Simon Property Group (SPG) is a retail reits company in the Real Estate sector. Listed on the NASDAQ, Simon Property Group is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $212.82.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $212.82 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 18.36% |
| Risk / Std Dev (Annualized) | 26.56% |
| Sharpe Ratio (rf=4.5%) | 0.52 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Retail REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 18.36% with an annualized volatility of 26.56%. The Sharpe ratio of 0.52 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 80.87B |
| Enterprise Value | 98.98B |
| Trailing P/E | 14.73 |
| Forward P/E | 31.73 |
| Price to Book | 14.32 |
| Price to Sales | 12.16 |
| EV/Revenue | 14.89 |
| EV/EBITDA | 20.14 |
| Profitability | | | Profit Margin | 70.59% | | Operating Margin | 43.38% | | ROE | 113.59% | | ROA | 5.56% |
| Growth | | | Revenue Growth | 19.3% | | Earnings Growth | 16.4% |
| Dividend | | | Dividend Yield | 413.0% | | Payout Ratio | 60.15% | | 5Y Avg Yield | 511.0% |
| Financial Health | | | Total Revenue | 6.65B | | Total Debt | 28.99B | | Total Cash | 0.54B | | Free Cash Flow | 2.49B | | Operating Cash Flow | 4.14B |
| Price & Technical | | | 52W High | $214.63$ | | 52W Low | $155.44$ | | 50-Day Avg | $201.41$ | | 200-Day Avg | $189.29$ | | Beta | 1.35 | | Shares Outstanding | 0.32B | | Float Shares | 0.32B | | Insider Holdings | 1.8% | | Institutional Holdings | 95.06% | | Short Ratio | 0.0 | | Short % of Float | 0.0% |
| Analyst Targets | | | Target High | $250.0$ | | Target Low | $194.0$ | | Target Mean | $214.55$ | | Target Median | $210.0$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.