WPC Share Price | W.P. Carey, Inc. Stock Analysis & Recommendation

Q: How big is W.P. Carey, Inc.?

Market Cap: As of Jun 18, W.P. Carey, Inc. has a market capitalization of 13,795.50 million, categorizing it as a Mid Cap company.Recent Quarterly Performance: For the latest four quarters, W.P. Carey, Inc. reported net sales of 1,603.08 million and a net profit of 427.36 million.Balance Sheet Snapshot: As of Dec 24, the company's shareholder's funds amounted to 8,429.69 million, while total assets were reported at 17,535.02 million.

Q: What does W.P. Carey, Inc. do?

Overview:W.P. Carey, Inc. is a self-managed diversified real estate investment trust (REIT) that owns and manages commercial real estate, primarily net leased to companies, and operates in the Realty industry within the mid-cap market segment.Financial Snapshot:Most recent Net Sales: 410 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 126 Million (Quarterly Results - Mar 2025) Market-cap: USD 13,795.50 Million (Mid Cap)Key Metrics:P/E: 29.00 Dividend Yield: 5.45% Debt Equity: -999,999.00 Return on Equity: 5.65% Price to Book: 1.65Contact Details:Address: ONE MANHATTAN WEST, 395 9TH AVENUE, 58TH FLOOR NEW YORK NY : 10001 Tel: 1 212 4921100 Fax: 1 212 4928922 Website: http://www.wpcarey.com

Q: Who are in the management team of W.P. Carey, Inc.?

As of March 2022, the management team of W.P. Carey, Inc. includes the following individuals:- Mr. Christopher Niehaus, who serves as the Independent Non-Executive Chairman of the Board.- Mr. Jason Fox, who is the Chief Executive Officer and a Director.- Ms. Tonit Calaway, who is a Director.- Mr. Mark Alexander, who is an Independent Director.- Mr. Peter Farrell, who is also an Independent Director.- Mr. Robert Flanagan, who serves as an Independent Director. This team is responsible for overseeing the company's operations and strategic direction.

Q: Is W.P. Carey, Inc. overvalued or undervalued?

As of 27 January 2025, the valuation grade for W.P. Carey, Inc. moved from expensive to very attractive, indicating a significant improvement in its perceived value. The company appears undervalued based on its current metrics, with a P/E ratio of 29, a Price to Book Value of 1.64, and an EV to EBITDA of 11.33. In comparison to peers, W.P. Carey, Inc. has a more favorable valuation than Ventas, Inc., which has a P/E of 105.02, and Iron Mountain, Inc., with a P/E of 127.46.Despite a recent decline in stock price, W.P. Carey has shown a year-to-date return of 23.81%, outperforming the S&P 500's return of 12.22% in the same period. This performance, along with its attractive valuation ratios, supports the conclusion that W.P. Carey, Inc. is currently undervalued in the market.

Q: Is W.P. Carey, Inc. technically bullish or bearish?

As of 24 October 2025, the technical trend for W.P. Carey, Inc. has changed from bullish to mildly bullish. The current technical stance is mildly bullish, driven by a combination of indicators. The weekly MACD is mildly bearish, while the monthly MACD is bullish. Bollinger Bands show a mildly bullish trend in both weekly and monthly time frames. Moving averages are also mildly bullish on a daily basis. The KST is bullish on both weekly and monthly charts, indicating some strength. However, the Dow Theory suggests a mildly bearish stance on the weekly chart, contrasting with a mildly bullish monthly view. In terms of performance, W.P. Carey has underperformed the S&P 500 over the past week and month, with returns of -2.41% and -0.76% respectively, while the S&P 500 gained 1.92% and 2.32%. Year-to-date, the stock has performed well with a return of 22.63%, surpassing the S&P 500's 15.47%. However, over longer periods, it has significantly lagged behind the benchmark, particularly in the 3-year and 5-year returns.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

404.89 k

Shareholding (Dec 2025)

FII

16.03%

Held by 268 FIIs

DII

48.55%

Held by 55 DIIs

Promoter

0.02%

How big is W.P. Carey, Inc.?

22-Jun-2025

As of Jun 18, W.P. Carey, Inc. has a market capitalization of $13.8 billion, with recent net sales of $1.6 billion and a net profit of $427.4 million. Shareholder's funds total $8.4 billion, and total assets are reported at $17.5 billion.

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What does W.P. Carey, Inc. do?

22-Jun-2025

W.P. Carey, Inc. is a self-managed diversified REIT that owns and manages commercial real estate, primarily net leased to companies. As of March 2025, it reported net sales of $410 million and a market cap of approximately $13.8 billion.

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Who are in the management team of W.P. Carey, Inc.?

22-Jun-2025

As of March 2022, W.P. Carey, Inc.'s management team includes Independent Non-Executive Chairman Christopher Niehaus, CEO and Director Jason Fox, Directors Tonit Calaway, Mark Alexander, Peter Farrell, and Independent Director Robert Flanagan, who oversee the company's operations and strategy.

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Is W.P. Carey, Inc. overvalued or undervalued?

20-Sep-2025

As of January 27, 2025, W.P. Carey, Inc. is considered undervalued with a favorable valuation compared to peers, showing a year-to-date return of 23.81%, significantly outperforming the S&P 500's 12.22%.

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Is W.P. Carey, Inc. technically bullish or bearish?

28-Oct-2025

As of October 24, 2025, W.P. Carey, Inc. shows a mildly bullish technical trend, with mixed indicators and recent underperformance compared to the S&P 500, despite a strong year-to-date return of 22.63%.

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Compare W.P. Carey, Inc. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

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

With ROE of 5.65%, it has a very attractive valuation with a 1.64 Price to Book Value

Mojo Parameters

Stock DNA

Industry

Realty

Market cap

USD 15,863 Million (Mid Cap)

P/E

41.00

Industry P/E

Dividend Yield

4.88%

Debt Equity

-999,999.00

Return on Equity

6.58%

Price to Book

1.95

Revenue and Profits:

Net Sales:

445 Million

(Quarterly Results - Dec 2025)

Net Profit:

155 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

10.18%

6 Months

12.62%

1 Year

15.44%

2 Years

35.39%

3 Years

-9.5%

4 Years

-4.39%

5 Years

8.33%

W.P. Carey, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality 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)

Sales to Capital Employed (avg)

Tax Ratio

7.50%

Dividend Payout Ratio

171.63%

Pledged Shares

Institutional Holding

79.04%

ROCE (avg)

10.78%

ROE (avg)

7.12%

Valuation key factors

Factor

Value

P/E Ratio

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

Dividend Yield

5.09%

ROCE (Latest)

9.36%

ROE (Latest)

4.50%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

No Trend

Mildly Bullish

OBV

No Trend

Mildly Bullish

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

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 97 Schemes (35.35%)

Foreign Institutions

Held by 268 Foreign Institutions (16.03%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val1": "75.40",
          "val2": "75.20",
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          "val1": "291.20",
          "val2": "277.30",
          "chgp": "5.01%",
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          "val1": "-70.40",
          "val2": "-43.80",
          "chgp": "-60.73%",
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Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ

Dec'25

Sep'25

Change(%)

Net Sales

444.50

431.30

3.06%

Operating Profit (PBDIT) excl Other Income

354.00

352.20

0.51%

Interest

75.40

75.20

0.27%

Exceptional Items

-39.70

-19.50

-103.59%

Consolidate Net Profit

154.60

141.20

9.49%

Operating Profit Margin (Excl OI)

469.40%

525.30%

-5.59%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Dec 2025 is 3.06% vs 0.12% in Sep 2025

Consolidated Net Profit

QoQ Growth in quarter ended Dec 2025 is 9.49% vs 175.24% in Sep 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

1,716.50

1,583.00

8.43%

Operating Profit (PBDIT) excl Other Income

1,284.00

1,128.40

13.79%

Interest

291.20

277.30

5.01%

Exceptional Items

-70.40

-43.80

-60.73%

Consolidate Net Profit

472.90

460.60

2.67%

Operating Profit Margin (Excl OI)

444.50%

404.70%

3.98%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 8.43% vs -9.10% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 2.67% vs -34.97% in Dec 2024

All Annual Results

Company CV

About W.P. Carey, Inc.

W.P. Carey, Inc.

Realty

W. P. Carey Inc. (W.P. Carey) is a self-managed diversified real estate investment trust (REIT). The Company is an owner and manager of commercial real estate, primarily net leased to companies on a long-term basis. It operates through two segments, which include Owned Real Estate and Investment Management. As of July 18, 2018, the Company had a portfolio of operationally-critical commercial real estate totaling 922 properties covering approximately 85 million square feet. The Company also acts as an advisor to management business. The Company owns and invests in commercial properties primarily in the United States and Europe that are then leased to companies, primarily on a triple-net lease basis, which requires the tenant to pay the costs associated with operating and maintaining the property. It also manages the portfolios of the managed REITs' real estate investments and the loans made by Carey Credit Income Fund (CCIF), and earns asset-based management revenue.

Company Coordinates

Company Details

ONE MANHATTAN WEST, 395 9TH AVENUE, 58TH FLOOR NEW YORK NY : 10001

Tel: 1 212 4921100

http://www.wpcarey.com

Registrar Details