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W. P. Carey Inc. (WPC)

Equity · Currency in USD · Last updated Dec 2, 2023
SummaryFinancials

Company Info

ISINUS92936U1097
CUSIP92936U109
SectorReal Estate
IndustryREIT—Diversified

Highlights

Market Cap$13.56B
EPS$3.64
PE Ratio17.03
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 Ratio2.57

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.


500.00%1,000.00%1,500.00%JulyAugustSeptemberOctoberNovemberDecember
1,578.18%
373.28%
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with WPC

W. P. Carey Inc.

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.


PeriodReturnBenchmark
Year-To-Date-12.87%19.67%
1 month19.28%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


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
WPC
W. P. Carey Inc.
-0.56
^GSPC
S&P 500
0.91

Sharpe Ratio

The current W. P. Carey Inc. Sharpe ratio is -0.56. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.56
0.91
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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
WPC
6.74%
Market bottom
1.03%
Market top
5.13%
W. P. Carey Inc. has a dividend yield of 6.74%, which means its dividend payment is significantly above the market average.
Payout Ratio
WPC
117.36%
Market bottom
17.94%
Market top
59.25%
W. P. Carey Inc. has a payout ratio of 117.36%, 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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.52%
-4.21%
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 52.43%, occurring on Mar 23, 2020. Recovery took 447 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.43%Oct 21, 2019106Mar 23, 2020447Dec 29, 2021553
-48.63%Dec 11, 2007308Mar 3, 2009271Mar 30, 2010579
-36.71%Aug 1, 2022297Oct 4, 2023
-29.27%Feb 22, 2005201Dec 6, 2005275Jan 11, 2007476
-24.86%Jan 27, 2015264Feb 11, 201690Jun 21, 2016354

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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.55%
2.79%
WPC (W. P. Carey Inc.)
Benchmark (^GSPC)