Wheeler Retained Earnings vs Capital Surpluse Analysis

WHLR Stock

USD 2.69 0.57 17.48%

Wheeler Real financial indicator trend analysis is more than just analyzing Wheeler Real Estate current accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Wheeler Real Estate is a good investment. Please check the relationship between Wheeler Real Retained Earnings and its Capital Surpluse accounts. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wheeler Real Estate. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Retained Earnings vs Capital Surpluse

Retained Earnings vs Capital Surpluse Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Wheeler Real Estate Retained Earnings account and Capital Surpluse. At this time, the significance of the direction appears to have pay attention.

The correlation between Wheeler Real's Retained Earnings and Capital Surpluse is -0.93. Overlapping area represents the amount of variation of Retained Earnings that can explain the historical movement of Capital Surpluse in the same time period over historical financial statements of Wheeler Real Estate, assuming nothing else is changed. The correlation between historical values of Wheeler Real's Retained Earnings and Capital Surpluse is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Retained Earnings of Wheeler Real Estate are associated (or correlated) with its Capital Surpluse. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Capital Surpluse has no effect on the direction of Retained Earnings i.e., Wheeler Real's Retained Earnings and Capital Surpluse go up and down completely randomly.

Correlation Coefficient

-0.93

Relationship Direction	Negative
Relationship Strength	Significant

View All Relationships

Retained Earnings

The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.

Capital Surpluse

Most indicators from Wheeler Real's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Wheeler Real Estate current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wheeler Real Estate. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

As of 05/19/2024, Enterprise Value is likely to grow to about 951.1 M, while Selling General Administrative is likely to drop slightly above 6.6 M.

	2021	2022	2023	2024 (projected)
Interest Expense	33.0M	30.1M	32.3M	33.9M
Depreciation And Amortization	15.4M	17.1M	28.5M	15.2M

Interest Expense Depreciation And Amortization

Wheeler Real fundamental ratios Correlations

	Total Assets	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Accounts Payable	Cash	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Net Receivables	Common Stock Total Equity	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Common Stock	Other Liab	Other Assets	Long Term Debt	Intangible Assets
Total Assets		0.99	-0.16	0.89	0.32	0.03	1.0	-0.92	0.99	0.56	1.0	0.49	0.56	0.89	-0.39	0.45	0.99	0.83	0.98	0.03	0.89	-0.37	0.69	0.24	1.0	-0.38
Short Long Term Debt Total	0.99		-0.18	0.89	0.27	-0.05	1.0	-0.93	0.98	0.58	0.99	0.5	0.58	0.86	-0.39	0.47	0.99	0.81	0.99	-0.05	0.9	-0.36	0.69	0.26	1.0	-0.38
Other Current Liab	-0.16	-0.18		0.03	0.25	0.37	-0.16	0.18	-0.23	-0.52	-0.16	0.07	-0.52	-0.04	-0.01	-0.44	-0.19	0.24	-0.15	0.37	-0.12	-0.07	-0.62	-0.35	-0.17	-0.08
Total Current Liabilities	0.89	0.89	0.03		0.13	-0.01	0.89	-0.87	0.87	0.45	0.87	0.48	0.45	0.78	-0.36	0.36	0.9	0.8	0.92	-0.01	0.93	-0.34	0.52	0.16	0.88	-0.37
Total Stockholder Equity	0.32	0.27	0.25	0.13		0.49	0.28	-0.22	0.3	0.0	0.36	0.15	0.0	0.39	-0.18	0.22	0.18	0.53	0.15	0.5	-0.03	-0.16	0.2	0.23	0.3	-0.2
Property Plant And Equipment Net	0.03	-0.05	0.37	-0.01	0.49		-0.04	0.16	0.01	-0.31	0.05	0.02	-0.31	0.3	-0.06	-0.24	-0.08	0.19	-0.05	1.0	-0.19	-0.1	-0.12	-0.22	-0.03	-0.11
Net Debt	1.0	1.0	-0.16	0.89	0.28	-0.04		-0.93	0.98	0.55	0.99	0.51	0.55	0.87	-0.39	0.45	0.99	0.82	0.99	-0.03	0.89	-0.37	0.67	0.24	1.0	-0.39
Retained Earnings	-0.92	-0.93	0.18	-0.87	-0.22	0.16	-0.93		-0.9	-0.71	-0.91	-0.46	-0.71	-0.77	0.36	-0.64	-0.93	-0.84	-0.93	0.15	-0.86	0.3	-0.77	-0.45	-0.93	0.36
Accounts Payable	0.99	0.98	-0.23	0.87	0.3	0.01	0.98	-0.9		0.61	0.99	0.48	0.61	0.88	-0.39	0.46	0.97	0.77	0.97	0.02	0.9	-0.36	0.73	0.25	0.98	-0.38
Cash	0.56	0.58	-0.52	0.45	0.0	-0.31	0.55	-0.71	0.61		0.55	0.21	1.0	0.4	-0.24	0.86	0.6	0.35	0.55	-0.31	0.59	-0.13	0.89	0.78	0.59	-0.19
Non Current Assets Total	1.0	0.99	-0.16	0.87	0.36	0.05	0.99	-0.91	0.99	0.55		0.49	0.55	0.89	-0.4	0.45	0.98	0.84	0.97	0.06	0.86	-0.37	0.69	0.25	0.99	-0.38
Non Currrent Assets Other	0.49	0.5	0.07	0.48	0.15	0.02	0.51	-0.46	0.48	0.21	0.49		0.21	0.4	0.04	0.12	0.48	0.44	0.5	0.02	0.43	0.04	0.2	0.02	0.5	-0.98
Cash And Short Term Investments	0.56	0.58	-0.52	0.45	0.0	-0.31	0.55	-0.71	0.61	1.0	0.55	0.21		0.4	-0.24	0.86	0.6	0.35	0.55	-0.31	0.59	-0.13	0.89	0.78	0.59	-0.19
Net Receivables	0.89	0.86	-0.04	0.78	0.39	0.3	0.87	-0.77	0.88	0.4	0.89	0.4	0.4		-0.29	0.37	0.85	0.73	0.86	0.31	0.75	-0.27	0.64	0.18	0.87	-0.33
Common Stock Total Equity	-0.39	-0.39	-0.01	-0.36	-0.18	-0.06	-0.39	0.36	-0.39	-0.24	-0.4	0.04	-0.24	-0.29		-0.18	-0.37	-0.37	-0.38	-0.06	-0.32	0.99	-0.25	-0.12	-0.4	-0.09
Common Stock Shares Outstanding	0.45	0.47	-0.44	0.36	0.22	-0.24	0.45	-0.64	0.46	0.86	0.45	0.12	0.86	0.37	-0.18		0.47	0.37	0.4	-0.24	0.37	-0.05	0.85	0.97	0.48	-0.16
Non Current Liabilities Total	0.99	0.99	-0.19	0.9	0.18	-0.08	0.99	-0.93	0.97	0.6	0.98	0.48	0.6	0.85	-0.37	0.47		0.79	0.99	-0.07	0.93	-0.35	0.69	0.26	0.99	-0.36
Other Stockholder Equity	0.83	0.81	0.24	0.8	0.53	0.19	0.82	-0.84	0.77	0.35	0.84	0.44	0.35	0.73	-0.37	0.37	0.79		0.79	0.2	0.67	-0.35	0.45	0.25	0.82	-0.37
Total Liab	0.98	0.99	-0.15	0.92	0.15	-0.05	0.99	-0.93	0.97	0.55	0.97	0.5	0.55	0.86	-0.38	0.4	0.99	0.79		-0.05	0.94	-0.36	0.64	0.18	0.98	-0.37
Property Plant And Equipment Gross	0.03	-0.05	0.37	-0.01	0.5	1.0	-0.03	0.15	0.02	-0.31	0.06	0.02	-0.31	0.31	-0.06	-0.24	-0.07	0.2	-0.05		-0.19	-0.1	-0.12	-0.22	-0.02	-0.11
Total Current Assets	0.89	0.9	-0.12	0.93	-0.03	-0.19	0.89	-0.86	0.9	0.59	0.86	0.43	0.59	0.75	-0.32	0.37	0.93	0.67	0.94	-0.19		-0.3	0.59	0.17	0.89	-0.3
Common Stock	-0.37	-0.36	-0.07	-0.34	-0.16	-0.1	-0.37	0.3	-0.36	-0.13	-0.37	0.04	-0.13	-0.27	0.99	-0.05	-0.35	-0.35	-0.36	-0.1	-0.3		-0.14	0.02	-0.37	-0.11
Other Liab	0.69	0.69	-0.62	0.52	0.2	-0.12	0.67	-0.77	0.73	0.89	0.69	0.2	0.89	0.64	-0.25	0.85	0.69	0.45	0.64	-0.12	0.59	-0.14		0.72	0.7	-0.18
Other Assets	0.24	0.26	-0.35	0.16	0.23	-0.22	0.24	-0.45	0.25	0.78	0.25	0.02	0.78	0.18	-0.12	0.97	0.26	0.25	0.18	-0.22	0.17	0.02	0.72		0.28	-0.1
Long Term Debt	1.0	1.0	-0.17	0.88	0.3	-0.03	1.0	-0.93	0.98	0.59	0.99	0.5	0.59	0.87	-0.4	0.48	0.99	0.82	0.98	-0.02	0.89	-0.37	0.7	0.28		-0.39
Intangible Assets	-0.38	-0.38	-0.08	-0.37	-0.2	-0.11	-0.39	0.36	-0.38	-0.19	-0.38	-0.98	-0.19	-0.33	-0.09	-0.16	-0.36	-0.37	-0.37	-0.11	-0.3	-0.11	-0.18	-0.1	-0.39

Click cells to compare fundamentals

Wheeler Real Account Relationship Matchups

Wheeler Real fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	484.4M	489.4M	465.3M	684.5M	668.3M	369.2M
Short Long Term Debt Total	352.8M	347.5M	346.3M	482.5M	487.9M	259.1M
Other Current Liab	2.0M	13.1M	14.4M	(16.5M)	(7.2M)	(6.9M)
Total Current Liabilities	11.6M	24.4M	14.4M	18.4M	17.1M	10.8M
Total Stockholder Equity	23.9M	14.9M	1.9M	(15.2M)	75.4M	40.4M
Property Plant And Equipment Net	11.7M	12.7M	12.5M	15.1M	9.5M	9.0M
Net Debt	347.4M	339.8M	323.4M	454.0M	448.1M	248.7M
Retained Earnings	(251.6M)	(260.9M)	(274.1M)	(295.6M)	(324.9M)	(308.6M)
Accounts Payable	9.6M	11.2M	11.1M	18.4M	17.1M	8.7M
Cash	5.5M	7.7M	22.9M	28.5M	39.8M	41.8M
Non Current Assets Total	454.1M	424.4M	413.6M	615.1M	615.4M	340.4M
Non Currrent Assets Other	437.2M	408.1M	398.7M	596.9M	2.2M	2.3M
Cash And Short Term Investments	5.5M	7.7M	22.9M	28.5M	39.8M	41.8M
Net Receivables	6.9M	9.2M	9.2M	13.5M	13.1M	7.6M
Common Stock Shares Outstanding	967.2K	969.8K	971.2K	976.1K	6.4M	6.7M
Liabilities And Stockholders Equity	484.4M	489.4M	465.3M	684.5M	668.3M	369.2M
Non Current Liabilities Total	446.8M	448.2M	447.0M	615.1M	606.4M	311.0M
Other Stockholder Equity	233.9M	234.1M	234.2M	133.5M	257.9M	156.0M
Total Liab	458.4M	472.5M	461.5M	633.5M	526.8M	314.6M
Total Current Assets	30.2M	65.0M	51.7M	69.4M	52.9M	28.8M
Common Stock	87K	95K	97K	98K	538K	968.6K
Other Liab	6.7M	5.1M	8.2M	24.0M	27.6M	28.9M
Other Assets	1.7M	1.9M	61.3M	(104.5M)	614.6M	645.3M
Long Term Debt	340.9M	334.3M	333.3M	466.0M	477.6M	266.3M
Intangible Assets	5.2M	3.5M	2.4M	3.1M	19.1M	18.1M
Preferred Stock Total Equity	94.6M	41.5M	41.5M	41.6M	47.9M	42.7M
Noncontrolling Interest In Consolidated Entity	7.1M	2.2M	2.1M	1.9M	1.7M	1.7M
Retained Earnings Total Equity	(204.9M)	(233.2M)	(251.6M)	(260.9M)	(234.8M)	(223.0M)
Inventory	46.4M	(1.0)	69.2M	1.0	1.15	1.09
Deferred Long Term Liab	1.1M	1.4M	12.0M	7.6M	8.7M	9.1M
Property Plant Equipment	416.2M	405.4M	399.2M	576.1M	662.5M	349.6M
Net Tangible Assets	69.6M	(43.7M)	(42.2M)	(90.5M)	(81.5M)	(77.4M)
Long Term Debt Total	308.1M	360.1M	340.9M	334.3M	384.4M	285.3M
Capital Surpluse	227.0M	233.7M	233.9M	234.1M	269.2M	196.8M

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

When determining whether Wheeler Real Estate is a strong investment it is important to analyze Wheeler Real's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Wheeler Real's future performance. For an informed investment choice regarding Wheeler Stock, refer to the following important reports:

How To Invest In Wheeler

Details

Is Wheeler Stock a good investment?

Details

What is Wheeler Real's Net Worth?

Details

Largest Trading Companies

View

Largest Investing Companies

View

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wheeler Real Estate. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

Complementary Tools for Wheeler Stock analysis

When running Wheeler Real's price analysis, check to measure Wheeler Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wheeler Real is operating at the current time. Most of Wheeler Real's value examination focuses on studying past and present price action to predict the probability of Wheeler Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheeler Real's price. Additionally, you may evaluate how the addition of Wheeler Real to your portfolios can decrease your overall portfolio volatility.

	Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
	Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
	Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
	Volatility Analysis Get historical volatility and risk analysis based on latest market data
	Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
	Transaction History View history of all your transactions and understand their impact on performance
	USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA
	Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
	Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios.

Is Wheeler Real's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wheeler Real. If investors know Wheeler will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wheeler Real listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Earnings Share

17.76

Revenue Per Share

382.471

Quarterly Revenue Growth

(0)

Return On Assets

0.0261

Return On Equity

0.0034

The market value of Wheeler Real Estate is measured differently than its book value, which is the value of Wheeler that is recorded on the company's balance sheet. Investors also form their own opinion of Wheeler Real's value that differs from its market value or its book value, called intrinsic value, which is Wheeler Real's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wheeler Real's market value can be influenced by many factors that don't directly affect Wheeler Real's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Wheeler Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wheeler Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wheeler Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Wheeler Retained Earnings vs Capital Surpluse Analysis

Retained Earnings vs Capital Surpluse

Retained Earnings vs Capital Surpluse Correlation Analysis

Correlation Coefficient

Retained Earnings

Capital Surpluse

Wheeler Real fundamental ratios Correlations

Wheeler Real Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Wheeler Real fundamental ratios Accounts

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

Complementary Tools for Wheeler Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Net Debt	+ 1.0	Total Assets
Non Current Assets Total	+ 1.0	Total Assets
Long Term Debt	+ 1.0	Total Assets
Net Debt	+ 1.0	Short Long Term Debt Total
Long Term Debt	+ 1.0	Short Long Term Debt Total
Property Plant And Equipment Gross	+ 1.0	Property Plant And Equipment Net

Intangible Assets	- 0.98	Non Currrent Assets Other
Long Term Debt	- 0.93	Retained Earnings
Total Liab	- 0.93	Retained Earnings
Non Current Liabilities Total	- 0.93	Retained Earnings
Retained Earnings	- 0.93	Net Debt
Retained Earnings	- 0.93	Short Long Term Debt Total