SPG vs. PFE
SPG (Simon Property Group, Inc.) and PFE (Pfizer Inc.) are both stocks. SPG operates in REIT - Retail (Real Estate), while PFE operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, SPG returned 5.73%/yr vs 2.09%/yr for PFE. At a 0.24 correlation, their price movements are largely independent.
Performance
SPG vs. PFE - Performance Comparison
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Returns By Period
In the year-to-date period, SPG achieves a 14.92% return, which is significantly higher than PFE's 8.09% return. Over the past 10 years, SPG has outperformed PFE with an annualized return of 5.73%, while PFE has yielded a comparatively lower 2.09% annualized return.
SPG
- 1D
- 1.98%
- 1M
- 4.05%
- YTD
- 14.92%
- 6M
- 17.96%
- 1Y
- 36.20%
- 3Y*
- 31.18%
- 5Y*
- 15.72%
- 10Y*
- 5.73%
PFE
- 1D
- 1.36%
- 1M
- 1.40%
- YTD
- 8.09%
- 6M
- 3.39%
- 1Y
- 19.31%
- 3Y*
- -6.48%
- 5Y*
- -2.98%
- 10Y*
- 2.09%
SPG vs. PFE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 14.92% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
PFE Pfizer Inc. | 8.09% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
Correlation
The correlation between SPG and PFE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 1993 | 0.24 |
Fundamentals
SPG:
$17.14
PFE:
$1.31
SPG:
12.27
PFE:
19.85
SPG:
0.49
PFE:
0.36
SPG:
7.75
PFE:
2.35
SPG:
$6.65B
PFE:
$63.32B
SPG:
$5.71B
PFE:
$43.91B
SPG:
$7.77B
PFE:
$16.94B
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Return for Risk
SPG vs. PFE — Risk / Return Rank
SPG
PFE
SPG vs. PFE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and Pfizer Inc. (PFE). 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.
| SPG | PFE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.17 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 1.79 | +1.46 |
| Martin ratioReturn relative to average drawdown | 11.71 | 3.68 | +8.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPG | PFE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 0.86 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | -0.12 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.09 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.33 | +0.05 |
Drawdowns
SPG vs. PFE - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, which is greater than PFE's maximum drawdown of -69.24%. Use the drawdown chart below to compare losses from any high point for SPG and PFE.
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Drawdown Indicators
| SPG | PFE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.00% | -69.24% | -7.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -11.47% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -40.75% | +16.43% |
Max Drawdown (5Y)Largest decline over 5 years | -45.84% | -58.96% | +13.12% |
Max Drawdown (10Y)Largest decline over 10 years | -77.00% | -58.96% | -18.04% |
Current DrawdownCurrent decline from peak | 0.00% | -46.03% | +46.03% |
Average DrawdownAverage peak-to-trough decline | -13.84% | -22.89% | +9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 5.59% | -2.39% |
Volatility
SPG vs. PFE - Volatility Comparison
Simon Property Group, Inc. (SPG) has a higher volatility of 5.71% compared to Pfizer Inc. (PFE) at 4.50%. This indicates that SPG's price experiences larger fluctuations and is considered to be riskier than PFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPG | PFE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.50% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.68% | 14.66% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 23.92% | -5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.50% | 25.50% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.06% | 23.88% | +13.18% |
Dividends
SPG vs. PFE - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 4.11%, less than PFE's 6.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 6.61% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
SPG Simon Property Group, Inc. | 4.11% | 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. PFE - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, Inc. and Pfizer 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
SPG vs. PFE - 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%.
PFE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a gross profit of 9.72B and revenue of 14.45B. Therefore, the gross margin over that period was 67.3%.
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%.
PFE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported an operating income of 4.03B and revenue of 14.45B, resulting in an operating margin of 27.9%.
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%.
PFE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a net income of 2.69B and revenue of 14.45B, resulting in a net margin of 18.6%.
Frequently Asked Questions
SPG and PFE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPG has higher volatility (5.71%) compared to PFE (4.50%). In terms of maximum drawdown, SPG dropped -77.00% vs PFE's -69.24%.
SPG currently has the higher Sharpe Ratio (2.04 vs 0.86), 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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