Correlation
The correlation between WSR and AHH is 0.43, 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.
WSR vs. AHH
Compare and contrast key facts about Whitestone REIT (WSR) and Armada Hoffler Properties, Inc. (AHH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSR or AHH.
Performance
WSR vs. AHH - Performance Comparison
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Key characteristics
WSR:
-0.06
AHH:
-1.15
WSR:
0.08
AHH:
-1.53
WSR:
1.01
AHH:
0.79
WSR:
-0.07
AHH:
-0.61
WSR:
-0.17
AHH:
-1.58
WSR:
8.30%
AHH:
21.13%
WSR:
23.18%
AHH:
28.79%
WSR:
-63.62%
AHH:
-62.05%
WSR:
-17.72%
AHH:
-50.16%
Fundamentals
WSR:
$628.56M
AHH:
$724.89M
WSR:
$0.62
AHH:
$0.10
WSR:
19.92
AHH:
69.90
WSR:
0.00
AHH:
6.94
WSR:
4.05
AHH:
1.15
WSR:
1.43
AHH:
1.15
WSR:
$155.75M
AHH:
$629.63M
WSR:
$100.51M
AHH:
$201.23M
WSR:
$88.24M
AHH:
$191.92M
Returns By Period
In the year-to-date period, WSR achieves a -11.62% return, which is significantly higher than AHH's -30.71% return. Over the past 10 years, WSR has outperformed AHH with an annualized return of 5.43%, while AHH has yielded a comparatively lower 1.75% annualized return.
WSR
-11.62%
-5.19%
-14.68%
-1.28%
4.57%
20.39%
5.43%
AHH
-30.71%
2.81%
-34.56%
-32.85%
-14.64%
1.50%
1.75%
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Risk-Adjusted Performance
WSR vs. AHH — Risk-Adjusted Performance Rank
WSR
AHH
WSR vs. AHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and Armada Hoffler Properties, Inc. (AHH). 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.
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Dividends
WSR vs. AHH - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 4.17%, less than AHH's 10.85% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 4.17% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% | 7.54% |
AHH Armada Hoffler Properties, Inc. | 10.85% | 8.02% | 6.27% | 6.26% | 4.20% | 3.92% | 4.58% | 5.69% | 4.89% | 6.18% | 6.49% | 6.74% |
Drawdowns
WSR vs. AHH - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, roughly equal to the maximum AHH drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for WSR and AHH.
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Volatility
WSR vs. AHH - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 7.54%, while Armada Hoffler Properties, Inc. (AHH) has a volatility of 9.49%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky than AHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WSR vs. AHH - Financials Comparison
This section allows you to compare key financial metrics between Whitestone REIT and Armada Hoffler Properties, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WSR vs. AHH - Profitability Comparison
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 - 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 47.83M and revenue of 114.64M. Therefore, the gross margin over that period was 41.7%.
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 - 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 17.18M and revenue of 114.64M, resulting in an operating margin of 15.0%.
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%.
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 -2.81M and revenue of 114.64M, resulting in a net margin of -2.5%.