W. P. Carey WPC
W. P. Carey Inc. is a diversified REIT that invests in net-leased commercial properties on a long-term basis, primarily in the United States and Europe, generating stable rental income. W.P. Carey is a diversified REIT with a leveraged balance sheet (Net Debt/EBITDA of 5.69x) and a dividend not covered by earnings (payout of 126.71%), although its revenue growth is strong (18.4%) and its net dividend yield is attractive (5.75%).
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
W. P. Carey Inc. is a diversified REIT that invests in net-leased commercial properties on a long-term basis, primarily in the United States and Europe, generating stable rental income. W.P. Carey is a diversified REIT with a leveraged balance sheet (Net Debt/EBITDA of 5.69x) and a dividend not covered by earnings (payout of 126.71%), although its revenue growth is strong (18.4%) and its net dividend yield is attractive (5.75%).
Score by category
| Category | Score |
|---|---|
| Financial health | 6.0 |
| Quality / Moat | 5.9 |
| Valuation | 5.9 |
| Growth | 8.8 |
| Dividend | 3.5 |
| Momentum | 6.0 |
| Risk & Context | 7.0 |
OVERALL SCORE: 5.8/10
Context and risks
The rise in 10-year rates (5.17%) is a direct headwind for a REIT like WPC: it makes its financing more expensive (Net Debt/EBITDA of 5.69x) and reduces the present value of its long-term lease cash flows. However, the market is already partially discounting this (the stock is at the 21st percentile of its 52-week range), so the penalty is moderated.
News considered in the analysis
- W.P. Carey (WPC) Upgraded to Buy: What Does It Mean for the Stock? — Upgrade de analista a Comprar, señal moderadamente positiva que puede atraer flujo de compra.
- Can W. P. Carey (WPC) Stay Below Fair Value After $1.9B Update? — Artículo especulativo sobre valoración tras una actualización de $1.9B; sugiere posible infravaloración, aunque es en gran parte opinión.
- How to Build $9,150 a Month in Dividend Income Without Selling a Single Share — Listículo genérico sobre ingresos por dividendos, sin información específica sobre WPC.
- How Large Does Your Portfolio Need to Be to Generate $7,050 a Month Without Selling a Single Share? — Listículo genérico sobre ingresos por dividendos, sin información específica sobre WPC.
- How Much Do You Really Need Invested to Replace a $200,000 Salary With Dividends? — Listículo genérico sobre ingresos por dividendos, sin información específica sobre WPC.
Verdict: Hold; the high dividend yield partially offsets the risk of a leveraged balance sheet and sensitivity to interest rates.
Main risk: The main risk is financial leverage (Net Debt/EBITDA of 5.69x) in a rising interest rate environment, which increases the cost of its debt and pressures its ability to maintain the dividend.
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