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Upturn AI SWOT - About
WPC 
W P Carey Inc (WPC)
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Upturn Advisory Summary
09/12/2025: 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 $66.91
1 Year Target Price $66.91
| 0 | Strong Buy |
| 3 | Buy |
| 8 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.32% | Avg. Invested days 42 | 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 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.04B USD | Price to earnings Ratio 45.2 | 1Y Target Price 66.91 |
Price to earnings Ratio 45.2 | 1Y Target Price 66.91 | ||
Volume (30-day avg) 14 | Beta 0.83 | 52 Weeks Range 51.06 - 68.98 | Updated Date 09/14/2025 |
52 Weeks Range 51.06 - 68.98 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 5.18% | Basic EPS (TTM) 1.52 |
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 20.52% | Operating Margin (TTM) 54.71% |
Management Effectiveness
Return on Assets (TTM) 3.02% | Return on Equity (TTM) 3.98% |
Valuation
Trailing PE 45.2 | Forward PE 24.27 | Enterprise Value 23435859882 | Price to Sales(TTM) 9.2 |
Enterprise Value 23435859882 | Price to Sales(TTM) 9.2 | ||
Enterprise Value to Revenue 14.25 | Enterprise Value to EBITDA 19.8 | Shares Outstanding 218991008 | Shares Floating 216832097 |
Shares Outstanding 218991008 | Shares Floating 216832097 | ||
Percent Insiders 1.26 | Percent Institutions 73.16 |
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 focused on sale-leaseback transactions, the company has grown into a leading net lease REIT.
Core Business Areas
- Net Lease Investments: Acquisition and management of single-tenant, net-leased properties. These properties are critical to the operations of the tenants and are diversified across property types, geographic locations, and industries.
Leadership and Structure
Jason E. Fox serves as the Chief Executive Officer. The company operates with a board of directors and a management team responsible for investment strategy and property management.
Top Products and Market Share
Key Offerings
- Net Lease Real Estate Portfolio: W. P. Carey's core offering is its diversified portfolio of net-leased properties. This includes industrial, warehouse, office, retail, and self-storage facilities. The portfolio generates rental income under long-term leases. Competitors include Realty Income (O), National Retail Properties (NNN), and Agree Realty (ADC).
Market Dynamics
Industry Overview
The net lease REIT industry is characterized by long-term leases with creditworthy tenants. Key trends include increasing demand for industrial and warehouse properties, and adapting to changing retail landscapes.
Positioning
W. P. Carey is a leading player in the net lease REIT industry, known for its diversified portfolio and focus on high-quality assets. It competes with other large REITs.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the trillions of dollars, encompassing all commercial real estate suitable for net lease arrangements. W. P. Carey is positioned to continue capturing a portion of this market through strategic acquisitions and portfolio management.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Long-term leases
- Experienced management team
- Strong balance sheet
- Global Presence
Weaknesses
- Sensitivity to interest rate changes
- Tenant concentration risk in certain sectors
- Exposure to economic downturns
Opportunities
- Acquisition of high-quality net-leased properties
- Expansion into new geographic markets
- Capitalizing on industrial and warehouse demand
- Strategic partnerships
Threats
- Rising interest rates
- Economic recession
- Tenant bankruptcies
- Increased competition
Competitors and Market Share
Key Competitors
- O
- NNN
- ADC
- EPRT
Competitive Landscape
W. P. Carey's competitive advantage lies in its diversified portfolio and global presence. However, it faces competition from other large REITs with established portfolios.
Major Acquisitions
CPA:18 - Global
- Year: 2022
- Acquisition Price (USD millions): 2700
- Strategic Rationale: Simplify the company structure and improve financial flexibility. Consolidation of assets.
Growth Trajectory and Initiatives
Historical Growth: W. P. Carey has grown through strategic acquisitions and portfolio management.
Future Projections: Future growth projections depend on analyst estimates and market conditions.
Recent Initiatives: Recent initiatives might include acquisitions of new properties or strategic divestitures.
Summary
W. P. Carey is a well-established net lease REIT with a diversified portfolio and consistent dividend payments. Its strengths include its global presence and long-term leases, however it needs to be aware of economic downturns. The company needs to keep an eye on interest rate and monitor tenant risk to ensure continued financial stability and shareholder value. Strategic acquisitions and prudent financial management are key for sustaining future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Financial data and projections are based on available information and are 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 1,600 net lease properties covering approximately 178 million square feet and a portfolio of 66 self-storage operating properties as of June 30, 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 Europe, under long-term net leases with built-in rent escalations.
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