WPC:NYE-W.P. Carey Inc. REIT (USD)

EQUITY | REIT - Diversified | New York Stock Exchange

Last Closing

USD 55.23

Change

-0.50 (-0.90)%

Market Cap

USD 6.23B

Volume

0.96M

Analyst Target

USD 76.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

W.P. Carey Inc operates as a self-managed diversified real estate investment trust. The Company owns and manages commercial real estate, leased to companies on a long-term basis. Its business segments are Real Estate Ownership and Investment Management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for REIT - Diversified

Symbol Name Price(Change) Market Cap
VICI VICI Properties Inc

+0.11 (+0.35%)

USD 33.14B
EPRT Essential Properties Realty Tr..

+0.05 (+0.15%)

USD 5.82B
UTG Reaves Utility IF

+0.16 (+0.48%)

USD 4.30B
BNL Broadstone Net Lease Inc

-0.18 (-1.05%)

USD 3.48B
ESRT Empire State Realty Trust Inc

-0.01 (-0.09%)

USD 3.13B
AAT American Assets Trust Inc

-0.07 (-0.26%)

USD 2.11B
GNL Global Net Lease, Inc.

+0.03 (+0.40%)

USD 1.84B
GNL-PA Global Net Lease Inc

-0.19 (-0.82%)

USD 1.53B
SAFE Safehold Inc

-0.17 (-0.83%)

USD 1.48B
AHH Armada Hflr Pr

+0.02 (+0.18%)

USD 1.12B

ETFs Containing WPC

PAMC Pacer Lunt MidCap Multi-F.. 1.31 % 0.00 %

-0.26 (0%)

USD 0.06B
IVOV Vanguard S&P Mid-Cap 400 .. 0.96 % 0.20 %

-0.49 (0%)

USD 0.98B
DON WisdomTree U.S. MidCap Di.. 0.00 % 0.38 %

-0.17 (0%)

N/A
MDYV SPDR® S&P 400 Mid Cap Va.. 0.00 % 0.15 %

-0.40 (0%)

N/A
INDS Pacer Benchmark Industria.. 0.00 % 0.60 %

+0.29 (+0%)

USD 0.18B
NETL Fundamental Income Net Le.. 0.00 % 0.00 %

-0.06 (0%)

USD 0.05B
GIGR:CA 0.00 % 0.00 %

N/A

N/A
GIGR-B:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.78% 15% F 12% F
Dividend Return 5.38% 42% F 76% C+
Total Return -9.40% 15% F 14% F
Trailing 12 Months  
Capital Gain 0.22% 15% F 19% F
Dividend Return 7.88% 47% F 83% B
Total Return 8.10% 15% F 29% F
Trailing 5 Years  
Capital Gain -32.90% 38% F 14% F
Dividend Return 25.35% 50% F 74% C
Total Return -7.56% 54% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -2.94% 33% F 21% F
Dividend Return 2.45% 38% F 35% F
Total Return 5.39% 62% D 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 17.05% 67% D+ 62% D
Risk Adjusted Return 14.36% 33% F 32% F
Market Capitalization 6.23B 93% A 88% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 23.00 73% 38%
Price/Book Ratio 1.43 42% 56%
Price / Cash Flow Ratio 11.46 77% 35%
Price/Free Cash Flow Ratio 14.14 55% 33%
Management Effectiveness  
Return on Equity 6.29% 82% 47%
Return on Invested Capital 0.39% 19% 29%
Return on Assets 2.71% 82% 55%
Debt to Equity Ratio 93.61% 80% 39%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.