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W. P. Carey Inc. (WPC) Stock Fundamental Analysis & AI Rating 2026

WPC NYSE Real Estate Investment Trusts MD CIK: 0001025378
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
68% Conf
Pending
Analysis scheduled

📊 WPC Key Takeaways

Revenue: $1.7B
Net Margin: 27.2%
Free Cash Flow: $1.3B
Current Ratio: N/A
Debt/Equity: 1.07x
EPS: $1.33
AI Rating: HOLD with 68% confidence
W. P. Carey Inc. (WPC) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.7B, net profit margin of 27.2%, and return on equity (ROE) of 5.7%, W. P. Carey Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete WPC stock analysis for 2026.

Is W. P. Carey Inc. (WPC) a Good Investment?

Claude

WPC demonstrates strong cash flow generation ($1.3B OCF) and revenue growth (8.4% YoY) essential for REIT operations, but flat net income growth despite revenue expansion signals margin compression concerns. Critically weak interest coverage of 1.9x creates vulnerability to rising rates or operational stress in a highly leveraged capital structure.

Why Buy W. P. Carey Inc. Stock? WPC Key Strengths

Claude
  • + Strong operating cash flow generation ($1.3B) with exceptional 74.7% FCF margin critical for dividend sustainability
  • + Revenue growth of 8.4% YoY demonstrates market demand and operational expansion
  • + Healthy operating margins (29.4%) and net margins (27.2%) show pricing power and operational efficiency

WPC Stock Risks: W. P. Carey Inc. Investment Risks

Claude
  • ! Net income flat YoY despite 8.4% revenue growth indicates margin compression or accelerating operational costs
  • ! Interest coverage ratio of 1.9x is dangerously low with minimal buffer for adverse rate movements or earnings deterioration
  • ! Low ROE (5.7%) and ROA (2.6%) suggest inefficient capital deployment relative to debt burden of $8.7B

Key Metrics to Watch

Claude
  • * Net income growth trajectory and root causes of margin compression
  • * Interest coverage ratio trend amid current interest rate environment
  • * Operating cash flow sustainability and dividend payout ratios

W. P. Carey Inc. (WPC) Financial Metrics & Key Ratios

Revenue
$1.7B
Net Income
$466.4M
EPS (Diluted)
$1.33
Free Cash Flow
$1.3B
Total Assets
$18.0B
Cash Position
$155.3M

💡 AI Analyst Insight

The 74.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

WPC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 29.4%
Net Margin 27.2%
ROE 5.7%
ROA 2.6%
FCF Margin 74.7%

WPC vs Real Estate Sector: How W. P. Carey Inc. Compares

How W. P. Carey Inc. compares to Real Estate sector averages

Net Margin
WPC 27.2%
vs
Sector Avg 20.0%
WPC Sector
ROE
WPC 5.7%
vs
Sector Avg 8.0%
WPC Sector
Current Ratio
WPC 0.0x
vs
Sector Avg 1.5x
WPC Sector
Debt/Equity
WPC 1.1x
vs
Sector Avg 1.5x
WPC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is W. P. Carey Inc. Stock Overvalued? WPC Valuation Analysis 2026

Based on fundamental analysis, W. P. Carey Inc. appears fundamentally strong relative to the Real Estate sector in 2026.

Return on Equity
5.7%
Sector avg: 8%
Net Profit Margin
27.2%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.07x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

W. P. Carey Inc. Balance Sheet: WPC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.07x
Debt/Assets
54.8%
Interest Coverage
1.89x
Long-term Debt
$8.7B

WPC Revenue & Earnings Growth: 5-Year Financial Trend

WPC 5-year financial data: Year 2021: Revenue $1.3B, Net Income $305.2M, EPS $1.78. Year 2022: Revenue $1.5B, Net Income $455.4M, EPS $2.60. Year 2023: Revenue $1.7B, Net Income $410.0M, EPS $2.24. Year 2024: Revenue $1.7B, Net Income $599.1M, EPS $2.99. Year 2025: Revenue $1.7B, Net Income $708.3M, EPS $3.28.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: W. P. Carey Inc.'s revenue has grown significantly by 31% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.28 reflects profitable operations.

WPC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
74.7%
Free cash flow / Revenue

WPC Quarterly Earnings & Performance

Quarterly financial performance data for W. P. Carey Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $397.4M $111.7M $0.51
Q2 2025 $389.7M $51.2M $0.23
Q1 2025 $389.8M $125.8M $0.57
Q3 2024 $397.4M $111.7M $0.51
Q2 2024 $389.7M $142.9M $0.65
Q1 2024 $389.8M $159.2M $0.72
Q3 2023 $383.6M $104.9M $0.51
Q2 2023 $344.4M $127.7M $0.66

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

W. P. Carey Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.3B
Cash generated from operations
Capital Expenditures
$388.0K
Investment in assets
Dividends Paid
$790.0M
Returned to shareholders

WPC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for W. P. Carey Inc. (CIK: 0001025378)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775161081.xml View →
Mar 31, 2026 8-K wpc-20260331.htm View →
Mar 27, 2026 DEF 14A wpc-20260326.htm View →
Feb 24, 2026 8-K tm267127d1_8k.htm View →
Feb 19, 2026 8-K tm266760d1_8k.htm View →

Frequently Asked Questions about WPC

What is the AI rating for WPC?

W. P. Carey Inc. (WPC) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WPC's key strengths?

Claude: Strong operating cash flow generation ($1.3B) with exceptional 74.7% FCF margin critical for dividend sustainability. Revenue growth of 8.4% YoY demonstrates market demand and operational expansion.

What are the risks of investing in WPC?

Claude: Net income flat YoY despite 8.4% revenue growth indicates margin compression or accelerating operational costs. Interest coverage ratio of 1.9x is dangerously low with minimal buffer for adverse rate movements or earnings deterioration.

What is WPC's revenue and growth?

W. P. Carey Inc. reported revenue of $1.7B.

Does WPC pay dividends?

W. P. Carey Inc. pays dividends, with $790.0M distributed to shareholders in the trailing twelve months.

Where can I find WPC SEC filings?

Official SEC filings for W. P. Carey Inc. (CIK: 0001025378) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WPC's EPS?

W. P. Carey Inc. has a diluted EPS of $1.33.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WPC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, W. P. Carey Inc. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WPC stock overvalued or undervalued?

Valuation metrics for WPC: ROE of 5.7% (sector avg: 8%), net margin of 27.2% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy WPC stock in 2026?

Our dual AI analysis gives W. P. Carey Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WPC's free cash flow?

W. P. Carey Inc.'s operating cash flow is $1.3B, with capital expenditures of $388.0K. FCF margin is 74.7%.

How does WPC compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 27.2% (avg: 20%), ROE 5.7% (avg: 8%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI