WPC vs. STWD
Compare and contrast key facts about W. P. Carey Inc. (WPC) and Starwood Property Trust, Inc. (STWD).
Performance
WPC vs. STWD - Performance Comparison
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WPC vs. STWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Fundamentals
WPC:
$2.11
STWD:
$1.83
WPC:
32.21
STWD:
9.40
WPC:
17.22
STWD:
0.88
WPC:
7.73
STWD:
2.06
WPC:
$1.94B
STWD:
$1.88B
WPC:
$1.47B
STWD:
$693.29M
WPC:
$1.39B
STWD:
$1.37B
Returns By Period
In the year-to-date period, WPC achieves a 7.06% return, which is significantly higher than STWD's -1.67% return. Over the past 10 years, WPC has underperformed STWD with an annualized return of 7.68%, while STWD has yielded a comparatively higher 8.98% annualized return.
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%
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%
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Return for Risk
WPC vs. STWD — Risk / Return Rank
WPC
STWD
WPC vs. STWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and Starwood Property Trust, Inc. (STWD). 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.
| WPC | STWD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | -0.17 | +0.92 |
Sortino ratioReturn per unit of downside risk | 1.15 | -0.10 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.99 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | -0.10 | +1.57 |
Martin ratioReturn relative to average drawdown | 4.60 | -0.19 | +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
| WPC | STWD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | -0.17 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.09 | +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 | 0.45 | 0.36 | +0.08 |
Correlation
The correlation between WPC and STWD 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
WPC vs. STWD - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 5.39%, less than STWD's 11.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
WPC vs. STWD - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, smaller than the maximum STWD drawdown of -66.34%. Use the drawdown chart below to compare losses from any high point for WPC and STWD.
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Drawdown Indicators
| WPC | STWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.45% | -66.34% | +13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -14.53% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -29.65% | -7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -52.45% | -66.34% | +13.89% |
Current DrawdownCurrent decline from peak | -7.70% | -11.17% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -7.55% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 7.83% | -4.30% |
Volatility
WPC vs. STWD - Volatility Comparison
The current volatility for W. P. Carey Inc. (WPC) is 4.32%, while Starwood Property Trust, Inc. (STWD) has a volatility of 6.01%. This indicates that WPC experiences smaller price fluctuations and is considered to be less risky than STWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPC | STWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 6.01% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.85% | 12.07% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 20.80% | -2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.71% | 24.30% | -3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.81% | 30.10% | -4.29% |
Financials
WPC vs. STWD - Financials Comparison
This section allows you to compare key financial metrics between W. P. Carey Inc. and Starwood Property Trust, 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
WPC vs. STWD - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.