Simon Property Group Stock Buy Hold or Sell Recommendation
| SPG Stock | USD 183.75 0.29 0.16% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Simon Property Group is 'Buy'. Macroaxis provides Simon Property buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SPG positions.
Check out Simon Property Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Simon and provide practical buy, sell, or hold advice based on investors' constraints. Simon Property Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
Simon |
Execute Simon Property Buy or Sell Advice
The Simon recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Simon Property Group. Macroaxis does not own or have any residual interests in Simon Property Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Simon Property's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Simon Property Trading Alerts and Improvement Suggestions
| 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 | |
| Latest headline from thelincolnianonline.com: Meridian Wealth Management LLC Acquires New Position in Simon Property Group, Inc. |
Simon Property Returns Distribution Density
The distribution of Simon Property's historical returns is an attempt to chart the uncertainty of Simon Property's future price movements. The chart of the probability distribution of Simon Property daily returns describes the distribution of returns around its average expected value. We use Simon Property Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Simon Property returns is essential to provide solid investment advice for Simon Property.
| Mean Return | 0.16 | Value At Risk | -1.66 | Potential Upside | 1.76 | Standard Deviation | 1.01 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Simon Property historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Simon Stock Institutional Investors
| Shares | Fmr Inc | 2024-09-30 | 4.3 M | Jpmorgan Chase & Co | 2024-06-30 | 4.1 M | Northern Trust Corp | 2024-09-30 | 3.7 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 3.7 M | Daiwa Securities Group Inc | 2024-06-30 | 3.6 M | Charles Schwab Investment Management Inc | 2024-09-30 | 3.6 M | Amvescap Plc. | 2024-06-30 | 3.5 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 3.2 M | Deutsche Bank Ag | 2024-06-30 | 3.2 M | Vanguard Group Inc | 2024-09-30 | 45.5 M | Blackrock Inc | 2024-06-30 | 33.8 M |
Simon Property Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 155.0M | 342.2M | (477.7M) | 87.7M | 547.4M | 574.7M | |
| Free Cash Flow | 2.9B | 1.8B | 3.1B | 3.1B | 3.1B | 3.3B | |
| Depreciation | 1.4B | 1.4B | 1.3B | 1.3B | 1.3B | 927.6M | |
| Other Non Cash Items | 26.9M | 119.4M | (648.9M) | (126.8M) | 127.4M | 133.8M | |
| Capital Expenditures | 876.0M | 484.1M | 527.9M | 650.0M | 793.3M | 768.1M | |
| Net Income | 2.4B | 1.3B | 2.6B | 2.5B | 2.3B | 1.1B | |
| End Period Cash Flow | 669.4M | 1.0B | 533.9M | 621.6M | 1.2B | 764.6M | |
| Dividends Paid | 2.9B | 1.7B | 2.7B | 2.6B | 2.4B | 1.3B | |
| Change To Inventory | 157K | 415.9M | (265.4M) | (63.4M) | 11.8M | 15.5M | |
| Investments | (214.2M) | (3.6B) | (40.6M) | (57.2M) | (1.4B) | (1.3B) | |
| Change Receivables | (157K) | (415.9M) | 265.4M | 63.4M | 72.9M | 76.5M | |
| Net Borrowings | 784.6M | 2.3B | (875.7M) | (272.5M) | (313.3M) | (297.7M) | |
| Change To Netincome | 33.5M | (15.2M) | (271.5M) | (61.2M) | (55.0M) | (52.3M) |
Simon Property Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Simon Property or Retail REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Simon Property's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Simon stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.35 | |
σ | Overall volatility | 1.01 | |
Ir | Information ratio | 0.03 |
Simon Property Volatility Alert
Simon Property Group has low volatility with Treynor Ratio of 0.44, Maximum Drawdown of 4.38 and kurtosis of -0.29. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Simon Property's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Simon Property's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Simon Property Fundamentals Vs Peers
Comparing Simon Property's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Simon Property's direct or indirect competition across all of the common fundamentals between Simon Property and the related equities. This way, we can detect undervalued stocks with similar characteristics as Simon Property or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Simon Property's fundamental indicators could also be used in its relative valuation, which is a method of valuing Simon Property by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Simon Property to competition |
| Fundamentals | Simon Property | Peer Average |
| Return On Equity | 0.81 | -0.31 |
| Return On Asset | 0.0575 | -0.14 |
| Profit Margin | 0.41 % | (1.27) % |
| Operating Margin | 0.52 % | (5.51) % |
| Current Valuation | 82.28 B | 16.62 B |
| Shares Outstanding | 326.27 M | 571.82 M |
| Shares Owned By Insiders | 0.95 % | 10.09 % |
| Shares Owned By Institutions | 91.30 % | 39.21 % |
| Number Of Shares Shorted | 5.19 M | 4.71 M |
| Price To Earning | 19.91 X | 28.72 X |
| Price To Book | 21.99 X | 9.51 X |
| Price To Sales | 11.66 X | 11.42 X |
| Revenue | 5.66 B | 9.43 B |
| Gross Profit | 4.29 B | 27.38 B |
| EBITDA | 4.07 B | 3.9 B |
| Net Income | 2.28 B | 570.98 M |
| Cash And Equivalents | 621.63 M | 2.7 B |
| Cash Per Share | 1.84 X | 5.01 X |
| Total Debt | 26.52 B | 5.32 B |
| Debt To Equity | 6.23 % | 48.70 % |
| Current Ratio | 0.38 X | 2.16 X |
| Book Value Per Share | 8.19 X | 1.93 K |
| Cash Flow From Operations | 3.93 B | 971.22 M |
| Short Ratio | 4.68 X | 4.00 X |
| Earnings Per Share | 7.52 X | 3.12 X |
| Price To Earnings To Growth | 6.10 X | 4.89 X |
| Target Price | 176.21 | |
| Number Of Employees | 2.5 K | 18.84 K |
| Beta | 1.77 | -0.15 |
| Market Capitalization | 68.88 B | 19.03 B |
| Total Asset | 34.28 B | 29.47 B |
| Retained Earnings | (6.1 B) | 9.33 B |
| Working Capital | 132.36 M | 1.48 B |
Note: Acquisition by Steven Fivel of 4104 shares of Simon Property subject to Rule 16b-3 [view details]
Simon Property Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Simon . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Simon Property Buy or Sell Advice
When is the right time to buy or sell Simon Property Group? Buying financial instruments such as Simon Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Simon Property in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Simon Property Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Simon Property. If investors know Simon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Simon Property listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.20) | Dividend Share 7.9 | Earnings Share 7.52 | Revenue Per Share 18.125 | Quarterly Revenue Growth 0.049 |
The market value of Simon Property Group is measured differently than its book value, which is the value of Simon that is recorded on the company's balance sheet. Investors also form their own opinion of Simon Property's value that differs from its market value or its book value, called intrinsic value, which is Simon Property's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simon Property's market value can be influenced by many factors that don't directly affect Simon Property's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simon Property's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simon Property is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simon Property's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.