Simon Property Group Preferred Stock Performance
SPG-PJ Preferred Stock | USD 57.75 1.75 3.13% |
The entity has a beta of 0.42, 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 1.71%. Please validate Simon Property value at risk, rate of daily change, relative strength index, as well as the relationship between the kurtosis and market facilitation index , to decide if Simon Property will be following its existing price patterns.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Simon Property Group has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively steady technical and fundamental indicators, Simon Property is not utilizing all of its potentials. The latest stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
Actual Historical Performance (%)
One Day Return 3.13 | Five Day Return 1.57 | Year To Date Return (3.02) | Ten Year Return (9.62) | All Time Return 12.14 |
Begin Period Cash Flow | 1 B | |
Total Cashflows From Investing Activities | -552.8 M |
Simon |
Simon Property Relative Risk vs. Return Landscape
If you would invest 5,806 in Simon Property Group on January 26, 2024 and sell it today you would lose (31.00) from holding Simon Property Group or give up 0.53% of portfolio value over 90 days. Simon Property Group is generating 0.0059% of daily returns assuming 1.7139% volatility of returns over the 90 days investment horizon. Simply put, 15% of all preferred stocks have less volatile historical return distribution than Simon Property, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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 preferred 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 = 0.0034
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Negative Returns | SPG-PJ |
Estimated Market Risk
1.71 actual daily | 15 85% of assets are more volatile |
Expected Return
0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Simon Property is not performing at its full potential. However, 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 Simon Property to a well-diversified portfolio.
Simon Property Fundamentals Growth
Simon Preferred 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 Preferred Stock performance.
Return On Equity | 0.53 | ||||
Return On Asset | 0.0466 | ||||
Profit Margin | 0.38 % | ||||
Operating Margin | 0.48 % | ||||
Current Valuation | 49.63 B | ||||
Price To Earning | 9.58 X | ||||
Price To Sales | 9.78 X | ||||
Revenue | 5.29 B | ||||
EBITDA | 3.74 B | ||||
Cash And Equivalents | 479.78 M | ||||
Cash Per Share | 1.56 X | ||||
Total Debt | 25.32 B | ||||
Debt To Equity | 663.20 % | ||||
Book Value Per Share | 9.11 X | ||||
Cash Flow From Operations | 3.64 B | ||||
Earnings Per Share | 6.78 X | ||||
Total Asset | 32.8 B | ||||
About Simon Property Performance
To evaluate Simon Property Group Preferred Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Simon Property generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Simon Preferred Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Simon Property Group market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Simon's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Simon is a global leader in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an SP 100 company . Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales. Simon Property operates under REIT - Retail classification in USA and is traded on New York Stock Exchange. It employs 3300 people.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. Preferred 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 has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
The company has accumulated 25.32 B in total debt with debt to equity ratio (D/E) of 663.2, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Simon Property Group has a current ratio of 0.28, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Simon Property until it has trouble settling it off, either with new capital or with free cash flow. So, Simon Property's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Simon Property Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Simon to invest in growth at high rates of return. When we think about Simon Property's use of debt, we should always consider it together with cash and equity. |
- 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 preferred stock. These opinions can provide insight into Simon Property's potential for growth and whether the stock is currently undervalued or overvalued.
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 tightly coupled with the direction of predictive economic indicators such as signals in board of governors. Note that the Simon Property Group information on this page should be used as a complementary analysis to other Simon Property's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Complementary Tools for Simon Preferred 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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