(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

Stock: Diversified REITs
Age 28y

MCap 15,202m
Avg Vol 1.15M (76.1M USD)

Beta 0.276
Volatility 20.29%

EPS (Earnings per Share)

Revenue

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

Qual. Beats: 0

Dividends

Dividend Yield	5.63%
Yield on Cost 5y	7.44%
Yield CAGR 5y	-3.68%
Payout Consistency	98.1%
Payout Ratio	-

Risk via 5d forecast
Volatility	20.3%
Value at Risk 5%th	32.1%
Relative Tail Risk	-3.92%

Reward TTM
Sharpe Ratio	1.21
Alpha	25.14
CAGR/Max DD	-0.01

Character TTM
Hurst Exponent	0.408
Beta	0.276
Beta Downside	0.457

Drawdowns 3y
Max DD	35.87%
Mean DD	18.14%
Median DD	18.44%

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) 4.0

Net Income: 365.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA -3.11 > 1.0
NWC/Revenue: -29.45% < 20% (prev 3.88%; Δ -33.34% < -1%)
CFO/TA 0.07 > 3% & CFO 1.27b > Net Income 365.1m
Net Debt (8.44b) to EBITDA (1.29b): 6.54 < 3
Current Ratio: 0.34 > 1.5 & < 3
Outstanding Shares: last quarter (221.1m) vs 12m ago 0.31% < -2%
Gross Margin: 83.64% > 18% (prev 0.92%; Δ 8272 % > 0.5%)
Asset Turnover: 10.68% > 50% (prev 9.00%; Δ 1.68% > 0%)
Interest Coverage Ratio: 2.71 > 6 (EBITDA TTM 1.29b / Interest Expense TTM 286.7m)

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 -3.48b / Total Assets 17.99b)
C: 0.04 (EBIT TTM 777.3m / Avg Total Assets 17.81b)
D: -0.37 (Book Value of Equity -3.67b / Total Liabilities 9.81b)
Altman-Z'' Score: -0.93 = CCC

Beneish M 1.00

DSRI: 24.79 (Receivables 34.7m/1.17m, Revenue 1.90b/1.59b)
GMI: 1.10 (GM 83.64% / 92.12%)
AQI: 1.07 (AQ_t 0.29 / AQ_t-1 0.27)
SGI: 1.20 (Revenue 1.90b / 1.59b)
TATA: -0.05 (NI 365.1m - CFO 1.27b) / TA 17.99b)
Beneish M-Score: 16.78 (Cap -4..+1) = D

ValueRay F-Score (Strict, 0-100) 63.55

1. Piotroski: 4.0pt
2. FCF Yield: 5.39%
3. FCF Margin: 66.97%
4. Debt/Equity: 1.06
5. Debt/Ebitda: 6.54
6. ROIC - WACC: -0.29%
7. RoE: 4.40%
8. Revenue Trend: 65.23%
9. EPS Trend: data missing

What is the price of WPC shares?

As of January 28, 2026, the stock is trading at USD 69.18 with a total of 864,883 shares traded.
Over the past week, the price has changed by -1.07%, over one month by +8.32%, over three months by +4.96% and over the past year by +28.47%.

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.

StrongBuy: 0
Buy: 3
Hold: 8
Sell: 3
StrongSell: 0

What are the forecasts/targets for the WPC price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	69.8	0.9%
Analysts Target Price	69.8	0.9%
ValueRay Target Price	76.1	10%

WPC Fundamental Data Overview January 25, 2026

P/E Trailing = 42.0424
P/E Forward = 24.2131
P/S = 9.1015
P/B = 1.864
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 = 23.64b USD (15.20b + Debt 8.68b - CCE 249.0m)
Interest Coverage Ratio = 2.71 (Ebit TTM 777.3m / Interest Expense TTM 286.7m)
EV/FCF = 18.55x (Enterprise Value 23.64b / FCF TTM 1.27b)
FCF Yield = 5.39% (FCF TTM 1.27b / Enterprise Value 23.64b)
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 = 1.31 (Enterprise Value 23.64b / 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 = 4.71% (E(15.20b)/V(23.89b) * Re(6.93%) + D(8.68b)/V(23.89b) * Rd(0.87%) * (1-Tc(0.06)))
Discount Rate = 6.93% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 1.27b)
Revenue Correlation: 65.23 | Revenue CAGR: 19.02% | SUE: N/A | # QB: 0

Additional Sources for WPC Stock

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