WP CAREY INC (WPC) Fundamental Analysis & Valuation
NYSE:WPC • US92936U1097
72.61 USD
+0.03 (+0.04%)
At close: Mar 6, 2026
72.61 USD
0 (0%)
After Hours: 3/6/2026, 8:04:00 PM
This WPC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
WPC gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 123 industry peers in the Diversified REITs industry. While WPC has a great profitability rating, there are quite some concerns on its financial health. WPC has a decent growth rate and is not valued too expensively.
1. WPC Profitability Analysis
1.1 Basic Checks
- In the past year WPC was profitable.
- WPC had a positive operating cash flow in the past year.
- Each year in the past 5 years WPC has been profitable.
- In the past 5 years WPC always reported a positive cash flow from operatings.
1.2 Ratios
- WPC has a better Return On Assets (2.59%) than 67.21% of its industry peers.
- With a decent Return On Equity value of 5.74%, WPC is doing good in the industry, outperforming 66.39% of the companies in the same industry.
- With a decent Return On Invested Capital value of 4.03%, WPC is doing good in the industry, outperforming 75.41% of the companies in the same industry.
- 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 3.10%.
- The last Return On Invested Capital (4.03%) for WPC is above the 3 year average (3.82%), which is a sign of increasing profitability.
| 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
- Looking at the Profit Margin, with a value of 27.17%, WPC is in the better half of the industry, outperforming 77.87% of the companies in the same industry.
- In the last couple of years the Profit Margin of WPC has declined.
- With an excellent Operating Margin value of 50.80%, 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.
- Looking at the Gross Margin, with a value of 89.35%, WPC belongs to the top of the industry, outperforming 89.34% 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 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. WPC Health Analysis
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.
- Compared to 5 years ago, WPC has more shares outstanding
- WPC has a worse debt/assets ratio than last year.
2.2 Solvency
- WPC has an Altman-Z score of 0.90. This is a bad value and indicates that WPC is not financially healthy and even has some risk of bankruptcy.
- WPC has a better Altman-Z score (0.90) than 68.85% of its industry peers.
- WPC has a Debt/Equity ratio of 1.07. This is a high value indicating a heavy dependency on external financing.
- WPC has a Debt to Equity ratio of 1.07. This is comparable to the rest of the industry: WPC outperforms 56.56% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.07 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.9 |
ROIC/WACC0.61
WACC6.63%
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 has a worse Current ratio (0.18) than 93.44% of its industry peers.
- A Quick Ratio of 0.18 indicates that WPC may have some problems paying its short term obligations.
- WPC has a Quick ratio of 0.18. This is amonst the worse of the industry: WPC underperforms 93.44% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.18 | ||
| Quick Ratio | 0.18 |
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
- Based on estimates for the next years, WPC will show a very strong growth in Earnings Per Share. The EPS will grow by 47.66% on average per year.
- WPC is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 9.68% yearly.
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
- 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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. WPC Valuation Analysis
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 34.41 indicates a quite expensive valuation of WPC.
- Compared to the rest of the industry, the Price/Earnings ratio of WPC is on the same level as its industry peers.
- Compared to an average S&P500 Price/Earnings ratio of 26.29, WPC is valued a bit more expensive.
- The Price/Forward Earnings ratio is 16.53, which indicates a correct valuation of WPC.
- 96.72% of the companies in the same industry are more expensive than WPC, based on the Price/Forward Earnings ratio.
- Compared to an average S&P500 Price/Forward Earnings ratio of 24.57, WPC is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.41 | ||
| Fwd PE | 16.53 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of WPC indicates a slightly more expensive valuation: WPC is more expensive than 65.57% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 17.36 |
4.3 Compensation for Growth
- WPC's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- WPC has a very decent 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 47.66% in the coming years.
PEG (NY)0.32
PEG (5Y)N/A
EPS Next 2Y47.66%
EPS Next 3YN/A
5. WPC Dividend Analysis
5.1 Amount
- WPC has a Yearly Dividend Yield of 5.51%, which is a nice return.
- WPC's Dividend Yield is a higher than the industry average which is at 7.11.
- Compared to an average S&P500 Dividend Yield of 1.82, 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 been paying a dividend for at least 10 years, so it has a reliable track record.
Dividend Growth(5Y)-2.95%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
- WPC pays out 169.40% of its income as dividend. This is not a sustainable payout ratio.
DP169.4%
EPS Next 2Y47.66%
EPS Next 3YN/A
WPC Fundamentals: All Metrics, Ratios and Statistics
72.61
+0.03 (+0.04%)
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 Owners77.23%
Inst Owner Change2.98%
Ins Owners1%
Ins Owner Change3.39%
Market Cap15.91B
Revenue(TTM)1.72B
Net Income(TTM)466.36M
Analysts65.56
Price Target72.93 (0.44%)
Short Float %4.43%
Short Ratio6.79
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)4.38%
PT rev (3m)2.95%
EPS NQ rev (1m)8.06%
EPS NQ rev (3m)8.06%
EPS NY rev (1m)-26.52%
EPS NY rev (3m)64.77%
Revenue NQ rev (1m)2.52%
Revenue NQ rev (3m)2.52%
Revenue NY rev (1m)0.17%
Revenue NY rev (3m)1.37%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.41 | ||
| Fwd PE | 16.53 | ||
| P/S | 9.27 | ||
| P/FCF | N/A | ||
| P/OCF | 12.41 | ||
| P/B | 1.96 | ||
| P/tB | 2.23 | ||
| EV/EBITDA | 17.36 |
EPS(TTM)2.11
EY2.91%
EPS(NY)4.39
Fwd EY6.05%
FCF(TTM)-2.58
FCFYN/A
OCF(TTM)5.85
OCFY8.06%
SpS7.83
BVpS37.04
TBVpS32.54
PEG (NY)0.32
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 | 0.9 |
F-Score6
WACC6.63%
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 Year72.79%
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 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 4 / 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 34.41 and the Price/Book (PB) ratio is 1.96.
Can you provide the dividend sustainability for WPC stock?
The dividend rating of WP CAREY INC (WPC) is 5 / 10 and the dividend payout ratio is 169.4%.