SPG vs. NSRGY
SPG (Simon Property Group, Inc.) and NSRGY (Nestlé S.A.) are both stocks. SPG operates in REIT - Retail (Real Estate), while NSRGY operates in Packaged Foods (Consumer Defensive). Over the past 10 years, SPG returned 6.11%/yr vs 6.67%/yr for NSRGY. At a 0.20 correlation, their price movements are largely independent.
Performance
SPG vs. NSRGY - Performance Comparison
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Returns By Period
In the year-to-date period, SPG achieves a 21.01% return, which is significantly higher than NSRGY's 5.66% return. Over the past 10 years, SPG has underperformed NSRGY with an annualized return of 6.11%, while NSRGY has yielded a comparatively higher 6.67% annualized return.
SPG
- 1D
- 1.95%
- 1M
- 10.71%
- YTD
- 21.01%
- 6M
- 23.06%
- 1Y
- 46.24%
- 3Y*
- 32.01%
- 5Y*
- 16.57%
- 10Y*
- 6.11%
NSRGY
- 1D
- -0.20%
- 1M
- 1.56%
- YTD
- 5.66%
- 6M
- 6.71%
- 1Y
- 1.15%
- 3Y*
- -1.88%
- 5Y*
- -1.61%
- 10Y*
- 6.67%
SPG vs. NSRGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 21.01% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
NSRGY Nestlé S.A. | 5.66% | 24.80% | -27.05% | 2.88% | -15.94% | 22.32% | 11.63% | 37.26% | -2.74% | 27.45% |
Correlation
The correlation between SPG and NSRGY is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.20 |
The correlation between SPG and NSRGY shifts across timeframes, from 0.17 (10 years) to 0.36 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SPG:
$17.14
NSRGY:
CHF 7.72
SPG:
12.78
NSRGY:
10.34
SPG:
8.07
NSRGY:
1.14
SPG:
$6.65B
NSRGY:
CHF 181.02B
SPG:
$5.71B
NSRGY:
CHF 83.86B
SPG:
$7.77B
NSRGY:
CHF 36.34B
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Return for Risk
SPG vs. NSRGY — Risk / Return Rank
SPG
NSRGY
SPG vs. NSRGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Nestlé S.A. (NSRGY). 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.
| SPG | NSRGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.42 | ||
| Sortino ratioReturn per unit of downside risk | +3.23 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.01 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 3.88 | -0.05 | +3.93 |
| Martin ratioReturn relative to average drawdown | 14.03 | -0.10 | +14.13 |
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Drawdowns
SPG vs. NSRGY - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, roughly equal to the maximum NSRGY drawdown of -75.68%. Use the drawdown chart below to compare losses from any high point for SPG and NSRGY.
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Drawdown Indicators
| SPG | NSRGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.00% | -75.68% | -1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -15.71% | +4.17% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -32.79% | +8.47% |
Max Drawdown (5Y)Largest decline over 5 years | -45.84% | -38.24% | -7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -77.00% | -38.24% | -38.76% |
Current DrawdownCurrent decline from peak | 0.00% | -17.25% | +17.25% |
Average DrawdownAverage peak-to-trough decline | -13.83% | -24.16% | +10.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 9.31% | -6.13% |
Volatility
SPG vs. NSRGY - Volatility Comparison
Simon Property Group, Inc. (SPG) and Nestlé S.A. (NSRGY) have volatilities of 5.43% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPG | NSRGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 5.46% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.08% | 15.05% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 22.89% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.55% | 19.90% | +6.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.08% | 18.44% | +18.64% |
Dividends
SPG vs. NSRGY - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 4.02%, which matches NSRGY's 4.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 4.00% | 3.44% | 4.01% | 2.86% | 2.57% | 2.18% | 2.34% | 2.28% | 3.12% | 5.64% | 6.54% | 3.13% |
SPG Simon Property Group, Inc. | 4.02% | 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. NSRGY - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and Nestlé S.A.. 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
SPG vs. NSRGY - Profitability Comparison
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%.
NSRGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.
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%.
NSRGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.
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%.
NSRGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.
Frequently Asked Questions
SPG and NSRGY have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NSRGY has higher volatility (5.46%) compared to SPG (5.43%). In terms of maximum drawdown, SPG dropped -77.00% vs NSRGY's -75.68%.
SPG currently has the higher Sharpe Ratio (2.38 vs -0.04), 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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