(WPC) W P Carey - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US92936U1097

Net Lease Properties, Self-Storage, Industrial, Warehouse, Retail

Diversified REITs
Market Cap in USD: 14,784m

IPO / Inception: 1998-01-21
12m vs SPY: 9.79%

EPS (Earnings per Share)

EPS CAGR: -49.97%
EPS Trend: -47.7%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: 19.02%
Rev. Trend: 65.2%

Last SUE: 4.00
Qual. Beats: 2

Dividends

Dividend Yield	5.63%
Yield on Cost 5y	7.35%
Yield CAGR 5y	-3.68%
Payout Consistency	98.1%
Payout Ratio	136.2%

Risk via 5d forecast
Volatility	17.9%
Value at Risk 5%th	28.5%
Relative Tail Risk	-3.38%

Reward TTM
Sharpe Ratio	1.35
Alpha	22.87
CAGR/Max DD	0.00

Character TTM
Hurst Exponent	0.336
Beta	0.277
Beta Downside	0.460

Drawdowns 3y
Max DD	35.88%
Mean DD	18.14%
Median DD	18.46%

Description: WPC W P Carey January 03, 2026

W. P. Carey (NYSE: WPC) is one of the largest net-lease REITs, owning roughly 1,600 single-tenant properties-including industrial, warehouse, retail and 66 self-storage sites-totaling about 178 million sq ft as of 30 June 2025. The portfolio is geographically diversified across the United States and Europe and is anchored by long-term net leases that contain automatic rent escalations, providing predictable cash flow.

Key operating metrics that investors watch: FY 2024 adjusted FFO was $0.70 per share, the dividend yield hovered near 5.6 %, and the company maintained a debt-to-EBITDA ratio of ~5.2×, indicating moderate leverage. Sector-level drivers include sustained e-commerce demand boosting industrial space demand, and a historically low vacancy rate (~4 %) in net-lease assets that supports rent growth. However, rising interest rates could pressure net-lease valuations and the cost of new debt financing.

For a deeper quantitative view, ValueRay’s platform offers granular metrics that can help you assess W.P. Carey’s risk-adjusted return profile.

Piotroski VR‑10 (Strict, 0-10) 3.0

Net Income (365.1m TTM) > 0 and > 6% of Revenue (6% = 114.1m TTM)

FCFTA 0.07 (>2.0%) and ΔFCFTA -3.11pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -29.45% (prev 3.88%; Δ -33.34pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.07 (>3.0%) and CFO 1.27b > Net Income 365.1m (YES >=105%, WARN >=100%)

Net Debt (8.44b) to EBITDA (1.29b) ratio: 6.54 <= 3.0 (WARN <= 3.5)

Current Ratio 0.34 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (221.1m) change vs 12m ago 0.31% (target <= -2.0% for YES)

Gross Margin 83.64% (prev 92.12%; Δ -8.47pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 10.68% (prev 9.00%; Δ 1.68pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 2.71 (EBITDA TTM 1.29b / Interest Expense TTM 286.7m) >= 6 (WARN >= 3)

Altman Z'' -0.93

(A) -0.03 = (Total Current Assets 291.8m - Total Current Liabilities 852.1m) / Total Assets 17.99b

(B) -0.19 = Retained Earnings (Balance) -3.48b / Total Assets 17.99b

(D) -0.37 = Book Value of Equity -3.67b / Total Liabilities 9.81b

Total Rating: -0.93 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 60.27

1. Piotroski 3.0pt

2. FCF Yield 5.49%

3. FCF Margin 66.97%

4. Debt/Equity 1.06

5. Debt/Ebitda 6.54

6. ROIC - WACC (= -0.25)%

7. RoE 4.40%

8. Rev. Trend 65.23%

9. EPS Trend -47.67%

What is the price of WPC shares?

As of January 14, 2026, the stock is trading at USD 67.03 with a total of 750,506 shares traded.
Over the past week, the price has changed by +4.10%, over one month by +3.40%, over three months by +0.68% and over the past year by +32.55%.

Is WPC a buy, sell or hold?

W P Carey has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold WPC.

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	69.2	3.2%
Analysts Target Price	69.2	3.2%
ValueRay Target Price	74.3	10.9%

WPC Fundamental Data Overview January 10, 2026

P/E Trailing = 40.8849
P/E Forward = 23.5294
P/S = 8.8509
P/B = 1.8127
Beta = 0.796
Revenue TTM = 1.90b USD
EBIT TTM = 777.3m USD
EBITDA TTM = 1.29b USD
Long Term Debt = 8.68b USD (from longTermDebt, last quarter)
Short Term Debt = 685.1m USD (from shortTermDebt, last fiscal year)
Debt = 8.68b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.44b USD (from netDebt column, last quarter)
Enterprise Value = 23.22b USD (14.78b + Debt 8.68b - CCE 249.0m)
Interest Coverage Ratio = 2.71 (Ebit TTM 777.3m / Interest Expense TTM 286.7m)
EV/FCF = 18.22x (Enterprise Value 23.22b / FCF TTM 1.27b)
FCF Yield = 5.49% (FCF TTM 1.27b / Enterprise Value 23.22b)
FCF Margin = 66.97% (FCF TTM 1.27b / Revenue TTM 1.90b)
Net Margin = 19.19% (Net Income TTM 365.1m / Revenue TTM 1.90b)
Gross Margin = 83.64% ((Revenue TTM 1.90b - Cost of Revenue TTM 311.1m) / Revenue TTM)
Gross Margin QoQ = 68.67% (prev 88.84%)
Tobins Q-Ratio = 1.29 (Enterprise Value 23.22b / Total Assets 17.99b)
Interest Expense / Debt = 0.87% (Interest Expense 75.2m / Debt 8.68b)
Taxrate = 5.67% (8.49m / 149.7m)
NOPAT = 733.2m (EBIT 777.3m * (1 - 5.67%))
Current Ratio = 0.34 (Total Current Assets 291.8m / Total Current Liabilities 852.1m)
Debt / Equity = 1.06 (Debt 8.68b / totalStockholderEquity, last quarter 8.16b)
Debt / EBITDA = 6.54 (Net Debt 8.44b / EBITDA 1.29b)
Debt / FCF = 6.62 (Net Debt 8.44b / FCF TTM 1.27b)
Total Stockholder Equity = 8.29b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.05% (Net Income 365.1m / Total Assets 17.99b)
RoE = 4.40% (Net Income TTM 365.1m / Total Stockholder Equity 8.29b)
RoCE = 4.58% (EBIT 777.3m / Capital Employed (Equity 8.29b + L.T.Debt 8.68b))
RoIC = 4.42% (NOPAT 733.2m / Invested Capital 16.60b)
WACC = 4.67% (E(14.78b)/V(23.47b) * Re(6.93%) + D(8.68b)/V(23.47b) * Rd(0.87%) * (1-Tc(0.06)))
Discount Rate = 6.93% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 100.0 | Cagr: 0.37%
[DCF Debug] Terminal Value 86.63% ; FCFF base≈1.48b ; Y1≈1.53b ; Y5≈1.72b
Fair Price DCF = 194.6 (EV 51.08b - Net Debt 8.44b = Equity 42.64b / Shares 219.1m; r=5.90% [WACC]; 5y FCF grow 3.06% → 2.90% )
EPS Correlation: -47.67 | EPS CAGR: -49.97% | SUE: -4.0 | # QB: 0
Revenue Correlation: 65.23 | Revenue CAGR: 19.02% | SUE: 4.0 | # QB: 2
EPS next Quarter (2026-03-31): EPS=0.69 | Chg30d=+0.002 | Revisions Net=+1 | Analysts=1
EPS next Year (2026-12-31): EPS=2.87 | Chg30d=+0.036 | Revisions Net=+1 | Growth EPS=+77.4% | Growth Revenue=+6.6%

Additional Sources for WPC Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle