SPG vs. NVS
Compare and contrast key facts about Simon Property Group, Inc. (SPG) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPG or NVS.
Key characteristics
| SPG | NVS | |
|---|---|---|
| YTD Return | 1.10% | 0.19% |
| 1Y Return | 36.75% | 4.15% |
| 3Y Return (Ann) | 11.25% | 10.48% |
| 5Y Return (Ann) | 1.23% | 9.24% |
| 10Y Return (Ann) | 3.56% | 7.10% |
| Sharpe Ratio | 1.74 | 0.25 |
| Daily Std Dev | 22.79% | 17.02% |
| Max Drawdown | -77.00% | -41.72% |
| Current Drawdown | -9.03% | -6.74% |
Fundamentals
| SPG | NVS | |
|---|---|---|
| Market Cap | $53.33B | $200.10B |
| EPS | $6.98 | $4.40 |
| PE Ratio | 20.40 | 22.15 |
| PEG Ratio | 7.60 | 5.09 |
| Revenue (TTM) | $5.66B | $47.73B |
| Gross Profit (TTM) | $4.29B | $36.74B |
| EBITDA (TTM) | $4.11B | $18.94B |
Correlation
The correlation between SPG and NVS is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SPG vs. NVS - Performance Comparison
In the year-to-date period, SPG achieves a 1.10% return, which is significantly higher than NVS's 0.19% return. Over the past 10 years, SPG has underperformed NVS with an annualized return of 3.56%, while NVS has yielded a comparatively higher 7.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SPG vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Novartis AG (NVS). 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.
Dividends
SPG vs. NVS - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 5.34%, more than NVS's 3.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 5.34% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% |
NVS Novartis AG | 3.88% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
Drawdowns
SPG vs. NVS - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for SPG and NVS. For additional features, visit the drawdowns tool.
Volatility
SPG vs. NVS - Volatility Comparison
Simon Property Group, Inc. (SPG) and Novartis AG (NVS) have volatilities of 5.86% and 5.79%, 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.
Financials
SPG vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and Novartis AG. 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