COMP <GO>
WPC vs BRK-B // 10Y YIELD & FRED MACRO BETA
W. P. Carey Inc. REIT (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: WPC 7
— BRK-B 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: WPC
LAST: $64.10 (-1.22%) • MKT CAP: $14.93B
macro-sensitivity
1.04
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WPC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WPC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.70% | 11.47% | -7.77 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.8x | 9.7x | +20.12 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 8.07% | 2.09% | +5.98 | WPC | /fcf-yield <GO> |
| Operating Margin | 33.10% | 27.80% | +5.30 | WPC | /operating-margins <GO> |
| Net Profit Margin | 27.20% | 22.30% | +4.90 | WPC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | 3.93% | +4.47 | WPC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.29% | 0.00% | +5.29 | WPC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 2.85 | -1.25 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | WPC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 3.55% | +3.45 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 66.8 | -19.92 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.04 | 0.61 | +0.43 | WPC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.8x | 24.3x | +5.46 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.93B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WPC REV | BRK-B REV | WPC GROSS % | BRK-B GROSS % | WPC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.72B | $371.44B | 44.0% | — | $1.21B | $25.04B |
| FY 2024 | $1.58B | $371.43B | 44.0% | — | $1.76B | $11.62B |
| FY 2023 | $1.74B | $364.48B | 44.0% | — | $995.1M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WPC // BETA 1.04
BRK-B // BETA 0.61