WP CAREY INC (WPC) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:WPC • US92936U1097

68.37 USD
-1.38 (-1.98%)
At close: Feb 2, 2026
68.37 USD
0 (0%)
After Hours: 2/2/2026, 8:04:00 PM
Fundamental Rating

5

WPC gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 124 industry peers in the Diversified REITs industry. WPC has an excellent profitability rating, but there are concerns on its financial health. WPC has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • In the past year WPC was profitable.
  • WPC had a positive operating cash flow in the past year.
  • In the past 5 years WPC has always been profitable.
  • WPC had a positive operating cash flow in each of the past 5 years.
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 0 500M 1B 1.5B

1.2 Ratios

  • WPC has a better Return On Assets (2.03%) than 63.71% of its industry peers.
  • Looking at the Return On Equity, with a value of 4.48%, WPC is in the better half of the industry, outperforming 63.71% of the companies in the same industry.
  • The Return On Invested Capital of WPC (3.98%) is better than 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 RankSector 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%
WPC Yearly ROA, ROE, ROICWPC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2 4 6 8

1.3 Margins

  • WPC's Profit Margin of 21.75% is fine compared to the rest of the industry. WPC outperforms 70.16% of its industry peers.
  • WPC's Profit Margin has improved in the last couple of years.
  • WPC has a better Operating Margin (51.49%) than 93.55% of its industry peers.
  • In the last couple of years the Operating Margin of WPC has grown nicely.
  • WPC has a Gross Margin of 89.13%. This is amongst the best in the industry. WPC outperforms 91.13% 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 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%
WPC Yearly Profit, Operating, Gross MarginsWPC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

More info and screens

1

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so 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.
  • 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 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 5B 10B 15B

2.2 Solvency

  • Based on the Altman-Z score of 0.86, we must say that WPC is in the distress zone and has some risk of bankruptcy.
  • WPC has a Altman-Z score of 0.86. This is in the better half of the industry: WPC outperforms 68.55% of its industry peers.
  • 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 RankSector Rank
Debt/Equity 1.06
Debt/FCF N/A
Altman-Z 0.86
ROIC/WACC0.6
WACC6.66%
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 0 2B 4B 6B 8B

2.3 Liquidity

  • A Current Ratio of 0.29 indicates that WPC may have some problems paying its short term obligations.
  • WPC has a Current ratio of 0.29. This is amonst the worse of the industry: WPC underperforms 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.
  • WPC has a Quick ratio of 0.29. This is amonst the worse of the industry: WPC underperforms 85.48% of its industry peers.
Industry RankSector Rank
Current Ratio 0.29
Quick Ratio 0.29
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 200M 400M 600M 800M

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5

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%.
  • Measured over the past 5 years, WPC shows a small growth in Earnings Per Share. The EPS has been growing by 1.09% on average per year.
  • Looking at the last year, WPC shows a small growth in Revenue. The Revenue has grown by 5.59% in the last year.
  • Measured over the past years, WPC shows a small growth in Revenue. The Revenue has been growing by 5.13% on average per year.
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
  • Based on estimates for the next years, WPC will show a quite strong growth in Revenue. The Revenue will grow by 9.51% on average per year.
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.
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 2B
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 2 4 6

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5

4. Valuation

4.1 Price/Earnings Ratio

  • WPC is valuated quite expensively with a Price/Earnings ratio of 41.44.
  • WPC's Price/Earnings ratio is in line with the industry average.
  • 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.
  • With a Price/Forward Earnings ratio of 11.43, the valuation of WPC can be described as very reasonable.
  • Based on the Price/Forward Earnings ratio, WPC is valued cheaper than 98.39% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 25.64. WPC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 41.44
Fwd PE 11.43
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

  • 67.74% of the companies in the same industry are cheaper than WPC, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.05
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 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.
  • A more expensive valuation may be justified as WPC's earnings are expected to grow with 43.46% in the coming years.
PEG (NY)0.28
PEG (5Y)38.11
EPS Next 2Y69.14%
EPS Next 3Y43.46%

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4

5. Dividend

5.1 Amount

  • WPC has a Yearly Dividend Yield of 5.51%, which is a nice return.
  • WPC's Dividend Yield is comparable with the industry average which is at 6.98.
  • WPC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.83.
Industry RankSector 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
WPC Yearly Dividends per shareWPC Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3 4

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%
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 0 500M
WPC Dividend Payout.WPC Dividend Payout, showing the Payout Ratio.WPC Dividend Payout.PayoutRetained Earnings

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WP CAREY INC

NYSE:WPC (2/2/2026, 8:04:00 PM)

After market: 68.37 0 (0%)

68.37

-1.38 (-1.98%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)10-28
Earnings (Next)02-10
Inst Owners74.41%
Inst Owner Change-1.76%
Ins Owners0.94%
Ins Owner Change2.17%
Market Cap14.98B
Revenue(TTM)1.68B
Net Income(TTM)365.06M
Analysts65.56
Price Target69.87 (2.19%)
Short Float %4.2%
Short Ratio7.06
Dividend
Industry RankSector 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 RankSector Rank
PE 41.44
Fwd PE 11.43
P/S 8.93
P/FCF N/A
P/OCF 11.76
P/B 1.84
P/tB 2.09
EV/EBITDA 17.05
EPS(TTM)1.65
EY2.41%
EPS(NY)5.98
Fwd EY8.75%
FCF(TTM)-2.24
FCFYN/A
OCF(TTM)5.81
OCFY8.5%
SpS7.66
BVpS37.22
TBVpS32.71
PEG (NY)0.28
PEG (5Y)38.11
Graham Number37.17
Profitability
Industry RankSector 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 RankSector 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
WACC6.66%
ROIC/WACC0.6
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 41.44 and the Price/Book (PB) ratio is 1.84.


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%.