WPC vs. O
Compare and contrast key facts about W. P. Carey Inc. (WPC) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPC or O.
Key characteristics
| WPC | O | |
|---|---|---|
| YTD Return | -14.38% | -4.73% |
| 1Y Return | -17.87% | -7.52% |
| 3Y Return (Ann) | -3.99% | -2.57% |
| 5Y Return (Ann) | -1.24% | -0.19% |
| 10Y Return (Ann) | 5.04% | 7.26% |
| Sharpe Ratio | -0.83 | -0.45 |
| Daily Std Dev | 23.33% | 19.61% |
| Max Drawdown | -52.45% | -48.45% |
| Current Drawdown | -30.49% | -21.30% |
Fundamentals
| WPC | O | |
|---|---|---|
| Market Cap | $12.04B | $46.25B |
| EPS | $3.28 | $1.26 |
| PE Ratio | 16.78 | 42.63 |
| PEG Ratio | 0.00 | 4.72 |
| Revenue (TTM) | $1.74B | $4.08B |
| Gross Profit (TTM) | $1.40B | $3.11B |
| EBITDA (TTM) | $1.44B | $3.62B |
Correlation
The correlation between WPC and O is 0.45, 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.
Performance
WPC vs. O - Performance Comparison
In the year-to-date period, WPC achieves a -14.38% return, which is significantly lower than O's -4.73% return. Over the past 10 years, WPC has underperformed O with an annualized return of 5.04%, while O has yielded a comparatively higher 7.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WPC vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and Realty Income Corporation (O). 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
WPC vs. O - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 6.99%, more than O's 5.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 6.99% | 6.17% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.48% | 5.26% | 5.70% |
O Realty Income Corporation | 5.70% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
WPC vs. O - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for WPC and O. For additional features, visit the drawdowns tool.
Volatility
WPC vs. O - Volatility Comparison
W. P. Carey Inc. (WPC) has a higher volatility of 7.36% compared to Realty Income Corporation (O) at 6.06%. This indicates that WPC's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WPC vs. O - Financials Comparison
This section allows you to compare key financial metrics between W. P. Carey Inc. and Realty Income Corporation. 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