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WPC · NASDAQ · STOCK

W. P. Carey

Real Estate Updated August 09, 2026
$70.52
52W $63.08 – $77.22
51/100
$16.36B
24.5
0.78
AI Committee Verdict
Watch
51/100
Conviction: Contested · 50% agreement · 6 analysts
+0.7%
-1.3%
0.52:1
Contested

Is WPC Bullish or Bearish?

Mixed. Innellis AI committee rates W. P. Carey (WPC) Watch with a composite score of 51/100 , based on 6 analysts with 50% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +9.36 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -10.64 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — current ratio of 0.18 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 5.1% pays you to wait — Value
  • EPS growing 91.8% YoY — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 25.1 is moderate-to-rich — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 27 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.18 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
51/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 91%
of 61 Real Estate peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 5.1% pays you to wait
− P/E of 25.1 is moderate-to-rich
Growth Analyst neutral
53 / 100 · High confidence
Moderate growth -- present but not remarkable
+ EPS growing 91.8% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 27 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.18 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 50.6 to 50.6.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
27.0
Oversold
MACD Histogram
-0.410
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$70.84
Resistance
$72.28
Bollinger %B
0.17
Inside Bands
Price vs Moving Averages
EMA 9
$72.93 Below
EMA 21
$73.42 Below
EMA 50
$73.37 Below
EMA 200
$70.81 Below

Fundamental Analysis

Valuation
85
Growth
41
Profitability
59
Financial Health
37
Cash Flow
70
Valuation
P/E Ratio 24.5×
P/B Ratio 1.87×
PEG Ratio 0.26
Dividend Yield 5.15%
52W High $77.22
52W Low $63.08
Quality & Growth
ROE 574.5%
ROA 259.2%
Gross Margin 5276.4%
Operating Margin 3361.8%
Revenue Growth YoY
Debt / Equity 1.03
AI Fundamental Assessment
P/E ratio of 24.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 5.7%; Return on assets of 2.6%; Net margin of 34.3%; Gross margin of 52.8%; Current ratio of 0.46 (tight short-term liquidity); Debt-to-equity of 1.03; Free cash flow per share is positive (4.79); Most recent quarter beat estimates by 16.0%; 2 consecutive earnings beats; EPS growth decelerating (+19.4% -> +2.5% QoQ); Average YoY EPS growth of 256.5%; Analyst estimates falling over recent quarters
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Explore WPC Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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