SPG:NYE-Simon Property Group Inc.

EQUITY | REITs | New York Stock Exchange

Last Closing Price

USD 178.06

Change

0.00 (0.00)%

Market Cap

USD 55.02B

Volume

1.02M

Average Target Price

USD 194.67 (+9.33%)
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: 2019-04-20 )

Largest Industry Peers for REITs

Symbol Name Price(Change) Market Cap
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PLD Prologis Inc.

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WELL Welltower Inc.

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EQR Equity Residential of Benefici..

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AVB AvalonBay Communities Inc.

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USD 27.20B
DLR Digital Realty Trust Inc.

N/A

USD 25.07B
GGP GGP Inc.

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USD 21.23B
VTR Ventas Inc.

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USD 21.09B
O Realty Income Corporation

N/A

USD 20.82B

ETFs Containing SPG

Symbol Name Weight Mer Price(Change) Market Cap
RTL Pacer Benchmark Retail Re.. 14.70 % 0.00 %

N/A

USD 1.38M
RWR SPDR DJ Wilshire REIT 8.12 % 0.25 %

N/A

USD 2.87B
SCHH Schwab U.S. REIT 8.11 % 0.07 %

N/A

USD 5.33B
XLRE Real Estate Select Sector.. 7.70 % 0.13 %

N/A

USD 3.02B
ICF iShares Cohen & Steers RE.. 7.63 % 0.34 %

N/A

USD 3.24B
WREI Invesco Wilshire US REIT 7.56 % 0.32 %

N/A

USD 0.01B
FRI First Trust S&P REIT Inde.. 6.43 % 0.50 %

N/A

USD 0.15B
HIPS GraniteShares HIPS US Hig.. 6.40 % 0.70 %

N/A

USD 8.55M
USRT iShares Core U.S. REIT 6.16 % 0.08 %

N/A

USD 1.26B
PSR Invesco Active U.S. Real .. 5.56 % 0.00 %

N/A

USD 0.04B
PRME First Trust Heitman Globa.. 5.09 % 0.95 %

N/A

USD 2.06M
IYR iShares U.S. Real Estate 4.92 % 0.43 %

N/A

USD 4.35B
FREL Fidelity MSCI Real Estate.. 4.87 % 0.08 %

N/A

USD 0.74B
RGRE:CA RBC Quant Global Real Est.. 4.84 % 0.64 %

N/A

CAD 4.03M
RWO SPDR DJ Wilshire Global R.. 4.67 % 0.50 %

N/A

USD 2.26B
REET iShares Trust Global REIT 4.37 % 0.14 %

N/A

USD 1.71B
VNQ Vanguard Real Estate 4.32 % 0.12 %

N/A

USD 33.42B
CGR.A:CA iShares Global Real Estat.. 4.10 % 1.58 %

N/A

CAD 1.35M
URE ProShares Ultra Real Esta.. 3.98 % 0.95 %

N/A

USD 0.14B
PHR:CA Purpose Duration Hedged R.. 3.93 % 0.78 %

N/A

CAD 0.10B
CGR:CA iShares Global Real Estat.. 3.86 % 0.71 %

N/A

CAD 0.13B
GRI Cohen & Steers Global Rea.. 3.86 % 0.55 %

N/A

USD 0.05B
FFR First Trust FTSE EPRA/NAR.. 3.58 % 0.60 %

N/A

USD 0.05B
DRN Direxion Daily Real Estat.. 3.40 % 1.09 %

N/A

USD 0.05B
FCUD:CA Fidelity U.S. High Divide.. 2.87 % 0.00 %

N/A

CAD 0.10B
FCUL:CA Fidelity U.S. Low Volatil.. 2.80 % 0.00 %

N/A

CAD 0.02B
FCLH:CA Fidelity U.S. Low Volatil.. 2.79 % 0.00 %

N/A

CAD 6.92M
GQRE FlexShares Global Quality.. 2.58 % 0.45 %

N/A

USD 0.33B
RUE:CA RBC Quant U.S. Equity Lea.. 1.86 % 0.44 %

N/A

CAD 0.03B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.86 % 0.44 %

N/A

CAD 2.22M

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 5.99% 28% F 30% F
Dividend Return 1.22% 18% F 56% F
Total Return 7.21% 24% F 29% F
Trailing 12 Months  
Capital Gain 20.92% 84% B 91% A-
Dividend Return 5.43% 32% F 73% C
Total Return 26.36% 83% B 92% A-
Trailing 5 Years  
Capital Gain 4.83% 44% F 53% F
Dividend Return 19.75% 17% F 62% D-
Total Return 24.58% 27% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 0.43% 54% F 49% F
Dividend Return 4.22% 44% F 48% F
Total Return 3.79% 35% F 66% D
Risk Return Profile  
Volatility (Standard Deviation) 13.76% 37% F 53% F
Risk Adjusted Return 30.65% 33% F 45% 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 22.63 44% F 29% F
Price/Book Ratio 16.47 1% F 4% F
Price / Cash Flow Ratio 3.71 43% F 35% F
Price/Free Cash Flow Ratio 18.55 30% F 31% F
Management Effectiveness  
Return on Equity 71.99% 99% A+ 97% A+
Return on Invested Capital 10.82% 93% A 60% D-
Return on Assets 7.89% 91% A- 82% B-
Debt to Equity Ratio 703.50% 3% F 3% 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.

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