WSR vs PLYM

Comparison between Whitestone REIT (WSR, Company) and Plymouth Industrial REIT, Inc. (PLYM, Company).

Both WSR and PLYM are from the Real Estate sector.

5-Year PerformanceWSR has outperformed PLYM, delivering a return of +22.0% compared to +13.0%

WSR vs PLYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSR(COMPANY)	PLYM(COMPANY)
Market Cap	$979M	$979M
Max Drawdown	71.61%	62.58%
Sharpe Ratio	1.89	0.76
5Y Beta	0.38	N/A
Industry	Reit - Retail	Reit - Industrial
P/E Ratio	19.32	10.88
Forward P/E	46.30	N/A
PEG Ratio	0.32	0.00
Dividend Yield	2.88%	4.37%
5Y Dividends CAGR	5.45%	0.85%
5Y EPS CAGR	48.28%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.24%	10.31%
P/S Ratio	6.04	N/A
P/B Ratio	2.11	N/A

Market Cap

WSR

$979M

Winner

PLYM

$979M

Max Drawdown

WSR

71.61%

Winner

PLYM

62.58%

Sharpe Ratio

Winner

WSR

1.89

PLYM

0.76

5Y Beta

WSR

0.38

PLYM

N/A

Industry

WSR

Reit - Retail

PLYM

Reit - Industrial

P/E Ratio

WSR

19.32

Winner

PLYM

10.88

Forward P/E

WSR

46.30

PLYM

N/A

PEG Ratio

WSR

0.32

Winner

PLYM

0.00

Dividend Yield

WSR

2.88%

Winner

PLYM

4.37%

5Y Dividends CAGR

Winner

WSR

5.45%

PLYM

0.85%

5Y EPS CAGR

WSR

48.28%

PLYM

N/A

Debt to Equity

WSR

0.00%

PLYM

0.00%

Free Cash Flow Yield

WSR

5.24%

Winner

PLYM

10.31%

P/S Ratio

WSR

6.04

PLYM

N/A

P/B Ratio

WSR

2.11

PLYM

N/A

WSR vs PLYM - Historical Returns

Returns include dividend reinvestment.

Period	WSR	PLYM
1 month	+0.42%	+0.46%
3 months	+18.31%	+0.37%
6 months	+42.20%	+47.42%
1 year	+58.16%	+32.72%
5 years(CAGR)	+21.96%	+12.96%
10 years(CAGR)	+9.11%	+8.37%
Max(CAGR)	+10.61%	+8.37%

WSR

+0.42%

Winner

PLYM

+0.46%

Winner

WSR

+18.31%

PLYM

+0.37%

WSR

+42.20%

Winner

PLYM

+47.42%

Winner

WSR

+58.16%

PLYM

+32.72%

5Y(CAGR)

Winner

WSR

+21.96%

PLYM

+12.96%

10Y(CAGR)

Winner

WSR

+9.11%

PLYM

+8.37%

Max(CAGR)

Winner

WSR

+10.61%

PLYM

+8.37%

WSR vs PLYM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	WSR	PLYM
2026	+39.21%	+0.46%
2025	+2.89%	+31.58%
2024	+20.84%	-22.96%
2023	+33.15%	+30.48%
2022	-1.11%	-34.56%
2021	+39.15%	+123.31%
2020	-35.78%	-9.91%
2019	+22.53%	+51.21%
2018	-6.58%	-24.70%
2017	+9.55%	+5.02%
2016	+33.37%	N/A
2015	-14.66%	N/A
2014	+21.45%	N/A
2013	+0.11%	N/A
2012	+23.40%	N/A
2011	-11.44%	N/A
2010	+33.47%	N/A

WSR vs PLYM Drawdown Comparison

The maximum drawdown for WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 589 trading sessions.

The maximum drawdown for PLYM was -62.58%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.

The current WSR drawdown is -0.10%. The current PLYM drawdown is -18.40%.

Rank	WSR	PLYM
#1	-63.61% Oct 30, 2019 - Mar 3, 2022	-62.58% Feb 20, 2020 - May 10, 2021
#2	-37.73% Apr 20, 2022 - Dec 28, 2023	-51.29% Dec 31, 2021 - Apr 8, 2025
#3	-34.70% Mar 20, 2015 - Jun 10, 2016	-33.79% Jan 3, 2018 - Mar 25, 2019
#4	-30.40% Dec 18, 2017 - Sep 28, 2018	-11.78% May 14, 2019 - Jun 21, 2019
#5	-26.55% Jul 29, 2016 - Nov 14, 2017	-11.05% Jul 5, 2017 - Dec 28, 2017
#6	-24.86% Mar 3, 2011 - Mar 28, 2012	-9.21% Sep 23, 2019 - Feb 12, 2020
#7	-24.22% May 20, 2013 - Jan 16, 2015	-8.19% Jun 21, 2019 - Sep 20, 2019
#8	-22.04% Dec 17, 2024 - Feb 4, 2026	-5.26% Sep 2, 2021 - Oct 11, 2021
#9	-19.60% Feb 19, 2019 - Sep 12, 2019	-5.18% Nov 24, 2021 - Dec 27, 2021
#10	-17.18% Dec 6, 2018 - Feb 11, 2019	-4.46% May 10, 2021 - May 21, 2021
#11	-16.80% Feb 1, 2024 - May 28, 2024	-3.86% Jun 9, 2021 - Jun 23, 2021
#12	-11.63% Jul 27, 2012 - Nov 23, 2012	-3.64% Jul 30, 2021 - Aug 30, 2021
#13	-10.00% Jul 23, 2024 - Oct 9, 2024	-2.90% May 24, 2021 - Jun 7, 2021
#14	-9.17% Apr 27, 2012 - Jun 29, 2012	-2.65% Apr 2, 2019 - Apr 25, 2019
#15	-7.43% Sep 28, 2018 - Oct 30, 2018	-2.39% Jun 16, 2017 - Jun 30, 2017

Correlation

Correlation between WSR and PLYM is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2010 - 2026)

WSR vs PLYM dividend yield comparison.

Year	WSR	PLYM
2026	0.75%	0.00%
2025	3.89%	3.29%
2024	3.47%	5.39%
2023	3.91%	3.74%
2022	4.85%	4.59%
2021	4.22%	2.59%
2020	7.53%	6.50%
2019	7.67%	8.16%
2018	9.30%	11.90%
2017	7.91%	4.41%
2016	8.59%	0.00%
2015	9.49%	0.00%
2014	7.54%	0.00%
2013	7.82%	0.00%
2012	7.44%	0.00%
2011	9.58%	0.00%
2010	3.22%	0.00%