ARE vs. SPG
Compare and contrast key facts about Alexandria Real Estate Equities, Inc. (ARE) and Simon Property Group, Inc. (SPG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARE or SPG.
Correlation
The correlation between ARE and SPG is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARE vs. SPG - Performance Comparison
Key characteristics
ARE:
-1.21
SPG:
0.61
ARE:
-1.77
SPG:
1.08
ARE:
0.79
SPG:
1.15
ARE:
-0.56
SPG:
0.76
ARE:
-1.89
SPG:
2.74
ARE:
18.73%
SPG:
6.77%
ARE:
28.71%
SPG:
26.32%
ARE:
-71.87%
SPG:
-77.00%
ARE:
-62.24%
SPG:
-12.11%
Fundamentals
ARE:
$12.72B
SPG:
$60.64B
ARE:
$1.80
SPG:
$7.25
ARE:
40.86
SPG:
22.19
ARE:
844.20
SPG:
4.54
ARE:
4.09
SPG:
9.95
ARE:
0.72
SPG:
17.63
ARE:
$2.41B
SPG:
$4.52B
ARE:
$911.26M
SPG:
$3.48B
ARE:
$2.08B
SPG:
$3.32B
Returns By Period
In the year-to-date period, ARE achieves a -23.40% return, which is significantly lower than SPG's -4.17% return. Over the past 10 years, ARE has underperformed SPG with an annualized return of 1.13%, while SPG has yielded a comparatively higher 3.84% annualized return.
ARE
-23.40%
-4.22%
-33.39%
-34.44%
-10.39%
1.13%
SPG
-4.17%
16.13%
-5.01%
15.82%
30.21%
3.84%
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Risk-Adjusted Performance
ARE vs. SPG — Risk-Adjusted Performance Rank
ARE
SPG
ARE vs. SPG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alexandria Real Estate Equities, Inc. (ARE) and Simon Property Group, Inc. (SPG). 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.
Dividends
ARE vs. SPG - Dividend Comparison
ARE's dividend yield for the trailing twelve months is around 7.11%, more than SPG's 5.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARE Alexandria Real Estate Equities, Inc. | 7.11% | 5.32% | 3.91% | 3.24% | 2.01% | 2.38% | 2.48% | 3.24% | 2.64% | 2.91% | 3.38% | 3.25% |
SPG Simon Property Group, Inc. | 5.06% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
Drawdowns
ARE vs. SPG - Drawdown Comparison
The maximum ARE drawdown since its inception was -71.87%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for ARE and SPG. For additional features, visit the drawdowns tool.
Volatility
ARE vs. SPG - Volatility Comparison
Alexandria Real Estate Equities, Inc. (ARE) has a higher volatility of 13.97% compared to Simon Property Group, Inc. (SPG) at 10.71%. This indicates that ARE's price experiences larger fluctuations and is considered to be riskier than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ARE vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Alexandria Real Estate Equities, Inc. and Simon Property Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ARE vs. SPG - Profitability Comparison
ARE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Alexandria Real Estate Equities, Inc. reported a gross profit of 531.76M and revenue of 758.16M. Therefore, the gross margin over that period was 70.1%.
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a gross profit of 1.34B and revenue of 1.58B. Therefore, the gross margin over that period was 84.8%.
ARE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Alexandria Real Estate Equities, Inc. reported an operating income of 501.09M and revenue of 758.16M, resulting in an operating margin of 66.1%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported an operating income of 835.75M and revenue of 1.58B, resulting in an operating margin of 52.8%.
ARE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Alexandria Real Estate Equities, Inc. reported a net income of -11.60M and revenue of 758.16M, resulting in a net margin of -1.5%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a net income of 668.07M and revenue of 1.58B, resulting in a net margin of 42.2%.