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Simon Property Group, Inc. (SPG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Simon Property Group, Inc.

SPGMarket cap $64BPrice $197.6

Country🇺🇸United States

SectorReal Estate

IndustryRetail REITs

Owns and operates shopping malls across America, including premium outlets and fashion destinations. Controls more retail square footage than any other company, collecting rent from thousands of stores nationwide.

In Bastion Portfolios?

52W Return+14%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+4%3

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1-48%2

EPS Growth Y+2+7%6

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin47%10

Net Income Margin67%10

Free Cash Flow Margin46%10

Debt

Net Debt/EBITDA5.51

Efficiency

ROE136%10

ROA15%9

Earnings Stability77

GEAR+AVERAGE62

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)312

P/E Ratio (Forward 3y)242

P/BV17.11

EV Multiples

EV/EBITDA Fwd173

EV/EBIT Fwd282

Yield

Free Cash Flow Yield4.3%6

Dividend Yield4.6%9

Momentum

Short term

1 month return-6%5

3 month return-9%4

YTD return+10%6

Mid term

Price vs 52wHigh84%6

1 year return+16%7

Long term

3 year return+119%8

5 year return+95%7

Risk Shield

Price Risk

Beta0.85

Volatility19%10

Free Cash Flow

Free Cash Flow Margin46%10

Free Cash Flow Yield4.3%6

Quality

ROCE11%6

Earnings Stability77

Net Debt/EBITDA5.51

02Growth

Is it actually growing, and how fast?

SPGSimon Property Group

Revenue FY25$6.4B

GROWTH RATING↗

WEAK26 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-48%2

EPS growth, FY27E+7%6

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 4%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 4%/yr). One year dips: EPS falls 48% next year.

WEAKNESSES

Growth is the weak spot here, trailing 74% of companies worldwide.

BOTTOM LINE

Modest Grower

Growth is a weak point here. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE59 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%5

3-month return-9%4

YTD return+10%6

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return+16%7

3-year return+119%8

5-year return+95%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +119% over three years and +95% over five, ahead of 70% of the market.

It's up 16% over the past year, but 16% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-6%), over three months (-9%) and so far this year (+10%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Simon Property Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SPGSimon Property Group

Revenue FY25$6.4B

GROWTH RATING↗

WEAK26 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-48%2

EPS growth, FY27E+7%6

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 4%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 6%/yr vs revenue 4%/yr). One year dips: EPS falls 48% next year.

WEAKNESSES

Growth is the weak spot here, trailing 74% of companies worldwide.

BOTTOM LINE

Modest Grower

Growth is a weak point here. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE59 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%5

3-month return-9%4

YTD return+10%6

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return+16%7

3-year return+119%8

5-year return+95%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +119% over three years and +95% over five, ahead of 70% of the market.

It's up 16% over the past year, but 16% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-6%), over three months (-9%) and so far this year (+10%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Simon Property Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community