WP CAREY INC (WPC) Fundamental Analysis & Valuation

NYSE:WPC • US92936U1097

Current stock price

69.91 USD
-0.34 (-0.48%)
At close:
69.91 USD
0 (0%)
After Hours:

This WPC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. WPC Profitability Analysis

1.1 Basic Checks

  • In the past year WPC was profitable.
  • WPC had a positive operating cash flow in the past year.
  • Each year in the past 5 years WPC has been profitable.
  • Each year in the past 5 years WPC had a positive operating cash flow.
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 69.67% of the companies in the same industry.
  • The Return On Equity of WPC (5.74%) is better than 69.67% of its industry peers.
  • With a decent Return On Invested Capital value of 4.03%, WPC is doing good in the industry, outperforming 75.41% of the companies in the same industry.
  • 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 3.11%.
  • 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 78.69% of its industry peers.
  • In the last couple of years the Profit Margin of WPC has declined.
  • WPC's Operating Margin of 50.80% is amongst the best of the industry. WPC outperforms 94.26% of its industry peers.
  • In the last couple of years the Operating Margin of WPC has grown nicely.
  • WPC has a Gross Margin of 89.35%. This is amongst the best in the industry. WPC outperforms 89.34% 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. WPC Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), WPC is destroying value.
  • WPC has about the same amout of shares outstanding than it did 1 year ago.
  • 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.
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

  • Based on the Altman-Z score of 0.87, we must say that WPC is in the distress zone and has some risk of bankruptcy.
  • WPC's Altman-Z score of 0.87 is fine compared to the rest of the industry. WPC outperforms 70.49% 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.
  • WPC's Debt to Equity ratio of 1.07 is in line compared to the rest of the industry. WPC outperforms 57.38% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.07
Debt/FCF N/A
Altman-Z 0.87
ROIC/WACC0.6
WACC6.7%
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

  • A Current Ratio of 0.18 indicates that WPC may have some problems paying its short term obligations.
  • WPC has a worse Current ratio (0.18) than 91.80% 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.
  • With a Quick ratio value of 0.18, WPC is not doing good in the industry: 91.80% of the companies in the same industry are doing better.
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

4

3. WPC Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 0.96% over the past year.
  • The Earnings Per Share has been decreasing by -4.09% on average over the past years.
  • 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 5.21% on average per year.
EPS Next Y31.64%
EPS Next 2Y15.36%
EPS Next 3Y10.78%
EPS Next 5YN/A
Revenue Next Year4.8%
Revenue Next 2Y5.36%
Revenue Next 3Y5.21%
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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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
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 2028 1 2 3

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Find the best growth stocksShow best growing peers

3

4. WPC Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 33.13, the valuation of WPC can be described as expensive.
  • 63.93% of the companies in the same industry are more expensive than WPC, based on the Price/Earnings ratio.
  • When comparing the Price/Earnings ratio of WPC to the average of the S&P500 Index (26.17), we can say WPC is valued slightly more expensively.
  • With a Price/Forward Earnings ratio of 25.17, WPC can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of WPC indicates a rather cheap valuation: WPC is cheaper than 83.61% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 23.05. WPC is around the same levels.
Industry RankSector Rank
PE 33.13
Fwd PE 25.17
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

  • Based on the Enterprise Value to EBITDA ratio, WPC is valued a bit more expensive than 69.67% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17
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 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)1.05
PEG (5Y)N/A
EPS Next 2Y15.36%
EPS Next 3Y10.78%

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

4

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 8.03, WPC has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.89, 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 paid a dividend for at least 10 years, which is a reliable track record.
  • WPC has decreased its dividend recently.
Dividend Growth(5Y)-2.95%
Div Incr Years1
Div Non Decr Years1
WPC Yearly Dividends per shareWPC Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 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 2Y15.36%
EPS Next 3Y10.78%
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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WPC Fundamentals: All Metrics, Ratios and Statistics

WP CAREY INC

NYSE:WPC (4/6/2026, 5:05:00 PM)

After market: 69.91 0 (0%)

69.91

-0.34 (-0.48%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)02-10
Earnings (Next)04-24
Inst Owners77.23%
Inst Owner Change-0.01%
Ins Owners1%
Ins Owner Change3.41%
Market Cap15.32B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target74.05 (5.92%)
Short Float %5.18%
Short Ratio8.19
Dividend
Industry RankSector Rank
Dividend Yield 5.51%
Yearly Dividend3.61
Dividend Growth(5Y)-2.95%
DP169.4%
Div Incr Years1
Div Non Decr Years1
Ex-Date03-31
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)1.54%
PT rev (3m)5.08%
EPS NQ rev (1m)0%
EPS NQ rev (3m)8.06%
EPS NY rev (1m)0%
EPS NY rev (3m)-52.99%
Revenue NQ rev (1m)0.36%
Revenue NQ rev (3m)3.65%
Revenue NY rev (1m)0.34%
Revenue NY rev (3m)0.34%
Valuation
Industry RankSector Rank
PE 33.13
Fwd PE 25.17
P/S 8.93
P/FCF N/A
P/OCF 11.95
P/B 1.89
P/tB 2.15
EV/EBITDA 17
EPS(TTM)2.11
EY3.02%
EPS(NY)2.78
Fwd EY3.97%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.37%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)1.05
PEG (5Y)N/A
Graham Number41.93
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 0.87
F-Score6
WACC6.7%
ROIC/WACC0.6
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 Year4.8%
Revenue Next 2Y5.36%
Revenue Next 3Y5.21%
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 Fundamental Analysis 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.


How profitable is WP CAREY INC (WPC) stock?

WP CAREY INC (WPC) has a profitability rating of 7 / 10.


What is the financial health of WP CAREY INC (WPC) stock?

The financial health rating of WP CAREY INC (WPC) is 1 / 10.


What is the expected EPS growth for WP CAREY INC (WPC) stock?

The Earnings per Share (EPS) of WP CAREY INC (WPC) is expected to grow by 31.64% in the next year.