrust Properties has increased its dividend for 4 consecutive years. Wheeler Real Estate Investment Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.
Insider & Institutional Ownership
61.7% of InvenTrust Properties shares are owned by institutional investors. Comparatively, 35.3% of Wheeler Real Estate Investment Trust shares are owned by institutional investors. 0.7% of InvenTrust Properties shares are owned by company insiders. Comparatively, 51.9% of Wheeler Real Estate Investment Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Summary
InvenTrust Properties beats Wheeler Real Estate Investment Trust on 12 of the 18 factors compared between the two stocks.
About InvenTrust Properties
InvenTrust Properties Corp. (the “Company,” “IVT,” or “InvenTrust”) is a premier Sun Belt, multi-tenant essential retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as high-quality power centers that often have a grocery component. Management pursues the Company’s business strategy by acquiring retail properties in Sun Belt markets, opportunistically disposing of retail properties, maintaining a flexible capital structure, and enhancing environmental, social and governance (“ESG”) practices and standards. A trusted, local operator bringing real estate expertise to its tenant relationships, IVT has built a strong reputation with market participants across its portfolio. IVT is committed to leadership in ESG practices and has been a Global Real Estate Sustainability Benchmark (“GRESB”) member since 2013.
About Wheeler Real Estate Investment Trust
Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment trust (REIT) focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.
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