Correlation
The correlation between UE and SPG is 0.47, 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.
UE vs. SPG
Compare and contrast key facts about Urban Edge Properties (UE) and Simon Property Group, Inc. (SPG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UE or SPG.
Performance
UE vs. SPG - Performance Comparison
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Key characteristics
UE:
0.38
SPG:
0.56
UE:
0.77
SPG:
0.95
UE:
1.10
SPG:
1.14
UE:
0.36
SPG:
0.68
UE:
0.92
SPG:
2.21
UE:
11.74%
SPG:
7.43%
UE:
24.85%
SPG:
27.55%
UE:
-71.78%
SPG:
-77.00%
UE:
-21.65%
SPG:
-12.08%
Fundamentals
UE:
$2.47B
SPG:
$61.56B
UE:
$0.65
SPG:
$6.28
UE:
27.94
SPG:
25.97
UE:
6.59
SPG:
8.74
UE:
5.44
SPG:
10.27
UE:
1.80
SPG:
20.75
UE:
$453.51M
SPG:
$5.99B
UE:
$261.70M
SPG:
$4.96B
UE:
$274.75M
SPG:
$4.63B
Returns By Period
In the year-to-date period, UE achieves a -14.65% return, which is significantly lower than SPG's -4.13% return. Over the past 10 years, UE has underperformed SPG with an annualized return of 2.08%, while SPG has yielded a comparatively higher 3.86% annualized return.
UE
-14.65%
-0.82%
-19.64%
6.13%
2.72%
17.72%
2.08%
SPG
-4.13%
2.64%
-9.04%
13.24%
19.11%
30.26%
3.86%
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Risk-Adjusted Performance
UE vs. SPG — Risk-Adjusted Performance Rank
UE
SPG
UE vs. SPG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Urban Edge Properties (UE) and Simon Property Group, Inc. (SPG). 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
UE vs. SPG - Dividend Comparison
UE's dividend yield for the trailing twelve months is around 3.85%, less than SPG's 5.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UE Urban Edge Properties | 3.85% | 3.16% | 3.50% | 4.54% | 3.16% | 5.26% | 4.59% | 5.29% | 3.45% | 2.98% | 3.41% | 0.00% |
SPG Simon Property Group, Inc. | 5.06% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
Drawdowns
UE vs. SPG - Drawdown Comparison
The maximum UE drawdown since its inception was -71.78%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for UE and SPG.
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Volatility
UE vs. SPG - Volatility Comparison
The current volatility for Urban Edge Properties (UE) is 7.89%, while Simon Property Group, Inc. (SPG) has a volatility of 9.75%. This indicates that UE experiences smaller price fluctuations and is considered to be less risky than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UE vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Urban Edge Properties and Simon Property Group, 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
UE vs. SPG - Profitability Comparison
UE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Urban Edge Properties reported a gross profit of 79.08M and revenue of 118.17M. Therefore, the gross margin over that period was 66.9%.
SPG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
UE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Urban Edge Properties reported an operating income of 28.98M and revenue of 118.17M, resulting in an operating margin of 24.5%.
SPG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
UE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Urban Edge Properties reported a net income of 8.20M and revenue of 118.17M, resulting in a net margin of 6.9%.
SPG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.