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.
Correlation
The correlation between SPG and NVS is 0.45, 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.
Performance
SPG vs. NVS - Performance Comparison
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Key characteristics
SPG:
0.45
NVS:
0.68
SPG:
0.74
NVS:
1.05
SPG:
1.10
NVS:
1.14
SPG:
0.48
NVS:
0.70
SPG:
1.63
NVS:
1.49
SPG:
7.13%
NVS:
9.32%
SPG:
27.59%
NVS:
20.03%
SPG:
-77.00%
NVS:
-41.72%
SPG:
-14.75%
NVS:
-3.35%
Fundamentals
SPG:
$61.45B
NVS:
$221.76B
SPG:
$6.28
NVS:
$6.38
SPG:
25.95
NVS:
17.60
SPG:
4.77
NVS:
1.34
SPG:
10.25
NVS:
4.17
SPG:
20.93
NVS:
5.78
SPG:
$5.99B
NVS:
$52.86B
SPG:
$4.96B
NVS:
$39.86B
SPG:
$4.63B
NVS:
$21.88B
Returns By Period
In the year-to-date period, SPG achieves a -7.04% return, which is significantly lower than NVS's 20.07% return. Over the past 10 years, SPG has underperformed NVS with an annualized return of 3.46%, while NVS has yielded a comparatively higher 6.75% annualized return.
SPG
-7.04%
7.42%
-10.49%
12.28%
19.96%
30.90%
3.46%
NVS
20.07%
2.03%
13.34%
13.61%
14.46%
11.45%
6.75%
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Risk-Adjusted Performance
SPG vs. NVS — Risk-Adjusted Performance Rank
SPG
NVS
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.
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Dividends
SPG vs. NVS - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 5.22%, more than NVS's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 5.22% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
NVS Novartis AG | 3.54% | 3.88% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
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.
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Volatility
SPG vs. NVS - Volatility Comparison
Simon Property Group, Inc. (SPG) has a higher volatility of 9.83% compared to Novartis AG (NVS) at 7.03%. This indicates that SPG's price experiences larger fluctuations and is considered to be riskier than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
SPG vs. NVS - Profitability Comparison
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a gross profit of 1.20B and revenue of 1.47B. Therefore, the gross margin over that period was 81.4%.
NVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Novartis AG reported a gross profit of 10.39B and revenue of 13.62B. Therefore, the gross margin over that period was 76.3%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported an operating income of 727.62M and revenue of 1.47B, resulting in an operating margin of 49.4%.
NVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Novartis AG reported an operating income of 4.66B and revenue of 13.62B, resulting in an operating margin of 34.2%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Simon Property Group, Inc. reported a net income of 414.53M and revenue of 1.47B, resulting in a net margin of 28.1%.
NVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Novartis AG reported a net income of 3.61B and revenue of 13.62B, resulting in a net margin of 26.5%.