W P Current Valuation vs. Price To Sales

WPC Stock  USD 55.85  0.31  0.56%   
Considering W P's profitability and operating efficiency indicators, W P's profitability may be sliding down. It has an above-average probability of reporting lower numbers next quarter. Profitability indicators assess W P's ability to earn profits and add value for shareholders. As of December 14, 2024, Price To Sales Ratio is expected to decline to 5.27. In addition to that, Days Sales Outstanding is expected to decline to 0.25. At present, W P's Net Income is projected to increase significantly based on the last few years of reporting. The current year's Income Tax Expense is expected to grow to about 46.3 M, whereas Accumulated Other Comprehensive Income is projected to grow to (242.1 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.940.5428
Way Up
Very volatile
Net Profit Margin0.240.4068
Way Down
Pretty Stable
Operating Profit Margin0.30.4679
Way Down
Slightly volatile
Return On Assets0.05270.0394
Significantly Up
Slightly volatile
For W P profitability analysis, we use financial ratios and fundamental drivers that measure the ability of W P to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well W P Carey utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between W P's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of W P Carey over time as well as its relative position and ranking within its peers.
  

W P's Revenue Breakdown by Earning Segment

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Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of W P. If investors know WPC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about W P listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.13)
Dividend Share
3.47
Earnings Share
2.53
Revenue Per Share
7.216
Quarterly Revenue Growth
(0.12)
The market value of W P Carey is measured differently than its book value, which is the value of WPC that is recorded on the company's balance sheet. Investors also form their own opinion of W P's value that differs from its market value or its book value, called intrinsic value, which is W P's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because W P's market value can be influenced by many factors that don't directly affect W P's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between W P's value and its price as these two are different measures arrived at by different means. Investors typically determine if W P is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, W P's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

W P Carey Price To Sales vs. Current Valuation Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining W P's current stock value. Our valuation model uses many indicators to compare W P value to that of its competitors to determine the firm's financial worth.
W P Carey is rated second in current valuation category among its peers. It is rated fifth in price to sales category among its peers . The ratio of Current Valuation to Price To Sales for W P Carey is about  2,507,293,233 . At present, W P's Price To Sales Ratio is projected to increase slightly based on the last few years of reporting. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the W P's earnings, one of the primary drivers of an investment's value.

W P's Earnings Breakdown by Geography

WPC Current Valuation vs. Competition

W P Carey is rated second in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Real Estate industry is at this time estimated at about 142.26 Billion. W P retains roughly 19.31 Billion in current valuation claiming about 14% of equities listed under Real Estate industry.

WPC Price To Sales vs. Current Valuation

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

W P

Enterprise Value

 = 

Market Cap + Debt

-

Cash

 = 
19.31 B
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

W P

P/S

 = 

MV Per Share

Revenue Per Share

 = 
7.70 X
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.

WPC Price To Sales Comparison

W P is currently under evaluation in price to sales category among its peers.

W P Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in W P, profitability is also one of the essential criteria for including it into their portfolios because, without profit, W P will eventually generate negative long term returns. The profitability progress is the general direction of W P's change in net profit over the period of time. It can combine multiple indicators of W P, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-254.9 M-242.1 M
Operating Income814.7 M855.5 M
Net Income708.3 M743.7 M
Income Tax Expense44.1 M46.3 M
Income Before Tax752.3 M789.9 M
Total Other Income Expense Net-62.4 M-59.3 M
Net Income Applicable To Common Shares689 M723.5 M
Net Income From Continuing Ops708.3 M743.7 M
Non Operating Income Net Other268.3 M281.7 M
Interest Income179.1 M175.8 M
Net Interest Income-291.9 M-306.4 M
Change To Netincome-46.6 M-48.9 M
Net Income Per Share 3.29  3.45 
Income Quality 1.52  0.95 
Net Income Per E B T 0.94  0.72 

WPC Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on W P. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of W P position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the W P's important profitability drivers and their relationship over time.

Use W P in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if W P position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in W P will appreciate offsetting losses from the drop in the long position's value.

W P Pair Trading

W P Carey Pair Trading Analysis

The ability to find closely correlated positions to W P could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace W P when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back W P - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling W P Carey to buy it.
The correlation of W P is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as W P moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if W P Carey moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for W P can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your W P position

In addition to having W P in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Precious Metals Funds Thematic Idea Now

Precious Metals Funds
Precious Metals Funds Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. The Precious Metals Funds theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Precious Metals Funds Theme or any other thematic opportunities.
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When determining whether W P Carey offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of W P's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of W P Carey Stock. Outlined below are crucial reports that will aid in making a well-informed decision on W P Carey Stock:
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You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
To fully project W P's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of W P Carey at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include W P's income statement, its balance sheet, and the statement of cash flows.
Potential W P investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although W P investors may work on each financial statement separately, they are all related. The changes in W P's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on W P's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.