Simon Property Group Preferred Stock Performance
| SPG-PJ Preferred Stock | USD 61.98 0.52 0.83% |
Simon Property has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simon Property's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simon Property is expected to be smaller as well. Simon Property Group right now has a risk of 0.94%. Please validate Simon Property semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to decide if Simon Property will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Simon Property Group are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively steady technical and fundamental indicators, Simon Property is not utilizing all of its potentials. The current stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
| Begin Period Cash Flow | 1 B | |
| Total Cashflows From Investing Activities | -552.8 M |
Simon |
Simon Property Relative Risk vs. Return Landscape
If you would invest 6,075 in Simon Property Group on August 24, 2024 and sell it today you would earn a total of 123.00 from holding Simon Property Group or generate 2.02% return on investment over 90 days. Simon Property Group is generating 0.0357% of daily returns assuming 0.9419% volatility of returns over the 90 days investment horizon. Simply put, 8% of all preferred stocks have less volatile historical return distribution than Simon Property, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Simon Property Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simon Property's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Simon Property Group, and traders can use it to determine the average amount a Simon Property's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0379
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| Negative Returns | SPG-PJ |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Simon Property is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Simon Property by adding it to a well-diversified portfolio.
Simon Property Fundamentals Growth
Simon Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Simon Property, and Simon Property fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Simon Preferred Stock performance.
| Return On Equity | 0.53 | ||||
| Return On Asset | 0.0466 | ||||
| Profit Margin | 0.38 % | ||||
| Operating Margin | 0.48 % | ||||
| Current Valuation | 49.63 B | ||||
| Price To Earning | 9.58 X | ||||
| Price To Sales | 9.78 X | ||||
| Revenue | 5.29 B | ||||
| EBITDA | 3.74 B | ||||
| Cash And Equivalents | 479.78 M | ||||
| Cash Per Share | 1.56 X | ||||
| Total Debt | 25.32 B | ||||
| Debt To Equity | 663.20 % | ||||
| Book Value Per Share | 9.11 X | ||||
| Cash Flow From Operations | 3.64 B | ||||
| Earnings Per Share | 6.78 X | ||||
| Total Asset | 32.8 B | ||||
About Simon Property Performance
By evaluating Simon Property's fundamental ratios, stakeholders can gain valuable insights into Simon Property's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Simon Property has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Simon Property has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Simon is a global leader in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an SP 100 company . Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales. Simon Property operates under REIT - Retail classification in USA and is traded on New York Stock Exchange. It employs 3300 people.Things to note about Simon Property Group performance evaluation
Checking the ongoing alerts about Simon Property for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Simon Property Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Simon Property Group has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Simon Property Group has accumulated 25.32 B in total debt with debt to equity ratio (D/E) of 663.2, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Simon Property Group has a current ratio of 0.28, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Simon Property until it has trouble settling it off, either with new capital or with free cash flow. So, Simon Property's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Simon Property Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Simon to invest in growth at high rates of return. When we think about Simon Property's use of debt, we should always consider it together with cash and equity. |
- Analyzing Simon Property's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Simon Property's stock is overvalued or undervalued compared to its peers.
- Examining Simon Property's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Simon Property's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Simon Property's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Simon Property's preferred stock. These opinions can provide insight into Simon Property's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Simon Preferred Stock
Simon Property financial ratios help investors to determine whether Simon Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Simon with respect to the benefits of owning Simon Property security.