Simon Property Group, Inc. SPG
Real Estate · REIT - Retail · United States · S&P 500
Based on the available data, Simon Property Group, Inc. gets an algorithmic score of 50/100. It trades at 204.28 $, with a bullish technical trend (RSI 37.3) and 18.9% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (120.5%): generates strong profit on equity.
- High net margin (66.6%): pricing power / competitive advantage.
- Meaningful dividend (4.36%).
Weaknesses
- High leverage (debt/equity 504%): rate-sensitive.
Fundamentals
| P/E | 14.41 |
| Forward P/E | 30.06 |
| PEG | 4.58 |
| P/B | 15.04 |
| EV/EBITDA | 18.73 |
| P/S | 11.17 |
| ROE % | 120.51 |
| ROA % | 5.63 |
| Gross margin % | 81.43 |
| Operating margin % | 46.02 |
| Net margin % | 66.57 |
| Revenue growth % (y/y) | 19.50 |
| Earnings growth % (y/y) | -12.50 |
| Revenue CAGR % | 6.35 |
| Earnings CAGR % | 29.32 |
| Debt/Equity % | 503.50 |
| Current ratio | 0.27 |
| FCF yield % | 4.13 |
| Dividend yield % | 4.36 |
| Payout % | 62.10 |
Returns
| 1 month | -3.8 % |
| 3 months | -7.7 % |
| 6 months | +14.5 % |
| YTD | +14.8 % |
| 1 year | +15.3 % |
| 3 years | +111.9 % |
| 5 years | +104.4 % |
Risk
| 1-year volatility | 18.9 % |
| Beta | 0.77 |
| 5-year max drawdown | -45.8 % |
| Sharpe 1A | 0.63 |
Macroeconomic context
Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.