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Whitestone REIT WSR R2K

Real Estate · REIT - Retail · United States
https://www.whitestonereit.com
Company Profile ↓
$18.99
+53.87% 1Y
Mkt Cap$975.97M
P/E19.78
P/B2.12
Div. Yield3.00%
52W High$19.00
52W Low$11.20
Book Value$8.97
EPS (TTM)$0.96

Company Overview

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.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 12.3% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 19.8, below the sector median of 27.2.

Healthy Margins

Maintains a net profit margin of 30.7%.

Dividend Income

Offers a dividend yield of 3.00%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $161.74M (+4.0% YoY); net profit $49.93M.
  • Trailing 12 Months Year-on-year growth — revenue +8.9%, earnings +14.3%.
  • 5-Year Trend Long-term compounding — revenue CAGR 4.8%, profit CAGR 12.3%.

Growth & Price Performance

Compounded Sales Growth

5 Years:4.78%
1 Year:8.90%

Compounded Profit Growth

5 Years:12.28%
1 Year:14.30%

Stock Price Performance

1 Year:+53.87%
6 Months:+35.45%
3 Months:+1.23%
1 Month:+0.44%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 100% of range
$11.20 $19.00
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)65.64 · Neutral
Price Performance
1M+0.44%
3M+1.23%
6M+35.45%
1Y+53.87%
Valuation vs Sector

P/E of 19.78 is below the sector median of 27.20 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 30.7%.
  • Profit CAGR of 12.3% over 5 years.
  • Attractive dividend yield of 3.00%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
19.78
Industry PE
27.20
Forward P/E
42.39
PEG Ratio
-
Book Value
$8.97
Price to Book
2.12
P/S
6.01
EV/EBITDA
17.86
Dividend Yield
3.00%

Growth (CAGR)

Revenue 5Y
4.78%
Profit 5Y
12.28%
Revenue (YoY)
8.90%
Earnings (YoY)
14.30%

Profitability & Returns

ROCE
7.58%
ROE
11.26%
ROA
2.97%
Profit Margin
30.67%
Op Margin
31.21%
Gross Margin
68.73%
EPS (Latest Qtr)
$0.08
EPS (TTM)
$0.96

Balance Sheet & Liquidity

Debt/Equity
1.40
Quick Ratio
1.44
Current Ratio
1.49
Debt
$656.32M
Total Assets
$1.17B
Current Assets
$45.06M
Working Capital
$-3.11M

Ownership

Promoter Holding
3.90%
Chg in Prom Hold
-0.07%
FII / Inst Holding
67.89%
Chg in FII Hold
-0.34%

Financial Snapshot

Enterprise Value
$975.97M
Total Revenue (TTM)
$164.24M
EBITDA
$91.18M
Free Cash Flow
$105.92M
Operating Cash Flow
$51.25M
Shares Outstanding
51.39M
Gross Margin
68.73%
Payout Ratio
52.34%

Peer comparison

Peer companies in the same sector (Real Estate).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 WSR Whitestone REIT R2K 18.99 19.78 $975.97M 3.00% 7.58% 11.26% 4.78% 12.28%
2 WELL Welltower Inc. SPX 233.29 112.16 $164.68B 1.25% 0.26% 3.67% 22.69% 87.90%
3 PLD Prologis, Inc. SPX 143.42 36.04 $133.72B 3.00% - 6.84% 14.83% 36.55%
4 EQIX Equinix, Inc. SPX 1,022.60 70.67 $100.85B 1.87% 5.10% 10.06% 16.33% 16.02%
5 AMT American Tower Corporation SPX 168.63 27.20 $78.56B 4.12% 7.82% 29.95% 3.34% 12.73%
6 SPG Simon Property Group, Inc. SPX 222.01 15.44 $71.99B 3.98% - 113.59% 3.14% 14.02%
7 AVB AvalonBay Communities, Inc. SPX 190.29 23.58 $71.34B 3.66% 4.45% 9.72% 8.77% 6.54%
8 DLR Digital Realty Trust, Inc. SPX 176.07 46.70 $65.14B 2.82% - 5.69% 15.18% 18.41%
9 O Realty Income Corporation SPX 63.26 51.85 $58.99B 5.10% - 2.83% 24.73% 13.04%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ---28.27M30.21M33.65M33.83M29.79M29.47M30.70M29.90M29.69M29.58M29.88M30.10M30.58M27.60M29.90M29.83M29.05M30.62M32.44M33.26M34.12M35.00M35.38M34.92M35.85M36.46M37.13M37.52M37.16M37.65M38.63M-38.32M38.30M41.10M44.01M41.88M
Cost of Revenue -----------------------------------11.26M11.14M13.28M14.46M12.49M
Gross Profit -----------------------------------27.06M27.16M27.83M29.56M29.39M
Operating Expenses -----------------------------------14.77M13.44M13.65M15.29M15.98M
Operating Income -----------------------------------12.29M13.72M14.18M14.27M13.40M
EBITDA -----------------------------------21.33M22.05M35.71M41.65M22.71M
Interest Expense -----------------------------------8.10M8.29M8.66M8.63M8.38M
Pretax Income -----------------------------------3.88M5.21M18.70M23.25M4.33M
Tax Provision -----------------------------------127.00K94.00K131.00K130.00K132.00K
Net Income 1.48M949.00K532.00K1.44M1.98M2.99M1.92M3.18M1.95M7.83M8.46M2.77M3.33M1.81M15.78M1.61M410.00K900.00K3.11M1.42M5.13M2.90M2.61M7.08M4.34M3.92M19.94M3.85M11.31M2.49M1.54M9.34M2.59M7.62M-3.70M5.05M18.33M22.84M4.14M
Diluted EPS 0.050.030.010.040.050.070.050.080.050.190.210.070.080.040.370.040.010.020.070.030.120.060.050.140.090.080.400.080.220.050.030.180.050.15-0.070.100.350.430.08

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -------104.44M125.96M119.86M119.25M117.92M-140.58M147.92M155.51M161.74M
Cost of Revenue -------------43.30M45.96M45.98M50.13M
Gross Profit -------------97.28M101.96M109.53M111.60M
Operating Expenses -------------49.77M53.62M58.08M57.15M
Operating Income -------------47.51M48.34M51.45M54.45M
EBITDA -------------95.12M85.83M106.84M120.73M
Interest Expense -------------27.19M32.87M34.03M33.67M
Pretax Income -------------36.22M19.90M37.82M51.04M
Tax Provision -------------422.00K450.00K450.00K482.00K
Net Income 1.34M1.10M1.12M50.00K3.79M7.59M6.75M7.93M8.33M21.43M23.68M6.03M-35.27M19.18M36.89M49.93M
Diluted EPS -0.270.120.000.200.320.240.260.220.520.570.14-0.710.380.720.98

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --196.44M273.49M385.37M507.97M634.30M782.09M855.21M1.07B1.04B1.03B1.03B1.03B1.06B1.05B-1.10B1.11B1.13B1.17B
Current Assets -----------------46.13M60.89M100.03M49.98M
Cash & Equivalents 12.99M6.28M17.59M5.70M6.54M6.49M4.24M2.59M4.17M5.00M6.98M3.12M9.39M13.66M15.53M25.78M-6.17M4.57M5.22M4.89M
Inventory ---------------------
Receivables -----------------16.83M16.29M17.29M17.02M
Total Liabilities --112.16M142.79M212.48M287.06M420.97M535.09M587.57M711.76M666.56M667.32M670.66M669.72M703.16M706.68M-678.31M693.62M690.80M707.40M
Current Liabilities -----------------44.46M44.00M49.21M53.09M
Long Term Debt ---127.90M190.60M264.30M394.10M497.95M544.02M659.07M---618.21M644.70M644.18M-625.43M640.17M631.52M643.92M
Total Debt -----------------626.16M641.00M632.30M644.67M
Total Equity 67.17M66.86M62.71M115.96M166.03M215.82M210.07M242.97M255.69M347.60M362.71M355.65M354.36M350.46M345.32M332.08M-418.45M413.74M438.15M458.09M
Shares Outstanding -----------------49.42M49.61M50.69M51.09M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 8.90M10.39M8.45M11.22M23.88M--40.65M41.40M39.56M47.75M42.78M-44.43M47.60M58.23M50.77M
Investing Cash Flow -9.23M-12.77M-78.18M-104.41M-124.65M---78.46M-144.90M10.78M-42.39M-6.44M--6.71M-36.31M-16.01M-21.30M
Financing Cash Flow -6.38M13.69M57.83M94.04M100.71M--38.09M105.72M-41.76M-4.10M-26.02M--47.28M-13.00M-31.49M-37.49M
Capital Expenditure -----------------
Free Cash Flow -------------44.43M47.60M58.23M50.77M
Net Change in Cash --------------9.56M-1.72M10.73M-8.01M
Share Buybacks 0249.00K00024.00K1.36M3.95M4.34M1.96M776.00K2.08M691.00K537.00K525.00K2.64M2.27M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------69.2%68.9%70.4%69.0%
Operating Margin % -------------33.8%32.7%33.1%33.7%
Net Margin % -------7.6%6.6%17.9%19.9%5.1%-25.1%13.0%23.7%30.9%
ROE % 2.0%1.8%1.0%0.0%1.8%3.6%2.8%3.1%2.4%6.1%6.9%1.8%-8.4%4.6%8.4%10.9%
ROCE % -------------4.5%4.5%4.7%4.9%

Shareholding Pattern

Insiders
3.90%
Institutions
67.89%
Public Float
70.64%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 15.63% 8.03M $152.55M
2 Vanguard Portfolio Management LLC 5.85% 3.01M $57.12M
3 Vanguard Capital Management LLC 4.09% 2.10M $39.92M
4 State Street Corporation 3.60% 1.85M $35.14M
5 Irenic Capital Management LP 2.46% 1.27M $24.03M
6 Geode Capital Management, LLC 2.33% 1.20M $22.76M
7 GW&K Investment Management, LLC 2.02% 1.04M $19.67M
8 Nexpoint Asset Management, L.P. 1.70% 875.25K $16.62M
9 First Eagle Investment Management, LLC 1.44% 742.12K $14.09M
10 Chilton Capital Management, LLC 1.31% 674.20K $12.80M

Analyst View

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Latest News

Recent headlines for WSR

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Whitestone REIT (WSR) Stock Draws Fresh Price Target Split As Analysts Turn Cautious - Yahoo Finance

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WSR — Frequently Asked Questions

What is the current share price of Whitestone REIT (WSR)?

As of 2026-07-15 16:51 PDT, Whitestone REIT (WSR) trades at $18.99 on NYSE. Its 52-week range is $11.20 to $19.00.

What is the market capitalisation of WSR?

Whitestone REIT (WSR) has a market capitalisation of $975.97M on NYSE.

What is the P/E ratio of WSR?

WSR trades at a trailing price-to-earnings (P/E) ratio of 19.78. The industry average P/E is 27.20. Its price-to-book (P/B) ratio is 2.12.

Does WSR pay a dividend?

Whitestone REIT (WSR) currently offers a dividend yield of 3.00%.

What is the return on equity (ROE) of WSR?

WSR has a return on equity (ROE) of 11.26%. Its return on capital employed (ROCE) is 7.58%.

Is WSR a good stock to buy?

This page provides a data-driven analysis of Whitestone REIT (WSR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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