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

EQUITY | REIT - Retail | New York Stock Exchange

Last Closing

USD 154.33

Change

+3.66 (+2.43)%

Market Cap

USD 56.21B

Volume

1.33M

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: 2024-03-27 )

Largest Industry Peers for REIT - Retail

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

N/A

USD 48.02B
O Realty Income Corp

N/A

USD 45.65B
KIM Kimco Realty Corporation

N/A

USD 12.48B
FRT-PC Federal Realty Investment Trus..

N/A

USD 8.46B
FRT Federal Realty Investment Trus..

N/A

USD 8.33B
NNN National Retail Properties Inc

N/A

USD 7.46B
KIM-PM Kimco Realty Corporation

N/A

USD 7.38B
KIM-PL Kimco Realty Corporation

N/A

USD 7.12B
BRX Brixmor Property

N/A

USD 6.54B
ADC Agree Realty Corporation

N/A

USD 5.83B

ETFs Containing SPG

IUSP:SW iShares US Property Yield.. 5.28 % 0.00 %

N/A

N/A
GQRE FlexShares Global Quality.. 5.28 % 0.45 %

N/A

USD 0.30B
IQRA IndexIQ Active ETF Trust 5.04 % 0.00 %

N/A

USD 5.01M
REIT ALPS Active REIT ETF 4.96 % 0.00 %

N/A

USD 0.02B
DJRE:AU SPDR Dow Jones Global Rea.. 4.86 % 0.00 %

N/A

USD 0.43B
TRET:SW VanEck Global Real Estate.. 4.58 % 0.00 %

N/A

USD 0.28B
TBG TBG Dividend Focus ETF 4.46 % 0.00 %

N/A

USD 0.06B
CGR:CA iShares Global Real Estat.. 4.37 % 0.71 %

N/A

CAD 0.18B
RGRE:CA 4.23 % 0.64 %

N/A

N/A
DFAR Dimensional ETF Trust 4.12 % 0.00 %

N/A

USD 0.91B
IYR iShares U.S. Real Estate .. 4.06 % 0.42 %

N/A

USD 3.59B
FREL Fidelity® MSCI Real Esta.. 3.69 % 0.08 %

N/A

USD 0.88B
GLRA:LSE SPDR® Dow Jones Global R.. 3.63 % 0.00 %

N/A

USD 0.27B
GBRE:SW SPDR® Dow Jones Global R.. 3.63 % 0.00 %

N/A

USD 0.27B
GLRA:SW SPDR® Dow Jones Global R.. 3.63 % 0.00 %

N/A

USD 0.27B
REIT:AU VanEck FTSE International.. 3.56 % 0.00 %

N/A

USD 0.32B
GLPR:AU Ishares Core Ftse Global .. 3.52 % 0.00 %

N/A

N/A
RSPR Invesco S&P 500® Equal.. 3.36 % 0.00 %

N/A

USD 0.12B
IWDP:SW iShares Developed Markets.. 3.28 % 0.00 %

N/A

USD 1.17B
R8T:XETRA abrdn Global Real Estate .. 3.16 % 0.00 %

N/A

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.16 % 0.00 %

N/A

USD 0.01B
DFGR Dimensional ETF Trust - D.. 3.12 % 0.00 %

N/A

USD 1.61B
AVRE Avantis Real Estate ETF 3.10 % 0.00 %

N/A

USD 0.42B
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 3.04 % 0.00 %

N/A

USD 0.87B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.04 % 0.00 %

N/A

USD 0.82B
HEA:CA Horizons Enhanced Income .. 2.97 % 0.00 %

N/A

CAD 0.14B
HEA-U:CA Horizons Enhanced Income .. 2.97 % 0.00 %

N/A

CAD 0.03B
NBGR Neuberger Berman Global R.. 2.88 % 0.00 %

N/A

USD 5.70M
QRET:CA Mackenzie Developed Marke.. 2.56 % 0.00 %

N/A

CAD 9.97M
ZYUS:AU ANZ S&P 500 High Yield Lo.. 2.32 % 0.00 %

N/A

USD 0.07B
HDCH:SW Invesco S&P 500 High Divi.. 2.31 % 0.00 %

N/A

USD 1.34M
HDLV:SW Invesco S&P 500 High Divi.. 2.31 % 0.00 %

N/A

N/A
NSCR Nuveen Sustainable Core E.. 2.22 % 0.00 %

N/A

USD 5.49M
RUD.U:CA 2.12 % 0.43 %

N/A

N/A
CSYZ:F Credit Suisse Index Fund .. 1.97 % 0.00 %

N/A

USD 0.22B
GREIT:SW Credit Suisse Index Fund .. 1.97 % 0.00 %

N/A

USD 0.22B
RIET Hoya Capital High Dividen.. 1.70 % 0.00 %

N/A

USD 0.06B
TAEQ 1.47 % 0.00 %

N/A

N/A
IMCV iShares Morningstar Mid-C.. 0.97 % 0.00 %

N/A

USD 0.59B
JKI iShares Morningstar Mid-C.. 0.96 % 0.30 %

N/A

USD 0.60B
FMDE Fidelity Enhanced Mid Cap.. 0.94 % 0.00 %

N/A

USD 1.53B
SKOR FlexShares Credit-Scored .. 0.22 % 0.22 %

N/A

USD 0.37B
CGR 0.00 % 1.58 %

N/A

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

N/A

USD 3.17M
DRN Direxion Daily Real Estat.. 0.00 % 1.09 %

N/A

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

N/A

USD 0.10B
EWRE 0.00 % 0.40 %

N/A

N/A
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

N/A

USD 0.12B
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
PRA:CA Purpose Diversified Real .. 0.00 % 0.73 %

N/A

CAD 0.06B
PRME Prime Medicine Inc. Commo.. 0.00 % 0.95 %

N/A

USD 0.54B
PSR Invesco Active U.S. Real .. 0.00 % 0.00 %

N/A

USD 0.07B
PWC 0.00 % 0.59 %

N/A

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

N/A

USD 3.35B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

N/A

USD 0.02B
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

N/A

USD 0.13B
RTL 0.00 % 0.60 %

N/A

N/A
FCUD:CA Fidelity U.S. High Divide.. 0.00 % 0.39 %

N/A

CAD 0.22B
RUE 0.00 % 0.44 %

N/A

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

N/A

USD 1.21B
RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

N/A

USD 1.36B
SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

N/A

USD 5.96B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

N/A

USD 0.04B
URE ProShares Ultra Real Esta.. 0.00 % 0.95 %

N/A

USD 0.06B
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

N/A

USD 2.34B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

N/A

USD 64.91B
WREI 0.00 % 0.32 %

N/A

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

N/A

USD 5.42B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

USD 0.29B
DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

USD 0.04B
GLRE:LSE SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

N/A

USD 0.27B
HDLG:LSE Invesco S&P 500 High Divi.. 0.00 % 0.00 %

N/A

USD 0.43B
HDLV:LSE Invesco S&P 500 High Divi.. 0.00 % 0.00 %

N/A

USD 0.43B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

N/A

USD 0.84B
HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

N/A

USD 0.24M
IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

N/A

USD 0.52B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

USD 1.19B
IUSP:LSE iShares US Property Yield.. 0.00 % 0.00 %

N/A

USD 0.52B
IWDP:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

USD 1.17B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

N/A

USD 0.02B
EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

USD 0.24B
GBRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

N/A

USD 0.24B
EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

USD 0.24B
HDLV:PA Invesco S&P 500 High Divi.. 0.00 % 0.00 %

N/A

USD 0.33B
10AJ:F Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

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

N/A

USD 0.20B
HDLV:F Invesco Markets III plc -.. 0.00 % 0.00 %

N/A

USD 0.41B
IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

N/A

USD 1.17B
IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

N/A

USD 0.53B
IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

N/A

USD 4.31B
SPYJ:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

N/A

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

N/A

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

N/A

USD 0.07B
H4ZL:XETRA 0.00 % 0.00 %

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

USD 21.19B
SPY2:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

N/A

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

N/A

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

N/A

USD 0.28B
CSYZ:XETRA Credit Suisse Index Fund .. 0.00 % 0.00 %

N/A

USD 0.22B
ZACE:CA BMO U.S. All Cap Equity F.. 0.00 % 0.00 %

N/A

CAD 0.03B
SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

N/A

USD 0.27B
USCC:CA Horizons US Large Cap Equ.. 0.00 % 0.00 %

N/A

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 8.20% 93% A 71% C-
Dividend Return 1.37% 53% F 66% D+
Total Return 9.56% 93% A 74% C
Trailing 12 Months  
Capital Gain 44.79% 93% A 89% A-
Dividend Return 7.13% 76% C+ 81% B-
Total Return 51.92% 93% A 91% A-
Trailing 5 Years  
Capital Gain -15.30% 67% D+ 28% F
Dividend Return 18.88% 26% F 69% C-
Total Return 3.58% 54% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain 8.51% 86% B+ 69% C-
Dividend Return 14.31% 86% B+ 77% C+
Total Return 5.80% 80% B- 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 57.05% 14% F 16% F
Risk Adjusted Return 25.09% 69% C- 50% F
Market Capitalization 56.21B 100% F 96% 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 50% 36%
Price/Book Ratio 16.50 3% 4%
Price / Cash Flow Ratio 14.39 21% 26%
Price/Free Cash Flow Ratio 15.06 53% 25%
Management Effectiveness  
Return on Equity 69.68% 98% 98%
Return on Invested Capital 9.55% 96% 63%
Return on Assets 5.21% 98% 73%
Debt to Equity Ratio 859.22% 2% 3%

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.

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.