Values as of: 2024-06-26
EQUITY | REIT - Retail | New York Stock Exchange
Last Closing
USD 147.59Change
-0.28 (-0.19)%Market Cap
USD 56.21BVolume
1.67MVerdict
Verdict
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.
Company Website : http://www.simon.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| O | Realty Income Corporation |
N/A |
USD 54.27B |
| SPG-PJ | Simon Property Group Inc |
N/A |
USD 53.65B |
| FRT | Federal Realty Investment Trus.. |
N/A |
USD 9.53B |
| FRT-PC | Federal Realty Investment Trus.. |
N/A |
USD 9.38B |
| NNN | National Retail Properties Inc |
N/A |
USD 8.82B |
| BRX | Brixmor Property |
N/A |
USD 8.26B |
| KIM-PM | Kimco Realty Corporation |
N/A |
USD 8.20B |
| KIM-PL | Kimco Realty Corporation |
N/A |
USD 7.80B |
| ADC | Agree Realty Corporation |
N/A |
USD 7.56B |
| SITC | Site Centers Corp |
N/A |
USD 3.09B |
| 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 | 3.47% | 91% | A- | 57% | F | ||
| Dividend Return | 2.77% | 78% | C+ | 71% | C- | ||
| Total Return | 6.24% | 88% | B+ | 60% | D- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 30.85% | 94% | A | 88% | B+ | ||
| Dividend Return | 6.87% | 81% | B- | 81% | B- | ||
| Total Return | 37.72% | 94% | A | 90% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | -7.62% | 55% | F | 39% | F | ||
| Dividend Return | 21.50% | 55% | F | 76% | C+ | ||
| Total Return | 13.88% | 55% | F | 43% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 14.78% | 88% | B+ | 79% | B- | ||
| Dividend Return | 20.75% | 91% | A- | 83% | B | ||
| Total Return | 5.97% | 81% | B- | 86% | B+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 54.06% | 16% | F | 16% | F | ||
| Risk Adjusted Return | 38.38% | 84% | B | 60% | D- | ||
| Market Capitalization | 56.21B | 100% | F | 96% | N/A | ||
| 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 | 66% | 43% | ||||
| Price/Book Ratio | 15.82 | 4% | 5% | ||||
| Price / Cash Flow Ratio | 14.19 | 32% | 27% | ||||
| Price/Free Cash Flow Ratio | 14.64 | 61% | 26% | ||||
| Management Effectiveness | |||||||
| Return on Equity | 79.01% | 97% | 98% | ||||
| Return on Invested Capital | 9.55% | 97% | 64% | ||||
| Return on Assets | 5.37% | 97% | 75% | ||||
| Debt to Equity Ratio | 859.22% | 3% | 3% | ||||
| 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.
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.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
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.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
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.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
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.
The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers median on a price to book value basis.
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.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
