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Upturn AI SWOT - About
WPC 
W P Carey Inc (WPC)
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Upturn Advisory Summary
07/29/2025: WPC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $64.36
1 Year Target Price $64.36
| 0 | Strong Buy |
| 3 | Buy |
| 8 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.37% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.02B USD | Price to earnings Ratio 33.01 | 1Y Target Price 64.36 |
Price to earnings Ratio 33.01 | 1Y Target Price 64.36 | ||
Volume (30-day avg) 14 | Beta 0.8 | 52 Weeks Range 51.06 - 64.90 | Updated Date 07/29/2025 |
52 Weeks Range 51.06 - 64.90 | Updated Date 07/29/2025 | ||
Dividends yield (FY) 5.44% | Basic EPS (TTM) 1.94 |
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 2025-07-28 | When Before Market | Estimate 0.6746 | Actual - |
Profitability
Profit Margin 26.78% | Operating Margin (TTM) 49.67% |
Management Effectiveness
Return on Assets (TTM) 2.9% | Return on Equity (TTM) 5.01% |
Valuation
Trailing PE 33.01 | Forward PE 24.88 | Enterprise Value 21699540558 | Price to Sales(TTM) 8.79 |
Enterprise Value 21699540558 | Price to Sales(TTM) 8.79 | ||
Enterprise Value to Revenue 13.54 | Enterprise Value to EBITDA 16.96 | Shares Outstanding 218976000 | Shares Floating 216948503 |
Shares Outstanding 218976000 | Shares Floating 216948503 | ||
Percent Insiders 1.26 | Percent Institutions 72.54 |
Upturn AI SWOT
W P Carey Inc
Company Overview
History and Background
W. P. Carey was founded in 1973 by Wm. Polk Carey and is one of the largest net lease REITs. It pioneered the sale-leaseback financing model.
Core Business Areas
- Real Estate Ownership: Owns and manages a diversified portfolio of high-quality, single-tenant industrial, warehouse, office, retail, and self-storage properties, leased primarily to creditworthy tenants on a long-term basis.
- Investment Management: Manages capital for its owned portfolio, as well as other institutional investors. Although largely divested, W.P. Carey managed CPA series of funds, raising capital from investors and investing in real estate.
Leadership and Structure
Jason Fox serves as the Chief Executive Officer. The company operates with a Board of Directors overseeing strategic direction and corporate governance.
Top Products and Market Share
Key Offerings
- Net Lease Real Estate: W. P. Carey acquires and manages single-tenant properties under long-term net leases, where tenants are responsible for property taxes, insurance, and maintenance. Market share information is challenging to obtain due to the fragmented nature of the net lease market, but WPC is a top player. Competitors include Realty Income (O) and National Retail Properties (NNN).
Market Dynamics
Industry Overview
The net lease REIT industry involves acquiring and managing single-tenant properties leased on a long-term basis. Demand is driven by companies seeking to free up capital through sale-leaseback transactions. Interest rates and overall economic conditions greatly impact the market.
Positioning
W. P. Carey is a leading net lease REIT known for its diversified portfolio across property types and geographies. It emphasizes creditworthy tenants and long-term leases. Its competitive advantages include a strong track record and experienced management team.
Total Addressable Market (TAM)
The net lease TAM is substantial, estimated to be in the trillions of dollars. W. P. Carey is well-positioned to capture a portion of this market through its established platform and relationships.
Upturn SWOT Analysis
Strengths
- Diversified Portfolio
- Long-Term Leases
- Experienced Management Team
- Strong Balance Sheet
- Established Reputation
Weaknesses
- Exposure to Interest Rate Risk
- Tenant Concentration (though well-diversified)
- Dependence on Economic Conditions
- Potential for Property Obsolescence
Opportunities
- Expansion into New Geographies
- Increase Investment in High-Growth Sectors
- Capitalize on Sale-Leaseback Opportunities
- Leverage Technology for Property Management
- Growing Demand for Industrial Properties
Threats
- Rising Interest Rates
- Economic Downturn
- Increased Competition
- Tenant Defaults
- Changes in Tax Laws
Competitors and Market Share
Key Competitors
- O
- NNN
- ADC
Competitive Landscape
W. P. Carey competes with other net lease REITs on property acquisitions, tenant relationships, and access to capital. WPC's diversified portfolio provides a competitive advantage.
Major Acquisitions
Self Storage Portfolio (20 properties)
- Year: 2022
- Acquisition Price (USD millions): 465
- Strategic Rationale: Expansion into the self-storage sector to diversify holdings and capitalize on rising demand.
Growth Trajectory and Initiatives
Historical Growth: W. P. Carey has grown steadily through acquisitions and organic growth in its existing portfolio.
Future Projections: Analyst estimates project continued growth in revenue and FFO (Funds From Operations), driven by acquisitions and rent escalations.
Recent Initiatives: Recent strategic initiatives include focusing on high-growth industrial and warehouse properties and expanding into new geographies.
Summary
W. P. Carey is a well-established net lease REIT with a diversified portfolio and experienced management. Its strength lies in long-term leases with creditworthy tenants, providing stable cash flow. However, it is exposed to interest rate risk and economic downturns. Strategic acquisitions and a focus on high-growth sectors will be key to its future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- W. P. Carey Investor Relations, SEC Filings, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual due diligence and consultation with a financial advisor.
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 1,614 net lease properties covering approximately 177 million square feet and a portfolio of 78 self-storage operating properties as of March 31, 2025. 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 escalations.
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