WP CAREY INC (WPC) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:WPC • US92936U1097
69.25 USD
+0.88 (+1.29%)
At close: Feb 3, 2026
69.25 USD
0 (0%)
After Hours: 2/3/2026, 5:05:00 PM
Taking everything into account, WPC scores 5 out of 10 in our fundamental rating. WPC was compared to 124 industry peers in the Diversified REITs industry. WPC scores excellent on profitability, but there are concerns on its financial health. WPC has a correct valuation and a medium growth rate.
1. Profitability
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
- With a decent Return On Assets value of 2.03%, WPC is doing good in the industry, outperforming 63.71% of the companies in the same industry.
- With a decent Return On Equity value of 4.48%, WPC is doing good in the industry, outperforming 63.71% of the companies in the same industry.
- WPC has a Return On Invested Capital of 3.98%. This is in the better half of the industry: WPC outperforms 75.00% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for WPC is in line with the industry average of 3.05%.
- The last Return On Invested Capital (3.98%) for WPC is above the 3 year average (3.54%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.03% | ||
| ROE | 4.48% | ||
| ROIC | 3.98% |
ROA(3y)3.29%
ROA(5y)3.12%
ROE(3y)6.76%
ROE(5y)6.46%
ROIC(3y)3.54%
ROIC(5y)3.43%
1.3 Margins
- WPC has a better Profit Margin (21.75%) than 70.16% of its industry peers.
- In the last couple of years the Profit Margin of WPC has grown nicely.
- The Operating Margin of WPC (51.49%) is better than 93.55% 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 89.13%, WPC belongs to the top of the industry, outperforming 91.13% 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 | 51.49% | ||
| PM (TTM) | 21.75% | ||
| GM | 89.13% |
OM growth 3Y1.61%
OM growth 5Y2.57%
PM growth 3Y-1.85%
PM growth 5Y3.29%
GM growth 3Y-0.67%
GM growth 5Y0.37%
2. Health
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.
- The number of shares outstanding for WPC has been increased compared to 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 0.86. This is a bad value and indicates that WPC is not financially healthy and even has some risk of bankruptcy.
- With a decent Altman-Z score value of 0.86, WPC is doing good in the industry, outperforming 68.55% of the companies in the same industry.
- A Debt/Equity ratio of 1.06 is on the high side and indicates that WPC has dependencies on debt financing.
- Looking at the Debt to Equity ratio, with a value of 1.06, WPC is in line with its industry, outperforming 58.06% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.06 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.86 |
ROIC/WACC0.59
WACC6.7%
2.3 Liquidity
- WPC has a Current Ratio of 0.29. This is a bad value and indicates that WPC is not financially healthy enough and could expect problems in meeting its short term obligations.
- WPC's Current ratio of 0.29 is on the low side compared to the rest of the industry. WPC is outperformed by 86.29% of its industry peers.
- WPC has a Quick Ratio of 0.29. This is a bad value and indicates that WPC is not financially healthy enough and could expect problems in meeting its short term obligations.
- With a Quick ratio value of 0.29, WPC is not doing good in the industry: 85.48% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.29 | ||
| Quick Ratio | 0.29 |
3. Growth
3.1 Past
- WPC shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -35.04%.
- The Earnings Per Share has been growing slightly by 1.09% on average over the past years.
- WPC shows a small growth in Revenue. In the last year, the Revenue has grown by 5.59%.
- WPC shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.13% yearly.
EPS 1Y (TTM)-35.04%
EPS 3Y-6.66%
EPS 5Y1.09%
EPS Q2Q%25.49%
Revenue 1Y (TTM)5.59%
Revenue growth 3Y5.94%
Revenue growth 5Y5.13%
Sales Q2Q%8.54%
3.2 Future
- The Earnings Per Share is expected to grow by 43.46% on average over the next years. This is a very strong growth
- The Revenue is expected to grow by 9.51% on average over the next years. This is quite good.
EPS Next Y147.43%
EPS Next 2Y69.14%
EPS Next 3Y43.46%
EPS Next 5YN/A
Revenue Next Year8.29%
Revenue Next 2Y6.43%
Revenue Next 3Y5.82%
Revenue Next 5Y9.51%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 41.97, WPC can be considered very expensive at the moment.
- Compared to the rest of the industry, the Price/Earnings ratio of WPC is on the same level as its industry peers.
- When comparing the Price/Earnings ratio of WPC to the average of the S&P500 Index (28.41), we can say WPC is valued slightly more expensively.
- The Price/Forward Earnings ratio is 11.58, which indicates a very decent valuation of WPC.
- Based on the Price/Forward Earnings ratio, WPC is valued cheaper than 98.39% of the companies in the same industry.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.64, WPC is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 41.97 | ||
| Fwd PE | 11.58 |
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 67.74% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 17.05 |
4.3 Compensation for Growth
- The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- WPC has an outstanding profitability rating, which may justify a higher PE ratio.
- WPC's earnings are expected to grow with 43.46% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.28
PEG (5Y)38.6
EPS Next 2Y69.14%
EPS Next 3Y43.46%
5. Dividend
5.1 Amount
- WPC has a Yearly Dividend Yield of 5.51%, which is a nice return.
- Compared to an average industry Dividend Yield of 6.98, WPC has a dividend in line with its industry peers.
- WPC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.51% |
5.2 History
- The dividend of WPC decreases each year by -3.50%.
- WPC has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)-3.5%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
- WPC pays out 214.24% of its income as dividend. This is not a sustainable payout ratio.
DP214.24%
EPS Next 2Y69.14%
EPS Next 3Y43.46%
69.25
+0.88 (+1.29%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)10-28 2025-10-28/amc
Earnings (Next)02-10 2026-02-10/bmo
Inst Owners74.41%
Inst Owner Change-1.76%
Ins Owners0.94%
Ins Owner Change2.17%
Market Cap15.18B
Revenue(TTM)1.68B
Net Income(TTM)365.06M
Analysts65.56
Price Target69.87 (0.9%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.51% |
Yearly Dividend3.5
Dividend Growth(5Y)-3.5%
DP214.24%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-38.46%
Min EPS beat(2)-74.41%
Max EPS beat(2)-2.51%
EPS beat(4)0
Avg EPS beat(4)-38.01%
Min EPS beat(4)-74.41%
Max EPS beat(4)-2.51%
EPS beat(8)3
Avg EPS beat(8)-11%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)2.68%
Min Revenue beat(2)1.26%
Max Revenue beat(2)4.11%
Revenue beat(4)4
Avg Revenue beat(4)2.23%
Min Revenue beat(4)1.26%
Max Revenue beat(4)4.11%
Revenue beat(8)6
Avg Revenue beat(8)0.68%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-0.86%
PT rev (3m)0.6%
EPS NQ rev (1m)0.7%
EPS NQ rev (3m)118.18%
EPS NY rev (1m)0.2%
EPS NY rev (3m)142.65%
Revenue NQ rev (1m)0.28%
Revenue NQ rev (3m)0.92%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.18%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 41.97 | ||
| Fwd PE | 11.58 | ||
| P/S | 9.04 | ||
| P/FCF | N/A | ||
| P/OCF | 11.91 | ||
| P/B | 1.86 | ||
| P/tB | 2.12 | ||
| EV/EBITDA | 17.05 |
EPS(TTM)1.65
EY2.38%
EPS(NY)5.98
Fwd EY8.63%
FCF(TTM)-2.24
FCFYN/A
OCF(TTM)5.81
OCFY8.39%
SpS7.66
BVpS37.22
TBVpS32.71
PEG (NY)0.28
PEG (5Y)38.6
Graham Number37.17
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.03% | ||
| ROE | 4.48% | ||
| ROCE | 5.04% | ||
| ROIC | 3.98% | ||
| ROICexc | 4.04% | ||
| ROICexgc | 4.51% | ||
| OM | 51.49% | ||
| PM (TTM) | 21.75% | ||
| GM | 89.13% | ||
| FCFM | N/A |
ROA(3y)3.29%
ROA(5y)3.12%
ROE(3y)6.76%
ROE(5y)6.46%
ROIC(3y)3.54%
ROIC(5y)3.43%
ROICexc(3y)3.65%
ROICexc(5y)3.51%
ROICexgc(3y)4.59%
ROICexgc(5y)4.53%
ROCE(3y)4.49%
ROCE(5y)4.34%
ROICexgc growth 3Y1.8%
ROICexgc growth 5Y1.77%
ROICexc growth 3Y4.04%
ROICexc growth 5Y3.63%
OM growth 3Y1.61%
OM growth 5Y2.57%
PM growth 3Y-1.85%
PM growth 5Y3.29%
GM growth 3Y-0.67%
GM growth 5Y0.37%
F-Score6
Asset Turnover0.09
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.06 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 6.32 | ||
| Cap/Depr | 346.51% | ||
| Cap/Sales | 105.21% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 92.75% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.29 | ||
| Quick Ratio | 0.29 | ||
| Altman-Z | 0.86 |
F-Score6
WACC6.7%
ROIC/WACC0.59
Cap/Depr(3y)238.06%
Cap/Depr(5y)238.59%
Cap/Sales(3y)80.31%
Cap/Sales(5y)83.8%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-35.04%
EPS 3Y-6.66%
EPS 5Y1.09%
EPS Q2Q%25.49%
EPS Next Y147.43%
EPS Next 2Y69.14%
EPS Next 3Y43.46%
EPS Next 5YN/A
Revenue 1Y (TTM)5.59%
Revenue growth 3Y5.94%
Revenue growth 5Y5.13%
Sales Q2Q%8.54%
Revenue Next Year8.29%
Revenue Next 2Y6.43%
Revenue Next 3Y5.82%
Revenue Next 5Y9.51%
EBIT growth 1Y12.62%
EBIT growth 3Y7.64%
EBIT growth 5Y7.83%
EBIT Next Year60.86%
EBIT Next 3Y25.63%
EBIT Next 5Y21.28%
FCF growth 1Y-1220.77%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y14.39%
OCF growth 3Y25.54%
OCF growth 5Y17.68%
WP CAREY INC / WPC FAQ
Can you provide the ChartMill fundamental rating for WP CAREY INC?
ChartMill assigns a fundamental rating of 5 / 10 to WPC.
Can you provide the valuation status for WP CAREY INC?
ChartMill assigns a valuation rating of 5 / 10 to WP CAREY INC (WPC). This can be considered as Fairly Valued.
What is the profitability of WPC stock?
WP CAREY INC (WPC) has a profitability rating of 8 / 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 41.97 and the Price/Book (PB) ratio is 1.86.
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 214.24%.