(WPC) W P Carey - Ratings and Ratios
Industrial, Warehouse, Retail, Storage Properties
WPC EPS (Earnings per Share)
WPC Revenue
Description: WPC W P Carey
W. P. Carey Inc (NYSE:WPC) is a large-cap net lease REIT with a diversified portfolio of 1,614 properties covering 177 million square feet, primarily consisting of single-tenant industrial, warehouse, and retail properties in the US and Northern and Western Europe. The companys focus on operationally critical real estate with long-term net leases and built-in rent escalations provides a stable source of income.
From a financial perspective, WPC has a market capitalization of $13.6 billion, indicating a significant presence in the REIT market. The companys price-to-earnings ratio of 32.11 and forward P/E of 24.15 suggest that investors are willing to pay a premium for its shares, potentially due to its stable income stream and growth prospects. Additionally, WPCs return on equity (RoE) of 5.03% is a key metric that indicates the companys ability to generate profits from shareholders equity.
To further evaluate WPCs performance, other key performance indicators (KPIs) to consider include its dividend yield, funds from operations (FFO) per share, and debt-to-equity ratio. As a REIT, WPC is required to distribute a significant portion of its income to shareholders, making its dividend yield an important metric. FFO per share is also a crucial indicator of WPCs ability to generate cash from its operations. A review of WPCs debt-to-equity ratio would provide insight into its capital structure and ability to meet its financial obligations.
Overall, WPCs diversified portfolio, stable income stream, and financial performance make it an attractive investment opportunity for those seeking exposure to the REIT sector. However, a more detailed analysis of its KPIs and financial metrics is necessary to determine its investment potential.
WPC Stock Overview
| Market Cap in USD | 14,918m |
| Sub-Industry | Diversified REITs |
| IPO / Inception | 1998-01-21 |
WPC Stock Ratings
| Growth Rating | 31.0% |
| Fundamental | 54.6% |
| Dividend Rating | 44.2% |
| Return 12m vs S&P 500 | -3.81% |
| Analyst Rating | 3.0 of 5 |
WPC Dividends
| Dividend Yield 12m | 5.54% |
| Yield on Cost 5y | 7.32% |
| Annual Growth 5y | -3.10% |
| Payout Consistency | 98.0% |
| Payout Ratio | 139.0% |
WPC Growth Ratios
| Growth Correlation 3m | 91.2% |
| Growth Correlation 12m | 82% |
| Growth Correlation 5y | 2.9% |
| CAGR 5y | 1.06% |
| CAGR/Max DD 3y | 0.03 |
| CAGR/Mean DD 3y | 0.06 |
| Sharpe Ratio 12m | -0.42 |
| Alpha | 0.01 |
| Beta | 0.931 |
| Volatility | 19.57% |
| Current Volume | 1065.4k |
| Average Volume 20d | 1065.4k |
| Stop Loss | 65.9 (-3%) |
| Signal | -0.33 |
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income (335.8m TTM) > 0 and > 6% of Revenue (6% = 98.4m TTM) |
| FCFTA 0.07 (>2.0%) and ΔFCFTA -1.83pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -33.65% (prev 21.35%; Δ -55.00pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.07 (>3.0%) and CFO 1.25b > Net Income 335.8m (YES >=105%, WARN >=100%) |
| Net Debt (8.39b) to EBITDA (1.27b) ratio: 6.61 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.36 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (220.9m) change vs 12m ago 0.30% (target <= -2.0% for YES) |
| Gross Margin 91.82% (prev 91.73%; Δ 0.09pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 9.17% (prev 9.25%; Δ -0.07pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.68 (EBITDA TTM 1.27b / Interest Expense TTM 284.0m) >= 6 (WARN >= 3) |
Altman Z'' -0.92
| (A) -0.03 = (Total Current Assets 304.8m - Total Current Liabilities 856.9m) / Total Assets 18.00b |
| (B) -0.19 = Retained Earnings (Balance) -3.42b / Total Assets 18.00b |
| (C) 0.04 = EBIT TTM 761.9m / Avg Total Assets 17.88b |
| (D) -0.37 = Book Value of Equity -3.59b / Total Liabilities 9.77b |
| Total Rating: -0.92 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 54.62
| 1. Piotroski 3.50pt = -1.50 |
| 2. FCF Yield 5.37% = 2.68 |
| 3. FCF Margin 76.41% = 7.50 |
| 4. Debt/Equity 1.06 = 1.97 |
| 5. Debt/Ebitda 6.84 = -2.50 |
| 6. ROIC - WACC (= -1.94)% = -2.43 |
| 7. RoE 4.00% = 0.33 |
| 8. Rev. Trend -0.69% = -0.05 |
| 9. EPS Trend -27.62% = -1.38 |
What is the price of WPC shares?
Over the past week, the price has changed by +0.71%, over one month by +5.07%, over three months by +9.41% and over the past year by +14.02%.
Is W P Carey a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WPC is around 66.89 USD . This means that WPC is currently overvalued and has a potential downside of -1.55%.
Is WPC a buy, sell or hold?
- Strong Buy: 0
- Buy: 3
- Hold: 8
- Sell: 3
- Strong Sell: 0
What are the forecasts/targets for the WPC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 66.6 | -2% |
| Analysts Target Price | 66.6 | -2% |
| ValueRay Target Price | 73.1 | 7.6% |
Last update: 2025-09-09 04:50
WPC Fundamental Data Overview
CCE Cash And Equivalents = 244.8m USD (last quarter)
P/E Trailing = 44.8158
P/E Forward = 24.0964
P/S = 9.118
P/B = 1.8166
Beta = 0.832
Revenue TTM = 1.64b USD
EBIT TTM = 761.9m USD
EBITDA TTM = 1.27b USD
Long Term Debt = 8.64b USD (from longTermDebt, last quarter)
Short Term Debt = 46.7m USD (from shortTermDebt, last quarter)
Debt = 8.68b USD (Calculated: Short Term 46.7m + Long Term 8.64b)
Net Debt = 8.39b USD (from netDebt column, last quarter)
Enterprise Value = 23.36b USD (14.92b + Debt 8.68b - CCE 244.8m)
Interest Coverage Ratio = 2.68 (Ebit TTM 761.9m / Interest Expense TTM 284.0m)
FCF Yield = 5.37% (FCF TTM 1.25b / Enterprise Value 23.36b)
FCF Margin = 76.41% (FCF TTM 1.25b / Revenue TTM 1.64b)
Net Margin = 20.47% (Net Income TTM 335.8m / Revenue TTM 1.64b)
Gross Margin = 91.82% ((Revenue TTM 1.64b - Cost of Revenue TTM 134.2m) / Revenue TTM)
Tobins Q-Ratio = -6.50 (set to none) (Enterprise Value 23.36b / Book Value Of Equity -3.59b)
Interest Expense / Debt = 0.83% (Interest Expense 71.8m / Debt 8.68b)
Taxrate = 6.44% (31.7m / 492.3m)
NOPAT = 712.8m (EBIT 761.9m * (1 - 6.44%))
Current Ratio = 0.36 (Total Current Assets 304.8m / Total Current Liabilities 856.9m)
Debt / Equity = 1.06 (Debt 8.68b / last Quarter total Stockholder Equity 8.21b)
Debt / EBITDA = 6.84 (Net Debt 8.39b / EBITDA 1.27b)
Debt / FCF = 6.93 (Debt 8.68b / FCF TTM 1.25b)
Total Stockholder Equity = 8.40b (last 4 quarters mean)
RoA = 1.87% (Net Income 335.8m, Total Assets 18.00b )
RoE = 4.00% (Net Income TTM 335.8m / Total Stockholder Equity 8.40b)
RoCE = 4.47% (Ebit 761.9m / (Equity 8.40b + L.T.Debt 8.64b))
RoIC = 4.31% (NOPAT 712.8m / Invested Capital 16.52b)
WACC = 6.26% (E(14.92b)/V(23.60b) * Re(9.45%)) + (D(8.68b)/V(23.60b) * Rd(0.83%) * (1-Tc(0.06)))
Shares Correlation 3-Years: 100.00 | Cagr: 0.72%
Discount Rate = 9.45% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 74.17% ; FCFE base≈1.38b ; Y1≈1.45b ; Y5≈1.71b
Fair Price DCF = 106.8 (DCF Value 23.39b / Shares Outstanding 219.0m; 5y FCF grow 5.77% → 3.0% )
EPS Correlation: -27.62 | EPS CAGR: 17.79% | SUE: 0.59 | # QB: 0
Revenue Correlation: -0.69 | Revenue CAGR: 4.03% | SUE: N/A | # QB: None
Additional Sources for WPC Stock
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Fund Manager Positions: Dataroma | Stockcircle