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Upturn AI SWOT - About
WPC 
W P Carey Inc (WPC)
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Upturn Advisory Summary
03/27/2025: WPC (3-star) is a REGULAR-BUY. BUY since 32 days. Profits (11.17%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 14.96% | Avg. Invested days 45 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.77B USD | Price to earnings Ratio 30.1 | 1Y Target Price 62.82 |
Price to earnings Ratio 30.1 | 1Y Target Price 62.82 | ||
Volume (30-day avg) 1529897 | Beta 0.97 | 52 Weeks Range 50.70 - 66.10 | Updated Date 03/27/2025 |
52 Weeks Range 50.70 - 66.10 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 5.66% | Basic EPS (TTM) 2.09 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.23% | Operating Margin (TTM) 52.45% |
Management Effectiveness
Return on Assets (TTM) 2.81% | Return on Equity (TTM) 5.38% |
Valuation
Trailing PE 30.1 | Forward PE 24.94 | Enterprise Value 21164256008 | Price to Sales(TTM) 8.73 |
Enterprise Value 21164256008 | Price to Sales(TTM) 8.73 | ||
Enterprise Value to Revenue 13.37 | Enterprise Value to EBITDA 16.26 | Shares Outstanding 218848992 | Shares Floating 217159879 |
Shares Outstanding 218848992 | Shares Floating 217159879 | ||
Percent Insiders 1.32 | Percent Institutions 70.04 |
Analyst Ratings
Rating 2.93 | Target Price 60.09 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 9 | Sell 3 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
W P Carey Inc
Company Overview
History and Background
W. P. Carey Inc. was founded in 1973 by William Polk Carey. Initially, it focused on sale-leaseback transactions, a strategy it pioneered. Over time, it expanded its investment portfolio to include a diverse range of net-leased properties across various industries.
Core Business Areas
- Net-Lease Investments: W. P. Carey invests in high-quality, single-tenant properties that are net-leased to creditworthy tenants. These leases typically require tenants to pay all property-related expenses, such as real estate taxes, insurance, and maintenance.
- Investment Management: Previously, W. P. Carey managed non-traded REITs. It has exited most of the investment management business in 2024.
Leadership and Structure
The company is led by a board of directors and an executive management team. The CEO is currently Jason Fox. The company operates with a team-based approach to investment and asset management.
Top Products and Market Share
Key Offerings
- Net-Lease Real Estate: W. P. Carey acquires and manages a diverse portfolio of net-leased commercial properties. The company focuses on industrial, warehouse, office, retail, and self-storage facilities. Market share data specific to net-lease real estate is fragmented and difficult to pinpoint to a single percentage, as it's a segment within the broader commercial real estate market. Competitors include Realty Income (O), National Retail Properties (NNN), and Agree Realty Corporation (ADC).
Market Dynamics
Industry Overview
The net-lease real estate market is driven by demand from companies seeking to free up capital by selling their real estate assets and leasing them back. The industry is influenced by interest rates, economic growth, and corporate investment trends.
Positioning
W. P. Carey is a well-established player in the net-lease REIT market, known for its diversified portfolio and long-term lease agreements. Its competitive advantage lies in its experience and global investment reach.
Total Addressable Market (TAM)
The global commercial real estate market, within which net-lease operates, is multi-trillion dollar. W. P. Carey is well-positioned within the net-lease sector of this TAM.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Long-term leases
- Experienced management team
- Strong balance sheet
- Global investment reach
Weaknesses
- Sensitivity to interest rate fluctuations
- Tenant concentration risk in some sectors
- Reliance on external capital markets
Opportunities
- Expanding into new geographic markets
- Acquiring properties in high-growth sectors
- Increasing lease rates to combat inflation
- Further diversifying the portfolio
Threats
- Economic downturn impacting tenant ability to pay rent
- Rising interest rates increasing borrowing costs
- Increased competition from other REITs
- Changes in tax laws affecting REIT structure
Competitors and Market Share
Key Competitors
- O
- NNN
- ADC
- EPRT
Competitive Landscape
W. P. Carey competes with other REITs and private equity firms for acquisition opportunities. Its strengths include its diversification and global reach, while its weaknesses may include its reliance on external financing.
Major Acquisitions
CPA:18 - Global
- Year: 2022
- Acquisition Price (USD millions): 2700
- Strategic Rationale: Simplify corporate structure.
Growth Trajectory and Initiatives
Historical Growth: W. P. Carey's growth has been driven by acquisitions and organic rent growth.
Future Projections: Analyst projections are dynamic and depend on macroeconomic conditions and company-specific factors.
Recent Initiatives: Recent initiatives include strategic acquisitions of properties in target sectors and geographic regions, along with focus on strengthening the balance sheet.
Summary
W. P. Carey is a stable and diversified net-lease REIT with a long history of dividend payments. Its strengths lie in its global reach and diversified portfolio, but it faces challenges from rising interest rates and economic uncertainty. The recent simplification of its structure with the CPA:18 acquisition is a positive sign. Investors should monitor its tenant concentration and ability to maintain dividend payouts.
Similar Companies
- O
- NNN
- ADC
- VER
- STOR
- GNL
- EPRT
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Earnings Call Transcripts
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a financial professional. Market share data is based on estimates and may vary. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About W P Carey Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1998-01-21 | President, CEO & Director Mr. Jason E Fox | ||
Sector Real Estate | Industry REIT - Diversified | Full time employees 203 | Website https://www.wpcarey.com |
Full time employees 203 | Website https://www.wpcarey.com | ||
W. P. Carey ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,430 net lease properties covering approximately 172 million square feet and a portfolio of 78 self-storage operating properties as of September 30, 2024. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Northern and Western Europe, under long-term net leases with built-in rent.
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