Simon Property Group Stock Performance

SPG Stock  USD 157.74  4.29  2.80%   
Simon Property has a performance score of 11 on a scale of 0 to 100. The entity has a beta of 0.9, which indicates possible diversification benefits within a given portfolio. Simon Property returns are very sensitive to returns on the market. As the market goes up or down, Simon Property is expected to follow. Simon Property Group right now has a risk of 1.28%. Please validate Simon Property expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Simon Property will be following its existing price patterns.

Risk-Adjusted Performance

11 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Simon Property Group are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Simon Property may actually be approaching a critical reversion point that can send shares even higher in August 2024. ...more

Actual Historical Performance (%)

One Day Return
0.22
Five Day Return
1.64
Year To Date Return
7.29
Ten Year Return
(10.44)
All Time Return
634.91
Forward Dividend Yield
0.0521
Payout Ratio
0.9873
Last Split Factor
1063:1000
Forward Dividend Rate
8
Dividend Date
2024-06-28
1
Simon Property CEO undergoes cancer treatment CEOs son elected to board
05/29/2024
2
Simon Property Group Incs Dividend Analysis
06/07/2024
3
JCPenney Ponies Up 40 Million to Automate Sorting at NevadaDC
06/20/2024
 
Simon Property dividend paid on 28th of June 2024
06/28/2024
4
How July Fourth, AJC Peachtree Road Race give Atlanta an economic boost
07/01/2024
5
It Gets Still Messier with CRE Loans, Bottom Not in Sight CMBS Delinquencies for Office, Retail, Lodging Lead the Parade
07/03/2024
6
Amazons Asian rival Shein wants to be supply chain giant, but some fear Chinese cyber spying inside global trade links
07/08/2024
7
Simon Property Group in talks to surrender Philadelphia Mills mall after 290M loan comes due
07/10/2024
8
Simon Property Group breaks ground on Northgate Station mixed-use project
07/11/2024
9
BP Joins Audis F1 Grid The Race for Sustainable Motorsport Heats Up
07/15/2024
10
Starbucks Launches EV Charging Partnership With Mercedes
07/17/2024
11
Mercedes-Benz to install EV chargers at 100 Starbucks
07/18/2024
Begin Period Cash Flow621.6 M
  

Simon Property Relative Risk vs. Return Landscape

If you would invest  14,095  in Simon Property Group on April 24, 2024 and sell it today you would earn a total of  1,679  from holding Simon Property Group or generate 11.91% return on investment over 90 days. Simon Property Group is generating 0.1927% of daily returns assuming volatility of 1.2783% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Simon, and above 97% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Simon Property is expected to generate 1.95 times more return on investment than the market. However, the company is 1.95 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 per unit of 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 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 = 0.1508

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Estimated Market Risk

 1.28
  actual daily
11
89% of assets are more volatile

Expected Return

 0.19
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.15
  actual daily
11
89% of assets perform better
Based on monthly moving average Simon Property is performing at about 11% of its full potential. 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 it to a well-diversified portfolio.

Simon Property Fundamentals Growth

Simon 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 Stock performance.

About Simon Property Performance

By analyzing Simon Property's fundamental ratios, stakeholders can gain valuable insights into Simon Property's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Simon Property has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Simon Property has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 765.21  803.48 
Return On Capital Employed 0.09  0.06 

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. 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 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. Note however, debt could still be an excellent tool for Simon to invest in growth at high rates of return.
Over 91.0% of Simon Property shares are owned by institutional investors
On 28th of June 2024 Simon Property paid $ 2.0 per share dividend to its current shareholders
Latest headline from ajc.com: Mercedes-Benz to install EV chargers at 100 Starbucks
Evaluating Simon Property's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Simon Property's stock performance include:
  • 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 stock. These opinions can provide insight into Simon Property's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Simon Property's stock performance is not an exact science, and many factors can impact Simon Property's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
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