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

Performance

SPG vs. K - Performance Comparison

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

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Returns By Period


SPG

1D
-0.25%
1M
5.43%
6M
24.93%
YTD
24.97%
1Y
43.13%
3Y*
28.70%
5Y*
18.92%
10Y*
5.34%
ALL TIME*
13.26%

K

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$352.50M$496.25M$410.48M

SPG vs. K - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPG
Simon Property Group, Inc.
24.97%12.94%26.92%29.24%-21.91%95.72%-38.64%-6.74%2.55%0.98%
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%

Correlation

The correlation between SPG and K is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Dec 14, 1993

0.22

The correlation between SPG and K shifts across timeframes, from 0.09 (1 year) to 0.23 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SPG:

$73.36B

K:

$29.20B

EPS

SPG:

$19.29

K:

$3.65

PE Ratio

SPG:

11.73

K:

22.87

PEG Ratio

SPG:

0.46

K:

3.84

PS Ratio

SPG:

7.41

K:

2.30

Total Revenue (TTM)

SPG:

$6.65B

K:

$12.67B

Gross Profit (TTM)

SPG:

$5.71B

K:

$4.41B

EBITDA (TTM)

SPG:

$7.77B

K:

$2.25B

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Return for Risk

SPG vs. K — Risk / Return Rank

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

SPG
SPG Risk / Return Rank: 9292
Overall Rank
SPG Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SPG Sortino Ratio Rank: 9292
Sortino Ratio Rank
SPG Omega Ratio Rank: 9090
Omega Ratio Rank
SPG Calmar Ratio Rank: 9090
Calmar Ratio Rank
SPG Martin Ratio Rank: 9494
Martin Ratio Rank

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

SPG vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Kellogg Company (K). 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.


SPGKDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

3.76

Martin ratioReturn relative to average drawdown

13.49

SPG vs. K - Sharpe Ratio Comparison


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Drawdowns

SPG vs. K - Drawdown Comparison


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Drawdown Indicators


SPGKDifference

Max Drawdown

Largest peak-to-trough decline

-77.00%

Max Drawdown (1Y)

Largest decline over 1 year

-11.54%

Max Drawdown (3Y)

Largest decline over 3 years

-24.32%

Max Drawdown (5Y)

Largest decline over 5 years

-45.84%

Max Drawdown (10Y)

Largest decline over 10 years

-77.00%

Current Drawdown

Current decline from peak

-1.08%

Average Drawdown

Average peak-to-trough decline

-13.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

Volatility

SPG vs. K - Volatility Comparison


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Volatility by Period


SPGKDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.29%

Volatility (6M)

Calculated over the trailing 6-month period

15.21%

Volatility (1Y)

Calculated over the trailing 1-year period

19.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.13%

Dividends

SPG vs. K - Dividend Comparison

SPG's dividend yield for the trailing twelve months is around 3.89%, while K has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%
SPG
Simon Property Group, Inc.
3.89%4.62%4.70%5.22%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%

Financials

SPG vs. K - Financials Comparison

This section allows you to compare key financial metrics between Simon Property Group, Inc. and Kellogg Company. 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


1.00B1.50B2.00B2.50B3.00B3.50B4.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.76B
3.26B
(SPG) Total Revenue
(K) Total Revenue
Values in USD except per share items

SPG vs. K - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
82.5%
33.3%
Portfolio components
SPG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.

K - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Kellogg Company reported a gross profit of 1.08B and revenue of 3.26B. Therefore, the gross margin over that period was 33.3%.

SPG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.

K - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Kellogg Company reported an operating income of 452.00M and revenue of 3.26B, resulting in an operating margin of 13.9%.

SPG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.

K - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Kellogg Company reported a net income of 309.00M and revenue of 3.26B, resulting in a net margin of 9.5%.


Frequently Asked Questions


SPG and K have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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