WP Carey Piotroski F Score

WPC
 Stock
  

USD 78.22  0.47  0.60%   

This module uses fundamental data of WP Carey to approximate its Piotroski F score. WP Carey F Score is determined by combining nine binary scores representing 3 distinct fundamental categories of WP Carey Co. These three categories are profitability, efficiency, and funding. Some research analysts and sophisticated value traders use Piotroski F Score to find opportunities outside of the conventional market and financial statement analysis.They believe that some of the new information about WP Carey financial position does not get reflected in the current market share price suggesting a possibility of arbitrage. Check out WP Carey Altman Z Score, WP Carey Correlation, WP Carey Valuation, as well as analyze WP Carey Alpha and Beta and WP Carey Hype Analysis.
  
The current year Total Debt is expected to grow to about 4.4 B. The current year Issuance Repayment of Debt Securities is expected to grow to about 550.4 M. WP Carey Interest Coverage is projected to slightly decrease based on the last few years of reporting. The past year's Interest Coverage was at 3.07. The current year Long Term Debt to Equity is expected to grow to 0.90, whereas Operating Margin is forecasted to decline to 38.68.
At this time, it appears that WP Carey's Piotroski F Score is Healthy. Although some professional money managers and academia have recently criticized Piotroski F-Score model, we still consider it an effective method of predicting the state of the financial strength of any organization that is not predisposed to accounting gimmicks and manipulations. Using this score on the criteria to originate an efficient long-term portfolio can help investors filter out the purely speculative stocks or equities playing fundamental games by manipulating their earnings..
5.0
Piotroski F Score - Healthy
1
Current Return On AssetsPositiveFocus
2
Change in Return on AssetsIncreasedFocus
3
Cash Flow Return on AssetsPositiveFocus
4
Current Quality of Earnings (accrual)DecreasingFocus
5
Asset Turnover GrowthIncreaseFocus
6
Current Ratio ChangeIncreaseFocus
7
Long Term Debt Over Assets ChangeHigher LeverageFocus
8
Change In Outstending SharesIncreaseFocus
9
Change in Gross MarginNo ChangeFocus

WP Carey Piotroski F Score Drivers

The critical factor to consider when applying the Piotroski F Score to WP Carey is to make sure WP Carey is not a subject of accounting manipulations and runs a healthy internal audit department. So, if WP Carey's auditors report directly to the board (not management), the managers will be reluctant to manipulate simply due to the fear of punishment. On the other hand, the auditors will be free to investigate the ledgers properly because they know that the board has their back. Below are the main accounts that are used in the Piotroski F Score model. By analyzing the historical trends of the mains drivers, investors can determine if WP Carey's financial numbers are properly reported.
Current ValueLast YearChange From Last Year 10 Year Trend
Weighted Average Shares Diluted197.6 M183.1 M
Significantly Up
Increasing
Slightly volatile
Weighted Average Shares196.9 M182.5 M
Significantly Up
Increasing
Slightly volatile
Return on Average Assets3.62.7162
Significantly Up
Decreasing
Slightly volatile
Net Cash Flow from Operations999.6 M926.5 M
Significantly Up
Increasing
Slightly volatile
Current Liabilities838 M776.7 M
Significantly Up
Increasing
Slightly volatile
Total Liabilities8.5 B7.9 B
Significantly Up
Increasing
Slightly volatile
Gross Margin90.8396.4028
Notably Down
Increasing
Stable
Total Debt4.4 BB
Significantly Up
Increasing
Slightly volatile
Asset Turnover0.120.0882
Significantly Up
Decreasing
Slightly volatile
Current Assets180.8 M167.3 M
Significantly Up
Increasing
Slightly volatile
Total Assets16.7 B15.5 B
Significantly Up
Increasing
Slightly volatile

WP Carey F Score Driver Matrix

One of the toughest challenges investors face today is learning how to quickly synthesize historical financial statements and information provided by the company, SEC reporting, and various external parties in order to project the various growth rates. Understanding the correlation between WP Carey's different financial indicators related to revenue, expenses, operating profit, and net earnings helps investors identify and prioritize their investing strategies towards WP Carey in a much-optimized way.

About WP Carey Piotroski F Score

F-Score is one of many stock grading techniques developed by Joseph Piotroski, a professor of accounting at the Stanford University Graduate School of Business. It was published in 2002 under the paper titled Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers. Piotroski F Score is based on binary analysis strategy in which stocks are given one point for passing 9 very simple fundamental tests, and zero point otherwise. According to Mr. Piotroski's analysis, his F-Score binary model can help to predict the performance of low price-to-book stocks.

Weighted Average Shares

196.89 Million

WP Carey Weighted Average Shares is projected to increase significantly based on the last few years of reporting. The past year's Weighted Average Shares was at 182.49 Million

WP Carey Current Valuation Drivers

We derive many important indicators used in calculating different scores of WP Carey from analyzing WP Carey's financial statements. These drivers represent accounts that assess WP Carey's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of WP Carey's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee1.34 M2 M1.5 M2.42 M2.24 M2.42 M
Revenue Per Employee4.1 M4.3 M6.04 M6.41 M7.28 M7.85 M
Earnings Before Interest Taxes and Depreciation Amortization EBITDA671.41 M904.91 M1.09 B1.18 B1.19 B1.29 B

WP Carey ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, WP Carey's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to WP Carey's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

About WP Carey Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze WP Carey Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WP Carey using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WP Carey Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

WP Carey Investors Sentiment

The influence of WP Carey's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in WP Carey. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to WP Carey's public news can be used to forecast risks associated with investment in WP Carey. The trend in average sentiment can be used to explain how an investor holding WP Carey can time the market purely based on public headlines and social activities around WP Carey Co. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
WP Carey's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for WP Carey's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average WP Carey's news discussions. The higher the estimated score, the more favorable is the investor's outlook on WP Carey.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards WP Carey in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, WP Carey's short interest history, or implied volatility extrapolated from WP Carey options trading.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Check out WP Carey Altman Z Score, WP Carey Correlation, WP Carey Valuation, as well as analyze WP Carey Alpha and Beta and WP Carey Hype Analysis. You can also try Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for analysis

When running WP Carey price analysis, check to measure WP Carey'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 WP Carey is operating at the current time. Most of WP Carey's value examination focuses on studying past and present price action to predict the probability of WP Carey's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move WP Carey's price. Additionally, you may evaluate how the addition of WP Carey to your portfolios can decrease your overall portfolio volatility.
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Is WP Carey'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 WP Carey. If investors know WP Carey 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 WP Carey 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
16.2 B
Quarterly Revenue Growth YOY
0.17
Return On Assets
0.028
Return On Equity
0.0603
The market value of WP Carey is measured differently than its book value, which is the value of WP Carey that is recorded on the company's balance sheet. Investors also form their own opinion of WP Carey's value that differs from its market value or its book value, called intrinsic value, which is WP Carey'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 WP Carey's market value can be influenced by many factors that don't directly affect WP Carey'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 WP Carey's value and its price as these two are different measures arrived at by different means. Investors typically determine WP Carey value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WP Carey'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.