STWD vs. WPC
Compare and contrast key facts about Starwood Property Trust, Inc. (STWD) and W. P. Carey Inc. (WPC).
Performance
STWD vs. WPC - Performance Comparison
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STWD vs. WPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STWD Starwood Property Trust, Inc. | -1.67% | 4.91% | -0.56% | 26.70% | -17.33% | 35.88% | -12.01% | 36.80% | 1.11% | 6.08% |
WPC W. P. Carey Inc. | 7.06% | 24.99% | -10.59% | -7.93% | 0.47% | 22.88% | -5.99% | 28.84% | 1.08% | 25.68% |
Fundamentals
STWD:
$1.83
WPC:
$2.11
STWD:
9.40
WPC:
32.21
STWD:
0.88
WPC:
17.22
STWD:
2.06
WPC:
7.73
STWD:
$1.88B
WPC:
$1.94B
STWD:
$693.29M
WPC:
$1.47B
STWD:
$1.37B
WPC:
$1.39B
Returns By Period
In the year-to-date period, STWD achieves a -1.67% return, which is significantly lower than WPC's 7.06% return. Over the past 10 years, STWD has outperformed WPC with an annualized return of 8.98%, while WPC has yielded a comparatively lower 7.68% annualized return.
STWD
- 1D
- 1.95%
- 1M
- -0.56%
- YTD
- -1.67%
- 6M
- -6.15%
- 1Y
- -3.51%
- 3Y*
- 9.41%
- 5Y*
- 2.21%
- 10Y*
- 8.98%
WPC
- 1D
- 1.46%
- 1M
- -7.70%
- YTD
- 7.06%
- 6M
- 3.43%
- 1Y
- 13.87%
- 3Y*
- 3.12%
- 5Y*
- 5.50%
- 10Y*
- 7.68%
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Return for Risk
STWD vs. WPC — Risk / Return Rank
STWD
WPC
STWD vs. WPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Starwood Property Trust, Inc. (STWD) 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.
| STWD | WPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 0.75 | -0.92 |
Sortino ratioReturn per unit of downside risk | -0.10 | 1.15 | -1.24 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.47 | -1.57 |
Martin ratioReturn relative to average drawdown | -0.19 | 4.60 | -4.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STWD | WPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 0.75 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.27 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.30 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.08 |
Correlation
The correlation between STWD and WPC is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
STWD vs. WPC - Dividend Comparison
STWD's dividend yield for the trailing twelve months is around 11.15%, more than WPC's 5.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STWD Starwood Property Trust, Inc. | 11.15% | 10.66% | 10.13% | 9.13% | 10.47% | 7.90% | 9.95% | 7.72% | 9.74% | 8.99% | 8.75% | 9.34% |
WPC W. P. Carey Inc. | 5.39% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
Drawdowns
STWD vs. WPC - Drawdown Comparison
The maximum STWD drawdown since its inception was -66.34%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for STWD and WPC.
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Drawdown Indicators
| STWD | WPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.34% | -52.45% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -10.96% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -36.81% | +7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -66.34% | -52.45% | -13.89% |
Current DrawdownCurrent decline from peak | -11.17% | -7.70% | -3.47% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -10.33% | +2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 3.53% | +4.30% |
Volatility
STWD vs. WPC - Volatility Comparison
Starwood Property Trust, Inc. (STWD) has a higher volatility of 6.01% compared to W. P. Carey Inc. (WPC) at 4.32%. This indicates that STWD'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.
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Volatility by Period
| STWD | WPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 4.32% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 11.85% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.80% | 18.57% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 20.71% | +3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.10% | 25.81% | +4.29% |
Financials
STWD vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between Starwood Property Trust, Inc. 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
STWD vs. WPC - Profitability Comparison
STWD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Starwood Property Trust, Inc. reported a gross profit of 0.00 and revenue of 492.95M. Therefore, the gross margin over that period was 0.0%.
WPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a gross profit of 254.12M and revenue of 444.55M. Therefore, the gross margin over that period was 57.2%.
STWD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Starwood Property Trust, Inc. reported an operating income of 0.00 and revenue of 492.95M, resulting in an operating margin of 0.0%.
WPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported an operating income of 2.52M and revenue of 444.55M, resulting in an operating margin of 0.6%.
STWD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Starwood Property Trust, Inc. reported a net income of 96.92M and revenue of 492.95M, resulting in a net margin of 19.7%.
WPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a net income of 148.32M and revenue of 444.55M, resulting in a net margin of 33.4%.