W. P. Carey Inc. (WPC)
Company Info
| ISIN | US92936U1097 |
|---|---|
| CUSIP | 92936U109 |
| Sector | Real Estate |
| Industry | REIT—Diversified |
Highlights
| Market Cap | $13.56B |
|---|---|
| EPS | $3.64 |
| PE Ratio | 17.03 |
| Revenue (TTM) | $1.73B |
| Gross Profit (TTM) | $1.40B |
| EBITDA (TTM) | $1.44B |
| Year Range | $50.28 - $80.00 |
| Target Price | $59.44 |
| Short % | 1.84% |
| Short Ratio | 2.57 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in W. P. Carey Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: WPC vs. O, WPC vs. VNQ, WPC vs. NNN, WPC vs. UNH, WPC vs. SCHP, WPC vs. SPY, WPC vs. REET, WPC vs. ORC, WPC vs. SCHD, WPC vs. VOO
Return
W. P. Carey Inc. had a return of -12.87% year-to-date (YTD) and -14.56% in the last 12 months. Over the past 10 years, W. P. Carey Inc. had an annualized return of 6.70%, while the S&P 500 had an annualized return of 9.87%, indicating that W. P. Carey Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -12.87% | 19.67% |
| 1 month | 19.28% | 8.42% |
| 6 months | -4.91% | 7.29% |
| 1 year | -14.56% | 12.71% |
| 5 years (annualized) | 5.12% | 10.75% |
| 10 years (annualized) | 6.70% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -6.52% | -1.00% | -0.04% | -3.67% | -15.17% | -0.75% | 18.45% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
WPC W. P. Carey Inc. | -0.56 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
W. P. Carey Inc. granted a 6.74% dividend yield in the last twelve months. The annual payout for that period amounted to $4.27 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.27 | $4.24 | $4.21 | $4.17 | $4.14 | $4.09 | $4.01 | $3.93 | $3.83 | $3.69 | $3.50 | $2.44 |
Dividend yield | 6.74% | 5.54% | 5.23% | 6.04% | 5.28% | 6.39% | 5.94% | 6.79% | 6.63% | 5.37% | 5.83% | 4.78% |
Monthly Dividends
The table displays the monthly dividend distributions for W. P. Carey Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $1.07 | $0.00 | $0.00 | $1.07 | $0.00 | $0.00 | $1.07 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.07 |
| 2021 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.06 |
| 2020 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.05 |
| 2019 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 |
| 2018 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 |
| 2017 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.01 |
| 2016 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.98 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.99 |
| 2015 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.97 |
| 2014 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.95 |
| 2013 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.98 |
| 2012 | $0.57 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.66 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the W. P. Carey Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the W. P. Carey Inc. was 52.43%, occurring on Mar 23, 2020. Recovery took 447 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.43% | Oct 21, 2019 | 106 | Mar 23, 2020 | 447 | Dec 29, 2021 | 553 |
| -48.63% | Dec 11, 2007 | 308 | Mar 3, 2009 | 271 | Mar 30, 2010 | 579 |
| -36.71% | Aug 1, 2022 | 297 | Oct 4, 2023 | — | — | — |
| -29.27% | Feb 22, 2005 | 201 | Dec 6, 2005 | 275 | Jan 11, 2007 | 476 |
| -24.86% | Jan 27, 2015 | 264 | Feb 11, 2016 | 90 | Jun 21, 2016 | 354 |
Volatility Chart
The current W. P. Carey Inc. volatility is 6.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.