Stock Scorecard



Stock Summary for Whitestone REIT (WSR) - $18.99 as of 7/13/2026 12:58:41 PM EST

Total Score

10 out of 30

Safety Score

30 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 (30 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) 0
Analyst Strong Buy Ratings (Max of 5) 0
Dividend Yield Percentage (Max of 10) 4
Operating Margin (Max of 10) 6
Trading Volume (Max of 10) 6
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

The Technical Signals Behind (WSR) That Institutions Follow 7/10/2026 10:08:00 PM
Whitestone REIT (WSR) EGM 2026 Summary 7/9/2026 7:19:00 PM
Whitestone REIT Shareholders Approve Acquisition by Ares 7/9/2026 4:05:00 PM
Whitestone REIT Shareholders Approve Acquisition by Ares 7/9/2026 4:05:00 PM
Whitestone REIT Shareholders Approve Acquisition by Ares 7/9/2026 11:09:00 AM
Whitestone REIT focuses on community retail portfolio and US neighborhood growth 7/6/2026 11:41:00 AM
[Form 4] Whitestone REIT Insider Trading Activity 7/3/2026 10:12:00 PM
Whitestone REIT (NYSE: WSR) CEO uses 13,229 shares to cover tax obligations 7/3/2026 9:41:00 AM
ETFs Investing in Whitestone REIT Stocks 7/3/2026 3:40:00 AM
Whitestone REIT (NYSE: WSR) VP has 2,324 shares withheld for taxes 7/2/2026 10:39:00 PM

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 that specializes in the acquisition, operation, and development of retail and mixed-use properties within underserved markets across the United States. Employing a value-added investment strategy, the company enhances tenant success through robust partnerships and operational efficiencies, resulting in a diverse portfolio centered on essential retail, dining, and entertainment venues. With a focus on proactive asset management and community development, Whitestone REIT is well-positioned for sustainable growth, making it an attractive investment opportunity for institutional investors seeking stability in the real estate market.
Sector Name REAL ESTATE
Industry Name REIT - RETAIL
Most Recent Quarter 3/31/2026
Next Earnings Date 7/29/2026

Stock Price History

Last Day Price 18.99
Price 4 Years Ago 8.33
Last Day Price Updated 7/13/2026 12:58:41 PM EST
Last Day Volume 653,717
Average Daily Volume 703,721
52-Week High 19.00
52-Week Low 11.17
Last Price to 52 Week Low 70.01%

Valuation Measures

Trailing PE N/A
Industry PE 28.87
Sector PE 58.15
5-Year Average PE 48.97
Free Cash Flow Ratio 158.25
Industry Free Cash Flow Ratio 106.83
Sector Free Cash Flow Ratio 99.71
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 2.11
Industry Price to Book Ratio 4.44
Sector Price to Book Ratio 20.89
Price to Sales Ratio Twelve Trailing Months 6.01
Industry Price to Sales Ratio Twelve Trailing Months 7.58
Sector Price to Sales Ratio Twelve Trailing Months 5.61
Analyst Buy Ratings N/A
Analyst Strong Buy Ratings N/A

Share Statistics

Total Shares Outstanding 51,394,000
Market Capitalization 975,972,060
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 0.38
Trailing Annual Dividend Yield 1.97%
Forward Annual Dividend Rate 0.57
Forward Annual Dividend Yield 3.00%
5-Year Dividend Payments Count 55
3-Year Average Dividend Yield 3.95%
5-Year Average Dividend Yield 4.38%
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 39.06%

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 False
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.05
MACD Signal 0.06
20-Day Bollinger Lower Band 15.11
20-Day Bollinger Middle Band 17.96
20-Day Bollinger Upper Band 20.82
Beta 0.78
RSI 69.43
50-Day SMA 0.00
150-Day SMA 0.00
200-Day SMA 0.00

System

Modified 7/14/2026 11:41:08 AM EST