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AHH vs. WSR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AHH and WSR is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

AHH vs. WSR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Armada Hoffler Properties, Inc. (AHH) and Whitestone REIT (WSR). The values are adjusted to include any dividend payments, if applicable.

20.00%40.00%60.00%80.00%100.00%December2025FebruaryMarchAprilMay
21.47%
72.39%
AHH
WSR

Key characteristics

Sharpe Ratio

AHH:

-1.29

WSR:

0.26

Sortino Ratio

AHH:

-1.54

WSR:

0.58

Omega Ratio

AHH:

0.79

WSR:

1.07

Calmar Ratio

AHH:

-0.60

WSR:

0.41

Martin Ratio

AHH:

-1.70

WSR:

0.93

Ulcer Index

AHH:

19.11%

WSR:

7.25%

Daily Std Dev

AHH:

28.30%

WSR:

22.67%

Max Drawdown

AHH:

-62.05%

WSR:

-63.62%

Current Drawdown

AHH:

-50.66%

WSR:

-15.91%

Fundamentals

Market Cap

AHH:

$706.51M

WSR:

$655.65M

EPS

AHH:

$0.34

WSR:

$0.61

PE Ratio

AHH:

20.26

WSR:

20.62

PEG Ratio

AHH:

6.94

WSR:

0.00

PS Ratio

AHH:

0.98

WSR:

4.23

PB Ratio

AHH:

1.10

WSR:

1.50

Total Revenue (TTM)

AHH:

$515.11M

WSR:

$155.75M

Gross Profit (TTM)

AHH:

$132.21M

WSR:

$100.51M

EBITDA (TTM)

AHH:

$156.07M

WSR:

$88.24M

Returns By Period

In the year-to-date period, AHH achieves a -31.41% return, which is significantly lower than WSR's -9.68% return. Over the past 10 years, AHH has underperformed WSR with an annualized return of 1.85%, while WSR has yielded a comparatively higher 5.58% annualized return.


AHH

YTD

-31.41%

1M

1.92%

6M

-36.09%

1Y

-35.77%

5Y*

0.65%

10Y*

1.85%

WSR

YTD

-9.68%

1M

-3.19%

6M

-11.12%

1Y

5.95%

5Y*

20.77%

10Y*

5.58%

*Annualized

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Risk-Adjusted Performance

AHH vs. WSR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AHH
The Risk-Adjusted Performance Rank of AHH is 66
Overall Rank
The Sharpe Ratio Rank of AHH is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of AHH is 66
Sortino Ratio Rank
The Omega Ratio Rank of AHH is 55
Omega Ratio Rank
The Calmar Ratio Rank of AHH is 1414
Calmar Ratio Rank
The Martin Ratio Rank of AHH is 33
Martin Ratio Rank

WSR
The Risk-Adjusted Performance Rank of WSR is 6060
Overall Rank
The Sharpe Ratio Rank of WSR is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of WSR is 5454
Sortino Ratio Rank
The Omega Ratio Rank of WSR is 5252
Omega Ratio Rank
The Calmar Ratio Rank of WSR is 7070
Calmar Ratio Rank
The Martin Ratio Rank of WSR is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AHH vs. WSR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Armada Hoffler Properties, Inc. (AHH) and Whitestone REIT (WSR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AHH Sharpe Ratio is -1.29, which is lower than the WSR Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of AHH and WSR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00December2025FebruaryMarchAprilMay
-1.29
0.26
AHH
WSR

Dividends

AHH vs. WSR - Dividend Comparison

AHH's dividend yield for the trailing twelve months is around 10.96%, more than WSR's 4.08% yield.


TTM20242023202220212020201920182017201620152014
AHH
Armada Hoffler Properties, Inc.
10.96%8.02%6.27%6.26%4.20%3.92%4.58%5.69%4.89%6.18%6.49%6.74%
WSR
Whitestone REIT
4.08%3.47%3.91%4.85%4.22%7.53%7.67%9.30%7.91%8.59%9.49%7.54%

Drawdowns

AHH vs. WSR - Drawdown Comparison

The maximum AHH drawdown since its inception was -62.05%, roughly equal to the maximum WSR drawdown of -63.62%. Use the drawdown chart below to compare losses from any high point for AHH and WSR. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-50.66%
-15.91%
AHH
WSR

Volatility

AHH vs. WSR - Volatility Comparison

Armada Hoffler Properties, Inc. (AHH) has a higher volatility of 9.93% compared to Whitestone REIT (WSR) at 6.64%. This indicates that AHH's price experiences larger fluctuations and is considered to be riskier than WSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
9.93%
6.64%
AHH
WSR

Financials

AHH vs. WSR - Financials Comparison

This section allows you to compare key financial metrics between Armada Hoffler Properties, Inc. and Whitestone REIT. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M20212022202320242025
142.60M
38.00M
(AHH) Total Revenue
(WSR) Total Revenue
Values in USD except per share items

AHH vs. WSR - Profitability Comparison

The chart below illustrates the profitability comparison between Armada Hoffler Properties, Inc. and Whitestone REIT over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20212022202320242025
33.9%
70.4%
(AHH) Gross Margin
(WSR) Gross Margin
AHH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Armada Hoffler Properties, Inc. reported a gross profit of 48.30M and revenue of 142.60M. Therefore, the gross margin over that period was 33.9%.

WSR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Whitestone REIT reported a gross profit of 26.74M and revenue of 38.00M. Therefore, the gross margin over that period was 70.4%.

AHH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Armada Hoffler Properties, Inc. reported an operating income of 39.68M and revenue of 142.60M, resulting in an operating margin of 27.8%.

WSR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Whitestone REIT reported an operating income of 11.97M and revenue of 38.00M, resulting in an operating margin of 31.5%.

AHH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Armada Hoffler Properties, Inc. reported a net income of 23.44M and revenue of 142.60M, resulting in a net margin of 16.4%.

WSR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Whitestone REIT reported a net income of 3.70M and revenue of 38.00M, resulting in a net margin of 9.7%.