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PDM vs. SPG
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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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PDM vs. SPG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDM
Piedmont Office Realty Trust, Inc.
-21.22%-7.26%37.18%-14.77%-46.76%19.86%-23.46%35.96%-9.09%0.14%
SPG
Simon Property Group, Inc.
1.93%12.94%26.92%29.24%-21.91%95.72%-38.64%-6.74%2.55%0.98%

Fundamentals

EPS

PDM:

-$0.67

SPG:

$7.18

PS Ratio

PDM:

1.94

SPG:

6.39

Total Revenue (TTM)

PDM:

$422.14M

SPG:

$6.36B

Gross Profit (TTM)

PDM:

$197.30M

SPG:

$5.33B

EBITDA (TTM)

PDM:

$231.37M

SPG:

$4.69B

Returns By Period

In the year-to-date period, PDM achieves a -21.22% return, which is significantly lower than SPG's 1.93% return. Over the past 10 years, PDM has underperformed SPG with an annualized return of -5.84%, while SPG has yielded a comparatively higher 4.07% annualized return.


PDM

1D
1.08%
1M
-13.44%
YTD
-21.22%
6M
-27.00%
1Y
-10.85%
3Y*
1.63%
5Y*
-13.25%
10Y*
-5.84%

SPG

1D
2.29%
1M
-7.44%
YTD
1.93%
6M
1.78%
1Y
17.91%
3Y*
24.98%
5Y*
16.40%
10Y*
4.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PDM vs. SPG — Risk / Return Rank

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

PDM
PDM Risk / Return Rank: 2929
Overall Rank
PDM Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
PDM Sortino Ratio Rank: 2727
Sortino Ratio Rank
PDM Omega Ratio Rank: 2626
Omega Ratio Rank
PDM Calmar Ratio Rank: 3333
Calmar Ratio Rank
PDM Martin Ratio Rank: 2828
Martin Ratio Rank

SPG
SPG Risk / Return Rank: 6666
Overall Rank
SPG Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
SPG Sortino Ratio Rank: 5959
Sortino Ratio Rank
SPG Omega Ratio Rank: 6262
Omega Ratio Rank
SPG Calmar Ratio Rank: 6666
Calmar Ratio Rank
SPG Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PDM vs. SPG - Risk-Adjusted Trends 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.


PDMSPGDifference

Sharpe ratio

Return per unit of total volatility

-0.29

0.72

-1.01

Sortino ratio

Return per unit of downside risk

-0.14

1.11

-1.25

Omega ratio

Gain probability vs. loss probability

0.98

1.16

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.31

1.09

-1.40

Martin ratio

Return relative to average drawdown

-0.85

3.81

-4.66

PDM vs. SPG - Sharpe Ratio Comparison

The current PDM Sharpe Ratio is -0.29, which is lower than the SPG Sharpe Ratio of 0.72. 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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Sharpe Ratios by Period


PDMSPGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.29

0.72

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

0.62

-0.99

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.17

0.11

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.38

-0.38

Correlation

The correlation between PDM and SPG is 0.64, 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.


Dividends

PDM vs. SPG - Dividend Comparison

PDM has not paid dividends to shareholders, while SPG's dividend yield for the trailing twelve months is around 4.64%.


TTM20252024202320222021202020192018201720162015
PDM
Piedmont Office Realty Trust, Inc.
0.00%1.50%5.46%9.42%9.16%5.71%5.18%3.78%4.93%6.83%4.02%4.45%
SPG
Simon Property Group, Inc.
4.64%4.62%4.70%5.22%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%

Drawdowns

PDM vs. SPG - Drawdown Comparison

The maximum PDM drawdown since its inception was -73.72%, 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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Drawdown Indicators


PDMSPGDifference

Max Drawdown

Largest peak-to-trough decline

-73.72%

-77.00%

+3.28%

Max Drawdown (1Y)

Largest decline over 1 year

-29.47%

-17.63%

-11.84%

Max Drawdown (5Y)

Largest decline over 5 years

-70.38%

-45.84%

-24.54%

Max Drawdown (10Y)

Largest decline over 10 years

-73.72%

-77.00%

+3.28%

Current Drawdown

Current decline from peak

-62.30%

-7.44%

-54.86%

Average Drawdown

Average peak-to-trough decline

-21.82%

-13.91%

-7.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.68%

5.04%

+5.64%

Volatility

PDM vs. SPG - Volatility Comparison

Piedmont Office Realty Trust, Inc. (PDM) has a higher volatility of 9.10% compared to Simon Property Group, Inc. (SPG) at 6.96%. 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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Volatility by Period


PDMSPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.10%

6.96%

+2.14%

Volatility (6M)

Calculated over the trailing 6-month period

22.95%

13.45%

+9.50%

Volatility (1Y)

Calculated over the trailing 1-year period

38.11%

24.97%

+13.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.54%

26.74%

+8.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.06%

37.07%

-3.01%

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


0.00500.00M1.00B1.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
1.79B
(PDM) Total Revenue
(SPG) Total Revenue
Values in USD except per share items