Company Analysis

W.P. Carey Inc. (WPC)

NYSE: WPC · Real Estate Investment Trusts · New York, NY · filing with the SEC since 1997
Grade5.9
◀ Past 5.9● Present 6.2▶ Future 5.3

The grade of W.P. Carey Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.9/10
◀ Past5.925% of the headline
● Present6.245% of the headline
▶ Future5.330% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.9/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.0/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 70th percentile among 174 sector filers · read for itself

From the record

W.P. Carey Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.7/10

What has it actually done, year after year?

+6.9% a year over 10 filed years; profitable in 10 of 10.

weight 33% of this tense · 57th percentile among 156 sector filers · read for its customers

From the record

W.P. Carey Inc.'s 10 filed years say what it did: revenue went from $942 million in fiscal 2016 to $1.7 billion in fiscal 2025, up 6.9% a year; it rose in 6 of 9 years; the deepest fall was 10% from fiscal 2016 to fiscal 2017; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span6.9%top 44% of its family
  • the share of years revenue rosebottom 34% of its family
  • the share of filed years with a profittop 20% of its family
  • the deepest fall from a revenue peak9.9%top 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.0/10

How has it treated the people who own it?

Share count grew 3.3% a year. 59% of cash flow returned. Insiders: 1 sales, 0 purchases.

weight 22% of this tense · 40th percentile among 156 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, W.P. Carey Inc.'s diluted share count grew about 3.3% a year, and dividends and buybacks returned about 59% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 0 purchases of their own stock on the open market in the year to 2026-11-04 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 38% of its family
  • cash returned against operating cash flowbottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.2/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
6.0/10

Is it financially healthy right now?

ROE 6%: 6¢ of profit per shareholder dollar. Leverage 55%: owes 55¢ per asset dollar.

weight 45% of this tense · 60th percentile among 171 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, W.P. Carey Inc. earned about 6 cents of profit for every dollar of shareholders' money. Leverage: it owed about 55 cents per dollar of assets, and net share issuance: its share count grew 0.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 41% of its family
  • return on equitytop 45% of its family
  • the share count against the year beforetop 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.4/10

How strong is its position in its industry?

top 36% of 157 in its family; net margin 27.2%.

weight 33% of this tense · 64th percentile among 157 sector filers · read for its customers

From the record

W.P. Carey Inc.'s standing among 157 graded names in its industry family: revenue of $1.7 billion in fiscal 2025 ranks in the top 24% by size; a net margin of 27.2% ranks in the top 33%; revenue growth of 5.1% a year over the last 3 filed years ranks in the bottom 49% (its annual reports).

What it rests on

  • revenue against the family$1.72Btop 24% of its family
  • net margin27.2%top 33% of its family
  • three-year revenue growth5.1%bottom 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.5/10

What are the people in charge doing?

top 35% of 160 in its family for leadership; chief executive since 2018.

weight 22% of this tense · 65th percentile among 160 sector filers · read for its shareholders

From the record

W.P. Carey Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Fox, Jason E. (CEO, as filed), filing under that title since 2018-01-22, 8.8 years (top 44% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 8.8 years (top 39%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 23%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge3 in three years among 15 peopletop 23% of its family
  • the median years the people in charge have filed8.8 yearstop 39% of its family
  • the chief executive's years on the record8.8 yearstop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.3/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.1/10

How much room does it have to grow?

top 39% of 146 in its family for room to expand.

weight 22% of this tense · 61st percentile among 146 sector filers · read for itself

From the record

W.P. Carey Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $155 million against debt of $8.7 billion leaves -47.6% of its assets as net cash, bottom 26% of its family; cash from operations less capital spending is 74.7% of revenue (top 4%) (its annual report).

What it rests on

  • cash less debt against assets-47.6%bottom 26% of its family
  • cash from operations less capital spending against revenue74.7%top 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.9/10

What could actually drive growth from here?

top 41% of 153 in its family for growth drivers.

weight 33% of this tense · 59th percentile among 153 sector filers · read for its customers

From the record

W.P. Carey Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 5.1% a year over the last three filed years against 6.9% over all 10, slowing (bottom 45% of its family); the newest year grew 8.4% (top 28%) (its annual reports). W.P. Carey Inc. reported 4 product lines in fiscal 2025: Owned Real Estate at $1.7 billion (99%), Investment Management at $9 million (1%), Management Service at $5 million (0%), and 1 more; 2 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-1.8 points a yearbottom 45% of its family
  • the newest year's revenue growth8.4%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.5/10

Did its newest year beat what its own record pointed to?

bottom 45% of 150 in its family for expectations against reality.

weight 45% of this tense · 45th percentile among 150 sector filers · read for its shareholders

From the record

W.P. Carey Inc.'s newest year against its own record: revenue of $1.7 billion in fiscal 2025 came in 4.8% above the $1.6 billion its prior three years' pace pointed to (top 21% of its family); net income of $466 million against a prior three-year average of $589 million (bottom 33%); a net margin of 27.2% against 36.8% before (bottom 22%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace4.8%top 21% of its family
  • net income against the prior three years' average-21%bottom 33% of its family
  • net margin against its prior average-9.6 pointsbottom 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton WPC · research, not advice