Simon Property Group, Inc. logo

Simon Property Group, Inc. (SPG)

Common Stock · Currency in USD · XNYS

Simon Property Group is the largest retail real estate investment trust in the United States. Its portfolio includes an interest in 254 properties: 114 traditional malls, 108 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and 12 other retail properties. Simon's portfolio averaged $736 in sales per square foot over the trailing 12 months. The company also owns a 22% interest in Klépierre, a European retail company with investments in shopping centers in 14 countries, and joint-venture interests in 33 premium outlets across 14 countries.

Company Info

SIC6798
Composite FIGIBBG000BJ2D31
CIK0001063761
IPODec 14, 1993
Sectorreal estate investment trusts

Highlights

Market Cap$61.31B
EPS$7.44
P/E Ratio21.81
Revenue$6.20B
Gross Profit$6.41B
Net Income$2.81B
Employees3,600
WSO324,953,274
Phone317-636-1600

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Simon Property Group, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Simon Property Group, Inc. (SPG) has returned 2.28% so far this year and 34.76% over the past 12 months. Looking at the last ten years, SPG has achieved an annualized return of -1.04%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

SPG

1M-6.37%
6M2.29%
YTD2.28%
1Y34.76%
5Y10.14%
10Y-1.04%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Simon Property Group, Inc. (SPG) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20263.71%6.22%-7.88%1.08%
20250.79%8.12%-11.32%-5.56%3.06%-0.85%2.15%10.87%5.75%-6.34%6.80%0.06%
2024-2.37%7.10%5.78%-9.96%7.82%0.30%1.90%7.96%3.03%0.07%9.87%-5.98%
20238.74%-4.54%-8.33%0.71%-6.95%9.74%8.26%-8.80%-5.54%2.22%12.52%14.08%
2022-8.28%-6.55%-4.56%-10.79%-3.40%-17.45%15.15%-5.51%-11.31%19.05%8.58%-2.25%
20218.49%20.86%-2.09%5.87%4.73%0.60%-2.23%4.88%-3.33%11.42%3.68%2.05%
2020-10.88%-7.72%-55.56%31.57%-9.13%19.32%-10.67%10.85%-2.96%-3.13%31.15%0.74%
20199.48%-1.85%0.58%-4.92%-6.51%-1.46%0.95%-7.50%4.89%-3.35%-0.34%-1.59%
2018-5.20%-6.17%0.68%1.15%1.24%6.00%3.56%4.29%-3.42%3.81%0.77%-9.92%
20172.61%-0.53%-6.64%-4.07%-7.20%5.04%-2.38%-5.08%2.22%-3.63%3.69%5.88%
2016-3.05%-2.53%10.33%4.37%-5.02%-3.67%-9.86%-2.89%-0.70%

Performance Indicators

The charts below present risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00SPG: 0.63SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00SPG: 0.88SPY: 1.40

Omega ratio

0.501.001.502.00SPG: 1.13SPY: 1.22

Calmar ratio

0.002.004.006.00SPG: 0.68SPY: 1.20

Martin ratio

0.001.003.00SPG: 0.18SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of SPG compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Simon Property Group, Inc. volatility is 1.47%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

20252023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)40.61B34.28B33.01B33.78B34.79B31.23B30.69B32.26B31.10B30.65B29.53B33.32B32.59B26.22B
Temporary Equity (USD)233.31M195.95M212.24M547.74M185.89M219.06M230.16M190.48M137.76M25.54M----
Equity Attributable To Parent (USD)5.21B3.02B3.14B3.36B3.04B2.53B3.30B3.69B4.31B4.47B5.09B5.85B5.91B4.65B
Equity Attributable To Noncontrolling Interest (USD)1.26B468.82M473.13M491.53M432.87M384.85M500.28M552.60M649.46M744.91M858.33M973.23M982.49M894.62M
Equity (USD)6.47B3.49B3.61B3.85B3.47B2.91B3.80B4.24B4.96B5.22B5.95B6.82B6.89B5.54B
Long-term Debt (USD)28.43B26.03B24.96B25.32B26.72B24.16B23.31B24.63B22.98B----18.42B
Noncurrent Liabilities (USD)--------------
Current Liabilities (USD)33.90B30.60B29.19B29.38B31.13B28.10B26.66B27.83B26.01B25.41B23.56B26.31B25.52B20.40B
Liabilities (USD)33.90B30.60B29.19B29.38B31.13B28.10B26.66B27.83B26.01B25.41B23.56B26.31B25.52B20.40B
Noncurrent Assets (USD)--------------
Current Assets (USD)40.61B34.28B33.01B33.78B34.79B31.23B30.69B32.26B31.10B30.65B29.53B33.32B32.59B26.22B
Assets (USD)40.61B34.28B33.01B33.78B34.79B31.23B30.69B32.26B31.10B30.65B29.53B33.32B32.59B26.22B

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