SPG:NYE-Simon Property Group Inc. (USD)

EQUITY | REIT-Retail | New York Stock Exchange

Last Closing

USD 152.47

Change

+0.87 (+0.57)%

Market Cap

USD 56.21B

Volume

1.21M

Analyst Target

USD 82.36
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Simon Property Group Inc is real estate investment trust. It owns, develops and manages retail real estate properties including malls, outlets and community & lifestyle centers.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-04 )

Largest Industry Peers for REIT-Retail

ETFs Containing SPG

ZFN:CA BMO SIA Focused North Ame.. 6.54 % 0.00 %

+0.01 (+-0.56%)

CAD 0.15B
GQRE FlexShares Global Quality.. 5.47 % 0.45 %

N/A

USD 0.32B
IQQ7:F iShares II Public Limited.. 5.36 % 0.00 %

-0.06 (-0.56%)

USD 0.53B
IQQ7:XETRA iShares US Property Yield.. 5.36 % 0.00 %

-0.11 (-0.56%)

USD 0.53B
IUSP:LSE iShares US Property Yield.. 5.32 % 0.00 %

-14.25 (-0.56%)

USD 0.49B
IUSP:F iShares Emerging Markets .. 5.32 % 0.00 %

N/A

USD 4.31B
IUSP:XETRA iShares US Property Yield.. 5.32 % 0.00 %

+0.01 (+-0.56%)

USD 4.31B
IUSP:SW iShares US Property Yield.. 5.32 % 0.00 %

-0.09 (-0.56%)

N/A
XLRE The Real Estate Select Se.. 5.06 % 0.13 %

N/A

USD 5.96B
IQRA IndexIQ Active ETF Trust 4.84 % 0.00 %

N/A

USD 5.01M
DJRE:AU SPDR Dow Jones Global Rea.. 4.82 % 0.00 %

-0.04 (-0.56%)

USD 0.43B
RWR SPDR® Dow Jones REIT ETF 4.79 % 0.25 %

N/A

USD 1.40B
FRI First Trust S&P REIT Inde.. 4.71 % 0.50 %

N/A

USD 0.12B
USRT iShares Core U.S. REIT ET.. 4.68 % 0.08 %

N/A

USD 2.39B
TRET:F VanEck Vectors ETFs N.V. .. 4.44 % 0.00 %

N/A

USD 0.28B
TRET:XETRA VanEck Vectors ETFs N.V. .. 4.44 % 0.00 %

-0.19 (-0.56%)

USD 0.28B
TRET:SW VanEck Global Real Estate.. 4.44 % 0.00 %

N/A

USD 0.26B
TBG TBG Dividend Focus ETF 4.41 % 0.00 %

N/A

USD 0.06B
DDIV First Trust RBA Quality I.. 4.26 % 0.69 %

N/A

USD 0.05B
RGRE:CA 4.23 % 0.64 %

N/A

N/A
CGR:CA iShares Global Real Estat.. 4.17 % 0.71 %

-0.10 (-0.56%)

CAD 0.19B
SCHH Schwab U.S. REIT ETF 4.11 % 0.07 %

N/A

USD 6.41B
DFAR Dimensional ETF Trust 4.07 % 0.00 %

N/A

USD 1.01B
DRN Direxion Daily Real Estat.. 3.96 % 1.09 %

N/A

USD 0.07B
URE ProShares Ultra Real Esta.. 3.83 % 0.95 %

N/A

USD 0.06B
RWO SPDR® Dow Jones Global R.. 3.70 % 0.50 %

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USD 1.16B
SPYJ:F SSgA SPDR ETFs Europe I P.. 3.69 % 0.00 %

N/A

USD 0.27B
SPYJ:XETRA SPDR® Dow Jones Global R.. 3.69 % 0.00 %

-0.11 (-0.56%)

USD 0.27B
SPY2:XETRA SPDR® Dow Jones Global R.. 3.69 % 0.00 %

-0.06 (-0.56%)

USD 0.27B
SPY2:F SSgA SPDR ETFs Europe I P.. 3.69 % 0.00 %

N/A

USD 0.27B
GLRA:LSE SPDR® Dow Jones Global R.. 3.69 % 0.00 %

-0.08 (-0.56%)

USD 0.03B
GBRE:SW SPDR® Dow Jones Global R.. 3.69 % 0.00 %

-0.09 (-0.56%)

USD 0.23B
GLRA:SW SPDR® Dow Jones Global R.. 3.69 % 0.00 %

-0.06 (-0.56%)

USD 0.03B
FCUD:CA Fidelity U.S. High Divide.. 3.69 % 0.39 %

-0.06 (-0.56%)

CAD 0.24B
FREL Fidelity® MSCI Real Esta.. 3.63 % 0.08 %

N/A

USD 0.92B
2515:TSE NEXT FUNDS International .. 3.63 % 0.00 %

+6.00 (+-0.56%)

USD 21.19B
SRS ProShares UltraShort Real.. 3.53 % 0.95 %

N/A

USD 0.04B
REIT:AU VanEck FTSE International.. 3.44 % 0.00 %

+0.03 (+-0.56%)

USD 0.32B
TGRE:CA TD Active Global Real Est.. 3.44 % 0.00 %

+0.14 (+-0.56%)

CAD 0.07B
GLPR:AU Ishares Core Ftse Global .. 3.42 % 0.00 %

+0.14 (+-0.56%)

N/A
REET iShares Global REIT ETF 3.40 % 0.14 %

N/A

USD 3.52B
IWDP:LSE iShares Developed Markets.. 3.37 % 0.00 %

-9.50 (-0.56%)

USD 1.14B
IQQ6:F iShares II Public Limited.. 3.37 % 0.00 %

N/A

USD 1.14B
IQQ6:XETRA iShares Developed Markets.. 3.37 % 0.00 %

-0.08 (-0.56%)

USD 1.16B
IWDP:SW iShares Developed Markets.. 3.37 % 0.00 %

-0.02 (-0.56%)

USD 1.14B
RSPR Invesco S&P 500® Equal.. 3.32 % 0.00 %

N/A

USD 0.12B
VNQ Vanguard Real Estate Inde.. 3.14 % 0.12 %

N/A

USD 32.31B
R8T:XETRA abrdn Global Real Estate .. 3.10 % 0.00 %

-0.04 (-0.56%)

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.10 % 0.00 %

-0.02 (-0.56%)

USD 0.01B
DFGR Dimensional ETF Trust - D.. 3.07 % 0.00 %

N/A

USD 1.61B
EPRA:PA Amundi Index Solutions - .. 3.06 % 0.00 %

-0.24 (-0.56%)

USD 0.22B
10AJ:F Amundi Index Solutions - .. 3.06 % 0.00 %

N/A

N/A
10AJ:XETRA Amundi Index Solutions - .. 3.06 % 0.00 %

-0.20 (-0.56%)

USD 0.07B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.05 % 0.00 %

-0.10 (-0.56%)

USD 0.04B
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 3.04 % 0.00 %

N/A

USD 0.20B
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 3.04 % 0.00 %

-0.08 (-0.56%)

USD 1.00B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.04 % 0.00 %

N/A

USD 0.95B
AVRE Avantis Real Estate ETF 3.03 % 0.00 %

N/A

USD 0.44B
HEA:CA Horizons Enhanced Income .. 2.97 % 0.00 %

N/A

CAD 0.16B
HEA-U:CA Horizons Enhanced Income .. 2.97 % 0.00 %

N/A

CAD 0.03B
NBGR Neuberger Berman Global R.. 2.80 % 0.00 %

N/A

USD 5.88M
QRET:CA Mackenzie Developed Marke.. 2.53 % 0.00 %

-0.53 (-0.56%)

CAD 0.01B
NSCR Nuveen Sustainable Core E.. 2.22 % 0.00 %

N/A

USD 5.49M
RUD.U:CA 2.12 % 0.43 %

N/A

N/A
CSYZ:XETRA Credit Suisse Index Fund .. 2.01 % 0.00 %

-0.30 (-0.56%)

USD 0.22B
CSYZ:F Credit Suisse Index Fund .. 2.01 % 0.00 %

N/A

USD 0.13B
GREIT:SW Credit Suisse Index Fund .. 2.01 % 0.00 %

+0.16 (+-0.56%)

USD 0.13B
PRA:CA Purpose Diversified Real .. 1.81 % 0.73 %

-0.43 (-0.56%)

CAD 0.06B
TAEQ 1.47 % 0.00 %

N/A

N/A
CVY Invesco Zacks Multi-Asset.. 1.05 % 0.65 %

N/A

USD 0.11B
JKI iShares Morningstar Mid-C.. 1.00 % 0.30 %

N/A

USD 0.59B
FMDE Fidelity Enhanced Mid Cap.. 0.94 % 0.00 %

N/A

USD 1.58B
SKOR FlexShares Credit-Scored .. 0.22 % 0.22 %

N/A

USD 0.40B
CGR 0.00 % 1.58 %

N/A

N/A
CRED Columbia ETF Trust I 0.00 % 0.15 %

N/A

USD 3.17M
DEW WisdomTree Global High Di.. 0.00 % 0.58 %

N/A

USD 0.10B
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

N/A

USD 0.09B
EWRE 0.00 % 0.40 %

N/A

N/A
ICF 0.00 % 0.34 %

N/A

N/A
IYR iShares U.S. Real Estate .. 0.00 % 0.42 %

N/A

USD 2.97B
LRET 0.00 % 0.00 %

N/A

N/A
PERM 0.00 % 0.48 %

N/A

N/A
PRME Prime Medicine Inc. Commo.. 0.00 % 0.95 %

N/A

USD 0.78B
PSR Invesco Active U.S. Real .. 0.00 % 0.00 %

N/A

USD 0.06B
PWC 0.00 % 0.59 %

N/A

N/A
REK ProShares Short Real Esta.. 0.00 % 0.95 %

N/A

USD 0.02B
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

N/A

USD 0.12B
RTL 0.00 % 0.60 %

N/A

N/A
RUE 0.00 % 0.44 %

N/A

N/A
WREI 0.00 % 0.32 %

N/A

N/A
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.02 (-0.56%)

USD 0.28B
DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.02 (-0.56%)

USD 0.04B
GLRE:LSE SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

-0.12 (-0.56%)

USD 0.23B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

-0.05 (-0.56%)

USD 0.96B
HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

-7.25 (-0.56%)

USD 0.96B
IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

-0.09 (-0.56%)

USD 0.53B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.06 (-0.56%)

USD 1.14B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.02 (-0.56%)

USD 0.02B
EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

-28.50 (-0.56%)

USD 0.22B
GBRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

-14.00 (-0.56%)

USD 0.23B
H4ZL:XETRA 0.00 % 0.00 %

N/A

N/A
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

+5.00 (+-0.56%)

USD 10.28B
TREG:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

-0.19 (-0.56%)

USD 0.25B
TRET:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

-0.11 (-0.56%)

USD 0.25B
REIT ALPS Active REIT ETF 0.00 % 0.00 %

N/A

USD 0.03B
IMCV iShares Morningstar Mid-C.. 0.00 % 0.00 %

N/A

USD 0.60B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

+0.04 (+-0.56%)

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (REIT-Retail) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.89% 100% F 68% D+
Dividend Return 1.37% 100% F 48% F
Total Return 8.26% 100% F 69% C-
Trailing 12 Months  
Capital Gain 39.66% 100% F 91% A-
Dividend Return 6.96% 100% F 82% B
Total Return 46.62% 100% F 92% A
Trailing 5 Years  
Capital Gain -6.82% 100% F 37% F
Dividend Return 19.77% 100% F 71% C-
Total Return 12.95% 100% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 13.49% 91% A- 77% C+
Dividend Return 19.42% 93% A 82% B
Total Return 5.93% 76% C+ 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 54.63% 12% F 16% F
Risk Adjusted Return 35.55% 84% B 57% F
Market Capitalization 56.21B 100% F 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT-Retail) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 30.60 100% 43%
Price/Book Ratio 15.82 100% 5%
Price / Cash Flow Ratio 14.45 100% 26%
Price/Free Cash Flow Ratio 14.64 100% 26%
Management Effectiveness  
Return on Equity 79.01% 100% 98%
Return on Invested Capital 9.55% 100% 64%
Return on Assets 5.37% 100% 75%
Debt to Equity Ratio 859.22% 100% 3%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.