WPC vs. ORC
Compare and contrast key facts about W. P. Carey Inc. (WPC) and Orchid Island Capital, Inc. (ORC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPC or ORC.
Performance
WPC vs. ORC - Performance Comparison
Returns By Period
In the year-to-date period, WPC achieves a -9.94% return, which is significantly lower than ORC's 6.96% return. Over the past 10 years, WPC has outperformed ORC with an annualized return of 4.49%, while ORC has yielded a comparatively lower -5.54% annualized return.
WPC
-9.94%
-6.93%
-4.41%
3.92%
-2.18%
4.49%
ORC
6.96%
-1.23%
-1.98%
31.02%
-8.18%
-5.54%
Fundamentals
| WPC | ORC | |
|---|---|---|
| Market Cap | $12.09B | $617.12M |
| EPS | $2.53 | $1.20 |
| PE Ratio | 21.83 | 6.43 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $1.56B | $44.63M |
| Gross Profit (TTM) | $949.87M | $31.53M |
| EBITDA (TTM) | $1.12B | $220.96M |
Key characteristics
| WPC | ORC | |
|---|---|---|
| Sharpe Ratio | 0.23 | 1.16 |
| Sortino Ratio | 0.48 | 1.68 |
| Omega Ratio | 1.06 | 1.23 |
| Calmar Ratio | 0.16 | 0.45 |
| Martin Ratio | 0.43 | 6.47 |
| Ulcer Index | 11.71% | 4.57% |
| Daily Std Dev | 21.57% | 25.39% |
| Max Drawdown | -52.45% | -75.77% |
| Current Drawdown | -26.89% | -55.55% |
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Correlation
The correlation between WPC and ORC is 0.33, 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.
Risk-Adjusted Performance
WPC vs. ORC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and Orchid Island Capital, Inc. (ORC). 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. ORC - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 6.22%, less than ORC's 18.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 6.22% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% | 5.71% |
ORC Orchid Island Capital, Inc. | 18.44% | 21.35% | 23.57% | 17.33% | 15.13% | 16.41% | 16.74% | 18.10% | 15.51% | 19.34% | 16.55% | 10.73% |
Drawdowns
WPC vs. ORC - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, smaller than the maximum ORC drawdown of -75.77%. Use the drawdown chart below to compare losses from any high point for WPC and ORC. For additional features, visit the drawdowns tool.
Volatility
WPC vs. ORC - Volatility Comparison
The current volatility for W. P. Carey Inc. (WPC) is 5.24%, while Orchid Island Capital, Inc. (ORC) has a volatility of 5.99%. This indicates that WPC experiences smaller price fluctuations and is considered to be less risky than ORC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WPC vs. ORC - Financials Comparison
This section allows you to compare key financial metrics between W. P. Carey Inc. and Orchid Island Capital, 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