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

EQUITY | REIT - Retail | New York Stock Exchange

Last Closing

USD 172.01

Change

-1.79 (-1.03)%

Market Cap

USD 56.21B

Volume

0.73M

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: 2024-12-27 )

Largest Industry Peers for REIT - Retail

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

N/A

USD 50.71B
O Realty Income Corporation

N/A

USD 46.20B
FRT Federal Realty Investment Trus..

N/A

USD 9.54B
FRT-PC Federal Realty Investment Trus..

N/A

USD 8.65B
BRX Brixmor Property

N/A

USD 8.28B
ADC Agree Realty Corporation

N/A

USD 8.14B
NNN National Retail Properties Inc

N/A

USD 7.57B
KIM-PM Kimco Realty Corporation

N/A

USD 6.97B
KIM-PL Kimco Realty Corporation

N/A

USD 6.91B
AKR Acadia Realty Trust

N/A

USD 3.29B

ETFs Containing SPG

ZFN:CA BMO SIA Focused North Ame.. 6.62 % 0.00 %

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CAD 0.25B
RMAX:CA Hamilton REITs YIELD MAXI.. 5.73 % 0.00 %

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CAD 0.07B
DJRE:AU SPDR Dow Jones Global Rea.. 5.16 % 0.00 %

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USD 0.43B
XLRE The Real Estate Select Se.. 5.07 % 0.13 %

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USD 7.02B
IUSP:SW iShares US Property Yield.. 4.99 % 0.00 %

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IQRA IndexIQ Active ETF Trust 4.95 % 0.00 %

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IUSP:LSE iShares US Property Yield.. 4.93 % 0.00 %

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USD 0.65B
USRT iShares Core U.S. REIT ET.. 4.84 % 0.08 %

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USD 2.77B
TRET:SW VanEck Global Real Estate.. 4.79 % 0.00 %

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USD 0.30B
DDIV First Trust RBA Quality I.. 4.54 % 0.69 %

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USD 0.07B
TBG EA Series Trust 4.46 % 0.00 %

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USD 0.10B
DFAR Dimensional ETF Trust 4.32 % 0.00 %

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USD 1.24B
RGRE:CA 4.23 % 0.64 %

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FCUD:CA Fidelity U.S. High Divide.. 4.14 % 0.39 %

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CAD 0.27B
CSYZ:F Credit Suisse Index Fund .. 4.01 % 0.00 %

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USD 0.13B
GREIT:SW UBS (Irl) ETF plc - FTSE .. 4.01 % 0.00 %

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USD 0.18B
GLRA:LSE SPDR® Dow Jones Global R.. 3.73 % 0.00 %

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USD 0.40M
GLRA:SW SPDR® Dow Jones Global R.. 3.73 % 0.00 %

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USD 0.04B
REIT:AU VanEck FTSE International.. 3.63 % 0.00 %

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USD 0.32B
REET iShares Global REIT ETF 3.62 % 0.14 %

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USD 3.66B
RSPR Invesco S&P 500 Equal Wei.. 3.61 % 0.00 %

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USD 0.12B
GLPR:AU Ishares Core Ftse Global .. 3.61 % 0.00 %

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URE ProShares Ultra Real Esta.. 3.55 % 0.95 %

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USD 0.07B
GBRE:SW SPDR® Dow Jones Global R.. 3.53 % 0.00 %

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USD 0.27B
IWDP:LSE iShares Developed Markets.. 3.43 % 0.00 %

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USD 1.32B
IWDP:SW iShares Developed Markets.. 3.43 % 0.00 %

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USD 1.31B
R8T:XETRA abrdn Global Real Estate .. 3.29 % 0.00 %

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USD 0.08B
R8TA:XETRA abrdn Global Real Estate .. 3.29 % 0.00 %

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USD 0.08B
VNQ Vanguard Real Estate Inde.. 3.25 % 0.12 %

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USD 34.26B
AVRE Avantis Real Estate ETF 3.20 % 0.00 %

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USD 0.52B
HPRA:LSE HSBC FTSE EPRA NAREIT Dev.. 3.20 % 0.00 %

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USD 0.04B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.19 % 0.00 %

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USD 1.06B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.19 % 0.00 %

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USD 0.05B
DFGR Dimensional ETF Trust - D.. 3.07 % 0.00 %

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

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PPTY U.S. Diversified Real Est.. 2.92 % 0.53 %

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USD 0.08B
PPI Investment Managers Serie.. 2.86 % 0.00 %

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USD 0.06B
NBGR Neuberger Berman ETF Trus.. 2.66 % 0.00 %

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SPHD Invesco S&P 500® High Di.. 2.47 % 0.30 %

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USD 3.40B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 2.47 % 0.00 %

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HDCH:SW Invesco S&P 500 High Divi.. 2.44 % 0.00 %

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USD 4.59M
KRUZ Unusual Whales Subversive.. 2.42 % 0.00 %

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USD 0.05B
ZYUS:AU ANZ S&P 500 High Yield Lo.. 2.39 % 0.00 %

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USD 0.08B
RUD.U:CA 2.12 % 0.43 %

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PRA:CA Purpose Diversified Real .. 1.72 % 0.73 %

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CAD 0.05B
TAEQ 1.47 % 0.00 %

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RIET Hoya Capital High Dividen.. 1.47 % 0.00 %

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USD 0.09B
JKI 1.29 % 0.30 %

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FMDE Fidelity Covington Trust 0.95 % 0.00 %

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USD 2.13B
CGR 0.00 % 1.58 %

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CGR:CA iShares Global Real Estat.. 0.00 % 0.71 %

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CAD 0.21B
CVY Invesco Zacks Multi-Asset.. 0.00 % 0.65 %

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USD 0.11B
DRN Direxion Daily Real Estat.. 0.00 % 1.09 %

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USD 0.07B
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

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EWRE 0.00 % 0.40 %

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FREL Fidelity® MSCI Real Esta.. 0.00 % 0.08 %

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USD 0.99B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

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USD 0.18B
GQRE FlexShares Global Quality.. 0.00 % 0.45 %

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ICF iShares Cohen & Steers RE.. 0.00 % 0.34 %

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USD 3.24B
LRET 0.00 % 0.00 %

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PERM 0.00 % 0.48 %

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PRME Prime Medicine, Inc. Comm.. 0.00 % 0.95 %

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PSR Invesco Active U.S. Real .. 0.00 % 0.00 %

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PWC 0.00 % 0.59 %

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REK ProShares Short Real Esta.. 0.00 % 0.95 %

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SKOR FlexShares Credit-Scored .. 0.00 % 0.22 %

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USD 0.47B
RTL 0.00 % 0.60 %

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RUE 0.00 % 0.44 %

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RWO SPDR® Dow Jones Global R.. 0.00 % 0.50 %

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RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

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SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

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SRS ProShares UltraShort Real.. 0.00 % 0.95 %

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WREI 0.00 % 0.32 %

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DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

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DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

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

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HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

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HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

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IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

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IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

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DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

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EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

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

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EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 0.29B
HDLV:PA Invesco S&P 500 High Divi.. 0.00 % 0.00 %

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USD 0.42B
10AJ:F Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 0.06B
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

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IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

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IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

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IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

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

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TRET:F VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

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USD 0.28B
10AJ:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 0.07B
H4ZL:XETRA 0.00 % 0.00 %

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HDLV:XETRA Invesco S&P 500 High Divi.. 0.00 % 0.00 %

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USD 0.31B
IQQ6:XETRA iShares Developed Markets.. 0.00 % 0.00 %

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USD 1.16B
IQQ7:XETRA iShares US Property Yield.. 0.00 % 0.00 %

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

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USD 4.31B
SPYJ:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

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

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

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

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

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CAD 0.07B
QRET:CA Mackenzie Developed Marke.. 0.00 % 0.00 %

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CAD 0.01B
SPY2:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

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USD 0.27B
RDOG ALPS REIT Dividend Dogs E.. 0.00 % 0.00 %

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USD 0.01B
TREG:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

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

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USD 0.27B
CSYZ:XETRA UBS (Irl) ETF plc - FTSE .. 0.00 % 0.00 %

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USD 0.22B
REIT ALPS Active REIT ETF 0.00 % 0.00 %

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USD 0.04B
IMCV iShares Morningstar Mid-C.. 0.00 % 0.00 %

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USD 0.66B
SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

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

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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 20.59% 88% B+ 78% C+
Dividend Return 5.68% 71% C- 72% C
Total Return 26.27% 84% B 82% B
Trailing 12 Months  
Capital Gain 20.59% 88% B+ 78% C+
Dividend Return 5.68% 71% C- 72% C
Total Return 26.27% 84% B 82% B
Trailing 5 Years  
Capital Gain 16.55% 86% B+ 60% D-
Dividend Return 23.24% 54% F 71% C-
Total Return 39.79% 86% B+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 26.92% 91% A- 86% B+
Dividend Return 33.00% 91% A- 88% B+
Total Return 6.08% 88% B+ 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 47.13% 25% F 21% F
Risk Adjusted Return 70.02% 94% A 81% B-
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 45% 35%
Price/Book Ratio 20.95 7% 5%
Price / Cash Flow Ratio 16.39 33% 23%
Price/Free Cash Flow Ratio 15.42 57% 28%
Management Effectiveness  
Return on Equity 81.23% 96% 98%
Return on Invested Capital 9.55% 86% 65%
Return on Assets 5.75% 96% 79%
Debt to Equity Ratio 859.22% 4% 4%

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.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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

Low Dividend Growth

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