SPG:NYE-Simon Property Group Inc (USD)

COMMON STOCK | REIT - Retail |

Last Closing

USD 172.08

Change

+0.10 (+0.06)%

Market Cap

USD 65.16B

Volume

0.93M

Analyst Target

USD 82.36
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Simon Property Group, Inc. (NYSE:SPG) is a self-administered and self-managed real estate investment trust ("REIT"). Simon Property Group, L.P., or the Operating Partnership, is our majority-owned partnership subsidiary that owns all of our real estate properties and other assets. In this package, the terms Simon, we, our, or the Company refer to Simon Property Group, Inc., the Operating Partnership, and its subsidiaries. We own, develop and manage premier shopping, dining, entertainment and mixed-use destinations, which consist primarily of malls, Premium Outlets, The Mills, and International Properties. At June 30, 2024, we owned or had an interest in 230 properties comprising 183 million square feet in North America, Asia and Europe. We also owned an 84% interest in The Taubman Realty Group, or TRG, which owns 22 regional, super-regional, and outlet malls in the U.S. and Asia. Additionally, at June 30, 2024, we had a 22.4% ownership interest in Klépierre, a publicly traded, Paris-based real estate company, which owns shopping centers in 14 European countries.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for REIT - Retail

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

+0.07 (+0.12%)

USD 55.94B
SPG-PJ Simon Property Group Inc

N/A

USD 52.84B
FRT Federal Realty Investment Trus..

+1.40 (+1.24%)

USD 9.64B
FRT-PC Federal Realty Investment Trus..

+0.05 (+0.22%)

USD 9.20B
NNN National Retail Properties Inc

-0.17 (-0.37%)

USD 8.88B
BRX Brixmor Property

+0.12 (+0.44%)

USD 8.42B
ADC Agree Realty Corporation

+1.16 (+1.57%)

USD 8.06B
KIM-PM Kimco Realty Corporation

+0.17 (+0.74%)

USD 7.62B
KIM-PL Kimco Realty Corporation

-0.04 (-0.18%)

USD 7.40B
AKR Acadia Realty Trust

+0.24 (+0.99%)

USD 3.17B

ETFs Containing SPG

ZFN:CA BMO SIA Focused North Ame.. 6.61 % 0.00 %

-0.24 (0.17%)

CAD 0.22B
RMAX:CA Hamilton REITs YIELD MAXI.. 5.09 % 0.00 %

+0.03 (+0.17%)

CAD 0.06B
IUSP:SW iShares US Property Yield.. 4.99 % 0.00 %

+0.09 (+0.17%)

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

N/A

N/A
IUSP:XETRA iShares US Property Yield.. 4.75 % 0.00 %

-0.25 (0.17%)

USD 4.31B
XLRE The Real Estate Select Se.. 4.69 % 0.13 %

+0.16 (+0.17%)

USD 8.09B
IUSP:LSE iShares US Property Yield.. 4.66 % 0.00 %

+10.75 (+0.17%)

USD 0.74B
DJRE:AU SPDR Dow Jones Global Rea.. 4.63 % 0.00 %

-0.09 (0.17%)

USD 0.43B
USRT iShares Core U.S. REIT ET.. 4.55 % 0.08 %

+0.19 (+0.17%)

USD 2.83B
DDIV First Trust RBA Quality I.. 4.54 % 0.69 %

+0.26 (+0.17%)

USD 0.07B
IQQ7:XETRA iShares US Property Yield.. 4.53 % 0.00 %

+0.03 (+0.17%)

USD 0.53B
TREG:LSE VanEck Vectors ETFs N.V. .. 4.52 % 0.00 %

+0.05 (+0.17%)

USD 0.32B
TRET:LSE VanEck Vectors ETFs N.V. .. 4.52 % 0.00 %

+0.04 (+0.17%)

USD 0.32B
TBG EA Series Trust 4.47 % 0.00 %

-0.04 (0.17%)

USD 0.08B
FRI First Trust S&P REIT Inde.. 4.36 % 0.50 %

+0.11 (+0.17%)

USD 0.19B
REIT ALPS Active REIT ETF 4.34 % 0.00 %

+0.15 (+0.17%)

USD 0.04B
TRET:F VanEck Vectors ETFs N.V. .. 4.29 % 0.00 %

-0.19 (0.17%)

USD 0.28B
TRET:XETRA VanEck Vectors ETFs N.V. .. 4.29 % 0.00 %

-0.10 (0.17%)

USD 0.28B
TRET:SW VanEck Global Real Estate.. 4.29 % 0.00 %

N/A

USD 0.32B
RGRE:CA 4.23 % 0.64 %

N/A

N/A
DFAR Dimensional ETF Trust 4.14 % 0.00 %

+0.10 (+0.17%)

USD 1.23B
CGR:CA iShares Global Real Estat.. 3.90 % 0.71 %

-0.06 (0.17%)

CAD 0.21B
FCUD:CA Fidelity U.S. High Divide.. 3.82 % 0.39 %

-0.19 (0.17%)

CAD 0.26B
FREL Fidelity® MSCI Real Esta.. 3.70 % 0.08 %

+0.12 (+0.17%)

USD 1.07B
TGRE:CA TD Active Global Real Est.. 3.65 % 0.00 %

-0.04 (0.17%)

CAD 0.07B
2515:TSE NEXT FUNDS International .. 3.56 % 0.00 %

-4.00 (0.17%)

USD 21.19B
CSYZ:XETRA UBS (Irl) ETF plc - FTSE .. 3.54 % 0.00 %

-0.18 (0.17%)

USD 0.22B
CSYZ:F Credit Suisse Index Fund .. 3.54 % 0.00 %

-0.52 (0.17%)

USD 0.13B
GREIT:SW UBS (Irl) ETF plc - FTSE .. 3.54 % 0.00 %

-0.04 (0.17%)

USD 0.18B
RSPR Invesco S&P 500® Equal.. 3.45 % 0.00 %

+0.04 (+0.17%)

USD 0.12B
REET iShares Global REIT ETF 3.38 % 0.14 %

+0.02 (+0.17%)

USD 3.91B
SPYJ:XETRA SPDR® Dow Jones Global R.. 3.36 % 0.00 %

-0.07 (0.17%)

USD 0.27B
SPY2:XETRA SPDR® Dow Jones Global R.. 3.36 % 0.00 %

-0.05 (0.17%)

USD 0.27B
SPY2:F SSgA SPDR ETFs Europe I P.. 3.36 % 0.00 %

-0.16 (0.17%)

USD 0.27B
GLRA:LSE SPDR® Dow Jones Global R.. 3.36 % 0.00 %

+0.13 (+0.17%)

USD 0.04B
GBRE:SW SPDR® Dow Jones Global R.. 3.36 % 0.00 %

-0.03 (0.17%)

USD 0.28B
GLRA:SW SPDR® Dow Jones Global R.. 3.36 % 0.00 %

+0.03 (+0.17%)

USD 0.04B
DRN Direxion Daily Real Estat.. 3.26 % 1.09 %

+0.14 (+0.17%)

USD 0.10B
GLPR:AU Ishares Core Ftse Global .. 3.24 % 0.00 %

-0.10 (0.17%)

N/A
IQQ6:XETRA iShares Developed Markets.. 3.22 % 0.00 %

-0.01 (0.17%)

USD 1.16B
REIT:AU VanEck FTSE International.. 3.20 % 0.00 %

-0.12 (0.17%)

USD 0.32B
IWDP:LSE iShares Developed Markets.. 3.19 % 0.00 %

+7.00 (+0.17%)

USD 1.51B
DFGR Dimensional ETF Trust - D.. 3.07 % 0.00 %

+0.12 (+0.17%)

N/A
URE ProShares Ultra Real Esta.. 3.05 % 0.95 %

+0.62 (+0.17%)

USD 0.08B
IWDP:SW iShares Developed Markets.. 3.05 % 0.00 %

+0.02 (+0.17%)

USD 1.51B
AVRE Avantis Real Estate ETF 3.03 % 0.00 %

+0.20 (+0.17%)

USD 0.54B
VNQ Vanguard Real Estate Inde.. 3.02 % 0.12 %

+0.42 (+0.17%)

USD 37.83B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.01 % 0.00 %

+0.06 (+0.17%)

USD 0.04B
R8T:XETRA abrdn Global Real Estate .. 3.00 % 0.00 %

-0.03 (0.17%)

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.00 % 0.00 %

+0.04 (+0.17%)

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 %

-0.04 (0.17%)

N/A
EPRA:PA Amundi Index Solutions - .. 2.86 % 0.00 %

+0.05 (+0.17%)

USD 0.29B
10AJ:F Amundi Index Solutions - .. 2.86 % 0.00 %

-0.37 (0.17%)

USD 0.06B
10AJ:XETRA Amundi Index Solutions - .. 2.86 % 0.00 %

+0.06 (+0.17%)

USD 0.07B
NSCR Nuveen Sustainable Core E.. 2.85 % 0.00 %

-0.10 (0.17%)

USD 6.05M
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 2.83 % 0.00 %

N/A

USD 1.05B
PPTY U.S. Diversified Real Est.. 2.75 % 0.53 %

+0.09 (+0.17%)

USD 0.10B
SIXA 6 Meridian Mega Cap Equit.. 2.71 % 0.00 %

-0.19 (0.17%)

USD 0.29B
SIXH ETC 6 Meridian Hedged Equ.. 2.71 % 0.00 %

-0.02 (0.17%)

USD 0.44B
NBGR Neuberger Berman ETF Trus.. 2.66 % 0.00 %

+0.09 (+0.17%)

N/A
KRUZ 2.44 % 0.00 %

N/A

N/A
QRET:CA Mackenzie Developed Marke.. 2.44 % 0.00 %

N/A

CAD 0.01B
RDOG ALPS REIT Dividend Dogs E.. 2.40 % 0.00 %

+0.15 (+0.17%)

USD 0.01B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 2.32 % 0.00 %

-0.03 (0.17%)

N/A
HDLV:PA Invesco S&P 500 High Divi.. 2.29 % 0.00 %

-0.23 (0.17%)

USD 0.51B
HDLV:XETRA Invesco S&P 500 High Divi.. 2.29 % 0.00 %

-0.22 (0.17%)

USD 0.31B
HDCH:SW Invesco S&P 500 High Divi.. 2.29 % 0.00 %

-0.34 (0.17%)

USD 4.38M
RUD.U:CA 2.12 % 0.43 %

N/A

N/A
TAEQ 1.47 % 0.00 %

N/A

N/A
IMCV iShares Morningstar Mid-C.. 0.98 % 0.00 %

+0.09 (+0.17%)

USD 0.65B
FMDE Fidelity Covington Trust 0.96 % 0.00 %

-0.02 (0.17%)

USD 1.94B
IWR iShares Russell Mid-Cap E.. 0.47 % 0.19 %

+0.02 (+0.17%)

USD 36.97B
CGR 0.00 % 1.58 %

N/A

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

+0.09 (+0.17%)

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

-0.25 (0.17%)

N/A
EWRE 0.00 % 0.40 %

N/A

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

+0.13 (+0.17%)

N/A
ICF 0.00 % 0.34 %

N/A

N/A
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 %

-0.01 (0.17%)

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

+0.54 (+0.17%)

N/A
PWC 0.00 % 0.59 %

N/A

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

-0.08 (0.17%)

N/A
SKOR FlexShares Credit-Scored .. 0.00 % 0.22 %

-0.07 (0.17%)

USD 0.45B
RTL 0.00 % 0.60 %

N/A

N/A
RUE 0.00 % 0.44 %

N/A

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

+0.19 (+0.17%)

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

+0.40 (+0.17%)

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

+0.08 (+0.17%)

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

-0.10 (0.17%)

N/A
WREI 0.00 % 0.32 %

N/A

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

+0.02 (+0.17%)

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

+0.01 (+0.17%)

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

+0.04 (+0.17%)

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

+0.13 (+0.17%)

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

+3.25 (+0.17%)

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

+0.17 (+0.17%)

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

+0.08 (+0.17%)

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

+0.01 (+0.17%)

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

+14.50 (+0.17%)

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

+0.05 (+0.17%)

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

-0.19 (0.17%)

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

-0.15 (0.17%)

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

-0.15 (0.17%)

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

-0.23 (0.17%)

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

-0.24 (0.17%)

N/A
H4ZL:XETRA 0.00 % 0.00 %

N/A

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

-10.00 (0.17%)

USD 10.28B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

-0.07 (0.17%)

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Retail) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.64% 84% B 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.64% 84% B 79% B-
Trailing 12 Months  
Capital Gain 52.97% 91% A- 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 52.97% 91% A- 85% B
Trailing 5 Years  
Capital Gain 11.67% 89% A- 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.67% 89% A- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 23.19% 88% B+ 84% B
Dividend Return 29.24% 91% A- 86% B+
Total Return 6.05% 81% B- 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 49.44% 22% F 19% F
Risk Adjusted Return 59.14% 94% A 75% C
Market Capitalization 65.16B 100% F 97% N/A

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.

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