COMPANY SUMMARY
Simon Property Group, Inc. 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. Simon Property Group, Inc. was incorporated in 1960 and is based in Indianapolis, Indiana.
Financial Summary
| Share Statistics |
SPG |
Industry Median |
Percentile (All Stocks) |
| Market Cap (Mil) |
$74,382.4 |
$4,670.9 |
95% |
|
| Shares Out (Mil) |
325.0 |
120.5 |
84% |
|
| Institutional Ownership |
99.7% |
98.8% |
93% |
|
| Float (Mil) |
320.6 |
115.9 |
81% |
|
| Beta |
1.33 |
0.93 |
77% |
|
| Avg Daily Volume (000s) |
1,337 |
914 |
75% |
|
Price Change (52-week) |
38.6% |
95.1% |
74% |
|
| Growth |
SPG |
Industry Median |
Percentile (All Stocks) |
| Sales (5yr) |
6.7% |
8.8% |
44% |
|
| Net Income (5yr) |
33.0% |
25.9% |
87% |
|
| EPS (5yr) |
31.6% |
23.5% |
82 |
|
| Dividends (5yr) |
7.3% |
4.2% |
99% |
|
| Cash Flow (5yr) |
(29.2%) |
(15.1%) |
20% |
|
| Estimates |
Qtrly |
Current Fiscal Year |
Next Fiscal Year |
| # of Estimates |
4 |
3 |
5 |
| Current EPS |
$1.570 |
$6.440 |
$6.740 |
| Month Ago EPS |
$1.570 |
$6.440 |
$6.740 |
| # Rev Up |
0 |
1 |
1 |
| # Rev Down |
1 |
0 |
0 |
| Three Months Ago EPS |
$1.607 |
$6.673 |
$6.913 |
| Year/Year Chg |
6.4% |
(54.5%) |
(51.2%) |
| Financials |
SPG |
Industry Median |
Percentile (All Stocks) |
| Sales (TTM) (Mil) |
$6,649 |
$611 |
79% |
|
| Net Income (TTM) (Mil) |
$4,694 |
$144 |
97% |
|
| EPS (TTM) |
$14.386 |
$1.400 |
97% |
|
| Operating Cash Flow (TTM) (Mil) |
$4,143 |
$290 |
94% |
|
| Net Cash Flow (TTM) (Mil) |
($837) |
$1 |
4% |
|
| Long-Term Debt (Q1) (Mil) |
$24,966 |
$1,640 |
96% |
|
| Enterprise Value (Q1) (Mil) |
$102,995 |
$6,349 |
96% |
|
| Valuation |
SPG |
Industry Median |
Percentile (All Stocks) |
| P/B |
15.44 |
2.06 |
94% |
|
| P/E |
15.9 |
27.5 |
38% |
|
| Dividend Yield |
3.9% |
3.9% |
90% |
|
| PEG (5yr hist) |
0.5 |
0.9 |
24% |
|
| Ratios |
SPG |
Industry Median |
Percentile (All Stocks) |
| Gross Margin |
81.6% |
71.5% |
90% |
|
| Net Margin |
70.6% |
28.5% |
98% |
|
| ROA |
13.0% |
3.1% |
92% |
|
| ROE |
127.1% |
8.5% |
97% |
|
| Liabilities to Assets |
84.0% |
51.8% |
78% |
|
| F-Score |
5 |
7 |
51% |
|
Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
SPG meetings the criteria of 1 screen:
Stock Screen
FACTOR STRATEGY
Value on the Move--PEG With Hist Growth Screen
Factors: Value, Quality, Momentum, Growth
Using PEG ratios and price strength to find growth stocks trading at a reasonable price.