WHLRD vs HGBL

Comparison between Wheeler Real Estate Investment Trust Inc (WHLRD, Company) and Heritage Global Inc (HGBL, Company).

WHLRD is from the Real Estate sector, while HGBL is from the Financial Services sector.

5-Year PerformanceWHLRD has outperformed HGBL, delivering a return of +15.6% compared to -10.3%

WHLRD vs HGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHLRD(COMPANY)	HGBL(COMPANY)
Market Cap	$37M	$37M
Max Drawdown	81.70%	74.69%
Sharpe Ratio	0.05	-1.06
5Y Beta	0.08	0.46
Industry	Reit - Retail	Capital Markets
P/E Ratio	N/A	11.47
Forward P/E	N/A	18.02
PEG Ratio	0.00	3.60
5Y EPS CAGR	N/A	-21.56%
Debt to Equity	N/A	6.05%
Free Cash Flow Yield	N/A	-2.11%
P/S Ratio	0.36	0.74
P/B Ratio	N/A	0.54

Market Cap

Winner

WHLRD

$37M

HGBL

$37M

Max Drawdown

WHLRD

81.70%

Winner

HGBL

74.69%

Sharpe Ratio

Winner

WHLRD

0.05

HGBL

-1.06

5Y Beta

Winner

WHLRD

0.08

HGBL

0.46

Industry

WHLRD

Reit - Retail

HGBL

Capital Markets

P/E Ratio

WHLRD

N/A

HGBL

11.47

Forward P/E

WHLRD

N/A

HGBL

18.02

PEG Ratio

Winner

WHLRD

0.00

HGBL

3.60

5Y EPS CAGR

WHLRD

N/A

HGBL

-21.56%

Debt to Equity

WHLRD

N/A

HGBL

6.05%

Free Cash Flow Yield

WHLRD

N/A

HGBL

-2.11%

P/S Ratio

Winner

WHLRD

0.36

HGBL

0.74

P/B Ratio

WHLRD

N/A

HGBL

0.54

WHLRD vs HGBL - Historical Returns

Returns include dividend reinvestment.

Period	WHLRD	HGBL
1 month	-2.61%	-0.83%
3 months	-8.94%	-1.65%
6 months	-10.19%	-5.93%
1 year	-0.54%	-39.59%
5 years(CAGR)	+15.58%	-10.31%
10 years(CAGR)	+5.69%	+12.39%
Max(CAGR)	+5.69%	+18.25%

WHLRD

-2.61%

Winner

HGBL

-0.83%

WHLRD

-8.94%

Winner

HGBL

-1.65%

WHLRD

-10.19%

Winner

HGBL

-5.93%

Winner

WHLRD

-0.54%

HGBL

-39.59%

5Y(CAGR)

Winner

WHLRD

+15.58%

HGBL

-10.31%

10Y(CAGR)

WHLRD

+5.69%

Winner

HGBL

+12.39%

Max(CAGR)

WHLRD

+5.69%

Winner

HGBL

+18.25%

WHLRD vs HGBL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WHLRD	HGBL
2026	-8.94%	-3.25%
2025	+41.77%	-33.69%
2024	+108.77%	-32.73%
2023	-0.91%	+15.35%
2022	-15.38%	+32.02%
2021	-14.82%	-34.84%
2020	+20.12%	+180.00%
2019	+44.09%	+117.78%
2018	-46.05%	+1.00%
2017	-6.73%	-34.12%
2016	-3.61%	+135.00%

WHLRD vs HGBL Drawdown Comparison

The maximum drawdown for WHLRD was -78.41%, occurring on Mar 18, 2020. Recovery took 1887 trading sessions.

The maximum drawdown for HGBL was -74.69%, occurring on Aug 4, 2026. This drawdown has not yet recovered.

The current WHLRD drawdown is -16.52%. The current HGBL drawdown is -70.47%.

Rank	WHLRD	HGBL
#1	-78.41% Mar 31, 2017 - Oct 2, 2024	-74.69% Jul 17, 2023 - Aug 4, 2026
#2	-18.36% Dec 5, 2025 - Aug 20, 2026	-74.19% Aug 26, 2020 - Jun 6, 2023
#3	-11.44% Jan 24, 2025 - Apr 23, 2025	-65.33% Jan 25, 2017 - Nov 5, 2018
#4	-10.59% Nov 7, 2024 - Dec 31, 2024	-62.57% Feb 5, 2016 - Aug 24, 2016
#5	-9.36% Apr 30, 2025 - Sep 3, 2025	-52.63% Nov 5, 2018 - Sep 23, 2019
#6	-9.29% Sep 12, 2025 - Dec 5, 2025	-44.23% Sep 2, 2016 - Jan 3, 2017
#7	-8.98% Sep 30, 2016 - Feb 3, 2017	-36.00% Oct 1, 2019 - May 5, 2020
#8	-5.29% Oct 2, 2024 - Oct 8, 2024	-19.54% Jan 19, 2016 - Feb 5, 2016
#9	-4.84% Jan 8, 2025 - Jan 16, 2025	-14.50% Jul 2, 2020 - Jul 24, 2020
#10	-4.20% Dec 31, 2024 - Jan 7, 2025	-12.82% May 5, 2020 - May 22, 2020
#11	-2.71% Jan 17, 2025 - Jan 23, 2025	-12.78% Jun 12, 2020 - Jun 19, 2020
#12	-1.37% Apr 25, 2025 - Apr 30, 2025	-12.50% Jun 6, 2023 - Jul 17, 2023
#13	-1.27% Oct 21, 2024 - Oct 30, 2024	-11.56% Jun 30, 2020 - Jul 2, 2020
#14	-1.18% Feb 24, 2017 - Mar 24, 2017	-9.77% Jan 13, 2017 - Jan 23, 2017
#15	-0.92% Sep 3, 2025 - Sep 9, 2025	-8.05% Aug 3, 2020 - Aug 5, 2020