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

Correlation

The correlation between WSR and MPW 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.


Performance

WSR vs. MPW - Performance Comparison

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

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Key characteristics

Sharpe Ratio

WSR:

0.26

MPW:

0.37

Sortino Ratio

WSR:

0.58

MPW:

1.30

Omega Ratio

WSR:

1.07

MPW:

1.15

Calmar Ratio

WSR:

0.41

MPW:

0.41

Martin Ratio

WSR:

0.93

MPW:

1.49

Ulcer Index

WSR:

7.25%

MPW:

21.76%

Daily Std Dev

WSR:

22.67%

MPW:

56.38%

Max Drawdown

WSR:

-63.62%

MPW:

-84.50%

Current Drawdown

WSR:

-15.91%

MPW:

-70.53%

Fundamentals

Market Cap

WSR:

$655.65M

MPW:

$3.09B

EPS

WSR:

$0.61

MPW:

-$4.02

PEG Ratio

WSR:

0.00

MPW:

1.93

PS Ratio

WSR:

4.23

MPW:

3.22

PB Ratio

WSR:

1.50

MPW:

0.69

Total Revenue (TTM)

WSR:

$155.75M

MPW:

$948.03M

Gross Profit (TTM)

WSR:

$100.51M

MPW:

$312.22M

EBITDA (TTM)

WSR:

$88.24M

MPW:

$1.69B

Returns By Period

In the year-to-date period, WSR achieves a -9.68% return, which is significantly lower than MPW's 34.45% return. Over the past 10 years, WSR has outperformed MPW with an annualized return of 5.58%, while MPW has yielded a comparatively lower -2.23% annualized return.


WSR

YTD

-9.68%

1M

-3.19%

6M

-11.12%

1Y

5.95%

5Y*

20.77%

10Y*

5.58%

MPW

YTD

34.45%

1M

-2.24%

6M

10.31%

1Y

20.76%

5Y*

-15.31%

10Y*

-2.23%

*Annualized

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Risk-Adjusted Performance

WSR vs. MPW — Risk-Adjusted Performance Rank

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

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

MPW
The Risk-Adjusted Performance Rank of MPW is 6969
Overall Rank
The Sharpe Ratio Rank of MPW is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of MPW is 7373
Sortino Ratio Rank
The Omega Ratio Rank of MPW is 6868
Omega Ratio Rank
The Calmar Ratio Rank of MPW is 7070
Calmar Ratio Rank
The Martin Ratio Rank of MPW is 6969
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.

WSR vs. MPW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and Medical Properties Trust, Inc. (MPW). 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 WSR Sharpe Ratio is 0.26, which is comparable to the MPW Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of WSR and MPW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

WSR vs. MPW - Dividend Comparison

WSR's dividend yield for the trailing twelve months is around 4.08%, less than MPW's 7.44% yield.


TTM20242023202220212020201920182017201620152014
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%
MPW
Medical Properties Trust, Inc.
7.44%11.65%17.92%10.41%4.74%4.96%4.83%6.22%6.97%7.40%7.65%6.10%

Drawdowns

WSR vs. MPW - Drawdown Comparison

The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum MPW drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for WSR and MPW. For additional features, visit the drawdowns tool.


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Volatility

WSR vs. MPW - Volatility Comparison


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Financials

WSR vs. MPW - Financials Comparison

This section allows you to compare key financial metrics between Whitestone REIT and Medical Properties Trust, 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.


Quarterly
Annual

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


-100.00M0.00100.00M200.00M300.00M400.00M20212022202320242025
38.00M
223.80M
(WSR) Total Revenue
(MPW) Total Revenue
Values in USD except per share items

WSR vs. MPW - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
70.4%
100.0%
(WSR) Gross Margin
(MPW) Gross Margin
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%.

MPW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a gross profit of 223.80M and revenue of 223.80M. Therefore, the gross margin over that period was 100.0%.

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%.

MPW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported an operating income of 181.89M and revenue of 223.80M, resulting in an operating margin of 81.3%.

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%.

MPW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a net income of -99.14M and revenue of 223.80M, resulting in a net margin of -44.3%.