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W. P. Carey Inc. (WPC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US92936U1097

CUSIP

92936U109

Sector

Real Estate

IPO Date

Jan 21, 1998

Highlights

Market Cap

$13.61B

EPS (TTM)

$2.09

PE Ratio

29.68

Total Revenue (TTM)

$1.19B

Gross Profit (TTM)

$922.32M

EBITDA (TTM)

$937.23M

Year Range

$50.25 - $65.16

Target Price

$63.36

Short %

2.91%

Short Ratio

3.04

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WPC vs. O WPC vs. NNN WPC vs. REET WPC vs. SCHP WPC vs. ORC WPC vs. VNQ WPC vs. UNH WPC vs. VOO WPC vs. SPY WPC vs. EPRT
Popular comparisons:
WPC vs. O WPC vs. NNN WPC vs. REET WPC vs. SCHP WPC vs. ORC WPC vs. VNQ WPC vs. UNH WPC vs. VOO WPC vs. SPY WPC vs. EPRT

Performance

Performance Chart

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.


400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%NovemberDecember2025FebruaryMarchApril
1,605.01%
453.75%
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)

Returns By Period

W. P. Carey Inc. had a return of 13.71% year-to-date (YTD) and 15.20% in the last 12 months. Over the past 10 years, W. P. Carey Inc. had an annualized return of 5.53%, while the S&P 500 had an annualized return of 9.79%, indicating that W. P. Carey Inc. did not perform as well as the benchmark.


WPC

YTD

13.71%

1M

0.88%

6M

6.66%

1Y

15.20%

5Y*

7.38%

10Y*

5.53%

^GSPC (Benchmark)

YTD

-8.60%

1M

-6.79%

6M

-7.27%

1Y

6.02%

5Y*

13.70%

10Y*

9.79%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.62%14.85%-0.30%-3.23%13.71%
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%
20239.44%-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%
20205.10%-7.98%-23.65%13.26%-8.92%14.72%5.50%-2.80%-4.57%-3.91%10.54%3.52%-5.99%
201914.62%-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%
20174.82%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%
20152.44%-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 73, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WPC is 7373
Overall Rank
The Sharpe Ratio Rank of WPC is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of WPC is 7171
Sortino Ratio Rank
The Omega Ratio Rank of WPC is 6868
Omega Ratio Rank
The Calmar Ratio Rank of WPC is 7575
Calmar Ratio Rank
The Martin Ratio Rank of WPC is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for WPC, currently valued at 0.72, compared to the broader market-2.00-1.000.001.002.003.00
WPC: 0.72
^GSPC: 0.43
The chart of Sortino ratio for WPC, currently valued at 1.14, compared to the broader market-6.00-4.00-2.000.002.004.00
WPC: 1.14
^GSPC: 0.72
The chart of Omega ratio for WPC, currently valued at 1.14, compared to the broader market0.501.001.502.00
WPC: 1.14
^GSPC: 1.11
The chart of Calmar ratio for WPC, currently valued at 0.51, compared to the broader market0.001.002.003.004.005.00
WPC: 0.51
^GSPC: 0.44
The chart of Martin ratio for WPC, currently valued at 2.11, compared to the broader market-5.000.005.0010.0015.0020.00
WPC: 2.11
^GSPC: 1.82

The current W. P. Carey Inc. Sharpe ratio is 0.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of W. P. Carey Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.72
0.43
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

W. P. Carey Inc. provided a 5.76% dividend yield over the last twelve months, with an annual payout of $3.52 per share.


5.00%5.50%6.00%6.50%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
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

5.76%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.89$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
5.0%10.0%15.0%20.0%25.0%
WPC: 5.8%
W. P. Carey Inc. has a dividend yield of 5.76%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
WPC: 141.6%
W. P. Carey Inc. has a payout ratio of 141.58%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.45%
-12.50%
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)

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 17.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.45%Oct 21, 2019106Mar 23, 2020447Dec 29, 2021553
-48.73%Dec 11, 2007308Mar 3, 2009271Mar 30, 2010579
-36.81%Aug 1, 2022297Oct 4, 2023
-29.34%Feb 22, 2005201Dec 6, 2005275Jan 11, 2007476
-24.96%Jan 27, 2015264Feb 11, 201690Jun 21, 2016354

Volatility

Volatility Chart

The current W. P. Carey Inc. volatility is 10.07%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.07%
14.04%
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
WPC: 29.7
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 29.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
WPC: 0.0
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
2.04.06.08.010.0
WPC: 8.6
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 8.6. 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
2.04.06.08.010.0
WPC: 1.6
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.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for W. P. Carey Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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