SPG$182.31
$182.169
Chart
Performance
Key Stats
AI SPG Summary
Powered by LiveAIAI Scoreboard
Powered by LiveAIOverall Analysis
BuySimon Property Group exhibits strong fundamental stability typical of a REIT, with a solid dividend yield. However, current technicals suggest a short-term sideways to slightly negative trend, and the real estate sector faces thematic headwinds from rising interest rates and evolving retail consumer behavior. The company's strong dividend payout and historical performance are key positives for income-focused investors.
Thematic
The real estate investment trust (REIT) sector, particularly retail-focused, faces mixed thematic trends. While experiential retail and well-located properties remain attractive, the broader shift to e-commerce and potential impacts of higher interest rates create headwinds. Simon Property Group's diversified portfolio of malls, outlets, and mixed-use properties offers some resilience.
Fundamental
Simon Property Group demonstrates strong financial health with robust revenue and net income, supported by a solid balance sheet and consistent free cash flow generation. Its valuation metrics, while not exceptionally cheap, are reasonable for a company of its stability and dividend yield. Profitability has been stable with healthy net margins.
Technical
The stock is showing mixed technical signals. While it has experienced positive short-term performance (5D, 1M), the longer-term outlook (6M, YTD, 1Y) indicates a more cautious trend. Current price action suggests it is trading near its 52-week low, and technical indicators like RSI are in neutral to slightly oversold territory, but moving averages predominantly signal 'Sell' across shorter timeframes.
| Factor | Score |
|---|---|
| Retail Real Estate Trends | 55 |
| Interest Rate Sensitivity | 50 |
| Mixed-Use Development | 75 |
| Global Portfolio Diversification | 70 |
| Dividend Sustainability | 80 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 85 |
| Growth | 60 |
| Balance Sheet Health | 65 |
| Cash Flow | 85 |
| Factor | Score |
|---|---|
| Trend Analysis | 30 |
| Momentum | 55 |
| Support & Resistance | 60 |
| Volume | 65 |
| Price Action | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Strong EPS Surprise
The company has a history of beating EPS estimates, with several quarters showing a positive surprise percentage exceeding 20% (e.g., 2024 Q2: 63.04%, 2024 Q1: 22.79%). This indicates robust earnings generation capability relative to expectations.
Attractive P/E Ratio
The trailing P/E ratio of 26.27 is within a reasonable range for the real estate investment trust (REIT) sector, especially considering its substantial market capitalization and diversified property portfolio.
Bearish Points (7)
Slowing Revenue Growth (Potential)
While not explicitly stated as a trend in the provided data, the slight dip in net margin from 44.0% in 2021 to 39.8% in 2024 could signal increased operating costs or pricing pressures that might affect future revenue growth if not managed effectively.
Margin Fluctuation
Net margins have shown some fluctuation, dropping to 28.1% in Q1 2025 from 50.8% in Q1 2024, which warrants further investigation into the underlying causes of this significant short-term decline.
Calendar
June 2025
9
Ex-Dividend Date
June 2025
30
Next Dividend Date
August 2025
5
Next Earnings Date
H: $1.65
A: $1.57
L: $1.36
H: 1.46B
A: 1.40B
L: 1.35B
Profile
Simon Property Group, Inc. (NYSE:SPG) is a self-administered and self-managed real estate investment trust (REIT). Simon Property Group, L.P., or the Operating Partnership, is our majority-owned partnership subsidiary that owns all of our real estate properties and other assets. In this package, the terms Simon, we, our, or the Company refer to Simon Property Group, Inc., the Operating Partnership, and its subsidiaries. We own, develop and manage premier shopping, dining, entertainment and mixed-use destinations, which consist primarily of malls, Premium Outlets, The Mills, and International Properties. At December 31, 2024, we owned or had an interest in 229 properties comprising 183 million square feet in North America, Asia and Europe. We also owned an 88% interest in The Taubman Realty Group, or TRG, which owns 22 regional, super-regional, and outlet malls in the U.S. and Asia. Additionally, at December 31, 2024, we had a 22.4% ownership interest in Klepierre, a publicly traded, Paris-based real estate company, which owns shopping centers in 14 European countries.
Seasonals
Price Target
182.28 USD
The 39 analysts offering 1 year price forecasts for SPG have a max estimate of 220.00 and a min estimate of 163.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 98
Direct competitor: A leading global operator of prime shopping centers (malls), similar to SPG's business model but with significant international exposure.
Weight: 95
Direct competitor: A major U.S. REIT focused on the ownership, operation, and development of high-end retail shopping centers (malls).
Weight: 90
Direct competitor: Specializes in the ownership and operation of upscale outlet centers, a key segment of SPG's portfolio.
Weight: 88
Retail REIT peer: Owns and operates high-quality retail properties, including mixed-use developments, often with high-income demographics.