SPG:NYE-Simon Property Group Inc (USD)

COMMON STOCK | REIT - Retail |

Last Closing

USD 180.56

Change

+0.62 (+0.34)%

Market Cap

USD 64.85B

Volume

1.49M

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 September 30, 2024, we owned or had an interest in 231 properties comprising 184 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 September 30, 2024, we had a 22.4% ownership interest in Klepierre, 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: 2025-02-10 )

Largest Industry Peers for REIT - Retail

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

-0.83 (-1.39%)

USD 50.73B
O Realty Income Corporation

-0.16 (-0.30%)

USD 47.52B
FRT Federal Realty Investment Trus..

-1.18 (-1.06%)

USD 9.02B
FRT-PC Federal Realty Investment Trus..

+0.04 (+0.21%)

USD 8.57B
BRX Brixmor Property

-0.50 (-1.87%)

USD 8.01B
ADC Agree Realty Corporation

-0.08 (-0.11%)

USD 7.91B
NNN National Retail Properties Inc

-0.56 (-1.45%)

USD 7.51B
KIM-PM Kimco Realty Corporation

+0.04 (+0.16%)

USD 7.12B
KIM-PL Kimco Realty Corporation

+0.13 (+0.63%)

USD 6.78B
EPRT Essential Properties Realty Tr..

-0.30 (-0.95%)

USD 5.55B

ETFs Containing SPG

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

+0.09 (+0.12%)

CAD 0.30B
RMAX:CA Hamilton REITs YIELD MAXI.. 5.85 % 0.00 %

+0.10 (+0.12%)

CAD 0.08B
IUSP:SW iShares US Property Yield.. 4.99 % 0.00 %

+0.05 (+0.12%)

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

+0.10 (+0.12%)

N/A
USRT iShares Core U.S. REIT ET.. 4.89 % 0.08 %

+0.03 (+0.12%)

USD 2.85B
TRET:F VanEck Vectors ETFs N.V. .. 4.87 % 0.00 %

+0.18 (+0.12%)

USD 0.28B
TRET:SW VanEck Global Real Estate.. 4.87 % 0.00 %

-0.09 (0.12%)

USD 0.29B
FRI First Trust S&P REIT Inde.. 4.70 % 0.50 %

-0.01 (0.12%)

USD 0.17B
DFAR Dimensional ETF Trust 4.60 % 0.00 %

+0.02 (+0.12%)

USD 1.27B
DJRE:AU SPDR Dow Jones Global Rea.. 4.45 % 0.00 %

-0.02 (0.12%)

USD 0.43B
TBG EA Series Trust 4.36 % 0.00 %

+0.08 (+0.12%)

USD 0.11B
RGRE:CA 4.23 % 0.64 %

N/A

N/A
REIT ALPS Active REIT ETF 4.10 % 0.00 %

-0.03 (0.12%)

USD 0.04B
CSYZ:F Credit Suisse Index Fund .. 4.06 % 0.00 %

+0.46 (+0.12%)

USD 0.13B
GREIT:SW UBS (Irl) ETF plc - FTSE .. 4.06 % 0.00 %

+0.22 (+0.12%)

USD 0.18B
REIT:AU VanEck FTSE International.. 3.87 % 0.00 %

-0.03 (0.12%)

USD 0.32B
GLRA:LSE SPDR® Dow Jones Global R.. 3.76 % 0.00 %

+0.02 (+0.12%)

USD 0.04B
GBRE:SW SPDR® Dow Jones Global R.. 3.76 % 0.00 %

+0.07 (+0.12%)

USD 0.26B
GLRA:SW SPDR® Dow Jones Global R.. 3.76 % 0.00 %

-0.03 (0.12%)

USD 0.04B
GLPR:AU Ishares Core Ftse Global .. 3.63 % 0.00 %

-0.09 (0.12%)

N/A
IWDP:SW iShares Developed Markets.. 3.43 % 0.00 %

N/A

USD 1.30B
RSPR Invesco S&P 500 Equal Wei.. 3.35 % 0.00 %

-0.12 (0.12%)

USD 0.11B
VNQ Vanguard Real Estate Inde.. 3.35 % 0.12 %

-0.04 (0.12%)

USD 35.55B
R8T:XETRA abrdn Global Real Estate .. 3.34 % 0.00 %

+0.02 (+0.12%)

USD 0.08B
R8TA:XETRA abrdn Global Real Estate .. 3.34 % 0.00 %

N/A

USD 0.08B
AVRE Avantis Real Estate ETF 3.30 % 0.00 %

+0.09 (+0.12%)

USD 0.55B
EPRA:PA Amundi Index Solutions - .. 3.22 % 0.00 %

+0.09 (+0.12%)

USD 0.31B
10AJ:F Amundi Index Solutions - .. 3.22 % 0.00 %

+0.01 (+0.12%)

USD 0.06B
10AJ:XETRA Amundi Index Solutions - .. 3.22 % 0.00 %

+0.08 (+0.12%)

USD 0.07B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.21 % 0.00 %

+0.05 (+0.12%)

USD 0.05B
HPRA:LSE HSBC FTSE EPRA NAREIT Dev.. 3.19 % 0.00 %

+0.03 (+0.12%)

USD 0.05B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.18 % 0.00 %

-0.02 (0.12%)

USD 1.11B
DFGR Dimensional ETF Trust - D.. 3.07 % 0.00 %

N/A

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

+0.08 (+0.12%)

N/A
PPI Investment Managers Serie.. 2.90 % 0.00 %

+0.09 (+0.12%)

USD 0.05B
DRN Direxion Daily Real Estat.. 2.89 % 1.09 %

+0.06 (+0.12%)

USD 0.07B
NBGR Neuberger Berman ETF Trus.. 2.66 % 0.00 %

N/A

N/A
SGLC Rbb Fund Inc. - Sgi U.S L.. 2.58 % 0.00 %

+0.17 (+0.12%)

USD 0.11B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 2.47 % 0.00 %

N/A

N/A
HDLV:PA Invesco S&P 500 High Divi.. 2.46 % 0.00 %

+0.10 (+0.12%)

USD 0.34B
HDCH:SW Invesco S&P 500 High Divi.. 2.46 % 0.00 %

N/A

USD 4.39M
ZYUS:AU ANZ S&P 500 High Yield Lo.. 2.43 % 0.00 %

+0.02 (+0.12%)

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

N/A

N/A
REAI Tidal ETF Trust - Intelli.. 1.73 % 0.00 %

-0.12 (0.12%)

USD 3.64M
RIET Hoya Capital High Dividen.. 1.55 % 0.00 %

-0.03 (0.12%)

USD 0.07B
TAEQ 1.47 % 0.00 %

N/A

N/A
IMCV iShares Morningstar Mid-C.. 1.02 % 0.00 %

+0.20 (+0.12%)

USD 0.67B
FMDE Fidelity Covington Trust 0.83 % 0.00 %

+0.03 (+0.12%)

USD 2.75B
CGR 0.00 % 1.58 %

N/A

N/A
CGR:CA iShares Global Real Estat.. 0.00 % 0.71 %

+0.04 (+0.12%)

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

+0.15 (+0.12%)

USD 0.12B
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

-0.22 (0.12%)

N/A
EWRE 0.00 % 0.40 %

N/A

N/A
FREL Fidelity® MSCI Real Esta.. 0.00 % 0.08 %

-0.02 (0.12%)

USD 0.97B
ICF iShares Cohen & Steers RE.. 0.00 % 0.34 %

+0.07 (+0.12%)

USD 3.24B
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 %

-0.05 (0.12%)

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

-0.15 (0.12%)

N/A
PWC 0.00 % 0.59 %

N/A

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

+0.04 (+0.12%)

USD 3.63B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

-0.02 (0.12%)

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

+0.01 (+0.12%)

USD 0.48B
RTL 0.00 % 0.60 %

N/A

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

-0.19 (0.12%)

USD 0.08B
FCUD:CA Fidelity U.S. High Divide.. 0.00 % 0.39 %

+0.35 (+0.12%)

CAD 0.29B
RUE 0.00 % 0.44 %

N/A

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

+0.01 (+0.12%)

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

-0.12 (0.12%)

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

N/A

N/A
SPHD Invesco S&P 500® High Di.. 0.00 % 0.30 %

+0.11 (+0.12%)

USD 3.31B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

-0.05 (0.12%)

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

+0.13 (+0.12%)

USD 0.07B
WREI 0.00 % 0.32 %

N/A

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

+0.06 (+0.12%)

USD 6.84B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

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

+0.01 (+0.12%)

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

-0.02 (0.12%)

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

+0.02 (+0.12%)

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

+3.75 (+0.12%)

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

-0.01 (0.12%)

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

+0.03 (+0.12%)

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

+0.75 (+0.12%)

USD 0.64B
IWDP:LSE iShares Developed Markets.. 0.00 % 0.00 %

+3.50 (+0.12%)

USD 1.30B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

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

+10.50 (+0.12%)

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

+8.50 (+0.12%)

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

+0.02 (+0.12%)

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

+0.02 (+0.12%)

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

+0.02 (+0.12%)

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

N/A

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

N/A

N/A
H4ZL:XETRA 0.00 % 0.00 %

N/A

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

+0.16 (+0.12%)

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

+0.08 (+0.12%)

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

+0.07 (+0.12%)

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

+0.01 (+0.12%)

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

+0.13 (+0.12%)

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

-0.09 (0.12%)

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

-40.00 (0.12%)

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

-1.00 (0.12%)

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

+0.14 (+0.12%)

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

N/A

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

+0.05 (+0.12%)

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

+0.19 (+0.12%)

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

+0.13 (+0.12%)

USD 0.28B
CSYZ:XETRA UBS (Irl) ETF plc - FTSE .. 0.00 % 0.00 %

+0.68 (+0.12%)

USD 0.22B
SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

-0.02 (0.12%)

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

+0.13 (+0.12%)

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 4.85% 91% A- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.85% 89% A- 71% C-
Trailing 12 Months  
Capital Gain 23.93% 87% B+ 81% B-
Dividend Return 5.56% 59% D- 72% C
Total Return 29.49% 81% B- 83% B
Trailing 5 Years  
Capital Gain 29.74% 90% A- 64% D
Dividend Return 24.65% 69% C- 73% C
Total Return 54.39% 90% A- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 28.64% 91% A- 87% B+
Dividend Return 34.77% 91% A- 88% B+
Total Return 6.13% 88% B+ 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 45.76% 28% F 21% F
Risk Adjusted Return 75.98% 94% A 84% B
Market Capitalization 64.85B 100% F 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 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