ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is W.P. Carey, Inc. ?
1
Strong Long Term Fundamental Strength with a 2.68% CAGR growth in Operating Profits
2
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 7.12%
3
The company has declared Negative results for the last 3 consecutive quarters
- ROCE(HY) Lowest at 3.99%
- DEBT-EQUITY RATIO (HY) Highest at 103.55 %
- PRE-TAX PROFIT(Q) Lowest at USD 68.75 MM
4
With ROE of 5.65%, it has a very attractive valuation with a 1.64 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 17.77%, its profits have fallen by -27.6%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to W.P. Carey, Inc. should be less than 10%
- Overall Portfolio exposure to Realty should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Realty)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is W.P. Carey, Inc. for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
W.P. Carey, Inc.
15.44%
0.86
19.43%
S&P 500
12.95%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
7.26%
EBIT Growth (5y)
4.61%
EBIT to Interest (avg)
3.57
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
7.50%
Dividend Payout Ratio
171.63%
Pledged Shares
0
Institutional Holding
79.04%
ROCE (avg)
10.78%
ROE (avg)
7.12%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
41
Industry P/E
Price to Book Value
1.83
EV to EBIT
19.84
EV to EBITDA
12.06
EV to Capital Employed
1.86
EV to Sales
9.00
PEG Ratio
NA
Dividend Yield
5.09%
ROCE (Latest)
9.36%
ROE (Latest)
4.50%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend10What is working for the Company
NET SALES(Q)
Highest at USD 444.55 MM
PRE-TAX PROFIT(Q)
Highest at USD 192.94 MM
NET PROFIT(Q)
Highest at USD 188.01 MM
EPS(Q)
Highest at USD 0.67
-2What is not working for the Company
RAW MATERIAL COST(Y)
Grown by 5.55% (YoY
DEBT-EQUITY RATIO
(HY)
Highest at 108.59 %
Here's what is working for W.P. Carey, Inc.
Net Sales
Highest at USD 444.55 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (USD MM)
Net Profit
At USD 188.01 MM has Grown at 80.27%
over average net sales of the previous four periods of USD 104.29 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Pre-Tax Profit
Highest at USD 192.94 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 192.94 MM has Grown at 65.96%
over average net sales of the previous four periods of USD 116.26 MMMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 188.01 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 0.67
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Depreciation
Highest at USD 145.34 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for W.P. Carey, Inc.
Debt-Equity Ratio
Highest at 108.59 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Raw Material Cost
Grown by 5.55% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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