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Upturn AI SWOT - About
SPG 
Simon Property Group Inc (SPG)
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Upturn Advisory Summary
08/14/2025: SPG (3-star) is a STRONG-BUY. BUY since 31 days. Profits (3.83%). Updated daily EoD!
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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $182.25
1 Year Target Price $182.25
| 7 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 51.88% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 65.36B USD | Price to earnings Ratio 26.82 | 1Y Target Price 182.25 |
Price to earnings Ratio 26.82 | 1Y Target Price 182.25 | ||
Volume (30-day avg) 19 | Beta 1.52 | 52 Weeks Range 134.57 - 185.37 | Updated Date 08/15/2025 |
52 Weeks Range 134.57 - 185.37 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 4.85% | Basic EPS (TTM) 6.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-04 | When Before Market | Estimate 1.54 | Actual 1.3566 |
Profitability
Profit Margin 35.06% | Operating Margin (TTM) 49.66% |
Management Effectiveness
Return on Assets (TTM) 5.77% | Return on Equity (TTM) 73.08% |
Valuation
Trailing PE 26.82 | Forward PE 29.67 | Enterprise Value 81301157972 | Price to Sales(TTM) 10.83 |
Enterprise Value 81301157972 | Price to Sales(TTM) 10.83 | ||
Enterprise Value to Revenue 13.47 | Enterprise Value to EBITDA 17.02 | Shares Outstanding 326484992 | Shares Floating 322907872 |
Shares Outstanding 326484992 | Shares Floating 322907872 | ||
Percent Insiders 1.83 | Percent Institutions 92.5 |
Upturn AI SWOT
Simon Property Group Inc
Company Overview
History and Background
Simon Property Group was founded in 1993 as a spin-off from Melvin Simon & Associates. It has grown to become the largest retail real estate company in the US, owning, developing, and managing premier shopping, dining, entertainment, and mixed-use destinations.
Core Business Areas
- Real Estate Ownership and Operation: Simon owns and operates a diverse portfolio of shopping malls, Premium Outlets, The Mills, lifestyle centers, and international properties. They lease space to retailers and generate revenue from rent, percentage rent, and other property-related income.
- Management and Development: Simon provides property management services for its own properties and, in some cases, for properties owned by others. They also engage in development and redevelopment projects to enhance their portfolio.
Leadership and Structure
David Simon serves as the Chairman, President, and CEO. The company has a typical corporate structure with various executive vice presidents overseeing different aspects of the business, such as operations, development, and finance. The board of directors provides oversight and strategic direction.
Top Products and Market Share
Key Offerings
- Premium Outlets: Simon Premium Outlets are outlet malls featuring designer and brand-name retailers. Revenue is derived from rent charged to tenants. Competitors include Tanger Factory Outlet Centers (SKT).
- Shopping Malls: Simon owns and operates numerous shopping malls across the US. Competitors include Brookfield Properties Retail and Unibail-Rodamco-Westfield. Precise market share data is difficult to obtain due to varying definitions of 'mall' and private ownership of many malls. Revenue is derived from rent charged to tenants.
- The Mills: The Mills are a mix of shopping, dining and entertainment destinations. Competitors would be other experiential shopping centers. Revenue is derived from rent charged to tenants.
Market Dynamics
Industry Overview
The retail real estate industry is evolving, facing challenges from e-commerce, changing consumer preferences, and economic cycles. However, well-located, high-quality properties with compelling tenant mixes continue to attract shoppers and retailers.
Positioning
Simon Property Group is the largest retail real estate company in the US and holds a leading position in the industry. Its scale, strong tenant relationships, and focus on premier properties give it a competitive advantage.
Total Addressable Market (TAM)
The TAM for retail real estate in the US is estimated to be in the hundreds of billions of dollars. Simon, with its substantial portfolio, is well-positioned to capture a significant portion of this market. Its TAM is largely defined by the luxury and premium retail segment of the broader commercial real estate sector.
Upturn SWOT Analysis
Strengths
- Largest retail REIT
- Diversified portfolio
- Strong tenant relationships
- Experienced management team
- Strong balance sheet
Weaknesses
- Exposure to retail sector downturns
- High operating costs
- Dependence on anchor tenants
- Susceptible to rising interest rates
- Debt levels
Opportunities
- Redevelopment and repurposing of existing properties
- Expansion into new markets
- Strategic acquisitions
- Developing mixed-use destinations
- Enhancing digital capabilities
Threats
- E-commerce competition
- Changing consumer preferences
- Economic recession
- Rising interest rates
- Tenant bankruptcies
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BAM (Brookfield Asset Management)
- SPG (Simon Property Group)
- SKT (Tanger Factory Outlet Centers)
- MAC (Macerich Company)
Competitive Landscape
Simon has an advantage due to its size, brand recognition, and high-quality portfolio. It can attract top retailers and command higher rents. Competitors like Brookfield and Macerich have similar strategies but may lack Simon's scale. Tanger focuses specifically on outlet centers.
Major Acquisitions
Taubman Realty Group
- Year: 2020
- Acquisition Price (USD millions): 3400
- Strategic Rationale: Expanded Simon's portfolio of high-quality shopping centers and reinforced its position as the leading retail real estate company.
Growth Trajectory and Initiatives
Historical Growth: Simon's growth has been driven by acquisitions, development, and organic growth in its existing portfolio. Its performance is linked to consumer spending and retailer health.
Future Projections: Future growth is expected to be driven by redevelopment projects, strategic acquisitions, and the expansion of its outlet and lifestyle center portfolios. Analyst estimates vary.
Recent Initiatives: Recent initiatives include redeveloping existing malls, focusing on mixed-use developments, and enhancing the customer experience through technology and new amenities. Also, expansion into more experiential businesses like food and beverage, and entertainment.
Summary
Simon Property Group is a strong company with a leading position in the retail real estate sector. Its size, diversified portfolio, and strong tenant relationships are key strengths. However, it faces challenges from e-commerce, changing consumer preferences, and economic cycles and must continue to invest in redeveloping its assets to ensure long-term success and to mitigate tenant risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10K, 10Q)
- Company Investor Relations Materials
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and is subject to change. Market conditions and company performance can impact future results. This is not financial advice.
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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