W P Carey Stock Analysis
WPC Stock | USD 56.21 1.56 2.85% |
W P Carey is undervalued with Real Value of 64.98 and Target Price of 72.91. The main objective of W P stock analysis is to determine its intrinsic value, which is an estimate of what W P Carey is worth, separate from its market price. There are two main types of W P's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect W P's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of W P's stock to identify patterns and trends that may indicate its future price movements.
The W P stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. W P is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. WPC Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and W P's ongoing operational relationships across important fundamental and technical indicators.
WPC |
WPC Stock Analysis Notes
About 75.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.38. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. W P Carey last dividend was issued on the 27th of March 2024. The entity had 1021:1000 split on the 2nd of November 2023. Carey ranks among the largest net lease REITs with an enterprise value of approximately 18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. Its portfolio is located primarily in the U.S. and Northern and Western Europe and is well-diversified by tenant, property type, geographic location and tenant industry. WP Carey operates under REITDiversified classification in the United States and is traded on New York Stock Exchange. It employs 183 people. For more information please call Trisha Miller at (212) 492-1100 or visit https://www.wpcarey.com.W P Quarterly Total Revenue |
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W P Carey Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. W P's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding W P Carey or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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 |
W P Carey Upcoming and Recent Events
Earnings reports are used by W P to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to W P previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
9th of February 2024 Upcoming Quarterly Report | View | |
26th of April 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
9th of February 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
WPC Largest EPS Surprises
Earnings surprises can significantly impact W P's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2010-05-06 | 2010-03-31 | 0.4 | 0.36 | -0.04 | 10 | ||
2008-11-06 | 2008-09-30 | 0.43 | 0.48 | 0.05 | 11 | ||
2008-05-08 | 2008-03-31 | 0.49 | 0.43 | -0.06 | 12 |
WPC Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as W P is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading W P Carey backward and forwards among themselves. W P's institutional investor refers to the entity that pools money to purchase W P's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Charles Schwab Investment Management Inc | 2023-12-31 | 2.4 M | Norges Bank | 2023-12-31 | 2.4 M | Pggm Investments | 2023-12-31 | 2.1 M | Northern Trust Corp | 2023-12-31 | 2 M | Ubs Asset Mgmt Americas Inc | 2023-12-31 | 1.9 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 1.9 M | Commonwealth Equity Services Inc | 2023-12-31 | 1.4 M | California Public Employees Retrmnt Sys | 2023-12-31 | 1.2 M | Ubs Group Ag | 2023-12-31 | 1.1 M | Vanguard Group Inc | 2023-12-31 | 30.8 M | Blackrock Inc | 2023-12-31 | 26.4 M |
WPC Market Capitalization
The company currently falls under 'Large-Cap' category with a total capitalization of 12.3 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate W P's market, we take the total number of its shares issued and multiply it by W P's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.WPC Profitablity
W P's profitability indicators refer to fundamental financial ratios that showcase W P's ability to generate income relative to its revenue or operating costs. If, let's say, W P is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, W P's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of W P's profitability requires more research than a typical breakdown of W P's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.41 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.49 %, which entails that for every 100 dollars of revenue, it generated $0.49 of operating income. Last Reported | Projected for Next Year | ||
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 |
Management Efficiency
W P Carey has Return on Asset of 0.0289 % which means that on every $100 spent on assets, it made $0.0289 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.08 %, implying that it generated $0.08 on every 100 dollars invested. W P's management efficiency ratios could be used to measure how well W P manages its routine affairs as well as how well it operates its assets and liabilities. At present, W P's Return On Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.09, whereas Return On Capital Employed is forecasted to decline to 0. At present, W P's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 1.9 B, whereas Total Current Assets are forecasted to decline to about 344.6 M.Last Reported | Projected for Next Year | ||
Book Value Per Share | 40.40 | 20.90 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | 21.88 | 12.95 | |
Enterprise Value Over EBITDA | 22.68 | 18.02 | |
Price Book Value Ratio | 1.60 | 1.68 | |
Enterprise Value Multiple | 22.68 | 18.02 | |
Price Fair Value | 1.60 | 1.68 | |
Enterprise Value | 21.5 B | 22.5 B |
The analysis of W P's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze W P's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of WPC Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0616 | Forward Dividend Yield 0.0616 | Forward Dividend Rate 3.46 | Beta 0.874 |
Technical Drivers
As of the 22nd of April, W P maintains the Standard Deviation of 1.55, risk adjusted performance of (0.08), and Mean Deviation of 1.17. In respect to fundamental indicators, the technical analysis model lets you check potential technical drivers of W P Carey, as well as the relationship between them. Specifically, you can use this information to find out if the entity will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to interpolate data for thirteen technical drivers for W P Carey, which can be compared to its peers. Please check out W P Carey risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if W P Carey is priced adequately, providing market reflects its latest price of 56.21 per share. Given that W P Carey has information ratio of (0.19), we strongly advise you to confirm W P Carey's prevalent market performance to make sure the company can sustain itself at some future date.W P Carey Price Movement Analysis
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. W P middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for W P Carey. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
W P Carey Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific W P insiders, such as employees or executives, is commonly permitted as long as it does not rely on W P's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases W P insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Gino Sabatini over two weeks ago Acquisition by Gino Sabatini of 6370 shares of W P subject to Rule 16b-3 | ||
Thomas Zacharias over six months ago Payment of 1 shares by Thomas Zacharias of W P subject to Rule 16b-3 | ||
Thomas Zacharias over six months ago W P exotic insider transaction detected |
W P Outstanding Bonds
W P issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. W P Carey uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WPC bonds can be classified according to their maturity, which is the date when W P Carey has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
WPC 245 01 FEB 32 Corp BondUS92936UAJ88 | View | |
US92936UAG40 Corp BondUS92936UAG40 | View | |
WPC 225 01 APR 33 Corp BondUS92936UAH23 | View | |
W P CAREY Corp BondUS92936UAE91 | View | |
US92936UAF66 Corp BondUS92936UAF66 | View | |
W P CAREY Corp BondUS92936UAC36 | View | |
W P CAREY Corp BondUS92936UAA79 | View |
W P Predictive Daily Indicators
W P intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of W P stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
W P Corporate Filings
F4 | 9th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 3rd of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
28th of March 2024 Other Reports | ViewVerify | |
8K | 18th of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 27th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 20th of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 13th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
W P Forecast Models
W P's time-series forecasting models are one of many W P's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary W P's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About WPC Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how W P prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling WPC shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as W P. By using and applying WPC Stock analysis, traders can create a robust methodology for identifying WPC entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.46 | 0.28 | |
Operating Profit Margin | 0.01 | 0.01 | |
Net Profit Margin | 0.43 | 0.25 | |
Gross Profit Margin | 0.73 | 0.95 |
Current WPC Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. WPC analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. WPC analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
72.91 | Hold | 13 | Odds |
Most WPC analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand WPC stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of W P Carey, talking to its executives and customers, or listening to WPC conference calls.
WPC Stock Analysis Indicators
W P Carey stock analysis indicators help investors evaluate how W P stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading W P shares will generate the highest return on investment. By understating and applying W P stock analysis, traders can identify W P position entry and exit signals to maximize returns.
Begin Period Cash Flow | 224.1 M | |
Long Term Debt | 8.1 B | |
Common Stock Shares Outstanding | 215.8 M | |
Total Stockholder Equity | 8.7 B | |
Tax Provision | 44.1 M | |
Quarterly Earnings Growth Y O Y | -0.341 | |
Property Plant And Equipment Net | 11.7 B | |
Cash And Short Term Investments | 633.9 M | |
Cash | 633.9 M | |
Accounts Payable | 615.8 M | |
Net Debt | 7.5 B | |
50 Day M A | 56.1542 | |
Total Current Liabilities | 808.1 M | |
Other Operating Expenses | 542.9 M | |
Non Current Assets Total | 17.3 B | |
Non Currrent Assets Other | 1.1 B | |
Stock Based Compensation | 34.5 M |
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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
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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.