W P Carey Stock Performance
| WPC Stock | USD 54.65 1.14 2.13% |
The firm maintains a market beta of 1.02, which attests to a somewhat significant risk relative to the market. W P returns are very sensitive to returns on the market. As the market goes up or down, W P is expected to follow. W P Carey has an expected return of -0.23%. Please make sure to check out W P Carey maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if W P Carey performance from the past will be repeated at some future date.
Risk-Adjusted Performance
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Over the last 90 days W P Carey has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in May 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 2.13 | Five Day Return (1.73) | Year To Date Return (16.97) | Ten Year Return (7.58) | All Time Return 152.31 |
Forward Dividend Yield 0.0647 | Payout Ratio 1.1576 | Last Split Factor 1021:1000 | Forward Dividend Rate 3.46 | Dividend Date 2024-04-15 |
1 | Why the Market Dipped But W.P. Carey Gained Today | 03/11/2024 |
2 | W.P. Carey Falls More Steeply Than Broader Market What Investors Need to Know | 03/22/2024 |
3 | Should WisdomTree U.S. MidCap Dividend ETF Be on Your Investing Radar | 03/27/2024 |
4 | Got 10,000 Heres How to Turn It Into a 580 Annual Passive Income Stream This April. | 04/01/2024 |
5 | W.P. Carey Inc. is Attracting Investor Attention Here is What You Should Know | 04/02/2024 |
6 | Realty Income Is the King of This 13.9 Trillion Market Opportunity. Time to Buy the Stock | 04/04/2024 |
7 | Acquisition by Gino Sabatini of 6370 shares of W P subject to Rule 16b-3 | 04/05/2024 |
8 | W. P. Carey shareholders have endured a 1.2 percent loss from investing in the stock five years ago | 04/12/2024 |
| W P dividend paid on 15th of April 2024 | 04/15/2024 |
9 | Daiwa Securities Group Inc. Has 235.97 Million Stock Position in W. P. Carey Inc. - MarketBeat | 04/17/2024 |
| Begin Period Cash Flow | 224.1 M |
WPC |
W P Relative Risk vs. Return Landscape
If you would invest 6,381 in W P Carey on January 20, 2024 and sell it today you would lose (916.00) from holding W P Carey or give up 14.36% of portfolio value over 90 days. W P Carey is generating negative expected returns assuming volatility of 1.5254% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than WPC, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
W P Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for W P's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as W P Carey, and traders can use it to determine the average amount a W P's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1535
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WPC |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average W P is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of W P by adding W P to a well-diversified portfolio.
W P Fundamentals Growth
WPC Stock prices reflect investors' perceptions of the future prospects and financial health of W P, and W P fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WPC Stock performance.
| Return On Equity | 0.08 | ||||
| Return On Asset | 0.0289 | ||||
| Profit Margin | 0.41 % | ||||
| Operating Margin | 0.49 % | ||||
| Current Valuation | 19.36 B | ||||
| Shares Outstanding | 218.82 M | ||||
| Price To Earning | 31.16 X | ||||
| Price To Book | 1.38 X | ||||
| Price To Sales | 6.92 X | ||||
| Revenue | 1.63 B | ||||
| Gross Profit | 1.4 B | ||||
| EBITDA | 946.64 M | ||||
| Net Income | 708.26 M | ||||
| Cash And Equivalents | 168 M | ||||
| Cash Per Share | 0.91 X | ||||
| Total Debt | 8.14 B | ||||
| Debt To Equity | 0.88 % | ||||
| Current Ratio | 1.39 X | ||||
| Book Value Per Share | 39.79 X | ||||
| Cash Flow From Operations | 1.07 B | ||||
| Earnings Per Share | 3.28 X | ||||
| Market Capitalization | 11.96 B | ||||
| Total Asset | 17.98 B | ||||
| Retained Earnings | (2.89 B) | ||||
| Working Capital | (137.1 M) | ||||
| Current Asset | 219.44 M | ||||
| Current Liabilities | 445.09 M | ||||
About W P Performance
To evaluate W P Carey Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when W P generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare WPC Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand W P Carey market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents WPC's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 546.30 | 573.62 | |
| Return On Tangible Assets | 0.05 | 0.06 | |
| Return On Capital Employed | 0 | 0 | |
| Return On Assets | 0.04 | 0.05 | |
| Return On Equity | 0.08 | 0.09 |
Things to note about W P Carey performance evaluation
Checking the ongoing alerts about W P for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for W P Carey help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| W P Carey generated a negative expected return over the last 90 days | |
| Over 75.0% of the company outstanding shares are owned by institutional investors | |
| On 15th of April 2024 W P paid $ 0.865 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Daiwa Securities Group Inc. Has 235.97 Million Stock Position in W. P. Carey Inc. - MarketBeat |
- Analyzing W P's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether W P's stock is overvalued or undervalued compared to its peers.
- Examining W P's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating W P's management team can have a significant impact on its success or failure. Reviewing the track record and experience of W P's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of W P's stock. These opinions can provide insight into W P's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in W P Carey. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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When running W P's price analysis, check to measure W P's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy W P is operating at the current time. Most of W P's value examination focuses on studying past and present price action to predict the probability of W P's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move W P's price. Additionally, you may evaluate how the addition of W P to your portfolios can decrease your overall portfolio volatility.
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Is W P's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of W P. If investors know WPC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about W P listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.34) | Dividend Share 4.067 | Earnings Share 3.28 | Revenue Per Share 8.066 | Quarterly Revenue Growth 0.036 |
The market value of W P Carey is measured differently than its book value, which is the value of WPC that is recorded on the company's balance sheet. Investors also form their own opinion of W P's value that differs from its market value or its book value, called intrinsic value, which is W P's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because W P's market value can be influenced by many factors that don't directly affect W P's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between W P's value and its price as these two are different measures arrived at by different means. Investors typically determine if W P is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, W P's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.