Is Simon Property Stock a Good Investment?
Simon Property Investment Advice | SPG |
- Examine Simon Property's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Simon Property's leadership team and their track record. Good management can help Simon Property navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Retail REITs space and any emerging trends that could impact Simon Property's business and its evolving consumer preferences.
- Compare Simon Property's performance and market position to its competitors. Analyze how Simon Property is positioned in terms of product offerings, innovation, and market share.
- Check if Simon Property pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Simon Property's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Simon Property Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Simon Property Group is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Simon Property Stock
Researching Simon Property's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 92.0% of the company shares are owned by institutional investors. The company recorded earning per share (EPS) of 7.26. Simon Property Group last dividend was issued on the 10th of March 2025. The entity had 1063:1000 split on the 29th of May 2014.
To determine if Simon Property is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Simon Property's research are outlined below:
| Simon Property Group generated a negative expected return over the last 90 days | |
| Simon Property Group has 24.78 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. | |
| Over 92.0% of Simon Property shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Simon Property Group Inc Announces Retirement of Long-Standing Board Member Allan B. Hubbard |
Simon Property Quarterly Cash And Short Term Investments |
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Simon Property uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Simon Property Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Simon Property's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 5th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 5th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Simon Property's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Simon Property's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-05-07 | 2003-03-31 | 0.26 | 0.29 | 0.03 | 11 | ||
2008-04-29 | 2008-03-31 | 0.35 | 0.39 | 0.04 | 11 | ||
2005-07-28 | 2005-06-30 | 0.23 | 0.27 | 0.04 | 17 | ||
2008-07-28 | 2008-06-30 | 0.39 | 0.34 | -0.05 | 12 | ||
2010-07-30 | 2010-06-30 | 0.46 | 0.52 | 0.06 | 13 | ||
2011-04-29 | 2011-03-31 | 0.54 | 0.61 | 0.07 | 12 | ||
2003-10-30 | 2003-09-30 | 0.36 | 0.29 | -0.07 | 19 | ||
2011-07-26 | 2011-06-30 | 0.61 | 0.7 | 0.09 | 14 |
Simon Property Target Price Consensus
Simon target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Simon Property's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 19 | Buy |
Most Simon analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Simon stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Simon Property Group, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationSimon Property Target Price Projection
Simon Property's current and average target prices are 167.50 and 186.03, respectively. The current price of Simon Property is the price at which Simon Property Group is currently trading. On the other hand, Simon Property's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Simon Property Market Quote on 25th of March 2025
Target Price
Analyst Consensus On Simon Property Target Price
Simon Property Analyst Ratings
Simon Property's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Simon Property stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Simon Property's financials, market performance, and future outlook by experienced professionals. Simon Property's historical ratings below, therefore, can serve as a valuable tool for investors.Know Simon Property's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Simon Property is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Simon Property Group backward and forwards among themselves. Simon Property's institutional investor refers to the entity that pools money to purchase Simon Property's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-12-31 | 4.2 M | Fmr Inc | 2024-12-31 | 3.8 M | Legal & General Group Plc | 2024-12-31 | 3.7 M | T. Rowe Price Associates, Inc. | 2024-12-31 | 3.7 M | Charles Schwab Investment Management Inc | 2024-12-31 | 3.6 M | Deutsche Bank Ag | 2024-12-31 | 3.6 M | Nuveen Asset Management, Llc | 2024-12-31 | 3.6 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 3.4 M | Daiwa Securities Group Inc | 2024-12-31 | 2.9 M | Vanguard Group Inc | 2024-12-31 | 45.4 M | Blackrock Inc | 2024-12-31 | 39 M |
Simon Property's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 62.63 B.Market Cap |
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Simon Property's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.11 | 0.06 |
Determining Simon Property's profitability involves analyzing its financial statements and using various financial metrics to determine if Simon Property is a good buy. For example, gross profit margin measures Simon Property's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Simon Property's profitability and make more informed investment decisions.
Evaluate Simon Property's management efficiency
Simon Property Group has Return on Asset of 0.058 % which means that on every $100 spent on assets, it made $0.058 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.749 %, implying that it generated $0.749 on every 100 dollars invested. Simon Property's management efficiency ratios could be used to measure how well Simon Property manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to grow at the current pace this year. The current Return On Capital Employed is estimated to decrease to 0.06. At this time, Simon Property's Other Current Assets are most likely to decrease significantly in the upcoming years. The Simon Property's current Net Tangible Assets is estimated to increase to about 3.4 B, while Total Assets are projected to decrease to roughly 24.4 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.02 | 12.70 | |
| Tangible Book Value Per Share | 10.95 | 12.26 | |
| Enterprise Value Over EBITDA | 18.27 | 10.86 | |
| Price Book Value Ratio | 19.12 | 20.07 | |
| Enterprise Value Multiple | 18.27 | 10.86 | |
| Price Fair Value | 19.12 | 20.07 | |
| Enterprise Value | 79.6 B | 83.6 B |
Effective leadership at Simon Property drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Basic technical analysis of Simon Stock
As of the 25th of March, Simon Property has the Risk Adjusted Performance of (0.06), coefficient of variation of (1,460), and Variance of 2.44. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Simon Property Group, as well as the relationship between them. Please validate Simon Property Group information ratio and skewness to decide if Simon Property is priced more or less accurately, providing market reflects its prevalent price of 167.5 per share. Given that Simon Property Group has information ratio of (0.05), we advise you to double-check Simon Property Group's current market performance to make sure the company can sustain itself at a future point.Simon Property's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Simon Property insiders, such as employees or executives, is commonly permitted as long as it does not rely on Simon Property's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Simon Property insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Glyn Aeppel over two months ago Acquisition by Glyn Aeppel of 202 shares of Simon Property at 168.59 subject to Rule 16b-3 | ||
Steven Fivel over three months ago Acquisition by Steven Fivel of 4104 shares of Simon Property subject to Rule 16b-3 | ||
David Simon over six months ago Acquisition by David Simon of 280672 shares of Simon Property subject to Rule 16b-3 | ||
Allan Hubbard over six months ago Acquisition by Allan Hubbard of 367 shares of Simon Property at 143.85 subject to Rule 16b-3 | ||
Simon Eli over a year ago Acquisition by Simon Eli of 7615 shares of Simon Property subject to Rule 16b-3 | ||
Adam Reuille over a year ago Acquisition by Adam Reuille of 3808 shares of Simon Property subject to Rule 16b-3 | ||
Marta Stewart over a year ago Purchase by Marta Stewart of 208 shares of Simon Property | ||
Richard Sokolov over a year ago Acquisition by Richard Sokolov of 85157 shares of Simon Property subject to Rule 16b-3 |
Simon Property's Outstanding Corporate Bonds
Simon Property issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Simon Property Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Simon bonds can be classified according to their maturity, which is the date when Simon Property Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| SPG 225 15 JAN 32 Corp BondUS828807DQ71 | View | |
| SPG 1375 15 JAN 27 Corp BondUS828807DP98 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DL84 | View | |
| SPG 22 01 FEB 31 Corp BondUS828807DM67 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DJ39 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DK02 | View | |
| SPG 55 08 MAR 33 Corp BondUS828807DU83 | View |
Understand Simon Property's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Simon Property's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 1.15 | |||
| Coefficient Of Variation | (1,460) | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.44 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 8.14 | |||
| Value At Risk | (2.24) | |||
| Potential Upside | 2.12 | |||
| Skewness | (0.62) | |||
| Kurtosis | 1.58 |
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 1.15 | |||
| Coefficient Of Variation | (1,460) | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.44 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 8.14 | |||
| Value At Risk | (2.24) | |||
| Potential Upside | 2.12 | |||
| Skewness | (0.62) | |||
| Kurtosis | 1.58 |
Consider Simon Property's intraday indicators
Simon Property intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Simon Property stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Simon Property Corporate Filings
| 21st of March 2025 Other Reports | ViewVerify | |
F4 | 20th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 21st of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 6th of February 2025 Other Reports | ViewVerify |
Simon Stock media impact
Far too much social signal, news, headlines, and media speculation about Simon Property that are available to investors today. That information is available publicly through Simon media outlets and privately through word of mouth or via Simon internal channels. However, regardless of the origin, that massive amount of Simon data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Simon Property news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Simon Property relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Simon Property's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Simon Property alpha.
Simon Property Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Simon Property can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Simon Property Group Historical Investor Sentiment
Investor biases related to Simon Property's public news can be used to forecast risks associated with an investment in Simon. The trend in average sentiment can be used to explain how an investor holding Simon can time the market purely based on public headlines and social activities around Simon Property Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Simon Property's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Simon Property and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Simon Property news discussions. The higher the estimate score, the more favorable the investor's outlook on Simon Property.
Simon Property Maximum Pain Price Across June 20th 2025 Option Contracts
Simon Property's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Simon Property close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Simon Property's options.
Simon Property Corporate Directors
| Reuben Leibowitz | Independent Director | Profile | |
| Eli Simon | Chief Director | Profile | |
| Glyn Aeppel | Independent Director | Profile | |
| Larry Glasscock | Lead Independent Director | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
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 (0.11) | Dividend Share 8.1 | Earnings Share 7.26 | Revenue Per Share | Quarterly Revenue Growth 0.036 |
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.
In summary, please note that there is a difference between Simon Property's value and its price, as these two are different measures arrived at by various 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.