Simon Property Group Stock Buy Hold or Sell Recommendation

SPG Stock  USD 146.19  1.78  1.20%   
Considering the 90-day investment horizon and your typical level of risk aversion, our recommendation regarding Simon Property Group is 'Strong Hold'. 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. The advice algorithm takes into account all of Simon Property's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Simon Property's buy or sell advice are summarized below:
Real Value
138.16
Target Price
129.07
Hype Value
146.15
Market Value
146.19
Naive Value
141.89
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Simon Property Group given historical horizon and risk tolerance towards Simon Property. When Macroaxis issues a 'buy' or 'sell' recommendation for Simon Property Group, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
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.
In addition, we conduct extensive research on individual companies such as Simon and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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 american community survey.

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

Execute Advice
Sell Simon PropertyBuy Simon Property
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Actively responds to the marketDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Simon Property Group has a Risk Adjusted Performance of 0.0052, Jensen Alpha of (0.13), Total Risk Alpha of (0.16) and Treynor Ratio of (0.01)
Macroaxis provides recommendation on Simon Property Group to complement and cross-verify current analyst consensus on Simon Property Group. Our trade recommendation engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Simon Property Group is not overpriced, please validate all Simon Property fundamentals, including its book value per share, retained earnings, and the relationship between the cash and equivalents and target price . Given that Simon Property Group has a price to earning of 19.91 X, we advise you to double-check Simon Property Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Simon Property Trading Alerts and Improvement Suggestions

Simon Property Group generated a negative expected return over the last 90 days
The company 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. 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.
Over 91.0% of Simon Property shares are owned by institutional investors
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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
-0.0005
Value At Risk
-2.24
Potential Upside
1.74
Standard Deviation
1.25
   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

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 originates 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
Dimensional Fund Advisors, Inc.2023-12-31
4.6 M
T. Rowe Price Associates, Inc.2023-12-31
4.5 M
Nuveen Asset Management, Llc2023-12-31
4.4 M
Jpmorgan Chase & Co2023-12-31
4.3 M
Northern Trust Corp2023-12-31
M
Charles Schwab Investment Management Inc2023-12-31
3.5 M
Ubs Asset Mgmt Americas Inc2023-12-31
2.8 M
Deutsche Bank Ag2023-12-31
2.7 M
Bank Of New York Mellon Corp2023-12-31
2.6 M
Vanguard Group Inc2023-12-31
45.7 M
Blackrock Inc2023-12-31
33.6 M
Note, although Simon Property's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Simon Property Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash155.0M342.2M(477.7M)87.7M547.4M574.7M
Free Cash Flow2.9B1.8B3.1B3.1B3.1B3.3B
Depreciation1.4B1.4B1.3B1.3B1.3B927.6M
Other Non Cash Items26.9M119.4M(648.9M)(126.8M)127.4M133.8M
Capital Expenditures876.0M484.1M527.9M650.0M793.3M768.1M
Net Income2.4B1.3B2.6B2.5B2.3B1.1B
End Period Cash Flow669.4M1.0B533.9M621.6M1.2B764.6M
Dividends Paid2.9B1.7B2.7B2.6B(2.4B)(2.3B)
Change To Inventory157K415.9M(265.4M)(63.4M)11.8M15.5M
Investments(214.2M)(3.6B)(40.6M)(57.2M)(1.4B)(1.3B)
Change Receivables(157K)(415.9M)265.4M63.4M72.9M76.5M
Net Borrowings784.6M2.3B(875.7M)(272.5M)(313.3M)(297.7M)
Change To Netincome33.5M(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 NYSE Composite
-0.13
β
Beta against NYSE Composite1.69
σ
Overall volatility
1.26
Ir
Information ratio -0.06

Simon Property Volatility Alert

Simon Property Group exhibits very low volatility with skewness of -0.39 and kurtosis of -0.25. 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 Implied Volatility

Simon Property's implied volatility exposes the market's sentiment of Simon Property Group stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Simon Property's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Simon Property stock will not fluctuate a lot when Simon Property's options are near their expiration.

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
FundamentalsSimon PropertyPeer Average
Return On Equity0.79-0.31
Return On Asset0.0537-0.14
Profit Margin0.45 %(1.27) %
Operating Margin0.51 %(5.51) %
Current Valuation73.14 B16.62 B
Shares Outstanding325.94 M571.82 M
Shares Owned By Insiders0.94 %10.09 %
Shares Owned By Institutions91.22 %39.21 %
Number Of Shares Shorted4.57 M4.71 M
Price To Earning19.91 X28.72 X
Price To Book15.82 X9.51 X
Price To Sales9.59 X11.42 X
Revenue5.66 B9.43 B
Gross Profit4.29 B27.38 B
EBITDA4.07 B3.9 B
Net Income2.28 B570.98 M
Cash And Equivalents621.63 M2.7 B
Cash Per Share1.84 X5.01 X
Total Debt26.52 B5.32 B
Debt To Equity6.23 %48.70 %
Current Ratio0.38 X2.16 X
Book Value Per Share9.40 X1.93 K
Cash Flow From Operations3.93 B971.22 M
Short Ratio3.84 X4.00 X
Earnings Per Share7.85 X3.12 X
Price To Earnings To Growth7.60 X4.89 X
Target Price160.0
Number Of Employees2.5 K18.84 K
Beta1.71-0.15
Market Capitalization54.79 B19.03 B
Total Asset34.28 B29.47 B
Retained Earnings(6.1 B)9.33 B
Working Capital132.36 M1.48 B
Note: Acquisition by Allan Hubbard of 367 shares of Simon Property at 143.85 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.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total25.8B25.5B26.5B17.5B
Total Assets33.8B33.0B34.3B24.0B

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.

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Run Electronic Equipment Thematic Idea Now

Electronic Equipment
Electronic Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electronic Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronic Equipment Theme or any other thematic opportunities.
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When determining whether Simon Property Group is a strong investment it is important to analyze Simon Property's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Simon Property's future performance. For an informed investment choice regarding Simon Stock, refer to the following important reports:
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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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Is Simon Property's industry 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
0.627
Dividend Share
7.6
Earnings Share
7.85
Revenue Per Share
17.61
Quarterly Revenue Growth
0.068
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.