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

Time Horizon

Risk Tolerance

Execute Advice
W P Carey Inc -- USA Stock  

USD 61.59  1.00  1.65%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding W P Carey Inc is 'Hold'.
For the selected time horizon W P Carey Inc has a risk adjusted performance of 0.0626, jensen alpha of 0.008, total risk alpha of 0.1239, sortino ratio of 0.2119 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 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 24.20 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 Return0.045914Value At Risk0.96
Potential Upside1.06Standard Deviation0.68
 Return Density 

W P Greeks

Alpha over DOW
Beta against DOW=0.22
Overall volatility
Information ratio =0.24

W P Volatility Alert

W P Carey Inc exhibits relatively low volatility with skewness of -0.47 and kurtosis of 0.06. 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 Equity8.34 % (15.17) %
Return On Asset3.34 % (15.64) %
Profit Margin32.22 % (5.50) %
Operating Margin86.93 % (10.91) %
Current Valuation10.78 B152.14 B
Shares Outstanding106.93 M1.43 B
Shares Owned by Insiders2.23 % 6.91 %
Shares Owned by Institutions51.03 % 18.37 %
Number of Shares Shorted2.31 M3.24 M
Price to Earning24.20 times40.69 times
Price to Book2.08 times14.44 times
Price to Sales7.70 times17.81 times
Revenue860.58 M9.85 B
Gross Profit734.58 M21.75 B
EBITDA748.06 M1.41 B
Net Income276.5 M517.71 M
Cash and Equivalents162.87 M3.89 B
Cash per Share1.52 times5.17 times
Total Debt4.27 B7.36 B
Debt to Equity125.00 % 0.72 %
Current Ratio0.81 times3.30 times
Book Value Per Share29.86 times13.64 times
Cash Flow from Operations734.27 M1.25 B
Short Ratio7.96 times2.09 times
Earnings Per Share2.56 times2.30 times
Number of Employees20710.67 K
Market Capitalization6.63 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


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Exercise or conversion by Robert Mittelstaedt of 4000 shares of W P subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.0626
Market Risk Adjusted Performance0.16
Mean Deviation0.5195
Semi Deviation0.6589
Downside Deviation0.7783
Coefficient Of Variation1471.87
Standard Deviation0.6758
Information Ratio0.2441
Jensen Alpha0.008
Total Risk Alpha0.1239
Sortino Ratio0.2119
Treynor Ratio0.17
Maximum Drawdown2.66
Value At Risk0.96
Potential Upside1.06
Downside Variance0.6058
Semi Variance0.4341
Expected Short fall0.57

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 92.01 Billion. W P retains roughly 10.78 Billion in current valuation claiming about 12% of equities listed under REIT - Diversified industry.