UE vs. SPG

Last updated Apr 1, 2026

Compare and contrast key facts about Urban Edge Properties (UE) and Simon Property Group, Inc. (SPG).

Performance

UE vs. SPG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Urban Edge Properties (UE) and Simon Property Group, Inc. (SPG). The values are adjusted to include any dividend payments, if applicable.

UE vs. SPG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UE Urban Edge Properties	5.19%	-7.17%	21.70%	35.31%	-22.82%	51.71%	-28.98%	20.91%	-32.00%	-4.02%
SPG Simon Property Group, Inc.	1.93%	12.94%	26.92%	29.24%	-21.91%	95.72%	-38.64%	-6.74%	2.55%	0.98%

Fundamentals

EPS UE : $0.75 SPG : $7.18
PE Ratio UE : 26.70 SPG : 25.98
PEG Ratio UE : 0.32 SPG : 1.07
PS Ratio UE : 5.39 SPG : 6.39
Total Revenue (TTM) UE : $471.94M SPG : $6.36B
Gross Profit (TTM) UE : $323.07M SPG : $5.33B
EBITDA (TTM) UE : $317.99M SPG : $4.69B

Returns By Period

In the year-to-date period, UE achieves a 5.19% return, which is significantly higher than SPG's 1.93% return. Over the past 10 years, UE has underperformed SPG with an annualized return of 1.40%, while SPG has yielded a comparatively higher 4.07% annualized return.

UE

• 1D: -0.35%
• 1M: -5.01%
• YTD: 5.19%
• 6M: -0.43%
• 1Y: 9.35%
• 3Y*: 14.15%
• 5Y*: 7.25%
• 10Y*: 1.40%

SPG

• 1D: 2.29%
• 1M: -7.44%
• YTD: 1.93%
• 6M: 1.78%
• 1Y: 17.91%
• 3Y*: 24.98%
• 5Y*: 16.40%
• 10Y*: 4.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UE vs. SPG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UE

UE Risk / Return Rank: 53
UE Sharpe Ratio Rank: 56
UE Sortino Ratio Rank: 48
UE Omega Ratio Rank: 46
UE Calmar Ratio Rank: 56
UE Martin Ratio Rank: 58

SPG

SPG Risk / Return Rank: 66
SPG Sharpe Ratio Rank: 68
SPG Sortino Ratio Rank: 59
SPG Omega Ratio Rank: 62
SPG Calmar Ratio Rank: 66
SPG Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UE vs. SPG - Risk-Adjusted Trends 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.

	UE	SPG	Difference
Sharpe ratio Return per unit of total volatility	0.40	0.72	-0.33
Sortino ratio Return per unit of downside risk	0.72	1.11	-0.39
Omega ratio Gain probability vs. loss probability	1.09	1.16	-0.07
Calmar ratio Return relative to maximum drawdown	0.62	1.09	-0.47
Martin ratio Return relative to average drawdown	1.69	3.81	-2.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UE vs. SPG - Sharpe Ratio Comparison

The current UE Sharpe Ratio is 0.40, which is lower than the SPG Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of UE and SPG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UE	SPG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.40	0.72	-0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.62	-0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.04	0.11	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.07	0.38	-0.31

Correlation

The correlation between UE and SPG is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

UE vs. SPG - Dividend Comparison

UE's dividend yield for the trailing twelve months is around 3.90%, less than SPG's 4.64% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UE Urban Edge Properties	3.90%	3.96%	3.16%	3.50%	4.54%	3.16%	5.26%	4.59%	5.29%	3.45%	2.98%	3.41%
SPG Simon Property Group, Inc.	4.64%	4.62%	4.70%	5.22%	5.87%	3.66%	7.04%	5.57%	4.70%	4.16%	3.66%	3.11%

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.

Drawdown Indicators

	UE	SPG	Difference
Max Drawdown Largest peak-to-trough decline	-71.78%	-77.00%	+5.22%
Max Drawdown (1Y) Largest decline over 1 year	-16.07%	-17.63%	+1.56%
Max Drawdown (5Y) Largest decline over 5 years	-32.08%	-45.84%	+13.76%
Max Drawdown (10Y) Largest decline over 10 years	-71.78%	-77.00%	+5.22%
Current Drawdown Current decline from peak	-10.36%	-7.44%	-2.92%
Average Drawdown Average peak-to-trough decline	-22.41%	-13.91%	-8.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.86%	5.04%	+0.82%

Volatility

UE vs. SPG - Volatility Comparison

The current volatility for Urban Edge Properties (UE) is 3.86%, while Simon Property Group, Inc. (SPG) has a volatility of 6.96%. 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.

Volatility by Period

	UE	SPG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.86%	6.96%	-3.10%
Volatility (6M) Calculated over the trailing 6-month period	12.96%	13.45%	-0.49%
Volatility (1Y) Calculated over the trailing 1-year period	23.78%	24.97%	-1.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.56%	26.74%	-0.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.53%	37.07%	-2.54%

Financials

UE vs. SPG - Profitability Comparison

The chart below illustrates the profitability comparison between Urban Edge Properties and Simon Property Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

UE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Urban Edge Properties reported a gross profit of 78.76M and revenue of 119.56M. Therefore, the gross margin over that period was 65.9%.

SPG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Simon Property Group, Inc. reported a gross profit of 1.51B and revenue of 1.79B. Therefore, the gross margin over that period was 84.5%.

UE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Urban Edge Properties reported an operating income of 33.29M and revenue of 119.56M, resulting in an operating margin of 27.8%.

SPG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Simon Property Group, Inc. reported an operating income of 890.67M and revenue of 1.79B, resulting in an operating margin of 49.7%.

UE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Urban Edge Properties reported a net income of 12.42M and revenue of 119.56M, resulting in a net margin of 10.4%.

SPG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Simon Property Group, Inc. reported a net income of 9.35K and revenue of 1.79B, resulting in a net margin of 0.0%.