PEB vs. SPG
PEB (Pebblebrook Hotel Trust) and SPG (Simon Property Group, Inc.) are both stocks. Both are in the Real Estate sector — PEB in REIT - Hotel & Motel, SPG in REIT - Retail. Over the past 10 years, PEB returned -1.25%/yr vs 5.80%/yr for SPG. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
PEB vs. SPG - Performance Comparison
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Returns By Period
In the year-to-date period, PEB achieves a 62.32% return, which is significantly higher than SPG's 19.74% return. Over the past 10 years, PEB has underperformed SPG with an annualized return of -1.25%, while SPG has yielded a comparatively higher 5.80% annualized return.
PEB
- 1D
- -1.92%
- 1M
- 24.22%
- YTD
- 62.32%
- 6M
- 62.75%
- 1Y
- 92.93%
- 3Y*
- 12.81%
- 5Y*
- -4.89%
- 10Y*
- -1.25%
SPG
- 1D
- 1.01%
- 1M
- 7.20%
- YTD
- 19.74%
- 6M
- 18.15%
- 1Y
- 42.73%
- 3Y*
- 32.84%
- 5Y*
- 16.96%
- 10Y*
- 5.80%
PEB vs. SPG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 62.32% | -16.15% | -14.96% | 19.68% | -40.00% | 19.19% | -29.66% | -0.01% | -20.47% | 30.78% |
SPG Simon Property Group, Inc. | 19.74% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
Correlation
The correlation between PEB and SPG is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2009 | 0.53 |
The correlation between PEB and SPG shifts across timeframes, from 0.44 (1 year) to 0.56 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PEB:
-$0.54
SPG:
$17.14
PEB:
1.43
SPG:
7.99
PEB:
$1.50B
SPG:
$6.65B
PEB:
$187.07M
SPG:
$5.71B
PEB:
$221.67M
SPG:
$7.77B
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Return for Risk
PEB vs. SPG — Risk / Return Rank
PEB
SPG
PEB vs. SPG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pebblebrook Hotel Trust (PEB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PEB | SPG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.70 | 3.72 | +1.98 |
| Martin ratioReturn relative to average drawdown | 14.03 | 13.36 | +0.67 |
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Drawdowns
PEB vs. SPG - Drawdown Comparison
The maximum PEB drawdown since its inception was -84.37%, which is greater than SPG's maximum drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for PEB and SPG.
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Drawdown Indicators
| PEB | SPG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.37% | -77.00% | -7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -11.54% | -4.85% |
Max Drawdown (3Y)Largest decline over 3 years | -53.43% | -24.32% | -29.11% |
Max Drawdown (5Y)Largest decline over 5 years | -70.13% | -45.84% | -24.29% |
Max Drawdown (10Y)Largest decline over 10 years | -83.70% | -77.00% | -6.70% |
Current DrawdownCurrent decline from peak | -52.90% | -1.05% | -51.85% |
Average DrawdownAverage peak-to-trough decline | -33.59% | -13.82% | -19.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 3.21% | +3.44% |
Volatility
PEB vs. SPG - Volatility Comparison
Pebblebrook Hotel Trust (PEB) has a higher volatility of 11.39% compared to Simon Property Group, Inc. (SPG) at 6.26%. This indicates that PEB'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
| PEB | SPG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.39% | 6.26% | +5.13% |
Volatility (6M)Calculated over the trailing 6-month period | 24.22% | 14.45% | +9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.36% | 19.03% | +15.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.05% | 26.47% | +12.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.76% | 37.12% | +5.64% |
Dividends
PEB vs. SPG - Dividend Comparison
PEB's dividend yield for the trailing twelve months is around 0.22%, less than SPG's 4.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEB Pebblebrook Hotel Trust | 0.22% | 0.35% | 0.30% | 0.25% | 0.30% | 0.18% | 0.21% | 5.67% | 5.37% | 4.09% | 5.11% | 4.43% |
SPG Simon Property Group, Inc. | 4.06% | 4.62% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% |
Financials
PEB vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Pebblebrook Hotel Trust 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
PEB vs. SPG - Profitability Comparison
PEB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported a gross profit of 0.00 and revenue of 345.66M. Therefore, the gross margin over that period was 0.0%.
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Simon Property Group, Inc. reported a gross profit of 1.45B and revenue of 1.76B. Therefore, the gross margin over that period was 82.5%.
PEB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported an operating income of 8.05M and revenue of 345.66M, resulting in an operating margin of 2.3%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Simon Property Group, Inc. reported an operating income of 762.16M and revenue of 1.76B, resulting in an operating margin of 43.4%.
PEB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pebblebrook Hotel Trust reported a net income of -29.70M and revenue of 345.66M, resulting in a net margin of -8.6%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Simon Property Group, Inc. reported a net income of 1.48K and revenue of 1.76B, resulting in a net margin of 0.0%.
Frequently Asked Questions
PEB and SPG have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEB has higher volatility (11.39%) compared to SPG (6.26%). In terms of maximum drawdown, PEB dropped -84.37% vs SPG's -77.00%.
PEB currently has the higher Sharpe Ratio (2.72 vs 2.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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