Stock Scorecard

Stock Summary for W. P. Carey Inc (WPC) - $56.59 as of 11/20/2024 8:53:36 PM EST

Total Score

11 out of 30

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for WPC

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for WPC

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for WPC

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for WPC

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for WPC (67 out of 90)

Stock Price Rating (Max of 10) 9
Historical Stock Price Rating (Max of 10) 9
Stock Price Trend (Max of 10) 7
Book Value (Max of 10) 8
Book Value to Price (Max of 10) 1
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 8
Operating Margin (Max of 10) 8
Trading Volume (Max of 10) 6
Price to Earnings (Max of 10) 7

Financial Details for WPC

Company Overview
Ticker WPC
Company Name W. P. Carey Inc
Country USA
Description WP Carey is 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 March 30. September 2020.
Sector Name REAL ESTATE & CONSTRUCTION
Industry Name REAL ESTATE INVESTMENT TRUSTS
Most Recent Quarter 9/30/2024
Next Earnings Date 2/7/2025

Stock Price History
Last Day Price 56.59
Price 4 Years Ago 54.55
Last Day Price Updated 11/20/2024 8:53:36 PM EST
Last Day Volume 746,472
Average Daily Volume 1,118,235
52-Week High 64.40
52-Week Low 51.53
Last Price to 52 Week Low 9.82%

Valuation Measures
Trailing PE 22.05
Industry PE 62.39
Sector PE 66.35
5-Year Average PE 24.30
Free Cash Flow Ratio 15.13
Industry Free Cash Flow Ratio 135.72
Sector Free Cash Flow Ratio 124.65
Current Ratio Most Recent Quarter 1.04
Total Cash Per Share 3.74
Book Value Per Share Most Recent Quarter 39.20
Price to Book Ratio 1.42
Industry Price to Book Ratio 13.91
Sector Price to Book Ratio 11.98
Price to Sales Ratio Twelve Trailing Months 7.75
Industry Price to Sales Ratio Twelve Trailing Months 6.79
Sector Price to Sales Ratio Twelve Trailing Months 4.06
Analyst Buy Ratings 0
Analyst Strong Buy Ratings 2

Share Statistics
Total Shares Outstanding 218,848,000
Market Capitalization 12,384,608,320
Institutional Ownership N/A

Dividends
Ex-Dividend Date 9/30/2024
Last Dividend Amount 0.87
Current Dividend Amount 0.88
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 3.47
Trailing Annual Dividend Yield 6.13%
Forward Annual Dividend Rate 3.45
Forward Annual Dividend Yield 6.10%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 5.68%
5-Year Average Dividend Yield 5.68%
1-Year Dividend Growth Rate Percentage -4.13%
3-Year Dividend Growth Rate Percentage -1.65%
5-Year Dividend Growth Rate Percentage -0.44%
All-Time Dividend Growth Rate Percentage 3.67%
Dividend Payout Ratio 136.08%

Income Statement
Quarterly Earnings Growth YOY -12.60%
Annual Earnings Growth 18.23%
Reported EPS 12 Trailing Months 2.55
Reported EPS Past Year 1.88
Reported EPS Prior Year 3.30
Net Income Twelve Trailing Months 558,110,000
Net Income Past Year 708,334,000
Net Income Prior Year 599,139,000
Quarterly Revenue Growth YOY -12.50%
5-Year Revenue Growth 14.48%
Operating Margin Twelve Trailing Months 0.53

Balance Sheet
Total Cash Most Recent Quarter 818,194,000
Total Cash Past Year 633,860,000
Total Cash Prior Year 167,996,000
Net Cash Position Most Recent Quarter -7,154,627,000
Net Cash Position Past Year -7,510,322,000
Long Term Debt Past Year 8,144,182,000
Long Term Debt Prior Year 7,877,748,000
Total Debt Most Recent Quarter 7,972,821,000
Equity to Debt Ratio Past Year 0.52
Equity to Debt Ratio Most Recent Quarter 0.52
Total Stockholder Equity Past Year 8,700,435,000
Total Stockholder Equity Prior Year 8,993,646,000
Total Stockholder Equity Most Recent Quarter 8,579,458,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 917,668,000
Free Cash Flow Per Share Twelve Trailing Months 4.19
Free Cash Flow Past Year -137,965,000
Free Cash Flow Prior Year -142,178,000

Options
Put/Call Ratio 1.99
Has Options Options Chain
Liquidity Rating

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD -1.11
MACD Signal -1.09
20-Day Bollinger Lower Band 53.57
20-Day Bollinger Middle Band 58.35
20-Day Bollinger Upper Band 63.13
Beta 0.97
RSI 35.70
50-Day SMA 57.33
150-Day SMA 61.96
200-Day SMA 61.31

System
Modified 11/19/2024 4:25:30 PM EST