Simon Property Group Stock Z Score

SPG Stock  USD 146.19  1.78  1.20%   
Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Simon Property Piotroski F Score and Simon Property Valuation analysis.
  
At this time, Simon Property's Change In Working Capital is most likely to increase significantly in the upcoming years. At this time, Simon Property's Selling General Administrative is most likely to decrease significantly in the upcoming years.

Simon Property Group Company Z Score Analysis

Simon Property's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

 = 

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

 = 

1.2 * (

Working Capital

/

Total Assets )

Second Factor

 = 

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

 = 

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

 = 

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

 = 

0.99 * (

Revenue

/

Total Assets )

Simon Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Simon Property is extremely important. It helps to project a fair market value of Simon Stock properly, considering its historical fundamentals such as Z Score. Since Simon Property's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Simon Property's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Simon Property's interrelated accounts and indicators.
0.630.98-0.760.980.37-0.930.60.970.920.93-0.40.190.240.340.77-0.220.530.61-0.340.160.080.290.18-0.07-0.160.1
0.630.48-0.120.47-0.01-0.690.270.530.480.330.390.81-0.28-0.130.410.56-0.10.030.27-0.110.11-0.32-0.090.030.170.11
0.980.48-0.831.00.41-0.90.580.980.920.97-0.540.040.340.420.78-0.380.60.67-0.460.220.080.380.2-0.1-0.240.1
-0.76-0.12-0.83-0.83-0.720.77-0.54-0.86-0.83-0.880.830.43-0.4-0.49-0.670.73-0.82-0.810.71-0.07-0.02-0.72-0.21-0.20.090.36
0.980.471.0-0.830.42-0.890.610.980.920.97-0.540.030.330.410.78-0.380.620.68-0.450.20.070.40.23-0.08-0.220.09
0.37-0.010.41-0.720.42-0.520.690.490.510.45-0.64-0.480.230.260.16-0.50.770.68-0.27-0.29-0.150.810.10.550.35-0.63
-0.93-0.69-0.90.77-0.89-0.52-0.56-0.94-0.88-0.820.35-0.21-0.11-0.2-0.680.17-0.48-0.530.310.03-0.1-0.27-0.1-0.040.030.13
0.60.270.58-0.540.610.69-0.560.560.690.59-0.36-0.080.080.120.38-0.210.710.64-0.02-0.33-0.150.680.260.330.41-0.16
0.970.530.98-0.860.980.49-0.940.560.910.94-0.540.030.290.410.73-0.350.610.69-0.460.190.050.380.17-0.01-0.19-0.02
0.920.480.92-0.830.920.51-0.880.690.910.9-0.53-0.010.170.20.79-0.370.730.73-0.38-0.020.070.50.020.02-0.02-0.13
0.930.330.97-0.880.970.45-0.820.590.940.9-0.67-0.120.380.470.83-0.540.690.72-0.560.180.080.530.29-0.01-0.2-0.01
-0.40.39-0.540.83-0.54-0.640.35-0.36-0.54-0.53-0.670.78-0.57-0.53-0.430.93-0.79-0.740.68-0.220.13-0.81-0.22-0.120.260.38
0.190.810.040.430.03-0.48-0.21-0.080.03-0.01-0.120.78-0.41-0.380.060.85-0.58-0.470.58-0.080.11-0.72-0.12-0.220.070.43
0.24-0.280.34-0.40.330.23-0.110.080.290.170.38-0.57-0.410.780.16-0.510.30.37-0.330.65-0.090.330.15-0.03-0.480.05
0.34-0.130.42-0.490.410.26-0.20.120.410.20.47-0.53-0.380.780.25-0.450.410.53-0.50.5-0.040.380.240.21-0.230.05
0.770.410.78-0.670.780.16-0.680.380.730.790.83-0.430.060.160.25-0.40.460.45-0.52-0.040.140.330.17-0.01-0.07-0.1
-0.220.56-0.380.73-0.38-0.50.17-0.21-0.35-0.37-0.540.930.85-0.51-0.45-0.4-0.68-0.560.82-0.11-0.02-0.75-0.24-0.040.230.33
0.53-0.10.6-0.820.620.77-0.480.710.610.730.69-0.79-0.580.30.410.46-0.680.94-0.5-0.09-0.120.910.050.380.2-0.38
0.610.030.67-0.810.680.68-0.530.640.690.730.72-0.74-0.470.370.530.45-0.560.94-0.430.14-0.080.790.050.390.09-0.28
-0.340.27-0.460.71-0.45-0.270.31-0.02-0.46-0.38-0.560.680.58-0.33-0.5-0.520.82-0.5-0.43-0.09-0.24-0.47-0.260.020.220.15
0.16-0.110.22-0.070.2-0.290.03-0.330.19-0.020.18-0.22-0.080.650.5-0.04-0.11-0.090.14-0.09-0.08-0.210.07-0.38-0.820.46
0.080.110.08-0.020.07-0.15-0.1-0.150.050.070.080.130.11-0.09-0.040.14-0.02-0.12-0.08-0.24-0.08-0.2-0.07-0.050.020.11
0.29-0.320.38-0.720.40.81-0.270.680.380.50.53-0.81-0.720.330.380.33-0.750.910.79-0.47-0.21-0.20.250.520.3-0.54
0.18-0.090.2-0.210.230.1-0.10.260.170.020.29-0.22-0.120.150.240.17-0.240.050.05-0.260.07-0.070.250.13-0.040.06
-0.070.03-0.1-0.2-0.080.55-0.040.33-0.010.02-0.01-0.12-0.22-0.030.21-0.01-0.040.380.390.02-0.38-0.050.520.130.75-0.71
-0.160.17-0.240.09-0.220.350.030.41-0.19-0.02-0.20.260.07-0.48-0.23-0.070.230.20.090.22-0.820.020.3-0.040.75-0.49
0.10.110.10.360.09-0.630.13-0.16-0.02-0.13-0.010.380.430.050.05-0.10.33-0.38-0.280.150.460.11-0.540.06-0.71-0.49
Click cells to compare fundamentals
To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.
Competition

Based on the company's disclosures, Simon Property Group has a Z Score of 0.0. This is 100.0% lower than that of the Retail REITs sector and about the same as Real Estate (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Simon Property ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Simon Property's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Simon Property's managers, analysts, and investors.
Environmental
Governance
Social

Simon Property Institutional Holders

Institutional Holdings refers to the ownership stake in Simon Property that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Simon Property's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Simon Property's value.
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

Simon Fundamentals

About Simon Property Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Simon Property Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Simon Property using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Simon Property Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Currently Active Assets on Macroaxis

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:

Complementary Tools for Simon 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.
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Global Correlations
Find global opportunities by holding instruments from different markets
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.