WP Carey Stock Performance

WPC
 Stock
  

USD 78.22  0.47  0.60%   

The firm owns a Beta (Systematic Risk) of 0.78, which attests to possible diversification benefits within a given portfolio. Let's try to break down what WP Carey's beta means in this case. As returns on the market increase, WP Carey returns are expected to increase less than the market. However, during the bear market, the loss on holding WP Carey will be expected to be smaller as well. Even though it is essential to pay attention to WP Carey existing price patterns, it is always good to be careful when utilizing equity price patterns. Our approach towards determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. WP Carey exposes twenty-eight different technical indicators, which can help you to evaluate its performance. WP Carey has an expected return of -0.0843%. Please be advised to check out WP Carey Co coefficient of variation, semi variance, price action indicator, as well as the relationship between the treynor ratio and daily balance of power to decide if WP Carey performance from the past will be repeated at some future date.
  
WP Carey Performance
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Over the last 90 days WP Carey Co has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, WP Carey is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0528
Payout Ratio
0.0168
Forward Annual Dividend Rate
4.24
Dividend Date
2022-10-14
Ex Dividend Date
2022-09-29

WP Carey Price Channel

Quick Ratio1.19
Fifty Two Week Low67.77
Target High Price95.00
Fifty Two Week High89.63
Payout Ratio168.61%
Trailing Annual Dividend Yield5.44%
Target Low Price77.00

WP Carey Relative Risk vs. Return Landscape

If you would invest  8,319  in WP Carey Co on September 1, 2022 and sell it today you would lose (497.00)  from holding WP Carey Co or give up 5.97% of portfolio value over 90 days. WP Carey Co is generating negative expected returns assuming volatility of 1.743% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than WP Carey, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon WP Carey is expected to under-perform the market. In addition to that, the company is 1.25 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

WP Carey Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for WP Carey's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WP Carey Co, and traders can use it to determine the average amount a WP Carey'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 = -0.0483

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Negative ReturnsWPC
Estimated Market Risk
 1.74
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 -0.08
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.05
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average WP Carey is performing at about 0% of its full potential. 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 WP Carey by adding it to a well-diversified portfolio.

About WP Carey Performance

To evaluate WP Carey Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when WP Carey generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare WP Carey Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand WP Carey market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents WP Carey's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-30 M-30.8 M
Return on Investment 4.33  5.06 
Return on Average Assets 2.72  3.60 
Return on Average Equity 5.67  7.68 
Return on Invested Capital 0.0426  0.0437 
Return on Sales 0.50  0.56 

Things to note about WP Carey

Checking the ongoing alerts about WP Carey for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WP Carey help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

WP Carey Alerts

Equity Alerts and Improvement Suggestions

WP Carey generated a negative expected return over the last 90 days
About 65.0% of the company outstanding shares are owned by institutional investors
On 14th of October 2022 WP Carey paid $ 1.061 per share dividend to its current shareholders
Latest headline from news.google.com: W.P. Carey Never Gonna Give You Up - Seeking Alpha
Check out Your Current Watchlist. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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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.