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Upturn AI SWOT - About
SPG 
Simon Property Group Inc (SPG)
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Upturn Advisory Summary
06/27/2025: SPG (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
19 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $186.58
Year Target Price $186.58
| 7 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 46.28% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 60.53B USD | Price to earnings Ratio 25.56 | 1Y Target Price 182.28 |
Price to earnings Ratio 25.56 | 1Y Target Price 182.28 | ||
Volume (30-day avg) - | Beta 1.49 | 52 Weeks Range 134.57 - 185.37 | Updated Date 06/29/2025 |
52 Weeks Range 134.57 - 185.37 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 5.23% | Basic EPS (TTM) 6.28 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 34.25% | Operating Margin (TTM) 49.4% |
Management Effectiveness
Return on Assets (TTM) 5.83% | Return on Equity (TTM) 67.31% |
Valuation
Trailing PE 25.56 | Forward PE 27.47 | Enterprise Value 76323280759 | Price to Sales(TTM) 10.1 |
Enterprise Value 76323280759 | Price to Sales(TTM) 10.1 | ||
Enterprise Value to Revenue 12.73 | Enterprise Value to EBITDA 16.5 | Shares Outstanding 326416992 | Shares Floating 322844156 |
Shares Outstanding 326416992 | Shares Floating 322844156 | ||
Percent Insiders 1.83 | Percent Institutions 94.49 |
Analyst Ratings
Rating 3.84 | Target Price 186.58 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 10 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Simon Property Group Inc
Company Overview
History and Background
Simon Property Group was founded in 1993, evolving from Melvin Simon & Associates, established in the 1960s. It became a publicly traded REIT and grew through acquisitions and developments, becoming the largest retail REIT in the U.S.
Core Business Areas
- Shopping Malls: Owns, develops, and manages shopping malls, including premium outlets, mills, and community/lifestyle centers.
- Premium Outlets: Owns and operates outlet centers featuring brand-name merchandise at discounted prices.
- International Properties: Invests in retail properties internationally, expanding its global footprint.
- Other Investments: Strategic investments in retail-related businesses and technologies.
Leadership and Structure
David Simon is the Chairman, President, and CEO. The company operates with a board of directors and a senior management team responsible for various aspects of the business, including leasing, property management, and finance.
Top Products and Market Share
Key Offerings
- Shopping Malls: Flagship malls generate significant revenue through tenant leases. Simon's scale provides a competitive advantage. Competitors include Brookfield Properties Retail Group and Macerich. Market share is estimated around 25% of the US mall market.
- Premium Outlets: Premium outlets offer brand-name merchandise at discounted prices, attracting value-conscious shoppers. Simon is a dominant player in this segment. Competitors include Tanger Factory Outlet Centers. Revenue from outlets contributes substantially to the overall portfolio.
Market Dynamics
Industry Overview
The retail real estate industry faces challenges from e-commerce growth and changing consumer preferences but also benefits from experiential retail trends and mixed-use developments.
Positioning
Simon Property Group is the largest retail REIT in the U.S., leveraging its scale, premium assets, and diversified portfolio to maintain a leading position. Its focus on high-quality properties and strategic investments differentiates it.
Total Addressable Market (TAM)
The TAM for retail real estate is estimated at hundreds of billions of dollars. Simon is positioned to capture a significant portion of this TAM through its dominant market share and ongoing development and acquisition activities.
Upturn SWOT Analysis
Strengths
- Largest retail REIT in the U.S.
- Diversified portfolio of high-quality properties
- Strong financial position
- Experienced management team
- Strong brand reputation
Weaknesses
- Exposure to retail industry downturns
- High debt levels
- Vulnerability to e-commerce competition
- Geographic concentration in the U.S.
Opportunities
- Expansion into new markets
- Development of mixed-use properties
- Strategic acquisitions
- Investment in experiential retail
- Leveraging data analytics to improve tenant performance
Threats
- Continued growth of e-commerce
- Economic recession
- Rising interest rates
- Changes in consumer preferences
- Increased competition
Competitors and Market Share
Key Competitors
- MAC
- BAM
- TCO
Competitive Landscape
Simon Property Group's advantages include its scale, high-quality portfolio, and strong financial position. Disadvantages include its exposure to the retail industry and high debt levels. It is in good shape compared to competitors.
Major Acquisitions
Taubman Centers
- Year: 2020
- Acquisition Price (USD millions): 3400
- Strategic Rationale: Expanded Simon's portfolio of high-quality malls and increased its presence in key markets.
Growth Trajectory and Initiatives
Historical Growth: Simon Property Group has grown through acquisitions, developments, and organic growth in its existing portfolio.
Future Projections: Analyst projections indicate continued growth, driven by occupancy gains, rent increases, and strategic investments.
Recent Initiatives: Recent initiatives include investments in technology, experiential retail, and mixed-use developments.
Summary
Simon Property Group is the dominant player in the US retail REIT market, leveraging its scale and premium properties. While it faces headwinds from e-commerce and economic fluctuations, its strong financial position and strategic initiatives position it for continued growth. The company needs to carefully manage its debt and adapt to evolving consumer preferences. Simon's focus on experiential retail and mixed-use developments offers promising avenues for future expansion.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on available information and assumptions and is not financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Simon Property Group Inc
Exchange NYSE | Headquaters Indianapolis, IN, United States | ||
IPO Launch date 1993-12-13 | Chairman, CEO & President Mr. David E. Simon | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 2600 | Website https://www.simon.com |
Full time employees 2600 | Website https://www.simon.com | ||
Simon Property Group, Inc. (NYSE:SPG) is a self-administered and self-managed real estate investment trust ("REIT"). Simon Property Group, L.P., or the Operating Partnership, is our majority-owned partnership subsidiary that owns all of our real estate properties and other assets. In this package, the terms Simon, we, our, or the Company refer to Simon Property Group, Inc., the Operating Partnership, and its subsidiaries. We own, develop and manage premier shopping, dining, entertainment and mixed-use destinations, which consist primarily of malls, Premium Outlets, The Mills, and International Properties. At December 31, 2024, we owned or had an interest in 229 properties comprising 183 million square feet in North America, Asia and Europe. We also owned an 88% interest in The Taubman Realty Group, or TRG, which owns 22 regional, super-regional, and outlet malls in the U.S. and Asia. Additionally, at December 31, 2024, we had a 22.4% ownership interest in Klepierre, a publicly traded, Paris-based real estate company, which owns shopping centers in 14 European countries.
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