WSR
Real Estate · REIT - Retail
Performance
WSR (WSR) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
WSR (WSR) operates in the REIT - Retail space within the Real Estate sector. With a market cap of $992M, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Revenue growth of 9% YoY shows solid business momentum
- Exceptional profit margin of 30.7% — the business retains a large share of each dollar earned
- Dividend yield of 2.99% provides consistent income on top of price appreciation
- High debt-to-equity of 139.74× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.99%
5Y Avg Annual
$0.4240
Last Payment
$0.1430
Ex-Date
03/16/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest03/16/2026 | 03/28/2026 | $0.1430 | 3.00% |
12/01/2025 | 12/13/2025 | $0.0450 | 0.94% |
11/03/2025 | 11/15/2025 | $0.0450 | 0.94% |
10/01/2025 | 10/13/2025 | $0.0450 | 0.94% |
09/02/2025 | 09/14/2025 | $0.0450 | 0.94% |
08/01/2025 | 08/13/2025 | $0.0450 | 0.94% |
07/01/2025 | 07/13/2025 | $0.0450 | 0.94% |
06/02/2025 | 06/14/2025 | $0.0450 | 0.94% |
Magic Number
Shares needed to self-fund your next purchase
$19.07
Price
$0.1430
Last div. (quarterly)
134
shares
Own 134 WSR shares ($2,555.38) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$2,555.38
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 5, 2026
50
days
EPS (TTM)
$0.96
P/E (TTM)
19.9
Fwd P/E
42.6
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $19.07
Graham Number
√(22.5 × EPS × Book Value)
$13.92
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$8.02
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
11.3%Return on equity — measures how efficiently capital is used
Positive profit margin
30.7%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+8.9%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+14.3%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
139.74×Low financial leverage reduces risk of distress
Current ratio above 1
1.49×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$10M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.99%Stock must distribute income to shareholders
Related Assets
Real Estate
About WSR
Whitestone REIT is a community-centered real estate investment trust (REIT) that acquires, owns, operates, and develops open-air, retail centers located in some of the fastest growing markets in the country: Phoenix, Austin, Dallas-Fort Worth, Houston and San Antonio. Our centers are convenience focused: merchandised with a mix of service-oriented tenants providing food (restaurants and grocers), self-care (health and fitness), services (financial and logistics), education and entertainment to the surrounding communities. The Company believes its strong community connections and deep tenant relationships are key to the success of its current centers and its acquisition strategy. Whitestone REIT was incorporated in 1998 in Maryland, USA.
Sector
Real Estate
Industry
REIT - Retail
Location
Houston, United States
Employees
70