W P Carey Stock Performance
| WPC Stock | USD 62.73 1.09 1.77% |
On a scale of 0 to 100, W P holds a performance score of 11. The firm maintains a market beta of -0.1, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning W P are expected to decrease at a much lower rate. During the bear market, W P is likely to outperform the market. Please check W P's potential upside, as well as the relationship between the kurtosis and day typical price , to make a quick decision on whether W P's historical returns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in W P Carey are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather fragile basic indicators, W P exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.53 | Five Day Return 5.29 | Year To Date Return 18.47 | Ten Year Return (3.50) | All Time Return 196.95 |
Forward Dividend Yield 0.0547 | Payout Ratio | Last Split Factor 1021:1000 | Forward Dividend Rate 3.52 | Dividend Date 2025-01-15 |
1 | W. P. Carey Given Underweight Rating at Barclays | 12/20/2024 |
| W P dividend paid on 31st of December 2024 | 12/31/2024 |
2 | Acquisition by Mark Alexander of 552 shares of W P at 54.29 subject to Rule 16b-3 | 01/02/2025 |
3 | Why W.P. Carey Stock Slumped About 16 percent in 2024 | 01/13/2025 |
| W P dividend paid on 15th of January 2025 | 01/15/2025 |
4 | Acquisition by Jason Fox of 49235 shares of W P subject to Rule 16b-3 | 01/21/2025 |
5 | Acquisition by Mark Alexander of 1000 shares of W P at 72.4792 subject to Rule 16b-3 | 01/31/2025 |
6 | Acquisition by Jason Fox of 76687 shares of W P subject to Rule 16b-3 | 02/07/2025 |
7 | W. P. Carey Inc. is largely controlled by institutional shareholders who own 68 percent of the company | 02/11/2025 |
8 | W. P. Carey Updates FY 2025 Earnings Guidance | 02/12/2025 |
9 | Decoding W.P. Carey Inc A Strategic SWOT Insight | 02/13/2025 |
10 | Asset Planning Inc Invests 84,000 in W. P. Carey Inc. | 02/14/2025 |
11 | Should You Buy W. P. Carey While Its Below 60 | 02/18/2025 |
12 | W.P. Carey Inc Shares Up 0.53 percent on Feb 19 | 02/19/2025 |
| Begin Period Cash Flow | 692 M |
WPC |
W P Relative Risk vs. Return Landscape
If you would invest 5,614 in W P Carey on November 28, 2024 and sell it today you would earn a total of 659.00 from holding W P Carey or generate 11.74% return on investment over 90 days. W P Carey is generating 0.2009% of daily returns assuming volatility of 1.3827% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than WPC, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
W P Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for W P's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as W P Carey, and traders can use it to determine the average amount a W P's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1453
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| Small Returns | WPC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average W P is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of W P by adding it to a well-diversified portfolio.
W P Fundamentals Growth
WPC Stock prices reflect investors' perceptions of the future prospects and financial health of W P, and W P fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WPC Stock performance.
| Return On Equity | 0.0538 | ||||
| Return On Asset | 0.0279 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.51 % | ||||
| Current Valuation | 21.13 B | ||||
| Shares Outstanding | 218.85 M | ||||
| Price To Earning | 31.16 X | ||||
| Price To Book | 1.63 X | ||||
| Price To Sales | 8.93 X | ||||
| Revenue | 1.58 B | ||||
| Gross Profit | 1.46 B | ||||
| EBITDA | 1.3 B | ||||
| Net Income | 460.84 M | ||||
| Cash And Equivalents | 168 M | ||||
| Cash Per Share | 0.91 X | ||||
| Total Debt | 8.04 B | ||||
| Debt To Equity | 0.88 % | ||||
| Current Ratio | 1.39 X | ||||
| Book Value Per Share | 38.52 X | ||||
| Cash Flow From Operations | 1.83 B | ||||
| Earnings Per Share | 2.09 X | ||||
| Market Capitalization | 14.08 B | ||||
| Total Asset | 17.54 B | ||||
| Retained Earnings | (3.2 B) | ||||
| Working Capital | (154.23 M) | ||||
| Current Asset | 219.44 M | ||||
| Current Liabilities | 445.09 M | ||||
About W P Performance
By analyzing W P's fundamental ratios, stakeholders can gain valuable insights into W P's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if W P has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if W P has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (7.34) | (6.98) | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Assets | 0.03 | 0.05 | |
| Return On Equity | 0.05 | 0.06 |
Things to note about W P Carey performance evaluation
Checking the ongoing alerts about W P for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for W P Carey help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 70.0% of the company outstanding shares are owned by institutional investors | |
| On 15th of January 2025 W P paid $ 0.88 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: W.P. Carey Inc Shares Up 0.53 percent on Feb 19 |
- Analyzing W P's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether W P's stock is overvalued or undervalued compared to its peers.
- Examining W P's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating W P's management team can have a significant impact on its success or failure. Reviewing the track record and experience of W P's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of W P's stock. These opinions can provide insight into W P's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WPC Stock analysis
When running W P's price analysis, check to measure W P's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy W P is operating at the current time. Most of W P's value examination focuses on studying past and present price action to predict the probability of W P's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move W P's price. Additionally, you may evaluate how the addition of W P to your portfolios can decrease your overall portfolio volatility.
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