PFLT vs. WPC
Compare and contrast key facts about PennantPark Floating Rate Capital Ltd. (PFLT) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFLT or WPC.
Correlation
The correlation between PFLT 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
PFLT vs. WPC - Performance Comparison
Key characteristics
PFLT:
-0.14
WPC:
0.65
PFLT:
-0.00
WPC:
0.94
PFLT:
1.00
WPC:
1.11
PFLT:
-0.11
WPC:
0.40
PFLT:
-0.36
WPC:
1.64
PFLT:
5.79%
WPC:
7.34%
PFLT:
20.33%
WPC:
21.24%
PFLT:
-69.77%
WPC:
-52.45%
PFLT:
-10.78%
WPC:
-17.85%
Fundamentals
PFLT:
$894.51M
WPC:
$13.47B
PFLT:
$1.37
WPC:
$1.94
PFLT:
7.42
WPC:
31.71
PFLT:
0.27
WPC:
0.00
PFLT:
4.11
WPC:
8.44
PFLT:
0.93
WPC:
1.62
PFLT:
$110.90M
WPC:
$1.60B
PFLT:
$133.72M
WPC:
$1.30B
PFLT:
$84.00M
WPC:
$1.40B
Returns By Period
In the year-to-date period, PFLT achieves a -4.14% return, which is significantly lower than WPC's 13.17% return. Over the past 10 years, PFLT has outperformed WPC with an annualized return of 6.69%, while WPC has yielded a comparatively lower 5.93% annualized return.
PFLT
-4.14%
10.99%
-5.37%
-2.85%
20.27%
6.69%
WPC
13.17%
8.30%
12.50%
13.68%
5.91%
5.93%
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Risk-Adjusted Performance
PFLT vs. WPC — Risk-Adjusted Performance Rank
PFLT
WPC
PFLT vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) 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.
Dividends
PFLT vs. WPC - Dividend Comparison
PFLT's dividend yield for the trailing twelve months is around 12.20%, more than WPC's 5.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | 12.20% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.36% | 9.85% | 8.31% | 8.08% | 10.04% | 7.87% |
WPC W. P. Carey Inc. | 5.78% | 6.41% | 6.17% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.48% | 5.26% |
Drawdowns
PFLT vs. WPC - Drawdown Comparison
The maximum PFLT drawdown since its inception was -69.77%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for PFLT and WPC. For additional features, visit the drawdowns tool.
Volatility
PFLT vs. WPC - Volatility Comparison
PennantPark Floating Rate Capital Ltd. (PFLT) has a higher volatility of 9.80% compared to W. P. Carey Inc. (WPC) at 7.77%. This indicates that PFLT's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFLT vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Floating Rate Capital Ltd. 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.
Total Revenue: Total amount of money received from sales and other business activities
PFLT vs. WPC - Profitability Comparison
PFLT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PennantPark Floating Rate Capital Ltd. reported a gross profit of 29.70M and revenue of 30.01M. Therefore, the gross margin over that period was 99.0%.
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%.
PFLT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PennantPark Floating Rate Capital Ltd. reported an operating income of 28.00M and revenue of 30.01M, resulting in an operating margin of 93.3%.
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%.
PFLT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PennantPark Floating Rate Capital Ltd. reported a net income of 28.33M and revenue of 30.01M, resulting in a net margin of 94.4%.
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%.