W P Buy or Sell Recommendation

Macroaxis provides W P Carey Inc buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding W P positions. The advice algorithm takes into account all of W P Carey Inc available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from W P buy-and-hold prospective. See also W P Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon

  

Risk Tolerance

  
Symbol
Execute Advice
W P Carey Inc -- USA Stock  

USD 69.79  0.87  1.23%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding W P Carey Inc is 'Strong Hold'.
For the selected time horizon W P Carey Inc has a risk adjusted performance of (0.020977), jensen alpha of (0.25), total risk alpha of (0.42), sortino ratio of 0.0 and treynor ratio of (0.055979)
Macroaxis provides unbiased buy or sell advice on W P that should be used to complement current analysts and expert consensus on W P Carey. Our recommendation engine determines the company potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure W P Carey Inc is not overpriced, please check out all W P Carey fundamentals including its Gross Profit, Short Ratio, Z Score, as well as the relationship between Total Debt and Total Asset . Given that W P Carey has Price to Earning of 30.21 times, we strongly advise you confirm W P Carey market performance and probability of bankruptcy to make sure the company can sustain itself in the coming quarters given your prevalent risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.04Value At Risk1.16
Potential Upside1.16Standard Deviation0.71
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares16.8 M1.1 B
Blackrock IncCommon Shares7 M471.3 M
Fmr LlcCommon Shares2.5 M166.1 M
State Street CorpCommon Shares2.1 M140.3 M
Ubs Group AgCommon Shares1.5 M103.2 M
Dimensional Fund Advisors LpCommon Shares1.4 M96.9 M
Brown Advisory IncCommon Shares1.1 M77.5 M

W P Greeks

α
Alpha over DOW
=0.25
βBeta against DOW=0.82
σ
Overall volatility
=0.74
 IrInformation ratio =0.42

W P Volatility Alert

W P Carey Inc exhibits very low volatility with skewness of -0.04 and kurtosis of -0.54. However, we advise investors to further study W P Carey Inc technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare W P to competition
FundamentalsW PPeer Average
Return On Equity7.44 % (15.17) %
Return On Asset3.2 % (15.64) %
Profit Margin28.47 % (5.5) %
Operating Margin49.1 % (10.91) %
Current Valuation11.73 B152.14 B
Shares Outstanding106.91 M1.43 B
Shares Owned by Insiders1.74 % 6.91 %
Shares Owned by Institutions50.45 % 18.37 %
Number of Shares Shorted2.31 M3.24 M
Price to Earning30.21 times40.69 times
Price to Book2.31 times14.44 times
Price to Sales8.51 times17.81 times
Revenue877.45 M9.85 B
Gross Profit800.23 M21.75 B
EBITDA717.88 M1.41 B
Net Income249.06 M517.71 M
Cash and Equivalents170.04 M3.89 B
Cash per Share1.59 times5.17 times
Total Debt4.32 B7.36 B
Debt to Equity125 % 0.72 %
Current Ratio1.46 times3.3 times
Book Value Per Share30.2 times13.64 times
Cash Flow from Operations522.17 M1.25 B
Short Ratio7.96 times2.09 times
Earnings Per Share2.31 times2.3 times
Number of Employees31410.67 K
Beta0.790.34
Market Capitalization7.47 B29.78 B
Total Asset8.74 B126.86 B
Retained Earnings(112.57 M)38.24 B
Working Capital(225.64 M)3.58 B
Current Asset219.44 M36.8 B
Current Liabilities445.09 M33.34 B
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Payment of 3126 shares by Jason Fox of W P subject to Rule 16b-3 [view details]
Risk Adjusted Performance(0.020977)
Market Risk Adjusted Performance(0.045979)
Mean Deviation0.5393
Coefficient Of Variation(1,958)
Standard Deviation0.7058
Variance0.4981
Information Ratio(0.42)
Jensen Alpha(0.25)
Total Risk Alpha(0.42)
Treynor Ratio(0.055979)
Maximum Drawdown2.44
Value At Risk(1.16)
Potential Upside1.16
Skewness(0.038933)
Kurtosis(0.54)

Current Valuation

W P Current Valuation Analysis
W P Carey Inc is rated fourth in current valuation category among related companies. After adjusting for long-term liabilities, total market size of REIT - Diversified industry is at this time estimated at about 97.52 Billion. W P retains roughly 11.73 Billion in current valuation claiming about 12% of equities listed under REIT - Diversified industry.