WP CAREY INC (WPC) Fundamental Analysis & Valuation

NYSE:WPC • US92936U1097

Current stock price

71.61 USD
+0.4 (+0.56%)
At close:
71.61 USD
0 (0%)
After Hours:

This WPC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. WPC Profitability Analysis

1.1 Basic Checks

  • WPC had positive earnings in the past year.
  • WPC had a positive operating cash flow in the past year.
  • In the past 5 years WPC has always been profitable.
  • Each year in the past 5 years WPC had a positive operating cash flow.
WPC Yearly Net Income VS EBIT VS OCF VS FCFWPC Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B 1.5B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 2.59%, WPC is in the better half of the industry, outperforming 69.92% of the companies in the same industry.
  • The Return On Equity of WPC (5.74%) is better than 69.92% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 4.03%, WPC is in the better half of the industry, outperforming 74.80% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for WPC is in line with the industry average of 3.13%.
  • The last Return On Invested Capital (4.03%) for WPC is above the 3 year average (3.82%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.59%
ROE 5.74%
ROIC 4.03%
ROA(3y)3.05%
ROA(5y)3.02%
ROE(3y)6.45%
ROE(5y)6.28%
ROIC(3y)3.82%
ROIC(5y)3.6%
WPC Yearly ROA, ROE, ROICWPC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

1.3 Margins

  • WPC has a better Profit Margin (27.17%) than 78.86% of its industry peers.
  • WPC's Profit Margin has declined in the last couple of years.
  • With an excellent Operating Margin value of 50.80%, WPC belongs to the best of the industry, outperforming 94.31% of the companies in the same industry.
  • In the last couple of years the Operating Margin of WPC has grown nicely.
  • WPC has a better Gross Margin (89.35%) than 89.43% of its industry peers.
  • In the last couple of years the Gross Margin of WPC has remained more or less at the same level.
Industry RankSector Rank
OM 50.8%
PM (TTM) 27.17%
GM 89.35%
OM growth 3Y2.39%
OM growth 5Y2.1%
PM growth 3Y-12.46%
PM growth 5Y-6.32%
GM growth 3Y-0.09%
GM growth 5Y-0.15%
WPC Yearly Profit, Operating, Gross MarginsWPC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. WPC Health Analysis

2.1 Basic Checks

  • WPC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • WPC has about the same amout of shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, WPC has more shares outstanding
  • The debt/assets ratio for WPC is higher compared to a year ago.
WPC Yearly Shares OutstandingWPC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
WPC Yearly Total Debt VS Total AssetsWPC Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.2 Solvency

  • Based on the Altman-Z score of 0.88, we must say that WPC is in the distress zone and has some risk of bankruptcy.
  • WPC has a Altman-Z score of 0.88. This is in the better half of the industry: WPC outperforms 69.11% of its industry peers.
  • WPC has a Debt/Equity ratio of 1.07. This is a high value indicating a heavy dependency on external financing.
  • WPC has a Debt to Equity ratio of 1.07. This is comparable to the rest of the industry: WPC outperforms 57.72% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.07
Debt/FCF N/A
Altman-Z 0.88
ROIC/WACC0.6
WACC6.71%
WPC Yearly LT Debt VS Equity VS FCFWPC Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B 8B

2.3 Liquidity

  • A Current Ratio of 0.18 indicates that WPC may have some problems paying its short term obligations.
  • WPC has a Current ratio of 0.18. This is amonst the worse of the industry: WPC underperforms 92.68% of its industry peers.
  • A Quick Ratio of 0.18 indicates that WPC may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.18, WPC is not doing good in the industry: 92.68% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.18
Quick Ratio 0.18
WPC Yearly Current Assets VS Current LiabilitesWPC Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. WPC Growth Analysis

3.1 Past

  • WPC shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 0.96%.
  • WPC shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -4.09% yearly.
  • WPC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 8.43%.
  • The Revenue has been growing slightly by 7.26% on average over the past years.
EPS 1Y (TTM)0.96%
EPS 3Y-10.97%
EPS 5Y-4.09%
EPS Q2Q%219.05%
Revenue 1Y (TTM)8.43%
Revenue growth 3Y5.09%
Revenue growth 5Y7.26%
Sales Q2Q%9.45%

3.2 Future

  • WPC is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.94% yearly.
  • WPC is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.21% yearly.
EPS Next Y31.64%
EPS Next 2Y15.36%
EPS Next 3Y11.94%
EPS Next 5YN/A
Revenue Next Year4.8%
Revenue Next 2Y5.36%
Revenue Next 3Y5.21%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
WPC Yearly Revenue VS EstimatesWPC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B
WPC Yearly EPS VS EstimatesWPC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3

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3

4. WPC Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 33.94 indicates a quite expensive valuation of WPC.
  • Compared to the rest of the industry, the Price/Earnings ratio of WPC indicates a somewhat cheap valuation: WPC is cheaper than 64.23% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.34. WPC is valued slightly more expensive when compared to this.
  • Based on the Price/Forward Earnings ratio of 25.78, the valuation of WPC can be described as expensive.
  • WPC's Price/Forward Earnings ratio is rather cheap when compared to the industry. WPC is cheaper than 86.99% of the companies in the same industry.
  • WPC is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 38.18, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 33.94
Fwd PE 25.78
WPC Price Earnings VS Forward Price EarningsWPC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of WPC indicates a slightly more expensive valuation: WPC is more expensive than 67.48% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.15
WPC Per share dataWPC EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • WPC's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • WPC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.07
PEG (5Y)N/A
EPS Next 2Y15.36%
EPS Next 3Y11.94%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. WPC Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.21%, WPC is a good candidate for dividend investing.
  • WPC's Dividend Yield is comparable with the industry average which is at 7.71.
  • Compared to an average S&P500 Dividend Yield of 1.82, WPC pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.21%

5.2 History

  • The dividend of WPC decreases each year by -2.95%.
  • WPC has been paying a dividend for at least 10 years, so it has a reliable track record.
  • WPC has decreased its dividend recently.
Dividend Growth(5Y)-2.95%
Div Incr Years1
Div Non Decr Years1
WPC Yearly Dividends per shareWPC Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • WPC pays out 169.40% of its income as dividend. This is not a sustainable payout ratio.
DP169.4%
EPS Next 2Y15.36%
EPS Next 3Y11.94%
WPC Yearly Income VS Free CF VS DividendWPC Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M
WPC Dividend Payout.WPC Dividend Payout, showing the Payout Ratio.WPC Dividend Payout.PayoutRetained Earnings

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WPC Fundamentals: All Metrics, Ratios and Statistics

WP CAREY INC

NYSE:WPC (4/14/2026, 8:04:00 PM)

After market: 71.61 0 (0%)

71.61

+0.4 (+0.56%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)02-10
Earnings (Next)04-28
Inst Owners77.24%
Inst Owner Change-0.02%
Ins Owners1%
Ins Owner Change3.41%
Market Cap15.70B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target74.15 (3.55%)
Short Float %4.14%
Short Ratio6.45
Dividend
Industry RankSector Rank
Dividend Yield 5.21%
Yearly Dividend3.61
Dividend Growth(5Y)-2.95%
DP169.4%
Div Incr Years1
Div Non Decr Years1
Ex-Date03-31
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-28.22%
Min EPS beat(2)-53.93%
Max EPS beat(2)-2.51%
EPS beat(4)0
Avg EPS beat(4)-35.67%
Min EPS beat(4)-74.41%
Max EPS beat(4)-2.51%
EPS beat(8)2
Avg EPS beat(8)-20.66%
EPS beat(12)4
Avg EPS beat(12)-12.29%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)2.63%
Min Revenue beat(2)1.26%
Max Revenue beat(2)3.99%
Revenue beat(4)4
Avg Revenue beat(4)2.87%
Min Revenue beat(4)1.26%
Max Revenue beat(4)4.11%
Revenue beat(8)7
Avg Revenue beat(8)1.59%
Revenue beat(12)9
Avg Revenue beat(12)1.61%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)1.68%
PT rev (3m)5.22%
EPS NQ rev (1m)0%
EPS NQ rev (3m)8.06%
EPS NY rev (1m)0%
EPS NY rev (3m)-52.99%
Revenue NQ rev (1m)0.08%
Revenue NQ rev (3m)3.36%
Revenue NY rev (1m)0.34%
Revenue NY rev (3m)0.34%
Valuation
Industry RankSector Rank
PE 33.94
Fwd PE 25.78
P/S 9.15
P/FCF N/A
P/OCF 12.25
P/B 1.93
P/tB 2.2
EV/EBITDA 17.15
EPS(TTM)2.11
EY2.95%
EPS(NY)2.78
Fwd EY3.88%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.17%
SpS7.83
BVpS37.02
TBVpS32.52
PEG (NY)1.07
PEG (5Y)N/A
Graham Number41.92
Profitability
Industry RankSector Rank
ROA 2.59%
ROE 5.74%
ROCE 5.1%
ROIC 4.03%
ROICexc 4.06%
ROICexgc 4.54%
OM 50.8%
PM (TTM) 27.17%
GM 89.35%
FCFM N/A
ROA(3y)3.05%
ROA(5y)3.02%
ROE(3y)6.45%
ROE(5y)6.28%
ROIC(3y)3.82%
ROIC(5y)3.6%
ROICexc(3y)3.93%
ROICexc(5y)3.68%
ROICexgc(3y)4.7%
ROICexgc(5y)4.56%
ROCE(3y)4.83%
ROCE(5y)4.56%
ROICexgc growth 3Y2.46%
ROICexgc growth 5Y0.85%
ROICexc growth 3Y7.87%
ROICexc growth 5Y4.88%
OM growth 3Y2.39%
OM growth 5Y2.1%
PM growth 3Y-12.46%
PM growth 5Y-6.32%
GM growth 3Y-0.09%
GM growth 5Y-0.15%
F-Score6
Asset Turnover0.1
Health
Industry RankSector Rank
Debt/Equity 1.07
Debt/FCF N/A
Debt/EBITDA 6.19
Cap/Depr 343.82%
Cap/Sales 107.69%
Interest Coverage 3.26
Cash Conversion 90.96%
Profit Quality N/A
Current Ratio 0.18
Quick Ratio 0.18
Altman-Z 0.88
F-Score6
WACC6.71%
ROIC/WACC0.6
Cap/Depr(3y)272.49%
Cap/Depr(5y)269.49%
Cap/Sales(3y)88.03%
Cap/Sales(5y)91.06%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)0.96%
EPS 3Y-10.97%
EPS 5Y-4.09%
EPS Q2Q%219.05%
EPS Next Y31.64%
EPS Next 2Y15.36%
EPS Next 3Y11.94%
EPS Next 5YN/A
Revenue 1Y (TTM)8.43%
Revenue growth 3Y5.09%
Revenue growth 5Y7.26%
Sales Q2Q%9.45%
Revenue Next Year4.8%
Revenue Next 2Y5.36%
Revenue Next 3Y5.21%
Revenue Next 5YN/A
EBIT growth 1Y11.96%
EBIT growth 3Y7.6%
EBIT growth 5Y9.51%
EBIT Next Year73.91%
EBIT Next 3Y26.64%
EBIT Next 5YN/A
FCF growth 1Y-199.52%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-30.05%
OCF growth 3Y8.51%
OCF growth 5Y9.85%

WP CAREY INC / WPC Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for WP CAREY INC?

ChartMill assigns a fundamental rating of 4 / 10 to WPC.


Can you provide the valuation status for WP CAREY INC?

ChartMill assigns a valuation rating of 3 / 10 to WP CAREY INC (WPC). This can be considered as Overvalued.


How profitable is WP CAREY INC (WPC) stock?

WP CAREY INC (WPC) has a profitability rating of 7 / 10.


What is the financial health of WP CAREY INC (WPC) stock?

The financial health rating of WP CAREY INC (WPC) is 1 / 10.


What is the expected EPS growth for WP CAREY INC (WPC) stock?

The Earnings per Share (EPS) of WP CAREY INC (WPC) is expected to grow by 31.64% in the next year.