WP CAREY INC (WPC) Stock Fundamental Analysis
NYSE:WPC • US92936U1097
71.8 USD
+0.41 (+0.57%)
At close: Feb 19, 2026
71.8 USD
0 (0%)
After Hours: 2/19/2026, 8:04:00 PM
We assign a fundamental rating of 5 out of 10 to WPC. WPC was compared to 123 industry peers in the Diversified REITs industry. WPC scores excellent on profitability, but 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.
- 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
- WPC's Return On Assets of 2.59% is fine compared to the rest of the industry. WPC outperforms 69.92% of its industry peers.
- Looking at the Return On Equity, with a value of 5.74%, WPC is in the better half of the industry, outperforming 69.11% of the companies in the same industry.
- WPC has a better Return On Invested Capital (4.03%) than 74.80% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for WPC is in line with the industry average of 3.06%.
- 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's Profit Margin of 27.17% is fine compared to the rest of the industry. WPC outperforms 78.86% 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 93.50% of the companies in the same industry.
- WPC's Operating Margin has improved in the last couple of years.
- Looking at the Gross Margin, with a value of 89.35%, WPC belongs to the top of the industry, outperforming 91.87% of the companies in the same industry.
- 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
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), WPC is destroying value.
- The number of shares outstanding for WPC remains at a similar level compared to 1 year ago.
- WPC has more shares outstanding than it did 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 0.88, we must say that WPC is in the distress zone and has some risk of bankruptcy.
- WPC has a better Altman-Z score (0.88) 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.
- With a Debt to Equity ratio value of 1.07, WPC perfoms like the industry average, outperforming 57.72% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.07 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.88 |
ROIC/WACC0.61
WACC6.57%
2.3 Liquidity
- A Current Ratio of 0.18 indicates that WPC may have some problems paying its short term obligations.
- With a Current ratio value of 0.18, WPC is not doing good in the industry: 91.87% of the companies in the same industry are doing better.
- 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.
- Looking at the Quick ratio, with a value of 0.18, WPC is doing worse than 90.24% of the companies in the same industry.
| 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%.
- 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
- Based on estimates for the next years, WPC will show a quite strong growth in Revenue. The Revenue will grow by 9.68% on average per year.
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
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- 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
- The Price/Earnings ratio is 34.03, which means the current valuation is very expensive for WPC.
- Based on the Price/Earnings ratio, WPC is valued a bit cheaper than the industry average as 60.16% of the companies are valued more expensively.
- Compared to an average S&P500 Price/Earnings ratio of 27.09, WPC is valued a bit more expensive.
- WPC is valuated correctly with a Price/Forward Earnings ratio of 16.34.
- Based on the Price/Forward Earnings ratio, WPC is valued cheaper than 97.56% of the companies in the same industry.
- WPC is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.98, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.03 | ||
| Fwd PE | 16.34 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, WPC is valued a bit more expensive than the industry average as 63.41% of the companies are valued more cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 17.18 |
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)0.31
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.
- WPC's Dividend Yield is comparable with the industry average which is at 6.78.
- Compared to an average S&P500 Dividend Yield of 1.85, WPC pays a better dividend.
| 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
71.8
+0.41 (+0.57%)
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 Change3%
Ins Owners0.94%
Ins Owner Change3.63%
Market Cap15.73B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target71.3 (-0.7%)
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)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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.03 | ||
| Fwd PE | 16.34 | ||
| P/S | 9.17 | ||
| P/FCF | N/A | ||
| P/OCF | 12.27 | ||
| P/B | 1.94 | ||
| P/tB | 2.21 | ||
| EV/EBITDA | 17.18 |
EPS(TTM)2.11
EY2.94%
EPS(NY)4.39
Fwd EY6.12%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.15%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)0.31
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 | 0.88 |
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 34.03 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%.