WP CAREY INC (WPC) Fundamental Analysis & Valuation
NYSE:WPC • US92936U1097
72.255 USD
+0.44 (+0.62%)
Last: Mar 13, 2026, 10:36 AM
This WPC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Taking everything into account, WPC scores 4 out of 10 in our fundamental rating. WPC was compared to 123 industry peers in the Diversified REITs industry. While WPC has a great profitability rating, there are quite some concerns on its financial health. WPC is valied quite expensively at the moment, while it does show a decent growth rate.
1. WPC Profitability Analysis
1.1 Basic Checks
- WPC had positive earnings in the past year.
- In the past year WPC had a positive cash flow from operations.
- In the past 5 years WPC has always been profitable.
- WPC had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- WPC has a Return On Assets of 2.59%. This is in the better half of the industry: WPC outperforms 66.67% of its industry peers.
- WPC has a better Return On Equity (5.74%) than 66.67% of its industry peers.
- WPC's Return On Invested Capital of 4.03% is fine compared to the rest of the industry. WPC outperforms 75.61% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for WPC is in line with the industry average of 3.11%.
- The 3 year average ROIC (3.82%) for WPC is below the current ROIC(4.03%), indicating increased profibility in the last year.
| Industry Rank | Sector 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%
1.3 Margins
- WPC has a Profit Margin of 27.17%. This is in the better half of the industry: WPC outperforms 75.61% of its industry peers.
- WPC's Profit Margin has declined in the last couple of years.
- WPC's Operating Margin of 50.80% is amongst the best of the industry. WPC outperforms 94.31% of its industry peers.
- In the last couple of years the Operating Margin of WPC has grown nicely.
- Looking at the Gross Margin, with a value of 89.35%, WPC belongs to the top of the industry, outperforming 89.43% of the companies in the same industry.
- In the last couple of years the Gross Margin of WPC has remained more or less at the same level.
| Industry Rank | Sector 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%
2. WPC Health Analysis
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), WPC is destroying value.
- Compared to 1 year ago, WPC has about the same amount of shares outstanding.
- WPC has more shares outstanding than it did 5 years ago.
- Compared to 1 year ago, WPC has a worse debt to assets ratio.
2.2 Solvency
- WPC has an Altman-Z score of 0.89. This is a bad value and indicates that WPC is not financially healthy and even has some risk of bankruptcy.
- WPC has a better Altman-Z score (0.89) than 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 56.10% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.07 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.89 |
ROIC/WACC0.61
WACC6.65%
2.3 Liquidity
- A Current Ratio of 0.18 indicates that WPC may have some problems paying its short term obligations.
- The Current ratio of WPC (0.18) is worse than 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 Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.18 | ||
| Quick Ratio | 0.18 |
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%.
- Measured over the past years, WPC shows a decrease in Earnings Per Share. The EPS has been decreasing by -4.09% on average per year.
- The Revenue has grown by 8.43% in the past year. This is quite good.
- WPC shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.26% yearly.
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 10.78% yearly.
- Based on estimates for the next years, WPC will show a small growth in Revenue. The Revenue will grow by 6.01% on average per year.
EPS Next Y31.64%
EPS Next 2Y15.36%
EPS Next 3Y10.78%
EPS Next 5YN/A
Revenue Next Year4.45%
Revenue Next 2Y5.16%
Revenue Next 3Y6.01%
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 stable: in the next years the growth will be about the same than in the last years.
4. WPC Valuation Analysis
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 34.24, the valuation of WPC can be described as expensive.
- Based on the Price/Earnings ratio, WPC is valued a bit cheaper than the industry average as 60.16% of the companies are valued more expensively.
- WPC's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 25.71.
- WPC is valuated quite expensively with a Price/Forward Earnings ratio of 26.01.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of WPC indicates a rather cheap valuation: WPC is cheaper than 84.55% of the companies listed in the same industry.
- WPC is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 23.82, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.24 | ||
| Fwd PE | 26.01 |
4.2 Price Multiples
- WPC's Enterprise Value to EBITDA ratio is a bit more expensive when compared to the industry. WPC is more expensive than 65.04% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 17.24 |
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)1.08
PEG (5Y)N/A
EPS Next 2Y15.36%
EPS Next 3Y10.78%
5. WPC Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 5.51%, WPC is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 7.59, WPC has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.82, WPC pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.51% |
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.
Dividend Growth(5Y)-2.95%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
- 169.40% of the earnings are spent on dividend by WPC. This is not a sustainable payout ratio.
DP169.4%
EPS Next 2Y15.36%
EPS Next 3Y10.78%
WPC Fundamentals: All Metrics, Ratios and Statistics
NYSE:WPC (3/13/2026, 10:36:46 AM)
72.255
+0.44 (+0.62%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)02-10 2026-02-10/amc
Earnings (Next)04-27 2026-04-27
Inst Owners77.23%
Inst Owner Change3.03%
Ins Owners1%
Ins Owner Change3.39%
Market Cap15.84B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target72.93 (0.93%)
Short Float %4.43%
Short Ratio6.79
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.51% |
Yearly Dividend3.61
Dividend Growth(5Y)-2.95%
DP169.4%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
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)2.29%
PT rev (3m)2.81%
EPS NQ rev (1m)8.06%
EPS NQ rev (3m)8.06%
EPS NY rev (1m)-36.78%
EPS NY rev (3m)4.17%
Revenue NQ rev (1m)3.28%
Revenue NQ rev (3m)3.28%
Revenue NY rev (1m)1.42%
Revenue NY rev (3m)1.71%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.24 | ||
| Fwd PE | 26.01 | ||
| P/S | 9.23 | ||
| P/FCF | N/A | ||
| P/OCF | 12.35 | ||
| P/B | 1.95 | ||
| P/tB | 2.22 | ||
| EV/EBITDA | 17.24 |
EPS(TTM)2.11
EY2.92%
EPS(NY)2.78
Fwd EY3.84%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.1%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)1.08
PEG (5Y)N/A
Graham Number41.93
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 0.89 |
F-Score6
WACC6.65%
ROIC/WACC0.61
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 3Y10.78%
EPS Next 5YN/A
Revenue 1Y (TTM)8.43%
Revenue growth 3Y5.09%
Revenue growth 5Y7.26%
Sales Q2Q%9.45%
Revenue Next Year4.45%
Revenue Next 2Y5.16%
Revenue Next 3Y6.01%
Revenue Next 5YN/A
EBIT growth 1Y11.96%
EBIT growth 3Y7.6%
EBIT growth 5Y9.51%
EBIT Next Year73.46%
EBIT Next 3Y26.87%
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 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.
What is the profitability of WPC stock?
WP CAREY INC (WPC) has a profitability rating of 7 / 10.
What are the PE and PB ratios of WP CAREY INC (WPC) stock?
The Price/Earnings (PE) ratio for WP CAREY INC (WPC) is 34.24 and the Price/Book (PB) ratio is 1.95.
Can you provide the dividend sustainability for WPC stock?
The dividend rating of WP CAREY INC (WPC) is 4 / 10 and the dividend payout ratio is 169.4%.