W P Buy Hold or Sell Recommendation

WPC -- USA Stock  

USD 66.02  0.32  0.48%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding W P Carey is 'Hold'. Macroaxis provides W P 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 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.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell W PBuy W P
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon W P Carey has a risk adjusted performance of 0.014399, jensen alpha of 0.05, total risk alpha of 0.19, sortino ratio of 0.0 and treynor ratio of 0.17
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 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 25.39 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 Return0.02Value At Risk1.03
Potential Upside1.17Standard Deviation0.76
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Davenport Co Llc 1Common Shares1.1 M71.1 M
Berkshire Asset Management LlcCommon Shares337.9 K22.4 M
Northstar Investment Advisors LlcCommon Shares149 K9.9 M
Miller Howard Investments IncCommon Shares62.9 K4.2 M
State Of Alaska Department Of RevenueCommon Shares49.9 K3.3 M
Bank Of MontrealCommon Shares43.8 K2.9 M
A D Beadell Investment Counsel IncCommon Shares36.3 K2.4 M

W P Greeks

α
Alpha over DOW
=0.05
β
Beta against DOW=0.18
σ
Overall volatility
=0.76
Ir
Information ratio =0.2

W P Volatility Alert

W P Carey exhibits very low volatility with skewness of 0.4 and kurtosis of -0.88. However, we advise investors to further study W P Carey technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare W P to competition

W P Fundamental Vs Peers

FundamentalsW PPeer Average
Return On Equity8.59 % (15.17) %
Return On Asset3.38 % (15.64) %
Profit Margin33.04 % (5.50) %
Operating Margin87.08 % (10.91) %
Current Valuation11.5 B152.14 B
Shares Outstanding107.2 M1.43 B
Shares Owned by Insiders1.75 % 6.91 %
Shares Owned by Institutions51.67 % 18.37 %
Number of Shares Shorted2.31 M3.24 M
Price to Earning25.39 times40.69 times
Price to Book2.27 times14.44 times
Price to Sales8.30 times17.81 times
Revenue862.88 M9.85 B
Gross Profit813.28 M21.75 B
EBITDA751.38 M1.41 B
Net Income284.41 M517.71 M
Cash and Equivalents172.48 M3.89 B
Cash per Share1.61 times5.17 times
Total Debt4.39 B7.36 B
Debt to Equity130.20 % 0.72 %
Current Ratio3.02 times3.30 times
Book Value Per Share29.38 times13.64 times
Cash Flow from Operations468.56 M1.25 B
Short Ratio7.14 times2.09 times
Earnings Per Share2.63 times2.30 times
Number of Employees20710.67 K
Beta0.810.34
Market Capitalization7.16 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
   Bona fide gift to Carey William P of 200000 shares of W P subject to Section 16 [view details]

W P Alerts

Trading Alerts and Improvement Suggestions
W P Carey generates negative expected return over the last 30 days
W P Carey has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial commitments
On June 28, 2018 W P paid $ 1.02 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by Mark Alexander of 1523 shares of W P subject to Rule 16b-3
See also W P Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.
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