Whitestone Reit Stock Buy Hold or Sell Recommendation
| WSR Stock | USD 11.38 0.12 1.04% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Whitestone REIT is 'Hold'. Macroaxis provides Whitestone REIT buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WSR positions. The advice algorithm takes into account all of Whitestone REIT's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Whitestone REIT's buy or sell advice are summarized below:
Real Value 11.85 | Target Price 12 | Hype Value 11.52 | Market Value 11.38 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Whitestone REIT given historical horizon and risk tolerance towards Whitestone REIT. When Macroaxis issues a 'buy' or 'sell' recommendation for Whitestone REIT, the advice is generated through an automated system that utilizes algorithms and statistical models.
Whitestone |
Execute Whitestone REIT Buy or Sell Advice
The Whitestone recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Whitestone REIT. Macroaxis does not own or have any residual interests in Whitestone REIT or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Whitestone REIT's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Whitestone REIT Trading Alerts and Improvement Suggestions
| Whitestone REIT generated a negative expected return over the last 90 days | |
| Whitestone REIT has a strong financial position based on the latest SEC filings | |
| About 66.0% of the company outstanding shares are owned by institutional investors | |
| On 11th of April 2024 Whitestone REIT paid $ 0.0413 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: EREZ ASSET MANAGEMENT RELEASES PRESENTATION OUTLINING THE CASE FOR CHANGE AT WHITESTONE REIT |
Whitestone REIT Returns Distribution Density
The distribution of Whitestone REIT's historical returns is an attempt to chart the uncertainty of Whitestone REIT's future price movements. The chart of the probability distribution of Whitestone REIT daily returns describes the distribution of returns around its average expected value. We use Whitestone REIT price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Whitestone REIT returns is essential to provide solid investment advice for Whitestone REIT.
| Mean Return | -0.12 | Value At Risk | -2.32 | Potential Upside | 2.17 | Standard Deviation | 1.42 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Whitestone REIT historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Whitestone Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Whitestone REIT is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Whitestone REIT backward and forwards among themselves. Whitestone REIT's institutional investor refers to the entity that pools money to purchase Whitestone REIT's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Kennedy Capital Management Inc | 2023-12-31 | 661.6 K | Dimensional Fund Advisors, Inc. | 2023-12-31 | 643.1 K | Northern Trust Corp | 2023-12-31 | 592.3 K | Bank Of New York Mellon Corp | 2023-12-31 | 584.1 K | Amvescap Plc. | 2023-12-31 | 488.2 K | Goldman Sachs Group Inc | 2023-12-31 | 465 K | Digitalbridge Group Inc | 2023-12-31 | 428.6 K | Jpmorgan Chase & Co | 2023-12-31 | 337.9 K | Ameriprise Financial Inc | 2023-12-31 | 307.6 K | Blackrock Inc | 2023-12-31 | 7.8 M | Vanguard Group Inc | 2023-12-31 | 5.5 M |
Whitestone REIT Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.9M | 10.3M | (10.0M) | (9.6M) | 9.6M | 10.1M | |
| Free Cash Flow | 47.7M | 42.8M | 48.9M | 44.4M | 45.3M | 47.6M | |
| Depreciation | 26.7M | 28.3M | 29.0M | 31.7M | 33.0M | 17.2M | |
| Other Non Cash Items | 1.1M | 1.1M | (2.2M) | (14.7M) | (8.5M) | (8.1M) | |
| Dividends Paid | 45.6M | 25.2M | 19.3M | 23.0M | 23.7M | 21.6M | |
| Capital Expenditures | 936K | 48.0M | 7.4M | 91.2M | 40.4M | 0.0 | |
| Net Income | 23.6M | 6.2M | 10.4M | 35.8M | 19.2M | 20.1M | |
| End Period Cash Flow | 15.6M | 26.0M | 15.9M | 6.4M | 28.8M | 30.2M | |
| Change To Inventory | 600K | (3.5M) | 2.5M | 3.5M | 3.1M | 3.0M | |
| Investments | (41.8M) | 922K | (89.4M) | (6.7M) | (21.4M) | (20.3M) | |
| Net Borrowings | 25.2M | (10.4M) | (3.3M) | (23.1M) | (20.8M) | (19.8M) | |
| Change To Netincome | (7.2M) | 10.3M | 3.4M | (14.3M) | (12.9M) | (12.3M) |
Whitestone REIT Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Whitestone REIT or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Whitestone REIT's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Whitestone stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.25 | |
β | Beta against NYSE Composite | 1.39 | |
σ | Overall volatility | 1.43 | |
Ir | Information ratio | -0.16 |
Whitestone REIT Volatility Alert
Whitestone REIT exhibits very low volatility with skewness of -0.56 and kurtosis of 1.65. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Whitestone REIT's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Whitestone REIT's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Whitestone REIT Fundamentals Vs Peers
Comparing Whitestone REIT's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Whitestone REIT's direct or indirect competition across all of the common fundamentals between Whitestone REIT and the related equities. This way, we can detect undervalued stocks with similar characteristics as Whitestone REIT or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Whitestone REIT's fundamental indicators could also be used in its relative valuation, which is a method of valuing Whitestone REIT by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Whitestone REIT to competition |
| Fundamentals | Whitestone REIT | Peer Average |
| Return On Equity | 0.0461 | -0.31 |
| Return On Asset | 0.025 | -0.14 |
| Profit Margin | 0.13 % | (1.27) % |
| Operating Margin | 0.30 % | (5.51) % |
| Current Valuation | 1.21 B | 16.62 B |
| Shares Outstanding | 49.96 M | 571.82 M |
| Shares Owned By Insiders | 8.08 % | 10.09 % |
| Shares Owned By Institutions | 65.97 % | 39.21 % |
| Number Of Shares Shorted | 1.02 M | 4.71 M |
| Price To Earning | 67.21 X | 28.72 X |
| Price To Book | 1.32 X | 9.51 X |
| Price To Sales | 3.86 X | 11.42 X |
| Revenue | 147.92 M | 9.43 B |
| Gross Profit | 96.47 M | 27.38 B |
| EBITDA | 87.18 M | 3.9 B |
| Net Income | 19.18 M | 570.98 M |
| Cash And Equivalents | 6.17 M | 2.7 B |
| Cash Per Share | 0.17 X | 5.01 X |
| Total Debt | 641 M | 5.32 B |
| Debt To Equity | 1.57 % | 48.70 % |
| Current Ratio | 1.21 X | 2.16 X |
| Book Value Per Share | 8.34 X | 1.93 K |
| Cash Flow From Operations | 45.29 M | 971.22 M |
| Short Ratio | 3.30 X | 4.00 X |
| Earnings Per Share | 0.38 X | 3.12 X |
| Target Price | 14.25 | |
| Number Of Employees | 79 | 18.84 K |
| Beta | 1.18 | -0.15 |
| Market Capitalization | 582.51 M | 19.03 B |
| Total Asset | 1.11 B | 29.47 B |
| Retained Earnings | (216.96 M) | 9.33 B |
| Working Capital | 16.06 M | 1.48 B |
| Current Asset | 25.28 M | 9.34 B |
Note: Acquisition by Siv Soklin of 20000 shares of Whitestone REIT subject to Rule 16b-3 [view details]
Whitestone REIT Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Whitestone . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Whitestone REIT Buy or Sell Advice
When is the right time to buy or sell Whitestone REIT? Buying financial instruments such as Whitestone Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 642.8M | 626.2M | 641.0M | 358.1M | Total Assets | 1.1B | 1.1B | 1.1B | 621.7M |
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Check out Whitestone REIT Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Whitestone Stock, please use our How to Invest in Whitestone REIT guide.You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Complementary Tools for Whitestone Stock analysis
When running Whitestone REIT's price analysis, check to measure Whitestone REIT'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 Whitestone REIT is operating at the current time. Most of Whitestone REIT's value examination focuses on studying past and present price action to predict the probability of Whitestone REIT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whitestone REIT's price. Additionally, you may evaluate how the addition of Whitestone REIT to your portfolios can decrease your overall portfolio volatility.
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Is Whitestone REIT'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 Whitestone REIT. If investors know Whitestone 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 Whitestone REIT listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.92) | Dividend Share 0.48 | Earnings Share 0.38 | Revenue Per Share 2.907 | Quarterly Revenue Growth 0.033 |
The market value of Whitestone REIT is measured differently than its book value, which is the value of Whitestone that is recorded on the company's balance sheet. Investors also form their own opinion of Whitestone REIT's value that differs from its market value or its book value, called intrinsic value, which is Whitestone REIT'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 Whitestone REIT's market value can be influenced by many factors that don't directly affect Whitestone REIT'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 Whitestone REIT's value and its price as these two are different measures arrived at by different means. Investors typically determine if Whitestone REIT is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Whitestone REIT'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.