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 69.44  0.24  0.34%

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 0.0169, jensen alpha of (0.063753), total risk alpha of (0.32), sortino ratio of (0.13) and treynor ratio of 0.0282
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 Net Income, Number of Employees, Last Dividend Paid, as well as the relationship between Current Ratio and Working Capital . Given that W P Carey has Price to Book of 2.3 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 Return0.03Value At Risk-1.0188
Potential Upside0.794Standard Deviation0.6262
 Return Density 
      Distribution 

W P Greeks

α
Alpha over DOW
=(0.063753) 
βBeta against DOW= 0.67 
σ
Overall volatility
= 0.61 
 IrInformation ratio =(0.17) 

W P Volatility Alert

W P Carey Inc exhibits relatively low volatility with skewness of -1.07 and kurtosis of 1.27. However, we advice investors to further investigate W P Carey Inc to make sure all market statistics is disseminated and is consistent with investors' estimations about W P upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare W P to competition
FundamentalsW PPeer Average
Return On Equity8.31 % (15.17) %
Return On Asset3.21 % (15.64) %
Current Valuation7.16 B152.14 B
Shares Outstanding106.89 M1.43 B
Shares Owned by Insiders1.73 % 6.91 %
Shares Owned by Institutions50.2 % 18.37 %
Number of Shares Shorted2.2 M3.24 M
Price to Earning26.79 times40.69 times
Price to Book2.3 times14.44 times
Price to Sales8.28 times17.81 times
Revenue884.48 M9.85 B
Gross Profit800.23 M21.75 B
EBITDA722.42 M1.41 B
Net Income279.55 M517.71 M
Cash and Equivalents171.85 M3.89 B
Cash per Share1.61 times5.17 times
Total Debt4.27 B7.36 B
Debt to Equity123.4 % 0.72 %
Current Ratio1.43 times3.3 times
Book Value Per Share30.3 times13.64 times
Cash Flow from Operations520.37 M1.25 B
Short Ratio5.14 times2.09 times
Earnings Per Share2.6 times2.3 times
Number of Employees31410.67 K
Beta0.790.34
Market Capitalization7.44 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
Z Score0.6708.73
Five Year Return5.57 %
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Sale by Carey H Augustus of 5000 shares of W P [view details]
Risk Adjusted Performance0.0169
Market Risk Adjusted Performance0.0382
Mean Deviation0.4835
Semi Deviation0.7186
Downside Deviation0.7855
Coefficient Of Variation2174.39
Standard Deviation0.6262
Variance0.3922
Information Ratio(0.17)
Jensen Alpha(0.063753)
Total Risk Alpha(0.32)
Sortino Ratio(0.13)
Treynor Ratio0.0282
Maximum Drawdown2.49
Value At Risk(1.02)
Potential Upside0.794
Downside Variance0.617
Semi Variance0.5164
Expected Short fall(0.47)
Skewness(1.07)
Kurtosis1.27

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 72.34 Billion. W P holds roughly 7.16 Billion in current valuation claiming about 10% of equities listed under REIT - Diversified industry.