SPG:NYE-Simon Property Group Inc (USD)

COMMON STOCK | REIT - Retail |

Last Closing

USD 183.8

Change

-2.91 (-1.56)%

Market Cap

USD 70.21B

Volume

1.37M

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)

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Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for REIT - Retail

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

-0.51 (-0.86%)

USD 49.68B
O Realty Income Corporation

+0.57 (+1.01%)

USD 47.52B
FRT Federal Realty Investment Trus..

-0.28 (-0.27%)

USD 9.06B
FRT-PC Federal Realty Investment Trus..

-0.05 (-0.26%)

USD 8.67B
BRX Brixmor Property

-0.20 (-0.73%)

USD 8.47B
ADC Agree Realty Corporation

+1.48 (+2.07%)

USD 7.91B
NNN National Retail Properties Inc

+0.18 (+0.44%)

USD 7.65B
KIM-PM Kimco Realty Corporation

+0.14 (+0.65%)

USD 7.13B
KIM-PL Kimco Realty Corporation

+0.04 (+0.19%)

USD 6.82B
EPRT Essential Properties Realty Tr..

+0.07 (+0.22%)

USD 5.55B

ETFs Containing SPG

RMAX:CA Hamilton REITs YIELD MAXI.. 5.85 % 0.00 %

-0.06 (0.17%)

CAD 0.08B
XLRE The Real Estate Select Se.. 5.23 % 0.13 %

-0.35 (0.17%)

USD 7.25B
IUSP:SW iShares US Property Yield.. 4.99 % 0.00 %

+0.06 (+0.17%)

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

-0.16 (0.17%)

N/A
TRET:SW VanEck Global Real Estate.. 4.87 % 0.00 %

-0.01 (0.17%)

USD 0.29B
DFAR Dimensional ETF Trust 4.60 % 0.00 %

-0.19 (0.17%)

USD 1.27B
DJRE:AU SPDR Dow Jones Global Rea.. 4.39 % 0.00 %

+0.03 (+0.17%)

USD 0.43B
TBG EA Series Trust 4.36 % 0.00 %

-0.08 (0.17%)

USD 0.11B
RGRE:CA 4.23 % 0.64 %

N/A

N/A
CSYZ:F 4.06 % 0.00 %

N/A

N/A
GREIT:SW UBS (Irl) ETF plc - FTSE .. 4.06 % 0.00 %

+0.28 (+0.17%)

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

+0.10 (+0.17%)

USD 0.32B
GBRE:SW SPDR® Dow Jones Global R.. 3.76 % 0.00 %

-0.02 (0.17%)

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

N/A

USD 0.04B
GLRA:LSE SPDR® Dow Jones Global R.. 3.73 % 0.00 %

-0.01 (0.17%)

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

+0.15 (+0.17%)

N/A
IWDP:SW iShares Developed Markets.. 3.60 % 0.00 %

+0.10 (+0.17%)

USD 1.24B
URE ProShares Ultra Real Esta.. 3.54 % 0.95 %

-1.04 (0.17%)

USD 0.07B
RSPR Invesco S&P 500 Equal Wei.. 3.35 % 0.00 %

-0.19 (0.17%)

USD 0.11B
R8T:XETRA 3.34 % 0.00 %

N/A

N/A
R8TA:XETRA 3.34 % 0.00 %

N/A

N/A
AVRE Avantis Real Estate ETF 3.30 % 0.00 %

-0.21 (0.17%)

USD 0.55B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.21 % 0.00 %

-0.02 (0.17%)

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

+0.05 (+0.17%)

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

-0.01 (0.17%)

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

-0.17 (0.17%)

N/A
H4Z7:XETRA 2.97 % 0.00 %

N/A

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

-0.51 (0.17%)

USD 0.05B
NBGR 2.66 % 0.00 %

N/A

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

-0.54 (0.17%)

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

N/A

N/A
HDCH:SW Invesco S&P 500 High Divi.. 2.46 % 0.00 %

+0.37 (+0.17%)

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

+0.05 (+0.17%)

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

N/A

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

-0.21 (0.17%)

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

-0.11 (0.17%)

USD 0.07B
TAEQ 1.47 % 0.00 %

N/A

N/A
SPYD SPDR® Portfolio S&P 500 .. 1.32 % 0.08 %

-0.03 (0.17%)

USD 6.82B
JKI 1.04 % 0.30 %

N/A

N/A
FMDE Fidelity Covington Trust 0.83 % 0.00 %

-0.73 (0.17%)

USD 2.75B
SKOR FlexShares Credit-Scored .. 0.22 % 0.22 %

+0.15 (+0.17%)

USD 0.49B
CGR 0.00 % 1.58 %

N/A

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

-0.04 (0.17%)

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

-0.38 (0.17%)

USD 0.12B
DRN Direxion Daily Real Estat.. 0.00 % 1.09 %

-0.27 (0.17%)

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

+0.66 (+0.17%)

N/A
EWRE 0.00 % 0.40 %

N/A

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

-0.28 (0.17%)

USD 1.02B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

-0.22 (0.17%)

USD 0.17B
ICF iShares Cohen & Steers RE.. 0.00 % 0.34 %

-0.44 (0.17%)

USD 3.24B
IWR iShares Russell Mid-Cap E.. 0.00 % 0.19 %

-2.01 (0.17%)

USD 40.14B
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 %

-0.17 (0.17%)

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

-0.62 (0.17%)

N/A
PWC 0.00 % 0.59 %

N/A

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

-0.22 (0.17%)

USD 3.83B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

+0.14 (+0.17%)

N/A
RTL 0.00 % 0.60 %

N/A

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

-0.71 (0.17%)

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

-0.13 (0.17%)

CAD 0.29B
ZFN:CA BMO SIA Focused North Ame.. 0.00 % 0.00 %

-1.06 (0.17%)

CAD 0.30B
RUE 0.00 % 0.44 %

N/A

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

-0.39 (0.17%)

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

-0.89 (0.17%)

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

-0.14 (0.17%)

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

+0.75 (+0.17%)

N/A
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

-0.41 (0.17%)

USD 2.85B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

-0.91 (0.17%)

USD 35.55B
WREI 0.00 % 0.32 %

N/A

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

+0.01 (+0.17%)

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

N/A

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

+0.02 (+0.17%)

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

-0.01 (0.17%)

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

+0.25 (+0.17%)

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

+0.01 (+0.17%)

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

-0.06 (0.17%)

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

-1.50 (0.17%)

USD 0.66B
IWDP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-3.00 (0.17%)

USD 1.25B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

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

+3.50 (+0.17%)

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

-2.00 (0.17%)

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

+0.17 (+0.17%)

USD 0.31B
HDLV:PA Invesco S&P 500 High Divi.. 0.00 % 0.00 %

+0.41 (+0.17%)

USD 0.34B
10AJ:F 0.00 % 0.00 %

N/A

N/A
H4ZL:F 0.00 % 0.00 %

N/A

N/A
IQQ6:F 0.00 % 0.00 %

N/A

N/A
IQQ7:F 0.00 % 0.00 %

N/A

N/A
IUSP:F 0.00 % 0.00 %

N/A

N/A
SPYJ:F 0.00 % 0.00 %

N/A

N/A
TRET:F 0.00 % 0.00 %

N/A

N/A
10AJ:XETRA 0.00 % 0.00 %

N/A

N/A
H4ZL:XETRA 0.00 % 0.00 %

N/A

N/A
HDLV:XETRA 0.00 % 0.00 %

N/A

N/A
IQQ6:XETRA 0.00 % 0.00 %

N/A

N/A
IQQ7:XETRA 0.00 % 0.00 %

N/A

N/A
IUSP:XETRA 0.00 % 0.00 %

N/A

N/A
SPYJ:XETRA 0.00 % 0.00 %

N/A

N/A
TRET:XETRA 0.00 % 0.00 %

N/A

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

+25.00 (+0.17%)

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

+12.00 (+0.17%)

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

-0.06 (0.17%)

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

N/A

CAD 0.01B
SPY2:XETRA 0.00 % 0.00 %

N/A

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

-0.01 (0.17%)

USD 0.31B
TRET:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

-0.05 (0.17%)

USD 0.31B
CSYZ:XETRA 0.00 % 0.00 %

N/A

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

-0.21 (0.17%)

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

-0.78 (0.17%)

USD 0.67B
SPY2:F 0.00 % 0.00 %

N/A

N/A
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

-0.19 (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 6.73% 92% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.73% 92% A 81% B-
Trailing 12 Months  
Capital Gain 22.25% 85% B 82% B
Dividend Return 5.39% 48% F 72% C
Total Return 27.64% 85% B 84% B
Trailing 5 Years  
Capital Gain 29.21% 90% A- 64% D
Dividend Return 22.64% 52% F 70% C-
Total Return 51.85% 90% A- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 28.87% 91% A- 87% B+
Dividend Return 35.01% 91% A- 89% A-
Total Return 6.14% 88% B+ 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 45.62% 27% F 21% F
Risk Adjusted Return 76.74% 94% A 85% B
Market Capitalization 70.21B 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.

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 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:
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