WP CAREY INC (WPC) Stock Fundamental Analysis

NYSE:WPC • US92936U1097

72.02 USD
+0.22 (+0.31%)
Last: Feb 20, 2026, 10:44 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to WPC. WPC was compared to 123 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 has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year WPC was profitable.
  • In the past year WPC had a positive cash flow from operations.
  • 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.
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

  • With a decent Return On Assets value of 2.59%, WPC is doing good in the industry, outperforming 69.92% of the companies in the same industry.
  • The Return On Equity of WPC (5.74%) is better than 69.11% 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.
  • The Average Return On Invested Capital over the past 3 years for WPC is in line with the industry average of 3.06%.
  • 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.
  • In the last couple of years the Profit Margin of WPC has declined.
  • Looking at the Operating Margin, with a value of 50.80%, WPC belongs to the top of the industry, outperforming 93.50% of the companies in the same industry.
  • WPC's Operating Margin has improved in the last couple of years.
  • WPC's Gross Margin of 89.35% is amongst the best of the industry. WPC outperforms 91.87% 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. 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.
  • 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

  • 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 67.48% 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.
  • The Debt to Equity ratio of WPC (1.07) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.07
Debt/FCF N/A
Altman-Z 0.89
ROIC/WACC0.61
WACC6.57%
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

  • WPC has a Current 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 worse Current ratio (0.18) than 91.87% 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.
  • The Quick ratio of WPC (0.18) is worse than 90.24% of its industry peers.
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

6

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%.
  • 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

  • The Earnings Per Share is expected to grow by 47.66% on average over the next years. This is a very strong growth
  • 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.
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 1 2 3 4

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 34.13, WPC can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, WPC is valued a bit cheaper than 60.16% of the companies in the same industry.
  • WPC is valuated rather expensively when we compare the Price/Earnings ratio to 27.09, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 16.39, which indicates a correct valuation of WPC.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of WPC indicates a rather cheap valuation: WPC is cheaper than 96.75% of the companies listed in the same industry.
  • WPC's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.98.
Industry RankSector Rank
PE 34.13
Fwd PE 16.39
WPC Price Earnings VS Forward Price EarningsWPC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, WPC is valued a bit more expensive than the industry average as 64.23% of the companies are valued more cheaply.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.24
WPC Per share dataWPC EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

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.
  • A more expensive valuation may be justified as WPC's earnings are expected to grow with 47.66% in the coming years.
PEG (NY)0.32
PEG (5Y)N/A
EPS Next 2Y47.66%
EPS Next 3YN/A

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

4

5. Dividend

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 6.78, WPC has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.85, WPC pays a better dividend.
Industry RankSector 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
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

  • 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
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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Find the best dividend stocksShow peers with best dividend

WP CAREY INC

NYSE:WPC (2/20/2026, 10:44:50 AM)

72.02

+0.22 (+0.31%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)02-10
Earnings (Next)04-27
Inst Owners74.41%
Inst Owner Change3%
Ins Owners0.94%
Ins Owner Change3.63%
Market Cap15.78B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target71.3 (-1%)
Short Float %4.06%
Short Ratio6.63
Dividend
Industry RankSector 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)1.17%
PT rev (3m)2.66%
EPS NQ rev (1m)0.7%
EPS NQ rev (3m)118.18%
EPS NY rev (1m)-29.06%
EPS NY rev (3m)71.8%
Revenue NQ rev (1m)-1.16%
Revenue NQ rev (3m)-0.23%
Revenue NY rev (1m)0.59%
Revenue NY rev (3m)0.83%
Valuation
Industry RankSector Rank
PE 34.13
Fwd PE 16.39
P/S 9.2
P/FCF N/A
P/OCF 12.31
P/B 1.94
P/tB 2.21
EV/EBITDA 17.24
EPS(TTM)2.11
EY2.93%
EPS(NY)4.39
Fwd EY6.1%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.12%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)0.32
PEG (5Y)N/A
Graham Number41.94
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 0.89
F-Score6
WACC6.57%
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 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 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 34.13 and the Price/Book (PB) ratio is 1.94.


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%.