WP CAREY INC (WPC) Stock Fundamental Analysis

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

71.68 USD
+0.16 (+0.22%)
Last: Feb 10, 2026, 11:02 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

WPC gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 122 industry peers in the Diversified REITs industry. WPC scores excellent on profitability, 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.
  • In the past year WPC had a positive cash flow from operations.
  • WPC had positive earnings in each of the past 5 years.
  • 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 0 500M 1B 1.5B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 2.03%, WPC is in the better half of the industry, outperforming 63.93% of the companies in the same industry.
  • WPC has a Return On Equity of 4.48%. This is in the better half of the industry: WPC outperforms 63.93% of its industry peers.
  • WPC's Return On Invested Capital of 3.98% is fine compared to the rest of the industry. WPC outperforms 74.59% of its industry peers.
  • WPC had an Average Return On Invested Capital over the past 3 years of 3.54%. This is in line with the industry average of 3.07%.
  • 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

  • Looking at the Profit Margin, with a value of 21.75%, WPC is in the better half of the industry, outperforming 70.49% of the companies in the same industry.
  • WPC's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 51.49%, WPC belongs to the best of the industry, outperforming 94.26% of the companies in the same industry.
  • WPC's Operating Margin has improved in the last couple of years.
  • The Gross Margin of WPC (89.13%) is better than 91.80% of its industry peers.
  • WPC's Gross Margin has been stable in the last couple of years.
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

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. Health

2.1 Basic Checks

  • WPC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • WPC has about the same amout of shares outstanding than it did 1 year ago.
  • 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 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 0.90, we must say that WPC is in the distress zone and has some risk of bankruptcy.
  • WPC has a better Altman-Z score (0.90) than 68.03% 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.
  • WPC has a Debt to Equity ratio (1.06) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.06
Debt/FCF N/A
Altman-Z 0.9
ROIC/WACC0.59
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 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.
  • Looking at the Current ratio, with a value of 0.29, WPC is doing worse than 87.70% of the companies in the same industry.
  • A Quick Ratio of 0.29 indicates that WPC may have some problems paying its short term obligations.
  • WPC has a worse Quick ratio (0.29) than 86.89% 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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • The earnings per share for WPC have decreased strongly by -35.04% in the last year.
  • The Earnings Per Share has been growing slightly by 1.09% on average over the past years.
  • The Revenue has been growing slightly by 5.59% in the past year.
  • The Revenue has been growing slightly by 5.13% on average over the past years.
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

  • WPC is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 30.08% yearly.
  • 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 Y75.18%
EPS Next 2Y44.99%
EPS Next 3Y30.08%
EPS Next 5YN/A
Revenue Next Year8.99%
Revenue Next 2Y5.95%
Revenue Next 3Y4.9%
Revenue Next 5Y9.51%

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.
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

  • WPC is valuated quite expensively with a Price/Earnings ratio of 43.44.
  • The rest of the industry has a similar Price/Earnings ratio as WPC.
  • WPC's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 28.06.
  • The Price/Forward Earnings ratio is 16.32, which indicates a correct valuation of WPC.
  • WPC's Price/Forward Earnings ratio is rather cheap when compared to the industry. WPC is cheaper than 96.72% of the companies in the same industry.
  • WPC's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.86.
Industry RankSector Rank
PE 43.44
Fwd PE 16.32
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 69.67% of the companies are valued more cheaply.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 17.55
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.
  • 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 30.08% in the coming years.
PEG (NY)0.58
PEG (5Y)39.96
EPS Next 2Y44.99%
EPS Next 3Y30.08%

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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.
  • WPC's Dividend Yield is comparable with the industry average which is at 6.80.
  • WPC's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 5.51%

5.2 History

  • The dividend of WPC decreases each year by -3.50%.
  • WPC has been paying a dividend for at least 10 years, so it has 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

  • 214.24% of the earnings are spent on dividend by WPC. This is not a sustainable payout ratio.
DP214.24%
EPS Next 2Y44.99%
EPS Next 3Y30.08%
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 (2/10/2026, 11:02:08 AM)

71.68

+0.16 (+0.22%)

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-1.43%
Ins Owners0.94%
Ins Owner Change2.17%
Market Cap15.71B
Revenue(TTM)1.68B
Net Income(TTM)365.06M
Analysts65.56
Price Target71.3 (-0.53%)
Short Float %4.43%
Short Ratio7.41
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)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)-0.86%
Revenue NQ rev (3m)-0.23%
Revenue NY rev (1m)0.65%
Revenue NY rev (3m)0.83%
Valuation
Industry RankSector Rank
PE 43.44
Fwd PE 16.32
P/S 9.36
P/FCF N/A
P/OCF 12.33
P/B 1.93
P/tB 2.19
EV/EBITDA 17.55
EPS(TTM)1.65
EY2.3%
EPS(NY)4.39
Fwd EY6.13%
FCF(TTM)-2.24
FCFYN/A
OCF(TTM)5.81
OCFY8.11%
SpS7.66
BVpS37.22
TBVpS32.71
PEG (NY)0.58
PEG (5Y)39.96
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 0.9
F-Score6
WACC6.7%
ROIC/WACC0.59
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 Y75.18%
EPS Next 2Y44.99%
EPS Next 3Y30.08%
EPS Next 5YN/A
Revenue 1Y (TTM)5.59%
Revenue growth 3Y5.94%
Revenue growth 5Y5.13%
Sales Q2Q%8.54%
Revenue Next Year8.99%
Revenue Next 2Y5.95%
Revenue Next 3Y4.9%
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 43.44 and the Price/Book (PB) ratio is 1.93.


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%.