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.
Performance
ARE vs. SPG - Performance Comparison
Returns By Period
In the year-to-date period, ARE achieves a -13.73% return, which is significantly lower than SPG's 32.46% return. Over the past 10 years, ARE has outperformed SPG with an annualized return of 5.65%, while SPG has yielded a comparatively lower 5.13% annualized return.
ARE
-13.73%
-10.24%
-8.72%
5.61%
-4.84%
5.65%
SPG
32.46%
3.97%
28.94%
58.30%
10.14%
5.13%
Fundamentals
| ARE | SPG | |
|---|---|---|
| Market Cap | $18.51B | $67.93B |
| EPS | $1.64 | $7.52 |
| PE Ratio | 64.57 | 24.06 |
| PEG Ratio | 844.20 | 6.13 |
| Total Revenue (TTM) | $3.07B | $5.91B |
| Gross Profit (TTM) | $547.76M | $4.32B |
| EBITDA (TTM) | $2.35B | $4.66B |
Key characteristics
| ARE | SPG | |
|---|---|---|
| Sharpe Ratio | 0.22 | 2.66 |
| Sortino Ratio | 0.56 | 3.58 |
| Omega Ratio | 1.06 | 1.45 |
| Calmar Ratio | 0.13 | 2.56 |
| Martin Ratio | 0.70 | 15.71 |
| Ulcer Index | 9.22% | 3.66% |
| Daily Std Dev | 28.76% | 21.63% |
| Max Drawdown | -71.87% | -77.00% |
| Current Drawdown | -47.22% | 0.00% |
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Correlation
The correlation between ARE and SPG is 0.58, 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.
Risk-Adjusted Performance
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 4.85%, more than SPG's 4.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARE Alexandria Real Estate Equities, Inc. | 4.85% | 3.91% | 3.24% | 2.01% | 2.38% | 2.48% | 3.24% | 2.64% | 2.91% | 3.38% | 3.25% | 4.10% |
SPG Simon Property Group, Inc. | 4.35% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% |
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 6.89% compared to Simon Property Group, Inc. (SPG) at 5.38%. 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