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

EQUITY | REIT - Retail | New York Stock Exchange

Last Closing

USD 167.71

Change

-0.34 (-0.20)%

Market Cap

USD 56.21B

Volume

0.91M

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: 2024-08-28 )

Largest Industry Peers for REIT - Retail

Symbol Name Price(Change) Market Cap
O Realty Income Corporation

+0.30 (+0.48%)

USD 54.34B
SPG-PJ Simon Property Group Inc

+0.06 (+0.09%)

USD 53.03B
FRT Federal Realty Investment Trus..

+1.13 (+0.97%)

USD 9.77B
FRT-PC Federal Realty Investment Trus..

+0.16 (+0.71%)

USD 9.01B
NNN National Retail Properties Inc

+0.42 (+0.87%)

USD 8.93B
BRX Brixmor Property

+0.55 (+2.00%)

USD 8.28B
ADC Agree Realty Corporation

+0.81 (+1.07%)

USD 7.66B
KIM-PM Kimco Realty Corporation

+0.21 (+0.87%)

USD 7.63B
KIM-PL Kimco Realty Corporation

+0.27 (+1.17%)

USD 7.29B
SITC Site Centers Corp

+1.15 (+1.94%)

USD 3.04B

ETFs Containing SPG

IQQ7:XETRA iShares US Property Yield.. 5.11 % 0.00 %

+0.19 (+1.26%)

USD 0.53B
IUSP:LSE iShares US Property Yield.. 5.03 % 0.00 %

+16.00 (+1.26%)

USD 0.65B
IUSP:XETRA iShares US Property Yield.. 5.03 % 0.00 %

+0.24 (+1.26%)

USD 4.31B
RMAX:CA Hamilton REITs YIELD MAXI.. 5.02 % 0.00 %

+0.24 (+1.26%)

CAD 0.05B
IUSP:SW iShares US Property Yield.. 4.99 % 0.00 %

+0.39 (+1.26%)

N/A
IQRA IndexIQ Active ETF Trust 4.95 % 0.00 %

+0.24 (+1.26%)

N/A
REIT ALPS Active REIT ETF 4.86 % 0.00 %

+0.30 (+1.26%)

USD 0.04B
DJRE:AU SPDR Dow Jones Global Rea.. 4.62 % 0.00 %

+0.08 (+1.26%)

USD 0.43B
FRI First Trust S&P REIT Inde.. 4.51 % 0.50 %

+0.25 (+1.26%)

USD 0.17B
TBG EA Series Trust 4.45 % 0.00 %

+0.28 (+1.26%)

USD 0.06B
TRET:F VanEck Vectors ETFs N.V. .. 4.23 % 0.00 %

-0.02 (1.26%)

USD 0.28B
TRET:SW VanEck Global Real Estate.. 4.23 % 0.00 %

N/A

USD 0.28B
RGRE:CA 4.23 % 0.64 %

N/A

N/A
TREG:LSE VanEck Vectors ETFs N.V. .. 4.20 % 0.00 %

+0.27 (+1.26%)

USD 0.30B
TRET:LSE VanEck Vectors ETFs N.V. .. 4.20 % 0.00 %

+0.54 (+1.26%)

USD 0.30B
CGR:CA iShares Global Real Estat.. 3.99 % 0.71 %

+0.30 (+1.26%)

CAD 0.21B
DFAR Dimensional ETF Trust 3.98 % 0.00 %

+0.25 (+1.26%)

USD 1.20B
FREL Fidelity® MSCI Real Esta.. 3.53 % 0.08 %

+0.29 (+1.26%)

USD 1.08B
GLRA:LSE SPDR® Dow Jones Global R.. 3.51 % 0.00 %

+0.32 (+1.26%)

USD 0.04B
GBRE:SW SPDR® Dow Jones Global R.. 3.51 % 0.00 %

+0.14 (+1.26%)

USD 0.27B
GLRA:SW SPDR® Dow Jones Global R.. 3.51 % 0.00 %

+0.20 (+1.26%)

USD 0.04B
REIT:AU VanEck FTSE International.. 3.35 % 0.00 %

+0.06 (+1.26%)

USD 0.32B
GLPR:AU Ishares Core Ftse Global .. 3.30 % 0.00 %

+0.13 (+1.26%)

N/A
IWDP:SW iShares Developed Markets.. 3.23 % 0.00 %

+0.37 (+1.26%)

USD 1.21B
IWDP:LSE iShares Developed Markets.. 3.21 % 0.00 %

+12.75 (+1.26%)

USD 1.22B
IQQ6:XETRA iShares Developed Markets.. 3.15 % 0.00 %

+0.18 (+1.26%)

USD 1.16B
DFGR Dimensional ETF Trust - D.. 3.07 % 0.00 %

+0.27 (+1.26%)

N/A
R8T:XETRA abrdn Global Real Estate .. 3.06 % 0.00 %

+0.11 (+1.26%)

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.06 % 0.00 %

+0.15 (+1.26%)

USD 0.01B
HEA:CA 2.97 % 0.00 %

N/A

N/A
HEA-U:CA 2.97 % 0.00 %

N/A

N/A
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 2.97 % 0.00 %

+0.23 (+1.26%)

N/A
DRN Direxion Daily Real Estat.. 2.88 % 1.09 %

+0.28 (+1.26%)

USD 0.11B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 2.88 % 0.00 %

+0.17 (+1.26%)

USD 0.04B
AVRE Avantis Real Estate ETF 2.86 % 0.00 %

+0.30 (+1.26%)

USD 0.54B
EPRA:PA Amundi Index Solutions - .. 2.86 % 0.00 %

+0.54 (+1.26%)

USD 0.27B
10AJ:F Amundi Index Solutions - .. 2.86 % 0.00 %

+0.62 (+1.26%)

N/A
10AJ:XETRA Amundi Index Solutions - .. 2.86 % 0.00 %

+0.43 (+1.26%)

USD 0.07B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 2.86 % 0.00 %

+0.33 (+1.26%)

USD 0.92B
NSCR Nuveen Sustainable Core E.. 2.80 % 0.00 %

+0.22 (+1.26%)

USD 5.49M
NBGR Neuberger Berman ETF Trus.. 2.66 % 0.00 %

+0.28 (+1.26%)

N/A
KRUZ 2.41 % 0.00 %

N/A

N/A
QRET:CA Mackenzie Developed Marke.. 2.40 % 0.00 %

N/A

CAD 0.01B
RUD.U:CA 2.12 % 0.43 %

N/A

N/A
CSYZ:XETRA UBS (Irl) ETF plc - FTSE .. 1.95 % 0.00 %

+0.84 (+1.26%)

USD 0.22B
CSYZ:F Credit Suisse Index Fund .. 1.95 % 0.00 %

+0.82 (+1.26%)

USD 0.13B
GREIT:SW UBS (Irl) ETF plc - FTSE .. 1.95 % 0.00 %

+0.78 (+1.26%)

USD 0.19B
TAEQ 1.47 % 0.00 %

N/A

N/A
CVY Invesco Zacks Multi-Asset.. 1.11 % 0.65 %

+0.28 (+1.26%)

USD 0.12B
FMDE Fidelity Covington Trust 0.93 % 0.00 %

+0.37 (+1.26%)

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

+0.09 (+1.26%)

USD 0.43B
CGR 0.00 % 1.58 %

N/A

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

+0.33 (+1.26%)

N/A
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

-0.46 (1.26%)

N/A
EWRE 0.00 % 0.40 %

N/A

N/A
GQRE FlexShares Global Quality.. 0.00 % 0.45 %

+0.48 (+1.26%)

N/A
ICF 0.00 % 0.34 %

N/A

N/A
IWR iShares Russell Mid-Cap E.. 0.00 % 0.19 %

+0.96 (+1.26%)

USD 34.75B
LRET 0.00 % 0.00 %

N/A

N/A
PERM 0.00 % 0.48 %

N/A

N/A
PRME Prime Medicine, Inc. Comm.. 0.00 % 0.95 %

+0.04 (+1.26%)

N/A
PSR Invesco Active U.S. Real .. 0.00 % 0.00 %

+1.03 (+1.26%)

N/A
PWC 0.00 % 0.59 %

N/A

N/A
REET iShares Global REIT ETF 0.00 % 0.14 %

+0.23 (+1.26%)

USD 4.10B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

-0.12 (1.26%)

N/A
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

+0.39 (+1.26%)

USD 0.14B
RTL 0.00 % 0.60 %

N/A

N/A
DDIV First Trust RBA Quality I.. 0.00 % 0.69 %

+0.42 (+1.26%)

USD 0.06B
FCUD:CA Fidelity U.S. High Divide.. 0.00 % 0.39 %

+0.27 (+1.26%)

CAD 0.26B
RUE 0.00 % 0.44 %

N/A

N/A
RWO SPDR® Dow Jones Global R.. 0.00 % 0.50 %

+0.55 (+1.26%)

N/A
RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

+0.97 (+1.26%)

N/A
SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

+0.22 (+1.26%)

N/A
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

-0.16 (1.26%)

N/A
URE ProShares Ultra Real Esta.. 0.00 % 0.95 %

+1.07 (+1.26%)

USD 0.09B
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

+0.55 (+1.26%)

USD 2.76B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

+1.02 (+1.26%)

USD 37.20B
WREI 0.00 % 0.32 %

N/A

N/A
XLRE The Real Estate Select Se.. 0.00 % 0.13 %

+0.32 (+1.26%)

USD 8.00B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.07 (+1.26%)

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

+0.06 (+1.26%)

N/A
GLRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+0.50 (+1.26%)

N/A
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

+0.31 (+1.26%)

N/A
HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+15.00 (+1.26%)

N/A
IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

+0.37 (+1.26%)

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

+0.32 (+1.26%)

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

+0.05 (+1.26%)

N/A
EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+40.50 (+1.26%)

N/A
GBRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+27.50 (+1.26%)

N/A
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

+0.23 (+1.26%)

N/A
IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

+0.27 (+1.26%)

N/A
IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

+0.11 (+1.26%)

N/A
IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

+0.26 (+1.26%)

N/A
SPYJ:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.23 (+1.26%)

N/A
H4ZL:XETRA 0.00 % 0.00 %

N/A

N/A
SPYJ:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+0.35 (+1.26%)

USD 0.27B
TRET:XETRA VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.39 (+1.26%)

USD 0.28B
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

-20.00 (1.26%)

USD 10.28B
2515:TSE NEXT FUNDS International .. 0.00 % 0.00 %

-12.50 (1.26%)

USD 21.19B
TGRE:CA TD Active Global Real Est.. 0.00 % 0.00 %

+0.06 (+1.26%)

CAD 0.07B
SPY2:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+0.18 (+1.26%)

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

+0.15 (+1.26%)

USD 0.27B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

+0.10 (+1.26%)

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 17.58% 94% A 81% B-
Dividend Return 2.77% 44% F 59% D-
Total Return 20.34% 91% A- 82% B
Trailing 12 Months  
Capital Gain 47.75% 97% N/A 93% A
Dividend Return 6.83% 81% B- 81% B-
Total Return 54.58% 97% N/A 94% A
Trailing 5 Years  
Capital Gain 12.60% 79% B- 51% F
Dividend Return 21.65% 48% F 72% C
Total Return 34.26% 79% B- 53% F
Average Annual (5 Year Horizon)  
Capital Gain 18.53% 89% A- 82% B
Dividend Return 24.58% 94% A 85% B
Total Return 6.04% 80% B- 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 51.71% 17% F 18% F
Risk Adjusted Return 47.53% 86% B+ 66% D+
Market Capitalization 56.21B 100% F 97% 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 57% 38%
Price/Book Ratio 18.70 7% 5%
Price / Cash Flow Ratio 15.88 36% 24%
Price/Free Cash Flow Ratio 14.62 79% 30%
Management Effectiveness  
Return on Equity 82.96% 96% 98%
Return on Invested Capital 9.55% 86% 66%
Return on Assets 5.62% 96% 79%
Debt to Equity Ratio 859.22% 4% 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.

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.

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.

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:
Highly leveraged

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.

Overpriced on cashflow basis

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector