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MFC vs. WPC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MFC and WPC is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

MFC vs. WPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Manulife Financial Corporation (MFC) and W. P. Carey Inc. (WPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

MFC:

0.97

WPC:

0.49

Sortino Ratio

MFC:

1.49

WPC:

0.85

Omega Ratio

MFC:

1.22

WPC:

1.10

Calmar Ratio

MFC:

1.69

WPC:

0.36

Martin Ratio

MFC:

5.12

WPC:

1.45

Ulcer Index

MFC:

5.52%

WPC:

7.38%

Daily Std Dev

MFC:

27.47%

WPC:

21.33%

Max Drawdown

MFC:

-83.74%

WPC:

-52.45%

Current Drawdown

MFC:

-1.08%

WPC:

-16.39%

Fundamentals

Market Cap

MFC:

$54.81B

WPC:

$13.55B

EPS

MFC:

$1.90

WPC:

$1.94

PE Ratio

MFC:

16.84

WPC:

31.89

PEG Ratio

MFC:

0.90

WPC:

0.00

PS Ratio

MFC:

1.83

WPC:

8.49

PB Ratio

MFC:

1.69

WPC:

1.62

Total Revenue (TTM)

MFC:

$36.54B

WPC:

$1.60B

Gross Profit (TTM)

MFC:

$36.06B

WPC:

$1.30B

EBITDA (TTM)

MFC:

$5.47B

WPC:

$1.40B

Returns By Period

In the year-to-date period, MFC achieves a 5.30% return, which is significantly lower than WPC's 15.18% return. Over the past 10 years, MFC has outperformed WPC with an annualized return of 10.51%, while WPC has yielded a comparatively lower 6.12% annualized return.


MFC

YTD

5.30%

1M

11.85%

6M

-0.11%

1Y

25.02%

5Y*

28.06%

10Y*

10.51%

WPC

YTD

15.18%

1M

-0.50%

6M

14.36%

1Y

9.31%

5Y*

7.56%

10Y*

6.12%

*Annualized

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Risk-Adjusted Performance

MFC vs. WPC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFC
The Risk-Adjusted Performance Rank of MFC is 8383
Overall Rank
The Sharpe Ratio Rank of MFC is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of MFC is 7777
Sortino Ratio Rank
The Omega Ratio Rank of MFC is 7979
Omega Ratio Rank
The Calmar Ratio Rank of MFC is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MFC is 8787
Martin Ratio Rank

WPC
The Risk-Adjusted Performance Rank of WPC is 6565
Overall Rank
The Sharpe Ratio Rank of WPC is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of WPC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of WPC is 5858
Omega Ratio Rank
The Calmar Ratio Rank of WPC is 6767
Calmar Ratio Rank
The Martin Ratio Rank of WPC is 6868
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.

MFC vs. WPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Manulife Financial Corporation (MFC) and W. P. Carey Inc. (WPC). 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.


The current MFC Sharpe Ratio is 0.97, which is higher than the WPC Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of MFC and WPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MFC vs. WPC - Dividend Comparison

MFC's dividend yield for the trailing twelve months is around 3.68%, less than WPC's 5.68% yield.


TTM20242023202220212020201920182017201620152014
MFC
Manulife Financial Corporation
3.68%4.15%4.87%5.68%4.90%6.26%3.71%4.97%3.01%3.13%3.48%3.36%
WPC
W. P. Carey Inc.
5.68%6.41%6.17%5.43%5.12%5.91%5.17%6.26%5.82%6.65%6.48%5.26%

Drawdowns

MFC vs. WPC - Drawdown Comparison

The maximum MFC drawdown since its inception was -83.74%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for MFC and WPC. For additional features, visit the drawdowns tool.


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Volatility

MFC vs. WPC - Volatility Comparison

Manulife Financial Corporation (MFC) and W. P. Carey Inc. (WPC) have volatilities of 5.27% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

MFC vs. WPC - Financials Comparison

This section allows you to compare key financial metrics between Manulife Financial Corporation and W. P. Carey Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-10.00B0.0010.00B20.00B30.00B20212022202320242025
4.41B
409.84M
(MFC) Total Revenue
(WPC) Total Revenue
Values in USD except per share items

MFC vs. WPC - Profitability Comparison

The chart below illustrates the profitability comparison between Manulife Financial Corporation and W. P. Carey Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
91.4%
93.4%
(MFC) Gross Margin
(WPC) Gross Margin
MFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Manulife Financial Corporation reported a gross profit of 4.03B and revenue of 4.41B. Therefore, the gross margin over that period was 91.4%.

WPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a gross profit of 382.64M and revenue of 409.84M. Therefore, the gross margin over that period was 93.4%.

MFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Manulife Financial Corporation reported an operating income of 699.00M and revenue of 4.41B, resulting in an operating margin of 15.9%.

WPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported an operating income of 197.47M and revenue of 409.84M, resulting in an operating margin of 48.2%.

MFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Manulife Financial Corporation reported a net income of 557.00M and revenue of 4.41B, resulting in a net margin of 12.6%.

WPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a net income of 125.82M and revenue of 409.84M, resulting in a net margin of 30.7%.