SPG:NYE-Simon Property Group, Inc

COMMON STOCK | REIT - Retail | NYE

Last Closing Price

USD 146.03

Change

-2.67 (-1.80)%

Market Cap

USD -1,441,767,424.00

Volume

1.75M

Average Target Price

USD 183.90 (+25.93%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Simon is a global leader in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-23 )

Largest Industry Peers for REIT - Retail

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
FRT-PC Federal Realty Investment Trus..

-0.07 (-0.27%)

USD 1.93B 7.70 9.30
ALX Alexander's, Inc

-4.00 (-1.10%)

USD 1.85B 34.19 19.62
O Realty Income Corporation

-0.57 (-0.78%)

USD 1.78B 56.34 24.06
EPR-PG EPR Properties

+0.01 (+0.04%)

USD 1.77B 7.60 9.50
BFS-PD Saul Centers, Inc

N/A

USD 1.77B 14.70 12.55
EPR EPR Properties

-0.61 (-0.80%)

USD 1.65B 22.64 16.29
BFS-PC Saul Centers, Inc

+0.03 (+0.12%)

USD 1.61B 14.39 12.47
BPR Brookfield Property REIT Inc

-0.34 (-1.79%)

USD 1.40B 0.40 16.46
SKT Tanger Factory Outlet Centers,..

-0.40 (-2.75%)

USD 1.36B 18.70 11.36
GTY Getty Realty Corp

-0.46 (-1.47%)

USD 1.28B 26.85 17.91

ETFs Containing SPG

Symbol Name Weight Mer Price(Change) Market Cap
RTL Pacer Benchmark Retail Re.. 14.86 % 0.60 %

-0.29 (-1.08%)

USD 2.67M
WREI Invesco Wilshire US REIT .. 7.56 % 0.32 %

N/A

USD 0.01B
RWR SPDR Dow Jones REIT ETF 7.20 % 0.25 %

-1.62 (-1.58%)

USD 2.54B
SCHH Schwab U.S. REIT ETF 7.19 % 0.07 %

-0.76 (-1.65%)

USD 5.45B
ICF 7.08 % 0.34 %

N/A

N/A
XLRE The Real Estate Select Se.. 6.60 % 0.13 %

-0.49 (-1.25%)

USD 3.20B
HIPS GraniteShares HIPS US Hig.. 6.40 % 0.70 %

-0.29 (-1.76%)

USD 7.61M
FRI First Trust S&P REIT Inde.. 5.58 % 0.50 %

-0.36 (-1.39%)

USD 0.15B
USRT iShares Core U.S. REIT ET.. 5.29 % 0.08 %

-0.78 (-1.44%)

USD 1.44B
PSR Invesco Active U.S. Real .. 4.83 % 0.00 %

-1.24 (-1.31%)

USD 0.07B
RGRE:CA RBC Quant Global Real Est.. 4.73 % 0.64 %

+0.03 (+0.16%)

CAD 5.69M
PRME First Trust Trust Heitman.. 4.56 % 0.95 %

+0.16 (+0.79%)

USD 2.07M
IYR iShares U.S. Real Estate .. 4.23 % 0.42 %

-1.27 (-1.38%)

USD 4.74B
FREL Fidelity MSCI Real Estate.. 4.19 % 0.08 %

-0.35 (-1.27%)

USD 0.81B
RWO SPDR Dow Jones Global Rea.. 4.17 % 0.50 %

-0.55 (-1.08%)

USD 2.27B
CGR.A:CA 4.10 % 1.58 %

N/A

N/A
DRN Direxion Daily MSCI Real .. 3.95 % 1.09 %

-1.22 (-4.28%)

USD 0.05B
REET iShares Global REIT ETF 3.78 % 0.14 %

-0.27 (-0.98%)

USD 1.58B
VNQ Vanguard Real Estate Inde.. 3.69 % 0.12 %

-1.29 (-1.40%)

USD 33.70B
GRI Cohen & Steers Global Rea.. 3.60 % 0.55 %

-0.64 (-1.34%)

USD 0.05B
CGR:CA iShares Global Real Estat.. 3.59 % 0.71 %

-0.22 (-0.70%)

CAD 0.13B
PHR:CA Purpose Duration Hedged R.. 3.23 % 0.78 %

N/A

CAD 0.11B
FFR First Trust FTSE EPRA/NAR.. 3.16 % 0.60 %

-0.39 (-0.81%)

USD 0.05B
GQRE FlexShares Global Quality.. 2.29 % 0.45 %

-0.92 (-1.43%)

USD 0.34B
RUE.U:CA 1.69 % 0.44 %

N/A

N/A
RUE:CA RBC Quant US Equity Leade.. 1.69 % 0.44 %

N/A

CAD 0.03B
PYF.B:CA 0.76 % 0.76 %

N/A

N/A
PYF:CA Purpose Premium Yield Fun.. 0.76 % 0.73 %

-0.09 (-0.48%)

CAD 0.14B
PYF.U:CA 0.76 % 0.72 %

N/A

N/A

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 -13.07% 25% F 15% F
Dividend Return 3.69% 53% F 81% B-
Total Return -9.38% 25% F 16% F
Trailing 12 Months  
Capital Gain -19.07% 30% F 27% F
Dividend Return 4.54% 40% F 76% C
Total Return -14.52% 30% F 29% F
Trailing 5 Years  
Capital Gain -13.81% 54% F 39% F
Dividend Return 20.72% 29% F 70% C-
Total Return 6.91% 50% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain -0.18% 61% D- 41% F
Dividend Return 3.93% 29% F 71% C-
Total Return 3.75% 65% D 46% F
Risk Return Profile  
Volatility (Standard Deviation) 13.87% 61% D- 57% F
Risk Adjusted Return 27.03% 58% F 43% F
Market Capitalization -1,441,767,424.00 19% F 7% 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%

Key Financial Ratios

  Ratio vs. Industry/Classification
(REIT - Retail)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.88 74% C 40% F
Price/Book Ratio 15.92 2% F 5% F
Price / Cash Flow Ratio 12.21 56% F 35% F
EV/EBITDA 16.90 56% F 25% F
Management Effectiveness  
Return on Equity 69.85% 98% A+ 98% A+
Return on Invested Capital 10.09% 100% A+ 72% C-
Return on Assets 5.74% 98% A+ 80% B-
Debt to Equity Ratio 672.70% 3% F 3% F
Technical Ratios  
Short Ratio 6.90 43% F 19% F
Short Percent 4.41% 58% F 64% D
Beta 0.51 68% D+ 70% C-
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:
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 Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Below median total returns

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

Overpriced compared to book value

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

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.