SPG:NYE-Simon Property Group Inc.

EQUITY | REITs | New York Stock Exchange

Last Closing Price

USD 183.36

Change

0.00 (0.00)%

Market Cap

USD 56.66B

Volume

1.73M

Average Target Price

USD 195.09 (+6.40%)
Average Analyst Rating

Verdict

STA 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: 2019-02-16 )

Largest Industry Peers for REITs

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EQR Equity Residential of Benefici..

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GGP GGP Inc.

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ETFs Containing SPG

Symbol Name Weight Mer Price(Change) Market Cap
RTL Pacer Benchmark Retail Re.. 14.44 % 0.00 %

N/A

USD 2.83M
RWR SPDR DJ Wilshire REIT 8.41 % 0.25 %

N/A

USD 2.80B
SCHH Schwab U.S. REIT 8.39 % 0.07 %

N/A

USD 5.13B
XLRE Real Estate Select Sector.. 8.16 % 0.13 %

N/A

USD 3.10B
WREI Invesco Wilshire US REIT 7.56 % 0.32 %

N/A

USD 0.01B
ICF iShares Cohen & Steers RE.. 7.47 % 0.34 %

N/A

USD 3.24B
FRI First Trust S&P REIT Inde.. 6.65 % 0.48 %

N/A

USD 0.12B
USRT iShares Core U.S. REIT 6.41 % 0.08 %

N/A

USD 1.13B
HIPS GraniteShares HIPS US Hig.. 6.40 % 0.70 %

N/A

USD 6.76M
PSR Invesco Active U.S. Real .. 6.03 % 0.00 %

N/A

USD 0.03B
PRME First Trust Heitman Globa.. 5.26 % 0.95 %

N/A

USD 2.02M
IYR iShares U.S. Real Estate 5.18 % 0.43 %

N/A

USD 4.40B
FREL Fidelity MSCI Real Estate.. 5.10 % 0.08 %

N/A

USD 0.74B
RWO SPDR DJ Wilshire Global R.. 4.82 % 0.50 %

N/A

USD 2.27B
RGRE:CA RBC Quant Global Real Est.. 4.69 % 0.63 %

N/A

CAD 4.89M
VNQ Vanguard Real Estate 4.66 % 0.12 %

N/A

USD 32.42B
REET iShares Trust Global REIT 4.49 % 0.14 %

N/A

USD 1.53B
PHR:CA Purpose Duration Hedged R.. 4.22 % 0.79 %

N/A

CAD 0.08B
CGR.A:CA iShares Global Real Estat.. 4.10 % 1.58 %

N/A

CAD 1.35M
URE ProShares Ultra Real Esta.. 3.95 % 0.95 %

N/A

USD 0.14B
DRN Direxion Daily Real Estat.. 3.87 % 1.09 %

N/A

USD 0.05B
CGR:CA iShares Global Real Estat.. 3.76 % 0.70 %

N/A

CAD 0.12B
GRI Cohen & Steers Global Rea.. 3.70 % 0.55 %

N/A

USD 0.06B
FFR First Trust FTSE EPRA/NAR.. 3.67 % 0.60 %

N/A

USD 0.05B
GQRE FlexShares Global Quality.. 2.63 % 0.45 %

N/A

USD 0.32B
BIBL Inspire 100 1.91 % 0.35 %

N/A

USD 0.05B
ULVM USAA MSCI USA Value Momen.. 0.96 % 0.20 %

N/A

USD 0.03B

Market Performance

  Market Performance vs.
Industry/Classification (REITs)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.15% 40% F 45% F
Dividend Return 1.22% 29% F 67% D+
Total Return 10.37% 48% F 50% F
Trailing 12 Months  
Capital Gain 17.47% 81% B- 90% A-
Dividend Return 5.13% 33% F 71% C-
Total Return 22.60% 81% B- 91% A-
Trailing 5 Years  
Capital Gain 14.46% 55% F 62% D-
Dividend Return 20.94% 21% F 65% D
Total Return 35.41% 32% F 62% D-
Average Annual (5 Year Horizon)  
Capital Gain 0.46% 55% F 48% F
Dividend Return 4.17% 45% F 46% F
Total Return 3.71% 36% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 13.71% 38% F 53% F
Risk Adjusted Return 30.43% 36% F 44% F
Market Capitalization 56.21B 100% A+ 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(REITs)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 23.30 43% F 26% F
Price/Book Ratio 16.98 0% N/A 3% F
Price / Cash Flow Ratio 3.92 39% F 32% F
Price/Free Cash Flow Ratio 26.19 19% F 21% F
Management Effectiveness  
Return on Equity 71.99% 99% A+ 96% A
Return on Invested Capital 10.81% 92% A- 58% F
Return on Assets 7.89% 91% A- 81% B-
Debt to Equity Ratio 703.50% 3% F 2% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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:
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.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then 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 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.

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.

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

Higly 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 free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

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