WP Carey Z Score

WPC
 Stock
  

USD 78.22  0.47  0.60%   

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out WP Carey Piotroski F Score and WP Carey Valuation analysis.
  
WP Carey Return on Invested Capital is projected to slightly decrease based on the last few years of reporting. The past year's Return on Invested Capital was at 0.0426. The current year Invested Capital is expected to grow to about 1.8 B, whereas Capital Expenditure is forecasted to decline to (797.9 M). WP Carey Consolidated Income is projected to increase significantly based on the last few years of reporting. The past year's Consolidated Income was at 166.7 Million. The current year Cost of Revenue is expected to grow to about 149.1 M, whereas Direct Expenses is forecasted to decline to about 40 M.

WP Carey Z Score Analysis

WP Carey's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
 2021 2022 (projected)
Consolidated Income166.7 M179.87 M
Direct Expenses47.9 M40.01 M
Z Score 
 = 
Sum Of  
 
5 Factors 
More About Z Score | All Equity Analysis

Current WP Carey Z Score

    
  1.2  
Most of WP Carey's fundamental indicators, such as Z Score, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WP Carey Co is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
First Factor
 = 
1.2 * (
Working Capital
/
Total Assets )
Second Factor
 = 
1.4 * (
Retained Earnings
/
Total Assets )
Thrid Factor
 = 
3.3 * (
EBITAD
/
Total Assets )
Fouth Factor
 = 
0.6 * (
Market Value of Equity
/
Total Liabilities )
Fifth Factor
 = 
0.99 * (
Revenue
/
Total Assets )

WP Carey Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for WP Carey is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Z Score. Since WP Carey's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of WP Carey's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of WP Carey's interrelated accounts and indicators.
To calculate Z-Score one would need to know current working capital of the company, its total assets, and liabilities, amount of latest retained earnings as well as earnings before interest and tax. Z-Score can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area' with scores of less than 1, indicating the high probability of distress. Z Score is used widely by financial auditors, accountants, money managers, loan processers, wealth advisers, as well as day traders. In the last 25 years, many financial models that utilize z score has been proved to be successful as a predictor of corporate bankruptcy.
Compare to competition

As per the company's disclosures, WP Carey Co has a Z Score of 1.2. This is 12.41% lower than that of the Real Estate sector and significantly higher than that of the REIT—Diversified industry. The z score for all United States stocks is 86.24% higher than that of the company.

WP Carey Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WP Carey's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of WP Carey could also be used in its relative valuation, which is a method of valuing WP Carey by comparing valuation metrics of similar companies.
WP Carey is currently under evaluation in z score category among related companies.

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

WP Carey Institutional Holders

Institutional Holdings refers to the ownership stake in WP Carey that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of WP Carey's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing WP Carey's value.
Security TypeSharesValue
Zurich Insurance Group LtdCommon Shares30.5 K2.7 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares96.3 KM
Zurcher Kantonalbank Zurich CantonalbankCommon Shares100.9 K8.2 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares144.8 K11.9 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares79.9 K5.8 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares76.6 K5.7 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares81.8 K5.8 M

WP Carey Fundamentals

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.
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 with built-in rent escalators. 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in WP Carey without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Check out WP Carey Piotroski F Score and WP Carey Valuation analysis. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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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
16.6 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.