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

PREFERRED STOCK | REIT - Retail |

Last Closing

USD 59

Change

-0.10 (-0.17)%

Market Cap

USD 50.71B

Volume

853.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for REIT - Retail

Symbol Name Price(Change) Market Cap
SPG Simon Property Group Inc

-1.79 (-1.03%)

USD 64.43B
O Realty Income Corporation

-0.41 (-0.77%)

USD 46.20B
FRT Federal Realty Investment Trus..

-1.36 (-1.21%)

USD 9.75B
FRT-PC Federal Realty Investment Trus..

-0.16 (-0.75%)

USD 8.65B
BRX Brixmor Property

-0.18 (-0.65%)

USD 8.28B
ADC Agree Realty Corporation

-0.51 (-0.72%)

USD 8.14B
NNN National Retail Properties Inc

-0.22 (-0.54%)

USD 7.57B
KIM-PM Kimco Realty Corporation

-0.11 (-0.52%)

USD 6.97B
KIM-PL Kimco Realty Corporation

-0.16 (-0.78%)

USD 6.91B
AKR Acadia Realty Trust

-0.16 (-0.66%)

USD 3.29B

ETFs Containing SPG-PJ

N/A

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 -0.51% 47% F 36% F
Dividend Return 8.83% 94% A 90% A-
Total Return 8.32% 47% F 50% F
Trailing 12 Months  
Capital Gain -0.17% 47% F 38% F
Dividend Return 8.86% 94% A 91% A-
Total Return 8.69% 50% F 51% F
Trailing 5 Years  
Capital Gain -18.62% 45% F 28% F
Dividend Return 30.32% 89% A- 82% B
Total Return 11.70% 59% D- 39% F
Average Annual (5 Year Horizon)  
Capital Gain -1.54% 24% F 25% F
Dividend Return 4.11% 26% F 40% F
Total Return 5.65% 76% C+ 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.45% 94% A 79% B-
Risk Adjusted Return 39.33% 41% F 54% F
Market Capitalization 50.71B 95% A 96% 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 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 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.

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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