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

EQUITY | REIT - Diversified | New York Stock Exchange

Last Closing

USD 61.37

Change

0.00 (0.00)%

Market Cap

USD 6.23B

Volume

1.40M

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)

Compare
Relative Returns (From:    To: 2025-05-26 )

Largest Industry Peers for REIT - Diversified

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

+0.28 (+0.89%)

USD 33.92B
UTG Reaves Utility IF

+0.44 (+1.29%)

USD 4.30B
BNL Broadstone Net Lease Inc

+0.27 (+1.75%)

USD 3.22B
ESRT Empire State Realty Trust Inc

+0.28 (+3.85%)

USD 2.16B
GNL Global Net Lease, Inc.

+0.10 (+1.29%)

USD 1.74B
AAT American Assets Trust Inc

+0.79 (+4.15%)

USD 1.52B
GNL-PA Global Net Lease Inc

+0.16 (+0.72%)

USD 1.45B
SAFE Safehold Inc

+0.55 (+3.79%)

USD 1.12B
AHH-PA Armada Hoffler Properties Inc

+0.04 (+0.18%)

USD 0.99B
AHH Armada Hflr Pr

+0.22 (+3.16%)

USD 0.71B

ETFs Containing WPC

NETL Fundamental Income Net Le.. 7.94 % 0.00 %

+0.42 (+1.90%)

USD 0.04B
RIET Hoya Capital High Dividen.. 1.78 % 0.00 %

+0.17 (+1.90%)

USD 0.09B
IVOV Vanguard S&P Mid-Cap 400 .. 1.06 % 0.20 %

+2.08 (+1.90%)

USD 0.89B
IJJ iShares S&P Mid-Cap 400 V.. 0.97 % 0.25 %

+2.71 (+1.90%)

USD 7.75B
DON WisdomTree U.S. MidCap Di.. 0.00 % 0.38 %

+0.99 (+1.90%)

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

+1.71 (+1.90%)

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

+0.55 (+1.90%)

USD 0.14B
SRET Global X SuperDividend® .. 0.00 % 0.59 %

+0.19 (+1.90%)

USD 0.18B
UMI:CA CI U.S. MidCap Dividend I.. 0.00 % 0.41 %

+0.41 (+1.90%)

CAD 0.02B
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 12.65% 100% F 88% B+
Dividend Return 1.63% 23% F 61% D-
Total Return 14.28% 100% F 89% A-
Trailing 12 Months  
Capital Gain 8.08% 74% C 71% C-
Dividend Return 7.73% 58% F 89% A-
Total Return 15.82% 74% C 81% B-
Trailing 5 Years  
Capital Gain -1.45% 54% F 35% F
Dividend Return 33.08% 31% F 78% C+
Total Return 31.63% 54% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -2.81% 21% F 24% F
Dividend Return 2.77% 32% F 39% F
Total Return 5.58% 58% F 85% B
Risk Return Profile  
Volatility (Standard Deviation) 15.79% 63% D 61% D-
Risk Adjusted Return 17.57% 32% F 37% 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 43% 24%
Price/Book Ratio 1.57 8% 50%
Price / Cash Flow Ratio 7.25 69% 51%
Price/Free Cash Flow Ratio 15.89 36% 26%
Management Effectiveness  
Return on Equity 5.38% 88% 42%
Return on Invested Capital 4.49% 81% 40%
Return on Assets 2.81% 88% 55%
Debt to Equity Ratio 95.37% 67% 37%

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:
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 capital utilization

The company management has delivered better return on invested capital 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.

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.

Overpriced compared to book value

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

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

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