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Warehouses de Pauw Comm VA (WDP) Fair Value & Analysis

Real Estate · BE · Market cap €5.3B · ISIN BE0974349814

What is Warehouses de Pauw Comm VA really worth?

WD Warehouses de Pauw Comm VA WDP · BR
Price€21.64
Fair Value€15.53
Upside−28.2%
Quality50/100

A solid business, but trading 39% above our fair value of €15.53.

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Strengths

Highly profitable · 70.8% net margin
Moderate debt · generates free cash flow
Wide moat 66/100

Risks

!Mixed Growth (revenue 5y +16.0 %/yr)
!Mixed vs. peers (7/15)

For context

·3.98% dividend yield
Evidence: High Range €10.58 – €23.03

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 22 days ago

Share price −1.3% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (€10.58 to €23.03) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.

Price vs Fair Value (5 years)

€36.27 €16.87 Fair Value €15.53 Jul 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range €16.87 – €36.27 · fair‑value band €10.58 – €23.03 · the €21.64 price screens above the €15.53 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

Warehouses de Pauw Comm VA (WDP) currently trades at €21.64, while our model-based Fair Value estimate is €15.53, implying the stock looks roughly 39.3% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Real Estate sector. Bull case: the Economic Profit group reads highest at a median of €17.56 per share, and 4 of the 16 models we run sit above the €21.64 price. Bear case: the Growth DCF group reads lowest at €8.68, and 12 of the 16 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Warehouses de Pauw Comm VA generated revenue of €547M at a net margin of 69.8%. Revenue grew 1.0% year over year. It earns a return on equity of 7.7%. Net debt stands at €3.5B. Fundamentals as of Aug 13, 2026

Our scenario range runs from €10.58 (bear case) to €23.03 (bull case); at €21.64, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 14% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at −43% fair-value upside, at −28%, WDP screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €0.5339 per share, which is 3.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income best evidence €16.74 €17.56 €18.52 76
FCF DCF €3.07 €16.85 €47.70 69
5Y Revenue Exit €9.17 €23.19 69
All 16 models by family
DCF Models
FCF DCF €3.07 €16.85 €47.70 69
5Y Revenue Exit €9.17 €23.19 69
5Y EBITDA Exit €6.33 €24.96 €49.57 69
10Y Revenue Exit €10.11 €26.71 64
10Y EBITDA Exit €5.10 €21.85 €49.70 61
Dividend Discount
Gordon GGM €5.97 €11.90 €18.02 67
DDM Multi-Stage €5.97 €10.28 €12.56 67
Multiples
P/S Multiple €10.58 €14.11 €17.64 58
P/B Multiple €18.76 €25.01 €31.27 55
EV/EBIT €14.95 €24.40 €33.86 64
EV/EBITDA €9.11 €16.62 €24.12 65
EV/Revenue €1.78 €6.33 50
Asset-Based
NCAV (Graham) €10.43 €13.98 €20.86 54
Growth DCF
Growth DCF €2.63 €17.66 €40.16 69
Rev-Margin DCF €8.68 €21.36 69
Economic Profit
Residual Income best evidence €16.74 €17.56 €18.52 76

Widest divergence: Economic Profit (€17.56) versus Growth DCF (€8.68). Highest evidence: Residual Income (76).

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Key figures & financial health

P/E ratio 13.1
P/S ratio 8.89 P/E × margin
EPS (TTM) €1.65 price ÷ EPS = P/E 13.1
Dividend yield 4.0% payout 52.2%
Net margin 67.8% FY2025
Return on equity 7.7% TTM
More key figures
Profitability
Return on assets (EBIT) 6.0% avg 5y
Operating margin 75.1% TTM
Growth
Revenue (TTM) €547M TTM
Revenue growth (YoY) +1.0% 3y avg +16.4%
EPS growth (YoY) +35.3%
Balance sheet & cash flow
Free cash flow €297M FY2025
Net debt €3.5B FY2025 · ≈ 11.7 yrs of FCF

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 50 · Market factors (momentum, volatility) 49

Profitability 36
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 80
Earnings quality: real cash, not paper profit
Fin. Strength 47
Balance sheet, leverage, solvency risk
Investment 71
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 36
Distance to the 52-week high (market factor)
Net Issuance 28
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Warehouses De Pauw SA develops and invests in logistics real estate warehouses and offices. WDP's property portfolio comprises more than 9 million m.

Full company description

Warehouses De Pauw SA develops and invests in logistics real estate warehouses and offices. WDP's property portfolio comprises more than 9 million m. This international portfolio of semi-industrial and logistics buildings is spread over more than 350 sites at prime logistics locations for storage and distribution in Belgium, the Netherlands, France, Luxembourg, Germany and Romania. Warehouses De Pauw SA was incorporated in May 27th, 1977 in Belgium.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Warehouses de Pauw Comm VA reported revenue of €522M in FY2025 versus €279M in FY2021, a compound +17.0%/yr. Reported net income was €354M in FY2025, compounding −22.5%/yr from FY2021.

Growth Quality 95/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€522M
Latest YoY
+19.1%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+16.4%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+16.0%
Avg. revenue growth/yr (20Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.3%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−4.5% (−8.5 + 4.0)
Revenue +17.0%/yr
FY21 €279M
FY22 €331M
FY23 €400M
FY24 €438M
FY25 €522M
Net income −22.5%/yr
FY21 €982M
FY22 €352M
FY23 €22.3M
FY24 €435M
FY25 €354M
Character of growth · EPS growth decomposed (2014-2025) +3.6 % p.a.
Revenue per share +8.5 %

of which total revenue +15.5 % · buybacks/dilution −6.1 %

EBIT margin −6.6 %
Tax rate −0.3 %
Residual (interest, one-offs) +2.4 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

WDP screens 39% overvalued. Compare with Prologis, Inc →

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Cite: Fair Value Calculator (2026). "Warehouses de Pauw Comm VA Fair Value". https://www.fairvalue-calculator.com/stock/WDP

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

REIT - Industrial · 56 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 51 · Below median
Fair Value upside −28% · Below median
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 71% · Above median
Operating margin (TTM) 84% · Top 25%
Revenue growth 16% · Top 25%
Dividend yield (TTM) 4.0% · Bottom 25%
Debt / equity 0.65× · Higher than median

Valuation Multiples vs REIT - Industrial median · lower = cheaper

P/E (TTM) 13.1× · Cheaper than median
P/B 1.24× · Pricier than median
P/S (TTM) 10.94× · Pricier than 75% of peers
P/FCF 20.9× · Pricier than 75% of peers
EV/EBITDA 20.0× · Pricier than 75% of peers
PEG 3.51× · Cheaper than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 7
FUTURE82 · sector 16
PAST33 · sector 29
HEALTH68 · sector 77
DIVIDEND80 · sector 100

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more REIT - Industrial stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Prologis, Inc PLD $140.70 $61.28 −56%
Public Storage, a member of the S&P 500, PSA $311.20 $162.43 −48%
Extra Space Storage Inc EXR $140.12 $78.38 −44%
EastGroup Properties, Inc EGP $198.47 $81.41 −59%
Lineage, Inc LINE $39.32 $47.91 +22%
CapitaLand Ascendas REIT (CLAR) A17U 2.44 SGD 2.00 SGD −18%
CubeSmart CUBE $39.73 $25.06 −37%
First Industrial Realty Trust, Inc FR $62.39 $20.72 −67%
Rexford Industrial Realty, Inc REXR $36.39 $20.69 −43%
STAG Industrial, Inc STAG $37.18 $21.64 −42%

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Frequently asked questions

Is Warehouses de Pauw Comm VA (WDP) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of €15.53 versus a price of €21.64, about −28% upside (overvalued).
What is the fair value of WDP?
Our model-based fair value for Warehouses de Pauw Comm VA is €15.53 (as of Aug 13, 2026), built from audited fundamentals. The current price: €21.64.
What is the quality score of WDP?
Warehouses de Pauw Comm VA has a Quality Score of 50/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Warehouses de Pauw Comm VA (WDP)?
Warehouses de Pauw Comm VA reported trailing-twelve-month revenue of about €547M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of WDP?
The net profit margin of Warehouses de Pauw Comm VA is about 69.8%, meaning it keeps roughly 69.8% of revenue as net income. Based on the latest reported figures.
Does Warehouses de Pauw Comm VA pay a dividend?
Warehouses de Pauw Comm VA currently shows a dividend yield of about 3.98% relative to its recent price (as of Aug 13, 2026).
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