WPC RSI Chart
Last 7 days
2.3%
Last 30 days
-0.2%
Last 90 days
-14.4%
Trailing 12 Months
-22.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 1.6B | 1.7B | 1.7B | 1.7B |
2022 | 1.4B | 1.4B | 1.5B | 1.5B |
2021 | 1.2B | 1.2B | 1.3B | 1.3B |
2020 | 1.2B | 1.2B | 1.2B | 1.2B |
2019 | 982.2M | 1.1B | 1.2B | 1.2B |
2018 | 831.1M | 810.7M | 809.3M | 885.7M |
2017 | 890.4M | 894.6M | 880.1M | 848.3M |
2016 | 988.2M | 967.4M | 978.0M | 941.5M |
2015 | 919.6M | 904.3M | 922.0M | 938.4M |
2014 | 593.0M | 734.2M | 798.6M | 908.4M |
2013 | 394.6M | 444.4M | 511.7M | 489.9M |
2012 | 319.2M | 264.8M | 253.5M | 352.4M |
2011 | 280.8M | 329.7M | 349.4M | 331.3M |
2010 | 226.8M | 241.5M | 239.2M | 265.4M |
2009 | 0 | 231.1M | 227.5M | 223.9M |
2008 | 0 | 0 | 0 | 234.7M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 05, 2024 | alexander mark a | acquired | 36,201 | 55.27 | 655 | - |
Apr 05, 2024 | gass rhonda | acquired | 27,469 | 55.27 | 497 | - |
Apr 01, 2024 | gass rhonda | acquired | - | - | 780 | - |
Feb 15, 2024 | gordon brooks g. | sold (taxes) | -161,070 | 57.3 | -2,811 | managing director |
Feb 15, 2024 | sanzone toniann | sold (taxes) | -293,777 | 57.3 | -5,127 | cfo |
Feb 15, 2024 | fox jason e. | sold (taxes) | -1,717,910 | 57.3 | -29,981 | ceo |
Feb 15, 2024 | zander brian h | sold (taxes) | -22,518 | 57.3 | -393 | chief accounting officer |
Feb 15, 2024 | park john j | sold (taxes) | -687 | 57.3 | -12.00 | president |
Feb 06, 2024 | gordon brooks g. | acquired | - | - | 15,891 | managing director |
Feb 06, 2024 | park john j | acquired | - | - | 31,312 | president |
Which funds bought or sold WPC recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 18, 2024 | Seneca House Advisors | reduced | -0.32 | -992,762 | 6,529,520 | 2.84% |
Apr 18, 2024 | FARMERS & MERCHANTS INVESTMENTS INC | unchanged | - | -544 | 3,669 | -% |
Apr 18, 2024 | WOLFF WIESE MAGANA LLC | added | 0.18 | -4,545 | 31,226 | 0.03% |
Apr 18, 2024 | Hexagon Capital Partners LLC | unchanged | - | -3,532 | 23,818 | -% |
Apr 18, 2024 | Kowal Investment Group, LLC | added | 44.22 | 67,535 | 331,384 | 0.07% |
Apr 18, 2024 | MV CAPITAL MANAGEMENT, INC. | reduced | -11.63 | -64,063 | 213,908 | 0.02% |
Apr 18, 2024 | Capital Advisors, Ltd. LLC | added | 29.17 | - | 2,000 | -% |
Apr 18, 2024 | Park Place Capital Corp | new | - | 1,580 | 1,580 | -% |
Apr 18, 2024 | Naviter Wealth, LLC | added | 17.45 | 24,999 | 1,037,990 | 0.17% |
Apr 18, 2024 | BARLOW WEALTH PARTNERS, INC. | unchanged | - | -49,682 | 277,544 | 0.04% |
Unveiling WP Carey Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to WP Carey Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMT | 79.9B | 11.1B | 58.47 | 7.17 | ||||
CCI | 41.4B | 7.0B | 27.55 | 5.92 | ||||
AVB | 26.2B | 2.8B | 28.18 | 9.45 | ||||
ARE | 19.9B | 2.9B | 191.73 | 6.89 | ||||
AMH | 12.8B | 1.6B | 29.55 | 7.95 | ||||
REG | 10.8B | 1.3B | 29.55 | 8.15 | ||||
BXP | 9.4B | 3.3B | 49.67 | 2.89 | ||||
MID-CAP | ||||||||
FRT | 8.3B | 1.1B | 34.93 | 7.31 | ||||
MAC | 3.3B | 884.1M | -12.04 | 3.73 | ||||
SLG | 3.2B | 899.4M | -5.69 | 3.57 | ||||
SMALL-CAP | ||||||||
AAT | 1.3B | 441.2M | 19.75 | 2.9 | ||||
AIV | 1.1B | 198.2M | -7.2 | 5.71 | ||||
MFA | 1.1B | 605.6M | 13.28 | 1.76 | ||||
NYMT | 635.9M | 258.7M | -13.07 | 2.46 | ||||
IVR | 399.3M | 277.9M | -25.18 | 1.44 |
WP Carey Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -8.1% | 412 | 449 | 453 | 428 | 403 | 384 | 344 | 348 | 375 | 326 | 320 | 311 | 307 | 302 | 291 | 309 | 311 | 318 | 305 | 298 | 273 |
Cost Of Revenue | -52.6% | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 4.00 | 5.00 | 4.00 | 4.00 | 5.00 |
Costs and Expenses | 10.3% | 283 | 257 | 232 | 247 | 235 | 247 | 187 | 199 | 201 | 188 | 171 | 167 | 178 | 162 | 158 | 193 | 176 | 198 | 179 | 178 | 185 |
S&GA Expenses | -7.4% | 22.00 | 23.00 | 25.00 | 26.00 | 23.00 | 22.00 | 21.00 | 23.00 | 20.00 | 20.00 | 20.00 | 22.00 | 18.00 | 19.00 | 17.00 | 21.00 | 17.00 | 17.00 | 20.00 | 21.00 | 17.00 |
EBITDA Margin | -4.4% | 0.93* | 0.97* | 0.98* | 1.00* | 0.91* | 0.84* | 0.88* | 0.89* | 0.83* | 0.89* | 0.91* | 0.93* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -6.2% | 72.00 | 77.00 | 75.00 | 67.00 | 68.00 | 59.00 | 46.00 | 46.00 | 47.00 | 49.00 | 49.00 | 52.00 | 53.00 | 53.00 | 52.00 | 53.00 | 54.00 | 59.00 | 60.00 | 61.00 | 57.00 |
Income Taxes | 169.4% | 14.00 | 5.00 | 10.00 | 15.00 | 6.00 | 8.00 | 6.00 | 7.00 | 5.00 | 8.00 | 9.00 | 6.00 | 7.00 | 6.00 | 8.00 | -41.69 | 21.00 | 4.00 | 3.00 | -2.13 | 11.00 |
Earnings Before Taxes | 21.4% | 158 | 130 | 155 | 310 | 216 | 113 | 134 | 164 | 105 | 147 | 130 | 57.00 | 142 | 155 | 123 | 25.00 | 151 | 46.00 | 69.00 | 67.00 | 207 |
EBT Margin | -7.6% | 0.43* | 0.47* | 0.48* | 0.50* | 0.42* | 0.36* | 0.39* | 0.40* | 0.33* | 0.38* | 0.39* | 0.39* | - | - | - | - | - | - | - | - | - |
Net Income | 15.4% | 144 | 125 | 145 | 294 | 210 | 105 | 128 | 157 | 100 | 139 | 120 | 52.00 | 135 | 149 | 105 | 66.00 | 129 | 41.00 | 66.00 | 68.00 | 193 |
Net Income Margin | -8.9% | 0.41* | 0.45* | 0.45* | 0.47* | 0.41* | 0.34* | 0.38* | 0.38* | 0.31* | 0.35* | 0.37* | 0.36* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -7.7% | 261 | 282 | 248 | 283 | 301 | 256 | 211 | 236 | 301 | 227 | 210 | 188 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -3.5% | 17,977 | 18,630 | 19,076 | 18,832 | 18,102 | 17,775 | 15,454 | 15,570 | 15,481 | 15,135 | 15,232 | 14,549 | 14,708 | 14,190 | 13,956 | 13,890 | 14,061 | 14,084 | 14,192 | 14,156 | 14,183 |
Cash Equivalents | 364.6% | 634 | 136 | 204 | 148 | 168 | 250 | 200 | 259 | 165 | 182 | 218 | 284 | 312 | 223 | 204 | 284 | 252 | 389 | 262 | 306 | 424 |
Goodwill | -5.4% | 978 | 1,034 | 1,037 | 1,038 | 1,037 | 1,023 | 891 | 900 | 902 | 904 | 907 | 906 | 911 | 904 | 899 | 930 | 935 | 931 | 920 | 919 | 921 |
Liabilities | -2.3% | 9,270 | 9,485 | 9,829 | 9,513 | 9,093 | 8,961 | 7,813 | 7,875 | 7,897 | 7,748 | 7,931 | 7,658 | 7,829 | 7,300 | 7,154 | 7,117 | 7,113 | 7,119 | 7,201 | 7,138 | 7,353 |
Long Term Debt | -1.7% | 8,144 | 8,288 | 8,616 | 8,258 | 7,878 | 7,783 | 6,766 | 6,778 | 6,792 | 6,675 | 6,816 | 6,520 | 6,696 | 6,234 | 6,122 | 6,122 | 6,054 | 6,097 | 6,177 | 6,123 | 6,379 |
Shareholder's Equity | -4.8% | 8,700 | 9,134 | 9,247 | 9,319 | 8,994 | 8,814 | 7,641 | 7,695 | 7,583 | 7,387 | 7,301 | 6,890 | 6,878 | 6,889 | 6,802 | 6,773 | 6,948 | 6,964 | 6,991 | 7,018 | 6,830 |
Additional Paid-In Capital | -1.6% | 11,784 | 11,971 | 11,959 | 11,949 | 11,707 | 11,510 | 10,202 | 10,152 | 9,978 | 9,694 | 9,542 | 9,061 | 8,925 | 8,920 | 8,815 | 8,712 | 8,718 | 8,712 | 8,576 | 8,483 | 8,187 |
Shares Outstanding | 2.2% | 219 | 214 | 214 | 214 | 211 | 196 | 193 | 192 | 182 | 181 | 178 | 177 | - | - | - | - | - | - | - | - | - |
Minority Interest | -39.7% | 7.00 | 11.00 | 16.00 | 18.00 | 15.00 | 15.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 6.00 | 6.00 | 6.00 | 6.00 | 6.00 |
Float | - | - | - | 14,400 | - | - | - | 15,900 | - | - | - | 13,700 | - | - | - | 11,700 | - | - | - | 13,800 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -7.7% | 260,745 | 282,353 | 247,607 | 282,727 | 301,028 | 255,645 | 211,001 | 235,882 | 301,083 | 226,649 | 210,303 | 188,444 | 244,954 | 216,533 | 160,354 | 179,697 | 234,592 | 249,325 | 185,314 | 142,846 | 139,407 |
Share Based Compensation | -4.8% | 8,666 | 9,100 | 9,000 | 7,766 | 9,683 | 5,500 | 9,800 | 7,833 | 6,091 | 4,400 | 9,000 | 5,381 | 5,748 | 4,600 | 2,900 | 2,661 | 4,981 | 4,700 | 4,900 | 4,165 | 3,891 |
Cashflow From Investing | -200.2% | -113,357 | 113,092 | -318,346 | -587,272 | -33,106 | -458,900 | -331,471 | -229,054 | -513,461 | -167,385 | -809,415 | -76,466 | -262,081 | -75,480 | -92,539 | -109,832 | -101,515 | -113,903 | -153,192 | -154,163 | 195,412 |
Cashflow From Financing | 169.3% | 321,982 | -464,941 | 128,347 | 307,174 | -306,170 | 257,526 | 70,834 | 35,697 | 251,183 | -93,083 | 531,728 | -132,780 | 100,687 | -127,844 | -151,013 | -32,543 | -277,048 | 921 | -76,934 | -104,717 | -129,154 |
Dividend Payments | 0.2% | 230,367 | 229,992 | 229,474 | 226,697 | 221,955 | 205,574 | 204,597 | 203,131 | 197,041 | 194,655 | 187,159 | 185,426 | 184,098 | 182,241 | 180,342 | 180,274 | 179,402 | 177,545 | 176,041 | 171,408 | 110,879 |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Real Estate: | |||
Lease revenues | $ 1,427,376 | $ 1,301,617 | $ 1,177,438 |
Income from finance leases and loans receivable | 107,173 | 74,266 | 67,555 |
Investment Management: | |||
Total revenues | 1,741,358 | 1,479,086 | 1,331,524 |
Operating Expenses | |||
Depreciation and amortization | 574,212 | 503,403 | 475,989 |
General and administrative | 96,027 | 88,952 | 81,888 |
Operating property expenses | 95,141 | 27,054 | 9,848 |
Impairment charges — real estate | 86,411 | 39,119 | 24,246 |
Reimbursable tenant costs | 81,939 | 73,622 | 62,417 |
Property expenses, excluding reimbursable tenant costs | 44,451 | 50,753 | 47,898 |
Stock-based compensation expense | 34,504 | 32,841 | 24,881 |
Merger and other expenses | 4,954 | 19,387 | (4,546) |
Reimbursable costs from affiliates | 368 | 2,518 | 4,035 |
Impairment charges — Investment Management goodwill | 0 | 29,334 | 0 |
Total operating expenses | 1,018,007 | 866,983 | 726,656 |
Other Income and Expenses | |||
Gain on sale of real estate, net | 315,984 | 43,476 | 40,425 |
Interest expense | (291,852) | (219,160) | (196,831) |
Other gains and (losses) | (36,184) | 96,038 | (12,885) |
Non-operating income | 21,442 | 30,309 | 13,860 |
Earnings (losses) from equity method investments | 19,575 | 29,509 | (10,829) |
Gain on change in control of interests | 0 | 33,931 | 0 |
Total other income and expenses | 28,965 | 14,103 | (166,260) |
Income before income taxes | 752,316 | 626,206 | 438,608 |
Provision for income taxes | (44,052) | (27,724) | (28,486) |
Net Income | 708,264 | 598,482 | 410,122 |
Net loss (income) attributable to noncontrolling interests | 70 | 657 | (134) |
Net Income Attributable to W. P. Carey | $ 708,334 | $ 599,139 | $ 409,988 |
Basic Earnings Per Share (usd per share) | $ 3.29 | $ 3.00 | $ 2.25 |
Diluted Earnings Per Share (usd per share) | $ 3.28 | $ 2.99 | $ 2.24 |
Weighted-Average Shares Outstanding | |||
Basic (in shares) | 215,369,777 | 199,633,802 | 182,486,476 |
Diluted (in shares) | 215,760,496 | 200,427,124 | 183,127,098 |
Real Estate | |||
Real Estate: | |||
Lease revenues | $ 1,427,376 | $ 1,301,617 | $ 1,177,438 |
Operating property revenues | 180,257 | 59,230 | 13,478 |
Other lease-related income | 23,333 | 32,988 | 53,655 |
Investment Management: | |||
Operating property revenues | 180,257 | 59,230 | 13,478 |
Total revenues | 1,738,139 | 1,468,101 | 1,312,126 |
Operating Expenses | |||
Impairment charges — Investment Management goodwill | 0 | ||
Investment Management | |||
Real Estate: | |||
Operating property revenues | 3,219 | 10,985 | 19,398 |
Investment Management: | |||
Operating property revenues | 3,219 | 10,985 | 19,398 |
Operating Expenses | |||
Impairment charges — Investment Management goodwill | 29,334 | ||
Investment Management | Asset management revenue | |||
Real Estate: | |||
Operating property revenues | 2,184 | 8,467 | 15,363 |
Investment Management: | |||
Operating property revenues | 2,184 | 8,467 | 15,363 |
Investment Management | Other advisory income and reimbursements | |||
Real Estate: | |||
Operating property revenues | 667 | 0 | 0 |
Investment Management: | |||
Operating property revenues | 667 | 0 | 0 |
Investment Management | Reimbursable costs from affiliates | |||
Real Estate: | |||
Operating property revenues | 368 | 2,518 | 4,035 |
Investment Management: | |||
Operating property revenues | $ 368 | $ 2,518 | $ 4,035 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 | ||
---|---|---|---|---|
Investments in real estate: | ||||
Land, buildings and improvements — net lease and other | $ 12,095,458 | $ 13,338,857 | ||
Land, buildings and improvements — operating properties | 1,256,249 | 1,095,892 | ||
Net investments in finance leases and loans receivable | 1,514,923 | 771,761 | ||
In-place lease intangible assets and other | 2,308,853 | 2,659,750 | ||
Above-market rent intangible assets | 706,773 | 833,751 | ||
Investments in real estate | 17,882,256 | 18,700,011 | ||
Accumulated depreciation and amortization | (3,005,479) | (3,269,057) | ||
Assets held for sale, net | 37,122 | 57,944 | ||
Net investments in real estate | 14,913,899 | 15,488,898 | ||
Equity method investments | 354,261 | 327,502 | ||
Cash and cash equivalents | 633,860 | 167,996 | ||
Other assets, net | 1,096,474 | 1,080,227 | ||
Goodwill | 978,289 | 1,037,412 | ||
Total assets | [1] | 17,976,783 | 18,102,035 | |
Debt: | ||||
Senior unsecured notes, net | 6,035,686 | 5,916,400 | ||
Unsecured term loans, net | 1,125,564 | 552,539 | ||
Unsecured revolving credit facility | 403,785 | 276,392 | ||
Non-recourse mortgages, net | 579,147 | 1,132,417 | ||
Debt, net | 8,144,182 | 7,877,748 | ||
Accounts payable, accrued expenses and other liabilities | 615,750 | 623,843 | ||
Below-market rent and other intangible liabilities, net | 136,872 | 184,584 | ||
Deferred income taxes | 180,650 | 178,959 | ||
Dividends payable | 192,332 | 228,257 | ||
Total liabilities | [1] | 9,269,786 | 9,093,391 | |
Commitments and contingencies (Note 13) | ||||
Preferred stock, $0.001 par value, 50,000,000 shares authorized; none issued | 0 | 0 | ||
Common stock, $0.001 par value, 450,000,000 shares authorized; 218,671,874 and 210,620,949 shares, respectively, issued and outstanding | 219 | 211 | ||
Additional paid-in capital | 11,784,461 | 11,706,836 | ||
Distributions in excess of accumulated earnings | (2,891,424) | (2,486,633) | ||
Deferred compensation obligation | 62,046 | 57,012 | ||
Accumulated other comprehensive loss | (254,867) | (283,780) | ||
Total stockholders’ equity | 8,700,435 | 8,993,646 | ||
Noncontrolling interests | 6,562 | 14,998 | ||
Total equity | 8,706,997 | 9,008,644 | ||
Total liabilities and equity | $ 17,976,783 | $ 18,102,035 | ||
|
 | Mr. Jason E. Fox |
---|---|
 | wpcarey.com |
 | REIT Mortgage |
 | 193 |