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PDM vs. SPG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PDM and SPG is 0.50, 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

PDM vs. SPG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Piedmont Office Realty Trust, Inc. (PDM) and Simon Property Group, Inc. (SPG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PDM:

0.09

SPG:

0.56

Sortino Ratio

PDM:

0.50

SPG:

0.95

Omega Ratio

PDM:

1.07

SPG:

1.14

Calmar Ratio

PDM:

0.11

SPG:

0.68

Martin Ratio

PDM:

0.33

SPG:

2.21

Ulcer Index

PDM:

21.54%

SPG:

7.43%

Daily Std Dev

PDM:

39.70%

SPG:

27.55%

Max Drawdown

PDM:

-74.00%

SPG:

-77.00%

Current Drawdown

PDM:

-59.58%

SPG:

-12.08%

Fundamentals

Market Cap

PDM:

$885.78M

SPG:

$61.56B

EPS

PDM:

-$0.50

SPG:

$6.28

PEG Ratio

PDM:

10.18

SPG:

8.74

PS Ratio

PDM:

1.56

SPG:

10.27

PB Ratio

PDM:

0.58

SPG:

20.75

Total Revenue (TTM)

PDM:

$568.47M

SPG:

$5.99B

Gross Profit (TTM)

PDM:

-$6.99M

SPG:

$4.96B

EBITDA (TTM)

PDM:

$288.36M

SPG:

$4.63B

Returns By Period

In the year-to-date period, PDM achieves a -20.82% return, which is significantly lower than SPG's -4.13% return. Over the past 10 years, PDM has underperformed SPG with an annualized return of -3.36%, while SPG has yielded a comparatively higher 3.86% annualized return.


PDM

YTD

-20.82%

1M

13.38%

6M

-23.90%

1Y

2.09%

3Y*

-15.75%

5Y*

-10.21%

10Y*

-3.36%

SPG

YTD

-4.13%

1M

2.64%

6M

-9.04%

1Y

13.24%

3Y*

19.11%

5Y*

30.26%

10Y*

3.86%

*Annualized

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Simon Property Group, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

PDM vs. SPG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDM
The Risk-Adjusted Performance Rank of PDM is 5353
Overall Rank
The Sharpe Ratio Rank of PDM is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of PDM is 5151
Sortino Ratio Rank
The Omega Ratio Rank of PDM is 5151
Omega Ratio Rank
The Calmar Ratio Rank of PDM is 5656
Calmar Ratio Rank
The Martin Ratio Rank of PDM is 5555
Martin Ratio Rank

SPG
The Risk-Adjusted Performance Rank of SPG is 7070
Overall Rank
The Sharpe Ratio Rank of SPG is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of SPG is 6363
Sortino Ratio Rank
The Omega Ratio Rank of SPG is 6565
Omega Ratio Rank
The Calmar Ratio Rank of SPG is 7777
Calmar Ratio Rank
The Martin Ratio Rank of SPG is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PDM vs. SPG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Piedmont Office Realty Trust, Inc. (PDM) 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.


The current PDM Sharpe Ratio is 0.09, which is lower than the SPG Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of PDM and SPG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

PDM vs. SPG - Dividend Comparison

PDM's dividend yield for the trailing twelve months is around 5.27%, more than SPG's 5.06% yield.


TTM20242023202220212020201920182017201620152014
PDM
Piedmont Office Realty Trust, Inc.
5.27%5.46%9.42%9.16%4.57%5.18%3.78%4.93%6.83%4.02%4.45%4.30%
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

PDM vs. SPG - Drawdown Comparison

The maximum PDM drawdown since its inception was -74.00%, roughly equal to the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for PDM and SPG.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PDM vs. SPG - Volatility Comparison

Piedmont Office Realty Trust, Inc. (PDM) has a higher volatility of 13.54% compared to Simon Property Group, Inc. (SPG) at 9.75%. This indicates that PDM'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.


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Financials

PDM vs. SPG - Financials Comparison

This section allows you to compare key financial metrics between Piedmont Office Realty Trust, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20212022202320242025
142.69M
1.47B
(PDM) Total Revenue
(SPG) Total Revenue
Values in USD except per share items

PDM vs. SPG - Profitability Comparison

The chart below illustrates the profitability comparison between Piedmont Office Realty Trust, Inc. and Simon Property Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%20212022202320242025
59.4%
81.4%
(PDM) Gross Margin
(SPG) Gross Margin
PDM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Piedmont Office Realty Trust, Inc. reported a gross profit of 84.77M and revenue of 142.69M. Therefore, the gross margin over that period was 59.4%.

SPG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Simon Property Group, Inc. reported a gross profit of 1.20B and revenue of 1.47B. Therefore, the gross margin over that period was 81.4%.

PDM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Piedmont Office Realty Trust, Inc. reported an operating income of 20.90M and revenue of 142.69M, resulting in an operating margin of 14.6%.

SPG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Simon Property Group, Inc. reported an operating income of 727.62M and revenue of 1.47B, resulting in an operating margin of 49.4%.

PDM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Piedmont Office Realty Trust, Inc. reported a net income of -10.10M and revenue of 142.69M, resulting in a net margin of -7.1%.

SPG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Simon Property Group, Inc. reported a net income of 414.53M and revenue of 1.47B, resulting in a net margin of 28.1%.