Stock Scorecard



Stock Summary for Whitestone REIT (WSR) - $19.01 as of 5/29/2026 3:29:56 PM EST

Total Score

11 out of 30

Safety Score

35 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for WSR

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for WSR

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for WSR

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for WSR

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for WSR (35 out of 100)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 4
Stock Price Trend (Max of 10) 10
Book Value (Max of 10) 4
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 5
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 1
Operating Margin (Max of 10) 6
Trading Volume (Max of 10) 5
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Latest News for for WSR

Whitestone REIT Sets Vote on $19-Per-Share Buyout by Ares Affiliate 5/19/2026 12:48:00 PM
Whitestone REIT (WSR) price target increased by 10.14% to 19.38 5/17/2026 1:09:00 AM
Price-Driven Insight from (WSR) for Rule-Based Strategy 5/16/2026 4:02:00 PM
Whitestone REIT (WSR) price target increased by 10.14% to 19.38 5/16/2026 2:40:00 AM
Whitestone REIT (WSR) price target increased by 11.69% to 17.60 5/15/2026 5:39:00 AM
[PREM14A] Whitestone REIT Preliminary Merger Proxy Statement 5/8/2026 8:08:00 PM
Top 2 Real Estate Stocks That May Collapse This Month - Sila Realty Trust (NYSE:SILA), Whitestone REIT (N 5/8/2026 12:40:00 PM
Whitestone: Q1 Earnings Snapshot 5/8/2026 9:40:00 AM
Whitestone REIT (WSR) One Off US$30.9m Gain Challenges Bullish Earnings Narratives 5/8/2026 1:39:00 AM
Whitestone: Q1 Earnings Snapshot 5/7/2026 8:27:00 AM

Financial Details for WSR

Company Overview

Ticker WSR
Company Name Whitestone REIT
Country N/A
Description Whitestone REIT (WSR) is a publicly traded real estate investment trust specializing in the acquisition, operation, and development of retail and mixed-use properties in underserved markets across the United States. The company adopts a value-added investment strategy that fosters tenant success through strong partnerships and operational efficiencies, creating a well-rounded portfolio focused on essential retail, dining, and entertainment establishments. Whitestone's proactive asset management, paired with a commitment to community development, positions it uniquely for sustainable organic growth and appeals to institutional investors looking for reliable investment opportunities in the real estate sector.
Sector Name REAL ESTATE
Industry Name REIT - RETAIL
Most Recent Quarter 3/31/2026
Next Earnings Date 8/5/2026

Stock Price History

Last Day Price 19.01
Price 4 Years Ago 8.40
Last Day Price Updated 5/29/2026 3:29:56 PM EST
Last Day Volume 422,255
Average Daily Volume 467,416
52-Week High 19.02
52-Week Low 11.25
Last Price to 52 Week Low 68.98%

Valuation Measures

Trailing PE N/A
Industry PE 32.94
Sector PE 46.97
5-Year Average PE 49.11
Free Cash Flow Ratio 158.42
Industry Free Cash Flow Ratio 306.81
Sector Free Cash Flow Ratio 154.95
Current Ratio Most Recent Quarter 180.98
Total Cash Per Share 0.12
Book Value Per Share Most Recent Quarter 8.97
Price to Book Ratio 2.10
Industry Price to Book Ratio 4.59
Sector Price to Book Ratio 23.94
Price to Sales Ratio Twelve Trailing Months 6.02
Industry Price to Sales Ratio Twelve Trailing Months 7.55
Sector Price to Sales Ratio Twelve Trailing Months 6.14
Analyst Buy Ratings 6
Analyst Strong Buy Ratings 2

Share Statistics

Total Shares Outstanding 51,394,000
Market Capitalization 976,999,940
Institutional Ownership N/A

Dividends

Ex-Dividend Date 6/17/2026
Previous Dividend Amount 0.1425
Current Dividend Amount 0.1425
Total Years Dividend Increasing 4
Trailing Annual Dividend Rate 0.28
Trailing Annual Dividend Yield 1.46%
Forward Annual Dividend Rate 0.57
Forward Annual Dividend Yield 3.00%
5-Year Dividend Payments Count 57
3-Year Average Dividend Yield 3.92%
5-Year Average Dividend Yield 4.35%
1-Year Dividend Growth Rate Percentage 5.56%
3-Year Dividend Growth Rate Percentage 2.74%
5-Year Dividend Growth Rate Percentage 5.08%
All-Time Dividend Growth Rate Percentage 0.84%
Dividend Payout Ratio 28.91%

Income Statement

Quarterly Earnings Growth YOY 14.30%
Annual Earnings Growth 35.33%
Reported EPS 12 Trailing Months 0.96
Reported EPS Past Year 0.08
Reported EPS Prior Year 0.37
Net Income Twelve Trailing Months 50,367,000
Net Income Past Year 49,926,000
Net Income Prior Year 36,893,000
Quarterly Revenue Growth YOY 8.90%
5-Year Revenue Growth 5.42%
Operating Margin Twelve Trailing Months 31.20%

Balance Sheet

Total Cash Most Recent Quarter 6,016,000
Total Cash Past Year 4,888,000
Total Cash Prior Year 5,224,000
Net Cash Position Most Recent Quarter -649,059,000
Net Cash Position Past Year -639,037,000
Long Term Debt Past Year 643,925,000
Long Term Debt Prior Year 631,518,000
Total Debt Most Recent Quarter 655,075,000
Equity to Debt Ratio Past Year 0.42
Equity to Debt Ratio Most Recent Quarter 0.41
Total Stockholder Equity Past Year 458,090,000
Total Stockholder Equity Prior Year 438,153,000
Total Stockholder Equity Most Recent Quarter 463,815,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months -44,936,000
Free Cash Flow Per Share Twelve Trailing Months -0.87
Free Cash Flow Past Year -59,745,000
Free Cash Flow Prior Year -19,934,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating None

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.26
MACD Signal 0.36
20-Day Bollinger Lower Band 12.55
20-Day Bollinger Middle Band 16.47
20-Day Bollinger Upper Band 20.39
Beta 0.80
RSI 75.83
50-Day SMA 13.95
150-Day SMA 12.41
200-Day SMA 0.00

System

Modified 5/29/2026 3:28:36 AM EST