W.P. Carey, Inc. (WPC) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Ventas, Inc.

Gaming & Leisure Properties, Inc.

American Homes 4 Rent

Invitation Homes, Inc.

UDR, Inc.

W.P. Carey, Inc.

Essex Property Trust, Inc.

Mid-America Apartment Communities, Inc.

Sun Communities, Inc.

Iron Mountain, Inc.

Alexandria Real Estate Equities, Inc.

Why is W.P. Carey, Inc. ?

Strong Long Term Fundamental Strength with a 2.68% CAGR growth in Operating Profits

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 7.12%

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

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 19.32%, its profits have fallen by -27.6%

Real-Time Research Report

Verdict Report

How 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.

19.86%

0.98

19.33%

S&P 500

13.22%

0.64

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.00%

EBIT Growth (5y)

2.68%

EBIT to Interest (avg)

3.57

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

7.50%

Dividend Payout Ratio

167.00%

Pledged Shares

Institutional Holding

77.69%

ROCE (avg)

10.78%

ROE (avg)

7.12%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.64

EV to EBIT

19.46

EV to EBITDA

11.33

EV to Capital Employed

1.65

EV to Sales

8.43

PEG Ratio

Dividend Yield

5.49%

ROCE (Latest)

8.49%

ROE (Latest)

5.65%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

No Trend

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

NET SALES(Q)

Highest at USD 430.78 MM

INTEREST COVERAGE RATIO(Q)

Highest at 478.65

DIVIDEND PAYOUT RATIO(Y)

Highest at 388.1%

RAW MATERIAL COST(Y)

Fallen by -15.56% (YoY

-18What is not working for the Company

ROCE(HY)

Lowest at 3.99%

DEBT-EQUITY RATIO (HY)

Highest at 103.55 %

PRE-TAX PROFIT(Q)

Lowest at USD 68.75 MM

NET PROFIT(Q)

Lowest at USD 54.68 MM

Here's what is working for W.P. Carey, Inc.

Net Sales

Highest at USD 430.78 MM and Grown

In each period in the last five periods

MOJO Watch

Near term sales trend is very positive

Net Sales (USD MM)

Interest Coverage Ratio

Highest at 478.65

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Dividend Payout Ratio

Highest at 388.1%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by -15.56% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for W.P. Carey, Inc.

Pre-Tax Profit

At USD 68.75 MM has Fallen at -46.35%

over average net sales of the previous four periods of USD 128.15 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD 54.68 MM has Fallen at -53.73%

over average net sales of the previous four periods of USD 118.2 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Pre-Tax Profit

Lowest at USD 68.75 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD 54.68 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

Debt-Equity Ratio

Highest at 103.55 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio