Company / Return on Equity (ROE)
W. P. Carey Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
5.7%
FY2025
5-year range
4.0% / 8.1%
FY2021-FY2025
Trend
+4.9%
vs FY2024
Sector context
#74 of 139
Real Estate
What the data says
At 5.7%, W. P. Carey's return on equity (roe) ranks #74 of 139 in the Real Estate sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 3.9% in FY2018 to 8.7% in FY2017.
Based on SEC 10-K filings.
5.7% in FY2025 with a 5-year CAGR of -0.2%.
Declined from 8.1% to 5.7% over the past 2 years.
Real Estate sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -0.9pp
- 5-Year Change
- -0.2pp
- 10-Year Change
- -
Sector benchmark
#74 of 139 in Real EstateTop 53% of 139This company 5.7% Sector average 7.0%
▼
-18.2% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 4.9% year-over-year.
- Currently 1.3pp below the Real Estate sector average.
- Peak return on equity (roe) was recorded in FY2017.
- Lowest return on equity (roe) in the period was in FY2018.
Company context
Key Data Points
- Strong profit margin: 21.8%
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 5.7% | +4.9% |
| FY2024 | 5.5% | -32.8% |
| FY2023 | 8.1% | +22.2% |
| FY2022 | 6.7% | +65.3% |
| FY2021 | 4.0% | -32.6% |
| FY2020 | 6.0% | +49.9% |
| FY2019 | 4.0% | +1.8% |
| FY2018 | 3.9% | -54.9% |
| FY2017 | 8.7% | +7.2% |
| FY2016 | 8.1% | +61.2% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026