Company Analysis W. P. Carey Inc.
1. Summary
Advantages
- Dividends (6.08%) are higher than the sector average (3.28%).
- The stock's return over the last year (5.87%) is higher than the sector average (-7.1%).
- The company's current efficiency (ROE=5.38%) is higher than the sector average (ROE=1.96%)
Disadvantages
- Price (63.34 $) is higher than fair price (23.09 $)
- Current debt level 45.85% has increased over 5 years from 43.06%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| W. P. Carey Inc. | Real Estate | Index | |
|---|---|---|---|
| 7 days | 0.1% | -8.4% | -0.6% |
| 90 days | 11.6% | -11.3% | 5.8% |
| 1 year | 5.9% | -7.1% | 9.1% |
WPC vs Sector: W. P. Carey Inc. has outperformed the "Real Estate" sector by 12.96% over the past year.
WPC vs Market: W. P. Carey Inc. has underperformed the market marginally by -3.24% over the past year.
Stable price: WPC is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WPC with weekly volatility of 0.1128% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (63.34 $) is higher than the fair price (23.09 $).
Price is higher than fair: The current price (63.34 $) is 63.5% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (26.13) is lower than that of the sector as a whole (72.5).
P/E vs Market: The company's P/E (26.13) is lower than that of the market as a whole (61.83).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.43) is higher than that of the sector as a whole (-8.76).
P/BV vs Market: The company's P/BV (1.43) is lower than that of the market as a whole (20.82).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (7.61) is lower than that of the sector as a whole (8.18).
P/S vs Market: The company's P/S indicator (7.61) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (14.94) is lower than that of the sector as a whole (153.35).
EV/Ebitda vs Market: The company's EV/Ebitda (14.94) is lower than that of the market as a whole (27.04).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 0.2407% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (0.2407%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.74%).
5.4. ROE
ROE vs Sector: The company's ROE (5.38%) is higher than that of the sector as a whole (1.96%).
ROE vs Market: The company's ROE (5.38%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (2.6%) is lower than that of the sector as a whole (2.97%).
ROA vs Market: The company's ROA (2.6%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (6.96%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 6.08% is higher than the average for the sector '3.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 6.08% has been steadily paid over the past 7 years, DSI=0.71.
Weak dividend growth: The company's dividend yield 6.08% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (166.03%) are at an uncomfortable level.
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