WP Carey Stock Analysis

WPC
 Stock
  

USD 78.22  0.47  0.60%   

The small slip in market price for the last few months may raise some interest from investors as it is trading at a share price of 78.22 on 1,034,200 in trading volume. The company management teams did not add much value to WP Carey investors in October. However, diversifying your holdings with WP Carey or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.74. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The WP Carey stock analysis report makes it easy to digest most publicly released information about WP Carey and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. WP Carey Stock analysis module also helps to analyze the WP Carey price relationship with some important fundamental indicators such as market cap and management efficiency.

WP Carey Stock Analysis Notes

About 65.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.85. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. WP Carey last dividend was issued on the 29th of September 2022. 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. For more information please call Trisha Miller at 212 492-1100 or visit www.wpcarey.com.

WP Carey Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. WP Carey's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding WP Carey Co or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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

WP Carey Upcoming and Recent Events

Earnings reports are used by WP Carey to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WP Carey previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report11th of February 2022
Next Financial Report29th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End11th of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

WP Carey Largest EPS Surprises

Earnings surprises can significantly impact WP Carey's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2010-05-06
2010-03-310.40.36-0.0410 
2008-11-06
2008-09-300.430.480.0511 
2008-05-08
2008-03-310.490.43-0.0612 
View All Earnings Estimates

WP Carey Thematic Classifications

In addition to having WP Carey stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Diversified Assets
All types of close end funds
Real Estate
USA Equities from Real Estate industry as classified by Fama & French

WP Carey Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as WP Carey is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WP Carey Co backward and forwards among themselves. WP Carey's institutional investor refers to the entity that pools money to purchase WP Carey's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
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
Note, although WP Carey's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

WP Carey Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 16.27 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate WP Carey's market, we take the total number of its shares issued and multiply it by WP Carey's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

WP Carey Profitablity

WP Carey's profitability indicators refer to fundamental financial ratios that showcase WP Carey's ability to generate income relative to its revenue or operating costs. If, let's say, WP Carey is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, WP Carey's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of WP Carey's profitability requires more research than a typical breakdown of WP Carey's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 34.59 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 90.82 %, which entails that for every 100 dollars of revenue, it generated 0.91 of operating income.
Last ReportedProjected for 2022
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 

Management Efficiency

The entity has Return on Asset of 2.8 % which means that on every $100 spent on asset, it made $2.8 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 6.03 %, implying that it generated $6.03 on every 100 dollars invested. WP Carey management efficiency ratios could be used to measure how well wp carey manages its routine affairs as well as how well it operates its assets and liabilities. 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. WP Carey 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.
Last ReportedProjected for 2022
Book Value per Share 29.15  24.28 
Enterprise Value over EBIT 23.40  19.64 
Enterprise Value over EBITDA 13.74  12.68 
Price to Book Value 2.07  2.15 
Tangible Assets Book Value per Share 56.83  44.92 
Enterprise Value9.5 B10.3 B
Tangible Asset ValueB6.5 B

Technical Drivers

As of the 30th of November, WP Carey owns the market risk adjusted performance of (0.13), and Standard Deviation of 1.7. Concerning fundamental indicators, the technical analysis model lets you check potential technical drivers of WP Carey, as well as the relationship between them. Strictly speaking, you can use this information to find out if the company will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for WP Carey, which can be compared to its peers in the sector. Please check out WP Carey coefficient of variation, as well as the relationship between the treynor ratio and semi variance to decide if WP Carey Co is priced fairly, providing market reflects its prevailing price of 78.22 per share. Given that WP Carey has jensen alpha of (0.17), we strongly advise you to confirm WP Carey's latest market performance to make sure the company can sustain itself at some future date.

WP Carey Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. WP Carey middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for WP Carey. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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WP Carey Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WP Carey insiders, such as employees or executives, is commonly permitted as long as it does not rely on WP Carey's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WP Carey insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

WP Carey Outstanding Bonds

WP Carey issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WP Carey uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WP Carey bonds can be classified according to their maturity, which is the date when WP Carey Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

WP Carey Predictive Daily Indicators

WP Carey intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WP Carey stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

WP Carey Forecast Models

WP Carey time-series forecasting models is one of many WP Carey's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WP Carey's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About WP Carey Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how WP Carey prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling WP Carey shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as WP Carey. By using and applying WP Carey Stock analysis, traders can create a robust methodology for identifying WP Carey entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 45.43  38.68 
EBITDA Margin 89.66  75.75 
Gross Margin 96.40  90.83 
Profit Margin 30.79  28.51 

Current WP Carey Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. WP Carey analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. WP Carey analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
86.0Buy6Odds
WP Carey Co current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most WP Carey analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand WP Carey stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of WP Carey, talking to its executives and customers, or listening to WP Carey conference calls.
WP Carey Analyst Advice Details

WP Carey Stock Analysis Indicators

WP Carey Co stock analysis indicators help investors evaluate how WP Carey stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading WP Carey shares will generate the highest return on investment. By understating and applying WP Carey stock analysis, traders can identify WP Carey position entry and exit signals to maximize returns.
Quick Ratio1.19
Trailing Annual Dividend Rate4.23
Fifty Two Week Low67.77
Revenue Growth17.40%
Payout Ratio168.61%
Average Daily Volume Last 10 Day799.9k
Shares Short Prior Month5.63M
Average Daily Volume In Three Month1.05M
Earnings Growth-31.10%
Shares Percent Shares Out3.28%
Earnings Quarterly Growth-24.30%
Forward Price Earnings30.08
Short Percent Of Float3.80%
Float Shares205.99M
Fifty Two Week High89.63
Fifty Day Average75.33
Enterprise Value To Ebitda18.52
Two Hundred Day Average80.70
Enterprise Value To Revenue16.82
Trailing Annual Dividend Yield5.44%
Check out Your Current Watchlist. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market 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.