WPC vs WSO
Comparison between W. P. Carey Inc (WPC, Company) and Watsco Inc - Class A (WSO, Company).
WPC is from the Real Estate sector, while WSO is from the Industrials sector.
5-Year PerformanceWSO has outperformed WPC, delivering a return of +10.0% compared to +6.5%
WPC vs WSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WPC vs WSO - Historical Returns
Returns include dividend reinvestment.
WPC vs WSO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WPC | WSO |
|---|---|---|
| 2026 | +15.81% | +23.00% |
| 2025 | +25.36% | -26.25% |
| 2024 | -12.02% | +15.59% |
| 2023 | -8.21% | +72.85% |
| 2022 | +1.52% | -15.46% |
| 2021 | +27.54% | +42.70% |
| 2020 | -4.80% | +31.13% |
| 2019 | +31.21% | +34.90% |
| 2018 | +1.77% | -15.44% |
| 2017 | +23.58% | +17.80% |
| 2016 | +6.61% | +31.98% |
| 2015 | -11.24% | +12.90% |
| 2014 | +21.95% | +15.03% |
| 2013 | +22.94% | +26.23% |
| 2012 | +31.67% | +25.50% |
| 2011 | +39.71% | +5.92% |
| 2010 | +21.00% | +31.75% |
| 2009 | +29.17% | +27.70% |
| 2008 | -23.23% | +12.47% |
| 2007 | +16.43% | -20.57% |
| 2006 | +24.81% | -24.16% |
| 2005 | -22.73% | +75.41% |
| 2004 | +22.91% | +55.09% |
| 2003 | +30.36% | +39.42% |
| 2002 | +15.94% | +16.77% |
| 2001 | +37.80% | +24.98% |
| 2000 | +20.79% | +2.27% |
| 1999 | +2.59% | +13.44% |
WPC vs WSO Drawdown Comparison
The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The current WSO drawdown is -22.93%.
| Rank | WPC | WSO |
|---|---|---|
| #1 | -52.45% Oct 18, 2019 - Dec 29, 2021 | -54.14% Feb 24, 2006 - Apr 22, 2010 |
| #2 | -48.69% Dec 10, 2007 - Mar 30, 2010 | -43.26% May 23, 2000 - Mar 7, 2002 |
| #3 | -36.81% Jul 29, 2022 - Jan 16, 2026 | -41.64% Nov 25, 2024 - Nov 20, 2025 |
| #4 | -29.35% Feb 17, 2005 - Jan 11, 2007 | -35.08% Nov 15, 1999 - Apr 20, 2000 |
| #5 | -24.95% Jan 26, 2015 - Jun 21, 2016 | -33.03% May 3, 2002 - Sep 2, 2003 |
| #6 | -23.27% May 20, 2013 - Dec 22, 2014 | -29.53% Jun 12, 2018 - Dec 6, 2019 |
| #7 | -21.73% Aug 1, 2016 - Jul 27, 2017 | -28.58% Apr 6, 2011 - Feb 1, 2012 |
| #8 | -21.29% Jul 21, 2011 - Dec 7, 2011 | -27.17% Dec 15, 2021 - Feb 2, 2023 |
| #9 | -20.87% Oct 14, 2003 - Oct 18, 2004 | -24.30% Mar 9, 2020 - Jun 9, 2020 |
| #10 | -15.71% Nov 21, 2017 - Oct 25, 2018 | -17.92% Apr 22, 2014 - Dec 3, 2014 |
| #11 | -15.05% May 9, 2007 - Oct 30, 2007 | -17.41% Oct 23, 2015 - Mar 18, 2016 |
| #12 | -14.04% Oct 31, 2012 - Jan 22, 2013 | -17.17% Apr 22, 2010 - Dec 2, 2010 |
| #13 | -13.39% Jun 15, 2001 - Aug 1, 2001 | -17.14% Apr 25, 2000 - May 22, 2000 |
| #14 | -13.19% Jul 29, 2003 - Oct 7, 2003 | -16.18% Jul 19, 2012 - Oct 4, 2012 |
| #15 | -12.50% Mar 23, 2012 - Sep 14, 2012 | -15.96% Apr 22, 2004 - Sep 21, 2004 |
Correlation
Correlation between WPC and WSO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WPC vs WSO dividend yield comparison.
| Year | WPC | WSO |
|---|---|---|
| 2026 | 1.26% | 1.50% |
| 2025 | 5.62% | 3.47% |
| 2024 | 6.41% | 2.23% |
| 2023 | 7.93% | 2.29% |
| 2022 | 5.43% | 3.43% |
| 2021 | 5.12% | 2.44% |
| 2020 | 5.91% | 3.06% |
| 2019 | 5.17% | 3.55% |
| 2018 | 6.26% | 4.02% |
| 2017 | 7.26% | 2.71% |
| 2016 | 6.65% | 2.43% |
| 2015 | 6.49% | 2.39% |
| 2014 | 5.26% | 1.87% |
| 2013 | 5.70% | 1.20% |
| 2012 | 4.68% | 9.99% |
| 2011 | 5.34% | 3.40% |
| 2010 | 6.48% | 3.23% |
| 2009 | 8.29% | 3.86% |
| 2008 | 8.34% | 4.56% |
| 2007 | 6.47% | 3.56% |
| 2006 | 6.05% | 2.01% |
| 2005 | 7.05% | 1.04% |
| 2004 | 4.99% | 1.08% |
| 2003 | 5.68% | 0.88% |
| 2002 | 6.94% | 0.70% |
| 2001 | 7.33% | 0.70% |
| 2000 | 9.28% | 1.04% |
| 1999 | 2.49% | 0.00% |
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