W P Carey Stock Performance
| WPC Stock | USD 57.10 0.25 0.44% |
The firm maintains a market beta of 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, W P's returns are expected to increase less than the market. However, during the bear market, the loss of holding W P is expected to be smaller as well. At this point, W P Carey has a negative expected return of -0.0467%. Please make sure to check out W P's 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 rather sound basic indicators, W P is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.44 | Five Day Return 2.88 | Year To Date Return (13.25) | Ten Year Return (12.32) | All Time Return 163.62 |
Forward Dividend Yield 0.0613 | Payout Ratio 1.3661 | Last Split Factor 1021:1000 | Forward Dividend Rate 3.5 | Dividend Date 2024-10-15 |
1 | Acquisition by Brian Zander of 1075 shares of W P subject to Rule 16b-3 | 09/16/2024 |
2 | Want to Make Some More Money This 5.5-Yielding Dividend Stock Could Provide You With Lots Of Passive Income. | 09/17/2024 |
3 | Should You Buy W.P. Carey While Its Below 65 | 09/27/2024 |
4 | Disposition of 875 shares by Brooks Gordon of W P at 83.63 subject to Rule 16b-3 | 10/07/2024 |
| W P dividend paid on 15th of October 2024 | 10/15/2024 |
5 | Q3 2024 WP Carey Inc Earnings Call Transcript | 10/31/2024 |
6 | From Dividend Reset to Recovery W.P. Careys Strategy for Winning Back Wall Streets Trust | 11/01/2024 |
7 | Why W. P. Carey Stock Slumped Nearly 11 percent in October | 11/04/2024 |
8 | W. P. Carey prices 600 million of senior unsecured notes | 11/12/2024 |
9 | Ashton Thomas Private Wealth LLC Boosts Stock Position in W. P. Carey Inc. | 11/13/2024 |
10 | Oakio Set to Showcase Innovative WPC Solutions at BAU 2025 in Munich | 11/15/2024 |
11 | 1 Magnificent High-Yield REIT Stock Down percent to Buy and Hold Forever | 11/19/2024 |
12 | Disposition of 440 shares by Brian Zander of W P at 56.65 subject to Rule 16b-3 | 11/20/2024 |
13 | Want Decades of Passive Income 3 Stocks to Buy Right Now. | 11/21/2024 |
| Begin Period Cash Flow | 224.1 M |
WPC |
W P Relative Risk vs. Return Landscape
If you would invest 5,900 in W P Carey on August 27, 2024 and sell it today you would lose (190.00) from holding W P Carey or give up 3.22% of portfolio value over 90 days. W P Carey is generating negative expected returns assuming volatility of 0.9501% on return distribution over 90 days investment horizon. In other words, 8% 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 = -0.0491
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WPC |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 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 | 0.0629 | ||||
| Return On Asset | 0.0272 | ||||
| Profit Margin | 0.35 % | ||||
| Operating Margin | 0.53 % | ||||
| Current Valuation | 19.65 B | ||||
| Shares Outstanding | 218.85 M | ||||
| Price To Earning | 31.16 X | ||||
| Price To Book | 1.46 X | ||||
| Price To Sales | 7.87 X | ||||
| Revenue | 1.74 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 | 39.20 X | ||||
| Cash Flow From Operations | 1.07 B | ||||
| Earnings Per Share | 2.53 X | ||||
| Market Capitalization | 12.5 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
By analyzing W P's fundamental ratios, stakeholders can gain valuable insights into W P's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if W P has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if W P has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (7.34) | (6.98) | |
| Return On Tangible Assets | 0.05 | 0.06 | |
| Return On Capital Employed | 0.05 | 0.07 | |
| 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 | |
| About 69.0% of the company outstanding shares are owned by institutional investors | |
| On 15th of October 2024 W P paid $ 0.875 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Want Decades of Passive Income 3 Stocks to Buy Right Now. |
- 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.
Complementary Tools for WPC Stock analysis
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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