W P Competitors

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of W P's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of W P in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
77.5979.3681.13
Details
Intrinsic
Valuation
LowReal ValueHigh
71.6982.1083.87
Details
Naive
Forecast
LowNext ValueHigh
79.4281.1982.96
Details
7 Analysts
Consensus
LowTarget PriceHigh
78.0086.0091.00
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as W P. Your research has to be compared to or analyzed against W P's peers to derive any actionable benefits. When done correctly, W P's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in W P Carey.

W P Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between W P and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of W P and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of W P Carey does not affect the price movement of the other competitor.

Related Correlations

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Risk-Adjusted Indicators

Nowadays, there is a big difference between W P Stock performing well and W P company doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze W P's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
LEN 1.99  0.09  0.05  0.13  2.31  0.042 (2.24)  4.85 (3.49)  15.17 
PFE 1.17  0.10  0.06  0.23  1.19  0.05 (1.36)  3.14 (2.01)  6.70 
INTC 2.00 (0.18)  0.00 (0.06)  0.00 (0.05)  0.00  4.33 (3.46)  14.49 
CSCO 1.33  0.09  0.05  0.16  1.32  0.0478 (1.51)  3.23 (1.96)  6.31 
KO 0.96  0.03  0.01  0.12  1.16  0.0078 (0.96)  2.40 (1.60)  5.09 
HD 1.62  0.07  0.04  0.13  1.89  0.0385 (1.73)  2.81 (2.50)  11.25 
DD 1.78  0.32  0.18  0.35  1.47  0.15 (2.09)  3.91 (2.34)  10.00 
JNJ 0.78  0.10  0.05  0.36  0.94  0.06 (0.79)  1.58 (1.54)  5.18 
AA 3.78 (0.06)  0.00  0.04  4.19  0.0022 (4.54)  7.74 (7.61)  20.15 

Cross Equities Net Income Analysis

Compare W P Carey and related stocks such as Lennar, Pfizer Inc, Intel, Cisco Systems, Coca-Cola, Home Depot, Dupont De Nemours, Johnson Johnson, and Alcoa Corp Net Income Over Time
Select Fundamental

2010201120122013201420152016201720182019202020212022
LEN95.3 M679.1 M479.7 M638.9 M802.9 M911.8 M810.5 M1.7 B1.8 B2.5 B4.4 BB4.3 B
PFE8.3 B10 B14.6 B22 B9.1 BB7.2 B21.3 B11.2 B16.3 B9.6 B22 B23.7 B
INTC11.5 B12.9 B19.9 B19.9 B19.9 B19.9 B10.3 B19.9 B19.9 B19.9 B19.9 B10.3 B11.4 B
CSCOBBBBB11.2 B11.2 B11.2 B11.2 B11.2 B11.8 B11.8 B11.8 B
KO11.8 B8.6 BB8.6 B7.1 B7.4 B6.5 B1.2 B6.4 B8.9 B7.7 B9.8 B9.6 B
HD6.3 B6.3 B6.3 B6.3 B6.3 B11.2 B11.2 B11.2 B11.2 B11.2 B16.4 B16.4 B15.4 B
DD1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B3.8 B498 M(3 B)6.5 BB
JNJ9.7 B9.7 B16.5 B16.5 B16.5 B16.5 B16.5 B1.3 B20.9 B20.9 B20.9 B20.9 B11.7 B
AA(2.9 B)(2.9 B)(2.9 B)(2.9 B)(256 M)(863 M)(400 M)217 M227 M(1.1 B)(170 M)429 M462.9 M

W P Carey and related stocks such as Lennar, Pfizer Inc, Intel, Cisco Systems, Coca-Cola, Home Depot, Dupont De Nemours, Johnson Johnson, and Alcoa Corp Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in W P Carey financial statement analysis. It represents the amount of money remaining after all of W P Carey operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income to Non Controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

W P Competitive Analysis

The better you understand W P competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, W P's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across W P's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
WPCLENPFEINTCCSCOKOHDDDJNJAA
 0.11 
 79.65 
W P
 1.66 
 85.90 
Lennar
 2.01 
 49.71 
Pfizer
 1.95 
 28.60 
Intel
 1.50 
 48.59 
Cisco
 0.0473 
 63.44 
Coca Cola
 0.82 
 317.45 
Home Depot
 0.64 
 69.97 
Dupont
 1.50 
 176.10 
Johnson
 3.85 
 48.31 
Alcoa
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
Net Asset
Profit Margin
EBITDA
Operating Margin
Current Valuation
Cash Flow from Operations
Retained Earnings
Current Asset
Five Year Return
Beta
Price to Book
Shares Outstanding
Annual Yield
Total Debt
Return On Equity
Price to Earning
Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Cash and Equivalents
Current Liabilities
Price to Earnings To Growth
Total Asset
Short Ratio
Target Price
Last Dividend Paid
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Working Capital
Gross Profit
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

W P Competition Performance Charts

Complement your W P position

In addition to having W P in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Stores Thematic Idea Now

Stores
Stores Theme
Companies providing different types of retail and wholesale services. The Stores theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Stores Theme or any other thematic opportunities.
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Check out W P Correlation with its peers. You can also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Complementary Tools for analysis

When running W P Carey 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 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 W P 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 YOY
(0.31) 
Market Capitalization
16.6 B
Quarterly Revenue Growth YOY
0.174
Return On Assets
0.028
Return On Equity
0.0603
The market value of W P Carey is measured differently than its book value, which is the value of W P 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 W P value 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.
WPC
 Stock
  

USD 79.65  0.09  0.11%   

W P Carey competes with Lennar, Pfizer, Intel, Cisco Systems, and Coca Cola; as well as few others. The company runs under Equity Real Estate Investment Trusts (REITs) sector within Real Estate industry. Analyzing W P competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of W P to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of W P competition on your existing holdings. Check out W P Correlation with its peers.
  
The current year Return on Investment is expected to grow to 5.06. The current year Return on Average Assets is expected to grow to 3.60. W P Total Assets are projected to increase significantly based on the last few years of reporting. The past year's Total Assets were at 15.48 Billion. The current year Current Assets is expected to grow to about 180.8 M, whereas Total Assets Per Share are forecasted to decline to 73.00.