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Simon Property Group, Inc. (SPG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS8288061091
CUSIP828806109
SectorReal Estate
IndustryREIT—Retail

Highlights

Market Cap$56.92B
EPS$6.99
PE Ratio21.73
PEG Ratio7.97
Revenue (TTM)$5.66B
Gross Profit (TTM)$4.29B
EBITDA (TTM)$4.11B
Year Range$94.29 - $157.82
Target Price$155.53
Short %1.56%
Short Ratio2.11

Share Price Chart


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Simon Property Group, Inc.

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

Performance

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 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%3,500.00%OctoberNovemberDecember2024FebruaryMarch
3,532.06%
1,033.44%
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Simon Property Group, Inc. had a return of 9.60% year-to-date (YTD) and 57.42% in the last 12 months. Over the past 10 years, Simon Property Group, Inc. had an annualized return of 4.92%, while the S&P 500 had an annualized return of 10.96%, indicating that Simon Property Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date9.60%10.04%
1 month4.55%3.53%
6 months46.61%22.79%
1 year57.42%32.16%
5 years (annualized)2.47%13.15%
10 years (annualized)4.92%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.83%6.88%
2023-8.92%-3.22%1.72%13.65%15.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and compares them with a selected benchmark (^GSPC). These performance indicators 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.
2.56
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Simon Property Group, Inc. Sharpe ratio is 2.56. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.56
2.76
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Simon Property Group, Inc. granted a 4.92% dividend yield in the last twelve months. The annual payout for that period amounted to $7.60 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$7.60$7.45$6.90$5.85$6.00$8.30$7.90$7.15$6.50$6.05$5.00$4.37

Dividend yield

4.92%5.22%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%2.74%3.06%

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
2024$0.00$0.00
2023$0.00$0.00$1.80$0.00$0.00$1.85$0.00$0.00$1.90$0.00$0.00$1.90
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$1.08$0.00$0.00$1.08$0.00$0.00$1.08$0.00$0.00$1.13$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.9%
Simon Property Group, Inc. has a dividend yield of 4.92%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%108.9%
Simon Property Group, Inc. has a payout ratio of 108.88%, 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

Drawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.95%
0
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. Recovery took 995 trading sessions.

The current Simon Property Group, Inc. drawdown is 0.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77%Aug 2, 2016924Apr 2, 2020995Mar 18, 20241919
-76.11%Feb 8, 2007523Mar 6, 2009422Nov 5, 2010945
-30.89%Jun 2, 1998391Dec 16, 1999360May 22, 2001751
-22.35%Apr 2, 200428May 12, 2004109Oct 18, 2004137
-20.32%May 22, 201374Sep 5, 2013174May 15, 2014248

Volatility

Volatility Chart

The current Simon Property Group, Inc. volatility is 5.71%, 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%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
5.71%
2.82%
SPG (Simon Property Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Simon Property Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Minority Interest

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Values in undefined except per share items