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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2301
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$14.6B
Jason E. Fox
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion. The company has invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = WPC ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$WPC W. P. Carey Inc. | 48 | 27 | 41 | 60 | 36.9x | 18.0x | 5.3% | 2.4% | 0.0% | 49.8% | 25.1% | 22.1% | 5.4% | 107.0x | $14.6B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
W. P. Carey Inc. (WPC) receives a "Reduce" rating with a composite score of 48.2/100. It ranks #2301 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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In-line with peers — no strong momentum signal
Fair valuation relative to peers
Weak fundamentals — higher risk of value trap
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for WPC.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 27 | 16 | +11ALPHA |
| MOMENTUM | 60 | 65 | -5NEUTRAL |
| VALUATION | 41 | 45 | -4NEUTRAL |
| INVESTMENT | 37 | 69 | -32DRAG |
| STABILITY | 83 | 89 | -6DRAG |
| SHORT INT | 37 | 31 | +6ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 9.1% vs WACC 8.0% (spread +1.1%)
GM 0% vs sector 78%, OM 50% vs sector 18%
Capital turnover 0.20x
Rev growth 22%, 9yr history
Interest coverage N/A, Net debt/EBITDA 6.4x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate W. P. Carey Inc. (WPC) as a Reduce with a composite score of 48.2/100 at a current price of $73.45. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
W. P. Carey Inc. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 48.2/100 places it at rank #2301 in our full universe.
No Moat
Medium
Standard
Fair Value
Stable competitive position in a defensive sector.
Elevated P/E ratio of 36.9x leaves little room for execution misses.
Leverage of 107% D/E amplifies downside risk.
Below-average quality raises earnings sustainability concerns.
W. P. Carey Inc. represents a reduce based on multi-factor quantitative performance.
W. P. Carey Inc. receives a Reduce rating from our analysis, with a composite score of 48.2/100 and 2 out of 5 stars, ranking #2301 out of 7,333 stocks. WPC's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
WPC's quality score of 27/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of 5.3% (sector avg: 9.0%), gross margins of 0.0% (sector avg: 77.7%), net margins of 25.1% (sector avg: 21.9%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 41/100, WPC appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 36.89x, an EV/EBITDA of 17.99x, a P/B ratio of 1.95x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
W. P. Carey Inc.'s investment score of 37/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 22.1% vs. a sector average of 10.7% and a return on assets of 2.4% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
WPC demonstrates moderate momentum with a score of 60/100, suggesting a neutral price trend without strong directional conviction. Revenue growth stands at 22.1% year-over-year, while a beta of 0.26 reflects its sensitivity to broader market moves. Moderate momentum may indicate the stock is consolidating or transitioning between trends, warranting close monitoring of upcoming catalysts.
WPC shows good financial stability with a score of 83/100. Key stability metrics include a beta of 0.26 and a debt-to-equity ratio of 107.00x (sector avg: 0.5x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
W. P. Carey Inc.'s short interest score of 37/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include elevated leverage (D/E: 107.00x). At $14.6B (large-cap), WPC carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
W. P. Carey Inc. offers an attractive dividend yield of 5.4%, placing it among the higher-yielding stocks in its peer group. This compares to a sector average dividend yield of 2.0%. A yield this high can provide meaningful income, but investors should verify the payout is sustainable by examining the payout ratio, free cash flow coverage, and any history of dividend cuts.
W. P. Carey Inc. is a large-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #2301 of 7,333 overall (69th percentile). Key comparisons include ROE of 5.3% trailing the 9.0% sector median and operating margins of 49.8% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While WPC currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Quality (27) would have the largest impact on the composite score.
EV/EBITDA 132% ABOVE SECTOR MEDIAN
ROE 41% BELOW SECTOR MEDIAN
Gross Margin 100% BELOW SECTOR MEDIAN
About W. P. Carey Inc. W. P. 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. For nearly five decades, the company has invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties subject to long-term net leases
Realty Income and W.P. Carey are both net-lease REITs with similar 5.5% dividend yields but different growth profiles. Realty Income, the larger REIT with 15,500+ retail-focused properties, offers stability and 30 years of consecutive dividend increases, making it ideal for conservative investors. W.P. Carey, with 1,650 industrial assets, demonstrates faster growth potential with more aggressive investment strategies, though it faced a dividend cut in 2023. The article suggests both stocks could be suitable depending on investor risk tolerance, with the optimal choice potentially being to own both for diversification.
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Above 50MA
37.18%
Net New Highs
+51081