US92936U1097 - REIT

Overall **WPC** gets a fundamental rating of **5** out of 10. We evaluated **WPC** against 127 industry peers in the **Diversified REITs** industry. While **WPC** has a great profitability rating, there are some minor concerns on its financial health. **WPC** has a valuation in line with the averages, but on the other hand it scores bad on growth.

In the past 5 years **WPC** has always been profitable.

The 3 year average ROIC (**3.44%**) for **WPC** is below the current ROIC(**3.60%**), indicating increased profibility in the last year.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 3.22% | ||

ROE | 6.62% | ||

ROIC | 3.6% |

ROA(3y)3.3%

ROA(5y)3.03%

ROE(3y)6.74%

ROE(5y)6.25%

ROIC(3y)3.44%

ROIC(5y)3.32%

With an excellent **Profit Margin** value of **34.83%**, **WPC** belongs to the best of the industry, outperforming **87.20%** of the companies in the same industry.

In the last couple of years the **Profit Margin** of **WPC** has declined.

Looking at the **Operating Margin**, with a value of **47.25%**, **WPC** belongs to the top of the industry, outperforming **89.60%** 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 | 47.25% | ||

PM (TTM) | 34.83% | ||

GM | 87.66% |

OM growth 3Y0.72%

OM growth 5Y0.43%

PM growth 3Y2.6%

PM growth 5Y-2.61%

GM growth 3Y-1.03%

GM growth 5Y-0.28%

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.

Based on the Altman-Z score of **0.94**, we must say that **WPC** is in the distress zone and has some risk of bankruptcy.

A Debt/Equity ratio of **0.94** indicates that **WPC** is somewhat dependend on debt financing.

With a decent **Debt to Equity ratio** value of **0.94**, **WPC** is doing good in the industry, outperforming **63.20%** of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.94 | ||

Debt/FCF | 8.73 | ||

Altman-Z | 0.94 |

ROIC/WACC0.58

WACC6.23%

The **Current ratio** of **WPC** (**1.47**) is better than **62.40%** of its industry peers.

A Quick Ratio of **1.46** indicates that **WPC** should not have too much problems paying its short term obligations.

Looking at the **Quick ratio**, with a value of **1.46**, **WPC** is in the better half of the industry, outperforming **64.00%** of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 1.47 | ||

Quick Ratio | 1.46 |

The earnings per share for **WPC** have decreased strongly by **-51.67%** in the last year.

Measured over the past years, **WPC** shows a decrease in **Earnings Per Share**. The EPS has been decreasing by **-1.22%** on average per year.

Looking at the last year, **WPC** shows a decrease in **Revenue**. The Revenue has decreased by **-1.57%** in the last year.

The **Revenue** has been growing by **14.48%** on average over the past years. This is quite good.

EPS 1Y (TTM)-51.67%

EPS 3Y15.35%

EPS 5Y-1.22%

EPS Q2Q%-52.21%

Revenue 1Y (TTM)-1.57%

Revenue growth 3Y12.92%

Revenue growth 5Y14.48%

Sales Q2Q%-13.9%

Based on estimates for the next years, **WPC** will show a very negative growth in **Earnings Per Share**. The EPS will decrease by **-14.26%** on average per year.

Based on estimates for the next years, **WPC** will show a small growth in **Revenue**. The Revenue will grow by **4.75%** on average per year.

EPS Next Y-38.91%

EPS Next 2Y-25.46%

EPS Next 3Y-14.26%

EPS Next 5YN/A

Revenue Next Year-12.55%

Revenue Next 2Y-3.83%

Revenue Next 3Y-2.21%

Revenue Next 5Y4.75%

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.

The **Price/Earnings** ratio is **24.25**, which indicates a rather expensive current valuation of **WPC**.

Compared to an average S&P500 **Price/Earnings** ratio of **30.52**, **WPC** is valued a bit cheaper.

Compared to the rest of the industry, the **Price/Forward Earnings** ratio of **WPC** indicates a rather cheap valuation: **WPC** is cheaper than 82.40% of the companies listed in the same industry.

Compared to an average S&P500 **Price/Forward Earnings** ratio of **21.99**, **WPC** is valued a bit more expensive.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 24.25 | ||

Fwd PE | 28.54 |

The rest of the industry has a similar **Enterprise Value to EBITDA** ratio as **WPC**.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 14.91 | ||

EV/EBITDA | 15.75 |

A cheap valuation may be justified as **WPC**'s earnings are expected to decrease with **-14.26%** in the coming years.

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2Y-25.46%

EPS Next 3Y-14.26%

Compared to an average S&P500 **Dividend Yield** of **2.26**, **WPC** pays a better dividend.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 5.59% |

The dividend of **WPC** has a limited annual growth rate of **5.69%**.

Dividend Growth(5Y)5.69%

Div Incr Years20

Div Non Decr Years20

DP147.2%

EPS Next 2Y-25.46%

EPS Next 3Y-14.26%

**WP CAREY INC**

NYSE:WPC (9/13/2024, 8:04:00 PM)

Premarket: 63.27 -0.01 (-0.02%)**63.28**

**+1.07 (+1.72%) **

Chartmill FA Rating

GICS SectorReal Estate

GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)

GICS IndustryDiversified REITs

Earnings (Last)

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Market Cap13.85B

Analysts

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Dividend

Industry Rank | Sector Rank | ||
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Dividend Yield | 5.59% |

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Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 24.25 | ||

Fwd PE | 28.54 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

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PEG (NY)N/A

PEG (5Y)N/A

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 3.22% | ||

ROE | 6.62% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 47.25% | ||

PM (TTM) | 34.83% | ||

GM | 87.66% | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

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ROICexc(3y)

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F-Score

Asset Turnover0.09

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.94 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 1.47 | ||

Quick Ratio | 1.46 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

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Profit Quality(5y)

High Growth Momentum

Growth

EPS 1Y (TTM)-51.67%

EPS 3Y15.35%

EPS 5Y

EPS Q2Q%

EPS Next Y-38.91%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)-1.57%

Revenue growth 3Y12.92%

Revenue growth 5Y

Sales Q2Q%

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Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

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EBIT growth 3Y

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