W.P. Carey (MEX:WPC) Return-on-Tangible-Equity: 9.74% (As of Mar. 2026) — 23% Above Median


MEX:WPC W.P. Carey Inc MEX:WPC
77 GF Score
Price MXN1,236.00
GF Value MXN1,162.34
! 9 Warning Signs
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What is W.P. Carey Return-on-Tangible-Equity?

W.P. Carey MEX:WPC 77 Return-on-Tangible-Equity is 9.74% as of Mar. 2026, which is 23% above its 10-year median of 7.90. GuruFocus rates MEX:WPC with a GF Score™ of 77/100 and a GF Value™ of MXN1,162.34. The stock has 9 warning signs investors should review. Among 934 REITs companies, W.P. Carey ranks better than 56.96% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. W.P. Carey's annualized net income for the quarter that ended in Mar. 2026 was MXN12,717 Mil. W.P. Carey's average shareholder tangible equity for the quarter that ended in Mar. 2026 was MXN130,568 Mil. Therefore, W.P. Carey's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 9.74%.

The historical rank and industry rank for W.P. Carey's Return-on-Tangible-Equity or its related term are showing as below:

MEX:WPC' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 5.13   Med: 7.9   Max: 13.47
Current: 7.12

During the past 13 years, W.P. Carey's highest Return-on-Tangible-Equity was 13.47%. The lowest was 5.13%. And the median was 7.90%.

MEX:WPC's Return-on-Tangible-Equity is ranked better than
56.96% of 934 companies
in the REITs industry
Industry Median: 6.265 vs MEX:WPC: 7.12

W.P. Carey  (MEX:WPC) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


W.P. Carey Return-on-Tangible-Equity Related Terms


W.P. Carey Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for W.P. Carey's Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

W.P. Carey Return-on-Tangible-Equity Chart

W.P. Carey Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.58 8.00 8.40 6.70 5.91

W.P. Carey Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.71 2.69 7.73 8.22 9.74

MEX:WPC vs BNL, VICI, GNL: Return-on-Tangible-Equity Comparison

For the REIT - Diversified subindustry, W.P. Carey's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


W.P. Carey Return-on-Tangible-Equity vs REITs Industry

For the REITs industry and Real Estate sector, W.P. Carey's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where W.P. Carey's Return-on-Tangible-Equity falls into.


MEX:WPC
77GF Score
W.P. Carey Inc MEX:WPC
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

W.P. Carey Return-on-Tangible-Equity Calculation

W.P. Carey's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=8397.12/( (155622.147+128401.996 )/ 2 )
=8397.12/142012.0715
=5.91 %

W.P. Carey's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=12716.804/( (128401.996+132733.511)/ 2 )
=12716.804/130567.7535
=9.74 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 9.74% mean?
W.P. Carey (MEX:WPC) has a Return-on-Tangible-Equity of 9.74% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on W.P. Carey and its competitors. This is 23% above median its historical median of 7.90. Over the past decade, W.P. Carey's Return-on-Tangible-Equity has ranged from 5.13 to 13.47. According to the industry distribution chart, W.P. Carey ranks #402 out of 934 companies in the REITs industry, placing it in the top 43%.
Is W.P. Carey's Return-on-Tangible-Equity too high?
W.P. Carey's current Return-on-Tangible-Equity of 9.74% is 23% above median its 10-year median of 7.90. Over the past 10 years, this metric has ranged from a low of 5.13 to a high of 13.47. The REITs industry median Return-on-Tangible-Equity is 6.27. W.P. Carey's value of 9.74% is 55.5% above this industry median. Based on the distribution chart, W.P. Carey ranks #402 out of 934 companies in the REITs industry, which is above the industry midpoint. Overall, W.P. Carey has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does W.P. Carey's Return-on-Tangible-Equity compare to BNL and VICI?
According to the REITs industry distribution chart, W.P. Carey ranks #402 out of 934 companies for Return-on-Tangible-Equity. This puts W.P. Carey in the upper half of its industry. The industry median Return-on-Tangible-Equity is 6.27. W.P. Carey's value of 9.74% is 55.5% above this benchmark. Historically, W.P. Carey's own Return-on-Tangible-Equity has ranged from 5.13 to 13.47 over the past decade. While the company's 10-year median is 7.90 vs. the industry median of 6.27, W.P. Carey has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for a REITs company?
The median Return-on-Tangible-Equity among REITs companies is 6.27, based on 934 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. W.P. Carey's current Return-on-Tangible-Equity of 9.74% is 55.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on W.P. Carey and its competitors. For the REITs industry, the median Return-on-Tangible-Equity is 6.27 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. W.P. Carey's current Return-on-Tangible-Equity is 9.74%, which is 23% above median its own 10-year median of 7.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is W.P. Carey stock overvalued right now?
W.P. Carey (MEX:WPC) has a current Return-on-Tangible-Equity of 9.74%. The stock's GF Value™ is MXN1,162.34, compared to a current price of MXN1,236.00 — trading 6.3% above its estimated fair value. The current Return-on-Tangible-Equity is 9.74%, which is 23% above median its 10-year median of 7.90 and 55.5% above the REITs industry median of 6.27. W.P. Carey's overall GF Score™ is 77/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For W.P. Carey (MEX:WPC), the current Return-on-Tangible-Equity is 9.74% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is W.P. Carey (MEX:WPC) Overvalued in 2026?

Based on GuruFocus' analysis, W.P. Carey stock appears to be overvalued. The current stock price of MXN1,236.00 is trading 6.3% above its estimated GF Value™ of MXN1,162.34.

Key valuation signals for MEX:WPC:

  • Return-on-Tangible-Equity: 9.74% (23% above median its 10-year median of 7.90)
  • GF Value™: MXN1,162.34 vs. price of MXN1,236.00 (6.3% above fair value)
  • GF Score™: 77/100 with 9 warning signs
  • Industry Position: 55.5% above the REITs median (#402 of 934)

No single metric tells the full story. See the MEX:WPC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


W.P. Carey Business Description

Industry Real EstateREITs
Other Exchanges WPC:USA0LS8:UKWPY:Germany
Address One Manhattan West, 395 9th Avenue, 58th Floor, New York, NY, USA, 10001
W.P. Carey Inc is a real estate investment trust principally involved in the ownership of properties located in the U.S., Western Europe, and Northern Europe. W.P. Carey organizes its operations into Real Estate and Investment Management segments. The vast majority of the company's income is derived from its Real Estate division in the form of lease revenue from long-term agreements with companies. W.P. Carey's real estate portfolio is comprised of single-tenant office, industrial, warehouse, and retail facilities located around the world. majority of the company's revenue comes from properties in the USA. Its Investment Management unit generates revenue from providing real estate advisory and portfolio management services to other REITs.
77GF Score

Get the complete analysis for MEX:WPC

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN1,236.00
Price
MXN1,162.34
GF Value