Wheeler Real Estate Investment Trust, Inc. (WHLRD) Financial Ratio Screen

NASDAQ Real Estate United States USD 35M
RATIOS FAIL*
Automated financial screen · activity assessed separately
Wheeler Real Estate Investment Trust, Inc. (WHLRD) is potentially non-compliant in the automated ratio model. The company's debt ratio of 80.4% exceeds the 30% MSCI new-inclusion threshold relative to total assets. Wheeler Real Estate Investment Trust, Inc. operates in the Real Estate sector.

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MSCI new-inclusion financial-ratio snapshot

WHLRD financial screening at a glance

RATIOS FAIL*Financial ratios shown separately from business review — not a fatwa
Debt ratio
80.4%
Fail vs 30%
Cash ratio
3.9%
Pass vs 30%
Receivables + cash
6.6%
Pass vs 30%
Impermissible income
1.0%
Pass vs 5%

Calculation date: 2026-08-31. Financial period used: December 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.

Independent method comparison

What the available screens say

How MSCI, FTSE and S&P-style screens differ
Request this stock review
MSCI-styleFinancial criteria not metAt least one available ratio exceeds its threshold
FTSE/Yasaar-styleFinancial criteria not metAt least one available ratio exceeds its threshold
S&P-style provisionalNot yet availableRequired denominator or financial data is incomplete
Business activityAssessment pendingFinancial results do not determine business permissibility
Complete screening result: not yet completeA complete result requires both supported financial criteria and adequate activity evidence. This site does not issue a fatwa or official index decision.
Financial periodDecember 2025Calculation date2026-08-31S&P-style historynot availableLast activity reviewnot yet reviewed

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Business activity evidence

Activity assessment in progress

The supplied classification (REIT - Retail) is only a starting point. Revenue evidence is being assessed before any complete screening conclusion.

Revenue segments: Not yet checked against an SEC annual filing.

Profile description reviewed: Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation (taxed as a real estate investment trust) that focuses on owning and operating income producing retail properties with a primary focus on grocery-anchored shopping centers. Wheeler Real Estate Investment Trust, Inc. was founded and incorporated in 2011 in Virginia Beach, Virginia, USA.

Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings

A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.

Published-ratio reproductions (not certifications)

The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.

Based on financial data from December 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
MSCI 80.4%
/ 30%
3.9%
/ 30%
6.6%
/ 30%
0.97%
/ 5%
RATIOS FAIL*
FTSE 80.4%
/ 33%
3.9%
/ 33%
6.6%
/ 50%
0.97%
/ 5%
RATIOS FAIL*

Financial Highlights

EPS
$-1.87
P/B Ratio
-0.6
EV/EBITDA
12.1
EV: $632M
Revenue
$99M
Growth: -8.8%
Beta
1.3
High volatility
Current Ratio
2.7

Profitability

Gross Margin 66.8%
Operating Margin 30.0%
Net Margin 8.8%
Return on Equity (ROE) 13.8%
Return on Assets (ROA) 3.2%

Cash Flow & Balance Sheet

Operating Cash Flow$21M
Free Cash Flow$21M
Total Debt$484M
Debt-to-Equity502.9
Current Ratio2.7
Total Assets$602M

Price & Trading

Last Close$37.20
50-Day MA$38.07
200-Day MA$36.20
Avg Volume3K
Beta1.3
52-Week Range
$28.70
$42.00

Financial data provenance and verification

The displayed fields were imported from yfinance on 2026-03-29 for the financial period December 2025. This is a secondary data feed and can differ from amended or newly filed statements.

Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.

About Wheeler Real Estate Investment Trust, Inc. (WHLRD)

CEO
Mr. Michael Andrew Franklin
Employees
49
Sector
Real Estate
Industry
REIT - Retail
Country
United States
Exchange
NASDAQ
Market Cap (listing currency)
USD 35M
Currency
USD

Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation (taxed as a real estate investment trust) that focuses on owning and operating income producing retail properties with a primary focus on grocery-anchored shopping centers. Wheeler Real Estate Investment Trust, Inc. was founded and incorporated in 2011 in Virginia Beach, Virginia, USA.

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Frequently Asked Questions

Is Wheeler Real Estate Investment Trust, Inc. (WHLRD) halal to invest in?

The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.

What is Wheeler Real Estate Investment Trust, Inc.'s debt ratio?

Wheeler Real Estate Investment Trust, Inc.'s debt ratio is 80.4% in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.

What are Wheeler Real Estate Investment Trust, Inc.'s key financial metrics?

Wheeler Real Estate Investment Trust, Inc. has a market capitalization of USD 35M in its listing currency, and revenue of $99M. The company maintains a gross margin of 66.8% and a net margin of 8.8%. Return on equity stands at 13.8%.

How often is the screening data updated?

Calculation date: 2026-08-31. Financial period: December 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.