Simon Property Group Stock Performance
| SPG Stock | USD 182.05 1.14 0.63% |
Simon Property has a performance score of 12 on a scale of 0 to 100. The entity has a beta of 0.43, which indicates possible diversification benefits within a given portfolio. 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 1.0%. Please validate Simon Property expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Simon Property will be following its existing price patterns.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Simon Property Group are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Simon Property may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 0.57 | Five Day Return 2.22 | Year To Date Return 27.2 | Ten Year Return 1.96 | All Time Return 771.36 |
Forward Dividend Yield 0.0464 | Payout Ratio 1.0786 | Last Split Factor 1063:1000 | Forward Dividend Rate 8.4 | Dividend Date 2024-12-30 |
1 | Acquisition by David Simon of 280672 shares of Simon Property subject to Rule 16b-3 | 08/29/2024 |
| Simon Property dividend paid on 30th of September 2024 | 09/30/2024 |
2 | Simon Property director Nina Jones buys 3.3k in shares | 10/01/2024 |
3 | Acquisition by Steven Fivel of 4104 shares of Simon Property subject to Rule 16b-3 | 10/04/2024 |
4 | Compared to Estimates, Simon Property Q3 Earnings A Look at Key Metrics | 11/01/2024 |
5 | Simon Property Group Issues FY 2024 Earnings Guidance | 11/04/2024 |
6 | Realty Incomes Q3 AFFO Meets Estimates, Revenues Rise YY | 11/05/2024 |
7 | Simon Property Group plans more development in Fort Worths Shops at Clearfork | 11/06/2024 |
8 | Catalina Capital Group LLC Purchases 180 Shares of Simon Property Group, Inc. | 11/07/2024 |
9 | Specialty Program Group LLC Expands Its Capabilities with the Acquisition of the Assets of Total Benefit Solutions, LLC and Affiliates | 11/12/2024 |
10 | Analysis of COHEN STEERS, INC.s Strategic Reduction in Welltower Inc Shares | 11/14/2024 |
11 | Simon announces three newcomers to Grove City Premium Outlets | 11/20/2024 |
| Begin Period Cash Flow | 621.6 M |
Simon |
Simon Property Relative Risk vs. Return Landscape
If you would invest 16,443 in Simon Property Group on August 23, 2024 and sell it today you would earn a total of 1,648 from holding Simon Property Group or generate 10.02% return on investment over 90 days. Simon Property Group is generating 0.1543% of daily returns assuming volatility of 1.0001% on return distribution over 90 days investment horizon. In other words, 8% of stocks are less volatile than Simon, and above 97% of all equities are expected to generate higher returns over the next 90 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 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 = 0.1543
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Simon Property is performing at about 12% 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 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 Stock performance.
| Return On Equity | 0.81 | ||||
| Return On Asset | 0.0575 | ||||
| Profit Margin | 0.41 % | ||||
| Operating Margin | 0.52 % | ||||
| Current Valuation | 82.64 B | ||||
| Shares Outstanding | 326.27 M | ||||
| Price To Earning | 19.91 X | ||||
| Price To Book | 22.13 X | ||||
| Price To Sales | 11.50 X | ||||
| Revenue | 5.66 B | ||||
| Gross Profit | 4.29 B | ||||
| EBITDA | 4.07 B | ||||
| Net Income | 2.28 B | ||||
| Cash And Equivalents | 621.63 M | ||||
| Cash Per Share | 1.84 X | ||||
| Total Debt | 26.52 B | ||||
| Debt To Equity | 6.23 % | ||||
| Current Ratio | 0.38 X | ||||
| Book Value Per Share | 8.19 X | ||||
| Cash Flow From Operations | 3.93 B | ||||
| Earnings Per Share | 7.52 X | ||||
| Market Capitalization | 67.93 B | ||||
| Total Asset | 34.28 B | ||||
| Retained Earnings | (6.1 B) | ||||
| Working Capital | 132.36 M | ||||
| Current Asset | 1.33 B | ||||
| Current Liabilities | 2.69 B | ||||
About Simon Property Performance
By analyzing 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.07 | |
| Return On Capital Employed | 0.10 | 0.06 | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.76 | 0.79 |
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. 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 is unlikely to experience financial distress in the next 2 years | |
| Simon Property Group has 26.52 B in debt with debt to equity (D/E) ratio of 6.23, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Simon Property Group has a current ratio of 0.37, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Simon to invest in growth at high rates of return. | |
| Simon Property Group has a strong financial position based on the latest SEC filings | |
| Over 91.0% of Simon Property shares are owned by institutional investors | |
| On 30th of September 2024 Simon Property paid $ 2.05 per share dividend to its current shareholders | |
| Latest headline from bizjournals.com: Simon announces three newcomers to Grove City Premium Outlets |
- 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 stock. These opinions can provide insight into Simon Property's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Simon Stock analysis
When running Simon Property's price analysis, check to measure Simon Property's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Simon Property is operating at the current time. Most of Simon Property's value examination focuses on studying past and present price action to predict the probability of Simon Property's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Simon Property's price. Additionally, you may evaluate how the addition of Simon Property to your portfolios can decrease your overall portfolio volatility.
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