WP CAREY INC (WPC) Stock Fundamental Analysis
NYSE:WPC • US92936U1097
74.65 USD
+0.4 (+0.54%)
At close: Feb 27, 2026
74.65 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
WPC gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 122 industry peers in the Diversified REITs industry. While WPC belongs to the best of the industry regarding profitability, there are concerns on its financial health. WPC is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
- WPC had positive earnings in the past year.
- WPC had a positive operating cash flow in the past year.
- Each year in the past 5 years WPC has been profitable.
- In the past 5 years WPC always reported a positive cash flow from operatings.
1.2 Ratios
- With a decent Return On Assets value of 2.59%, WPC is doing good in the industry, outperforming 68.85% of the companies in the same industry.
- WPC has a better Return On Equity (5.74%) than 68.03% of its industry peers.
- WPC has a Return On Invested Capital of 4.03%. This is in the better half of the industry: WPC outperforms 75.41% of its industry peers.
- WPC had an Average Return On Invested Capital over the past 3 years of 3.82%. This is in line with the industry average of 3.08%.
- 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 78.69% of its industry peers.
- WPC's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 50.80%, WPC belongs to the top of the industry, outperforming 93.44% of the companies in the same industry.
- In the last couple of years the Operating Margin of WPC has grown nicely.
- WPC's Gross Margin of 89.35% is amongst the best of the industry. WPC outperforms 90.16% of its industry peers.
- WPC's Gross Margin has been stable in the last couple of years.
| 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. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so WPC is destroying value.
- The number of shares outstanding for WPC remains at a similar level compared to 1 year ago.
- 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.
2.2 Solvency
- Based on the Altman-Z score of 0.92, we must say that WPC is in the distress zone and has some risk of bankruptcy.
- WPC's Altman-Z score of 0.92 is fine compared to the rest of the industry. WPC outperforms 68.85% of its industry peers.
- A Debt/Equity ratio of 1.07 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 1.07, WPC is in line with its industry, outperforming 56.56% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.07 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.92 |
ROIC/WACC0.61
WACC6.55%
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 92.62% of its industry peers.
- WPC has a Quick Ratio of 0.18. 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 0.18. This is amonst the worse of the industry: WPC underperforms 92.62% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.18 | ||
| Quick Ratio | 0.18 |
3. Growth
3.1 Past
- WPC shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 0.96%.
- The Earnings Per Share has been decreasing by -4.09% on average over the past years.
- WPC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 8.43%.
- 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
- Based on estimates for the next years, WPC will show a very strong growth in Earnings Per Share. The EPS will grow by 47.66% on average per year.
- The Revenue is expected to grow by 9.68% on average over the next years. This is quite good.
EPS Next Y108.22%
EPS Next 2Y47.66%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year4.1%
Revenue Next 2Y4.16%
Revenue Next 3Y9.68%
Revenue Next 5YN/A
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
- Based on the Price/Earnings ratio of 35.38, the valuation of WPC can be described as expensive.
- The rest of the industry has a similar Price/Earnings ratio as WPC.
- Compared to an average S&P500 Price/Earnings ratio of 27.10, WPC is valued a bit more expensive.
- Based on the Price/Forward Earnings ratio of 16.99, the valuation of WPC can be described as correct.
- 96.72% of the companies in the same industry are more expensive than WPC, based on the Price/Forward Earnings ratio.
- WPC is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 28.06, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.38 | ||
| Fwd PE | 16.99 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, WPC is valued a bit more expensive than the industry average as 67.21% of the companies are valued more cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 17.62 |
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.
- The decent profitability rating of WPC may justify a higher PE ratio.
- WPC's earnings are expected to grow with 47.66% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.33
PEG (5Y)N/A
EPS Next 2Y47.66%
EPS Next 3YN/A
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 6.76, 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 1.80.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.51% |
5.2 History
- The dividend of WPC decreases each year by -2.95%.
- WPC has paid a dividend for at least 10 years, which is 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 2Y47.66%
EPS Next 3YN/A
74.65
+0.4 (+0.54%)
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 Owners74.41%
Inst Owner Change2.98%
Ins Owners0.94%
Ins Owner Change3.38%
Market Cap16.36B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target72.93 (-2.3%)
Short Float %4.06%
Short Ratio6.63
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)2.04%
PT rev (3m)0.64%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)-26.52%
EPS NY rev (3m)64.77%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)0.17%
Revenue NY rev (3m)1.37%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.38 | ||
| Fwd PE | 16.99 | ||
| P/S | 9.53 | ||
| P/FCF | N/A | ||
| P/OCF | 12.76 | ||
| P/B | 2.02 | ||
| P/tB | 2.29 | ||
| EV/EBITDA | 17.62 |
EPS(TTM)2.11
EY2.83%
EPS(NY)4.39
Fwd EY5.89%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY7.84%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)0.33
PEG (5Y)N/A
Graham Number41.94
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 | 0.92 |
F-Score6
WACC6.55%
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 Y108.22%
EPS Next 2Y47.66%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)8.43%
Revenue growth 3Y5.09%
Revenue growth 5Y7.26%
Sales Q2Q%9.45%
Revenue Next Year4.1%
Revenue Next 2Y4.16%
Revenue Next 3Y9.68%
Revenue Next 5YN/A
EBIT growth 1Y11.96%
EBIT growth 3Y7.6%
EBIT growth 5Y9.51%
EBIT Next Year72.9%
EBIT Next 3Y27.15%
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 4 / 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 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 35.38 and the Price/Book (PB) ratio is 2.02.
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%.