W. P. Carey Inc. (WPC)
Company Info
Highlights
$13.14B
$1.94
30.94
$1.60B
$1.30B
$1.40B
$51.58 - $65.16
$63.91
3.30%
4.29
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
W. P. Carey Inc. (WPC) returned 11.74% year-to-date (YTD) and 7.40% over the past 12 months. Over the past 10 years, WPC returned 5.59% annually, underperforming the S&P 500 benchmark at 10.78%.
WPC
11.74%
0.28%
11.66%
7.40%
8.57%
5.59%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of WPC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.62% | 14.85% | -0.30% | -1.06% | -3.89% | 11.74% | |||||||
| 2024 | -4.40% | -9.09% | 1.78% | -2.83% | 2.84% | -0.84% | 5.01% | 3.82% | 5.27% | -10.56% | 2.40% | -2.96% | -10.59% |
| 2023 | 9.44% | -5.11% | -3.25% | -4.20% | -6.52% | -1.04% | -0.04% | -3.67% | -15.20% | -0.80% | 18.50% | 5.51% | -9.82% |
| 2022 | -5.42% | -0.26% | 5.78% | -0.09% | 4.17% | -0.29% | 7.77% | -5.90% | -15.71% | 9.31% | 3.28% | 0.54% | 0.47% |
| 2021 | -5.92% | 3.22% | 4.78% | 5.84% | 0.75% | 0.27% | 8.13% | -3.19% | -5.16% | 5.57% | -0.99% | 8.85% | 22.89% |
| 2020 | 5.10% | -7.98% | -23.65% | 13.26% | -8.92% | 14.72% | 5.50% | -2.80% | -4.57% | -3.91% | 10.54% | 3.52% | -5.99% |
| 2019 | 14.62% | -1.36% | 7.45% | 1.26% | 4.65% | -0.94% | 6.60% | 3.77% | 0.81% | 2.86% | -9.39% | -2.78% | 28.85% |
| 2018 | -5.94% | -7.54% | 5.18% | 3.00% | 5.26% | 0.26% | -1.46% | 1.84% | -1.84% | 2.64% | 2.64% | -2.04% | 1.08% |
| 2017 | 4.82% | 1.86% | 0.23% | 0.61% | 4.20% | 2.72% | 3.79% | 0.50% | -0.66% | 1.13% | 4.45% | -1.78% | 23.88% |
| 2016 | -1.27% | -2.68% | 11.55% | -1.85% | 4.94% | 9.87% | 4.65% | -8.26% | -1.73% | -5.87% | -4.31% | 3.40% | 6.57% |
| 2015 | 2.44% | -4.50% | 0.55% | -6.65% | 0.33% | -5.95% | 3.82% | -6.08% | 2.25% | 9.62% | -2.37% | -3.10% | -10.41% |
| 2014 | -3.70% | 7.52% | -4.01% | 2.35% | 3.51% | 2.61% | 2.07% | 3.88% | -5.21% | 6.19% | 0.62% | 4.24% | 20.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WPC is 62, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
W. P. Carey Inc. provided a 5.86% dividend yield over the last twelve months, with an annual payout of $3.52 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.52 | $3.49 | $4.00 | $4.15 | $4.12 | $4.09 | $4.05 | $4.01 | $3.93 | $3.85 | $3.75 | $3.61 |
Dividend yield | 5.86% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.89 | |||||||
| 2024 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.88 | $3.49 |
| 2023 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $0.86 | $4.00 |
| 2022 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $4.15 |
| 2021 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $4.12 |
| 2020 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $4.09 |
| 2019 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.02 | $4.05 |
| 2018 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.01 | $4.01 |
| 2017 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.98 | $0.00 | $0.00 | $0.98 | $0.00 | $0.00 | $0.99 | $3.93 |
| 2016 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.97 | $3.85 |
| 2015 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.95 | $3.75 |
| 2014 | $0.88 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.93 | $3.61 |
Dividend Yield & Payout
Dividend Yield
W. P. Carey Inc. has a dividend yield of 5.86%, which means its dividend payment is significantly above the market average.
Payout Ratio
W. P. Carey Inc. has a payout ratio of 149.14%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 52.45%, occurring on Mar 23, 2020. Recovery took 447 trading sessions.
The current W. P. Carey Inc. drawdown is 18.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.45% | Oct 21, 2019 | 106 | Mar 23, 2020 | 447 | Dec 29, 2021 | 553 |
| -48.73% | Dec 11, 2007 | 308 | Mar 3, 2009 | 271 | Mar 30, 2010 | 579 |
| -36.81% | Aug 1, 2022 | 297 | Oct 4, 2023 | — | — | — |
| -29.34% | Feb 22, 2005 | 201 | Dec 6, 2005 | 275 | Jan 11, 2007 | 476 |
| -24.96% | Jan 27, 2015 | 264 | Feb 11, 2016 | 90 | Jun 21, 2016 | 354 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of W. P. Carey Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of W. P. Carey Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.
Valuation
The Valuation section provides an overview of how W. P. Carey Inc. is priced in the market compared to other companies in the REIT - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WPC, comparing it with other companies in the REIT - Diversified industry. Currently, WPC has a P/E ratio of 30.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WPC compared to other companies in the REIT - Diversified industry. WPC currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WPC relative to other companies in the REIT - Diversified industry. Currently, WPC has a P/S ratio of 8.2. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WPC in comparison with other companies in the REIT - Diversified industry. Currently, WPC has a P/B value of 1.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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