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Simon Property Group, Inc. (SPG)

Equity · Currency in USD · Last updated Dec 2, 2023
SummaryFinancials

Company Info

ISINUS8288061091
CUSIP828806109
SectorReal Estate
IndustryREIT—Retail

Highlights

Market Cap$48.33B
EPS$6.74
PE Ratio19.11
PEG Ratio12.22
Revenue (TTM)$5.53B
Gross Profit (TTM)$4.29B
EBITDA (TTM)$3.99B
Year Range$96.91 - $128.91
Target Price$130.47
Short %1.78%
Short Ratio2.76

Share Price Chart


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Performance

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 or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,849.72%
892.23%
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with SPG

Simon Property Group, Inc.

Popular comparisons: SPG vs. O, SPG vs. VNQ, SPG vs. MA, SPG vs. NVS, SPG vs. QQQX, SPG vs. VOO, SPG vs. SPY, SPG vs. SCHD, SPG vs. BRK-B, SPG vs. PEP

Return

Simon Property Group, Inc. had a return of 15.04% year-to-date (YTD) and 15.30% in the last 12 months. Over the past 10 years, Simon Property Group, Inc. had an annualized return of 3.83%, while the S&P 500 had an annualized return of 9.87%, indicating that Simon Property Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date15.04%19.67%
1 month14.52%8.42%
6 months25.02%7.29%
1 year15.30%12.71%
5 years (annualized)-1.87%10.75%
10 years (annualized)3.83%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-7.21%11.66%7.90%-8.92%-3.22%1.72%13.65%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
SPG
Simon Property Group, Inc.
0.61
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Simon Property Group, Inc. Sharpe ratio is 0.61. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.200.400.600.801.001.201.40JulyAugustSeptemberOctoberNovemberDecember
0.61
0.91
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)

Dividend History

Simon Property Group, Inc. granted a 5.71% dividend yield in the last twelve months. The annual payout for that period amounted to $7.35 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$7.35$6.90$5.85$6.00$8.30$7.90$7.15$6.50$6.05$5.00$4.37$3.85

Dividend yield

5.71%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%2.74%3.06%2.59%

Monthly Dividends

The table displays the monthly dividend distributions for Simon Property Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$1.80$0.00$0.00$1.85$0.00$0.00$1.90$0.00$0.00
2022$0.00$0.00$1.65$0.00$0.00$1.70$0.00$0.00$1.75$0.00$0.00$1.80
2021$0.00$0.00$0.00$1.30$0.00$0.00$1.40$0.00$1.50$0.00$0.00$1.65
2020$0.00$2.10$0.00$0.00$0.00$0.00$1.30$0.00$0.00$1.30$0.00$1.30
2019$0.00$2.05$0.00$0.00$2.05$0.00$0.00$2.10$0.00$0.00$2.10$0.00
2018$0.00$1.95$0.00$0.00$1.95$0.00$0.00$2.00$0.00$0.00$2.00$0.00
2017$0.00$1.75$0.00$0.00$1.75$0.00$0.00$1.80$0.00$0.00$1.85$0.00
2016$0.00$1.60$0.00$0.00$1.60$0.00$0.00$1.65$0.00$0.00$1.65$0.00
2015$0.00$1.40$0.00$0.00$1.50$0.00$0.00$1.55$0.00$0.00$1.60$0.00
2014$0.00$1.18$0.00$0.00$1.22$0.00$0.00$1.30$0.00$0.00$1.30$0.00
2013$0.00$1.08$0.00$0.00$1.08$0.00$0.00$1.08$0.00$0.00$1.13$0.00
2012$0.89$0.00$0.00$0.94$0.00$0.00$0.99$0.00$0.00$1.03$0.00

Dividend Yield & Payout


Dividend Yield
SPG
5.71%
Market bottom
1.03%
Market top
5.14%
Simon Property Group, Inc. has a dividend yield of 5.71%, which means its dividend payment is significantly above the market average.
Payout Ratio
SPG
110.37%
Market bottom
17.94%
Market top
59.25%
Simon Property Group, Inc. has a payout ratio of 110.37%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-17.29%
-4.21%
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Simon Property Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Simon Property Group, Inc. was 77.00%, occurring on Apr 2, 2020. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77%Aug 2, 2016924Apr 2, 2020
-76.11%Feb 8, 2007523Mar 6, 2009422Nov 5, 2010945
-30.89%Jul 10, 1998364Dec 16, 1999360May 22, 2001724
-22.35%Apr 2, 200428May 12, 2004109Oct 18, 2004137
-20.32%May 22, 201374Sep 5, 2013174May 15, 2014248

Volatility Chart

The current Simon Property Group, Inc. volatility is 6.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
6.69%
2.79%
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)