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BR vs WPC

Comparison between Broadridge Financial Solutions Inc (BR, Company) and W. P. Carey Inc (WPC, Company).

BR is from the Technology sector, while WPC is from the Real Estate sector.

5-Year PerformanceWPC has outperformed BR, delivering a return of +6.8% compared to +0.4%

BR vs WPC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BR
$17B
WPC
$16B
Max Drawdown
BR
59.43%
Winner
WPC
53.34%
Sharpe Ratio
BR
-1.86
Winner
WPC
1.36
5Y Beta
BR
0.49
Winner
WPC
0.25
Industry
BR
Information Technology Services
WPC
Reit - Diversified
P/E Ratio
Winner
BR
15.25
WPC
31.96
Forward P/E
Winner
BR
14.29
WPC
25.00
PEG Ratio
Winner
BR
0.38
WPC
1.52
Dividend Yield
BR
2.65%
Winner
WPC
5.02%
5Y Dividends CAGR
Winner
BR
10.93%
WPC
2.13%
5Y EPS CAGR
Winner
BR
16.10%
WPC
-0.84%
Debt to Equity
BR
114.48%
Winner
WPC
104.90%
Free Cash Flow Yield
Winner
BR
7.91%
WPC
7.85%
P/S Ratio
Winner
BR
2.27
WPC
9.47
P/B Ratio
BR
6.13
Winner
WPC
1.98

BR vs WPC - Historical Returns

Returns include dividend reinvestment.

1M
BR
-7.51%
Winner
WPC
-0.11%
3M
BR
-14.94%
Winner
WPC
+4.93%
6M
BR
-32.36%
Winner
WPC
+13.61%
1Y
BR
-36.86%
Winner
WPC
+26.48%
5Y(CAGR)
BR
+0.43%
Winner
WPC
+6.82%
10Y(CAGR)
Winner
BR
+10.97%
WPC
+8.43%
Max(CAGR)
Winner
BR
+13.51%
WPC
+12.92%

BR vs WPC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBRWPC
2026-31.28%+15.50%
2025-0.07%+25.36%
2024+14.93%-12.02%
2023+55.72%-8.21%
2022-24.48%+1.52%
2021+22.48%+27.54%
2020+26.05%-4.80%
2019+32.19%+31.21%
2018+7.61%+1.77%
2017+39.87%+23.58%
2016+29.09%+6.61%
2015+20.42%-11.24%
2014+20.28%+21.95%
2013+72.04%+22.94%
2012+3.94%+31.67%
2011+4.17%+39.71%
2010-0.71%+21.00%
2009+62.06%+29.17%
2008-42.76%-23.23%
2007+16.00%+16.43%
2006N/A+24.81%
2005N/A-22.73%
2004N/A+22.91%
2003N/A+30.36%
2002N/A+15.94%
2001N/A+37.80%
2000N/A+20.79%
1999N/A+2.59%

BR vs WPC Drawdown Comparison

The maximum drawdown for BR was -59.02%, occurring on Nov 20, 2008. Recovery took 592 trading sessions.

The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The current BR drawdown is -42.77%. The current WPC drawdown is -1.11%.

RankBRWPC
#1-59.02%
Dec 13, 2007 - Apr 22, 2010
-52.45%
Oct 18, 2019 - Dec 29, 2021
#2-45.55%
Aug 6, 2025 - May 14, 2026
-48.69%
Dec 10, 2007 - Mar 30, 2010
#3-36.87%
Sep 14, 2018 - Jul 27, 2020
-36.81%
Jul 29, 2022 - Jan 16, 2026
#4-27.01%
Dec 27, 2021 - Aug 12, 2022
-29.35%
Feb 17, 2005 - Jan 11, 2007
#5-26.85%
Aug 12, 2022 - Aug 11, 2023
-24.95%
Jan 26, 2015 - Jun 21, 2016
#6-23.75%
May 11, 2007 - Nov 8, 2007
-23.27%
May 20, 2013 - Dec 22, 2014
#7-22.38%
May 3, 2010 - Apr 27, 2011
-21.73%
Aug 1, 2016 - Jul 27, 2017
#8-21.89%
Jul 7, 2011 - Feb 1, 2012
-21.29%
Jul 21, 2011 - Dec 7, 2011
#9-18.05%
Feb 27, 2012 - Mar 14, 2013
-20.87%
Oct 14, 2003 - Oct 18, 2004
#10-16.66%
Oct 28, 2015 - Mar 31, 2016
-15.71%
Nov 21, 2017 - Oct 25, 2018
#11-14.79%
Sep 7, 2016 - May 10, 2017
-15.05%
May 9, 2007 - Oct 30, 2007
#12-11.79%
Apr 2, 2025 - Jul 24, 2025
-14.04%
Oct 31, 2012 - Jan 22, 2013
#13-11.67%
Dec 24, 2013 - May 13, 2014
-13.39%
Jun 15, 2001 - Aug 1, 2001
#14-11.41%
Aug 10, 2015 - Oct 2, 2015
-13.19%
Jul 29, 2003 - Oct 7, 2003
#15-11.06%
Sep 11, 2023 - Nov 28, 2023
-12.50%
Mar 23, 2012 - Sep 14, 2012

Correlation

Correlation between BR and WPC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

BR vs WPC dividend yield comparison.

YearBRWPC
20260.65%1.26%
20251.66%5.62%
20241.49%6.41%
20231.48%7.93%
20222.04%5.43%
20211.33%5.12%
20201.46%5.91%
20191.66%5.17%
20181.77%6.26%
20171.53%7.26%
20161.90%6.65%
20152.12%6.49%
20142.08%5.26%
20131.97%5.70%
20122.97%4.68%
20112.75%5.34%
20102.64%6.48%
20091.86%8.29%
20082.07%8.34%
20070.80%6.47%
20060.00%6.05%
20050.00%7.05%
20040.00%4.99%
20030.00%5.68%
20020.00%6.94%
20010.00%7.33%
20000.00%9.28%
19990.00%2.49%

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