WP CAREY INC (WPC) Fundamental Analysis & Valuation

NYSE:WPC • US92936U1097

Current stock price

67.61 USD
-0.01 (-0.01%)
At close:
67.61 USD
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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

  • WPC had positive earnings in the past year.
  • 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 2025 0 500M -500M 1B 1.5B

1.2 Ratios

  • WPC has a Return On Assets of 2.59%. This is in the better half of the industry: WPC outperforms 69.11% of its industry peers.
  • WPC's Return On Equity of 5.74% is fine compared to the rest of the industry. WPC outperforms 69.11% of its industry peers.
  • The Return On Invested Capital of WPC (4.03%) is better than 74.80% 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 3.13%.
  • The 3 year average ROIC (3.82%) for WPC is below the current ROIC(4.03%), indicating increased profibility in the last year.
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

  • With a decent Profit Margin value of 27.17%, WPC is doing good in the industry, outperforming 78.05% of the companies in the same industry.
  • WPC's Profit Margin has declined in the last couple of years.
  • WPC has a better Operating Margin (50.80%) than 94.31% of its industry peers.
  • In the last couple of years the Operating Margin of WPC has grown nicely.
  • Looking at the Gross Margin, with a value of 89.35%, WPC belongs to the top of the industry, outperforming 89.43% of the companies in the same industry.
  • 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

  • WPC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it 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.
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 0.83. This is a bad value and indicates that WPC is not financially healthy and even has some risk of bankruptcy.
  • WPC's Altman-Z score of 0.83 is fine compared to the rest of the industry. WPC outperforms 69.92% 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 0.83
ROIC/WACC0.6
WACC6.71%
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's Current ratio of 0.18 is on the low side compared to the rest of the industry. WPC is outperformed by 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.
  • Looking at the Quick ratio, with a value of 0.18, WPC is doing worse than 91.87% of the companies in the same industry.
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

  • 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.
  • Looking at the last year, WPC shows a quite strong growth in Revenue. The Revenue has grown by 8.43% in the last year.
  • 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

  • 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.
  • The Revenue is expected to grow by 5.21% on average over the next years.
EPS Next Y31.64%
EPS Next 2Y15.36%
EPS Next 3Y10.78%
EPS Next 5YN/A
Revenue Next Year4.45%
Revenue Next 2Y5.16%
Revenue Next 3Y5.21%
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 decreasing: in the next years the growth will be less 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
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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3

4. WPC Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 32.04 indicates a quite expensive valuation of WPC.
  • Based on the Price/Earnings ratio, WPC is valued a bit cheaper than 63.41% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of WPC to the average of the S&P500 Index (24.88), we can say WPC is valued slightly more expensively.
  • A Price/Forward Earnings ratio of 24.34 indicates a rather expensive valuation of WPC.
  • WPC's Price/Forward Earnings ratio is rather cheap when compared to the industry. WPC is cheaper than 85.37% of the companies in the same industry.
  • WPC is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 22.19, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 32.04
Fwd PE 24.34
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

  • WPC's Enterprise Value to EBITDA ratio is a bit more expensive when compared to the industry. WPC is more expensive than 66.67% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 16.59
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)1.01
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 7.32, WPC has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.90, 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.
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 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 (3/27/2026, 8:04:00 PM)

After market: 67.61 0 (0%)

67.61

-0.01 (-0.01%)

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 Change3.03%
Ins Owners1%
Ins Owner Change3.42%
Market Cap14.82B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target74.05 (9.53%)
Short Float %5.38%
Short Ratio8.51
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)2.29%
PT rev (3m)2.81%
EPS NQ rev (1m)8.06%
EPS NQ rev (3m)8.06%
EPS NY rev (1m)-36.78%
EPS NY rev (3m)4.17%
Revenue NQ rev (1m)3.28%
Revenue NQ rev (3m)3.28%
Revenue NY rev (1m)0.34%
Revenue NY rev (3m)1.71%
Valuation
Industry RankSector Rank
PE 32.04
Fwd PE 24.34
P/S 8.63
P/FCF N/A
P/OCF 11.56
P/B 1.83
P/tB 2.08
EV/EBITDA 16.59
EPS(TTM)2.11
EY3.12%
EPS(NY)2.78
Fwd EY4.11%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.65%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)1.01
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 0.83
F-Score6
WACC6.71%
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 Year4.45%
Revenue Next 2Y5.16%
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.


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 32.04 and the Price/Book (PB) ratio is 1.83.


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%.