Simon Property Return On Equity vs. Shares Owned By Insiders
| SPG Stock | USD 184.69 0.29 0.16% |
Return On Equity | First Reported 2010-12-31 | Previous Quarter 0.73 | Current Value 0.76 | Quarterly Volatility 0.26215581 |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.9 | 0.95 |
|
| |||||
| Net Profit Margin | 0.18 | 0.36 |
|
| |||||
| Operating Profit Margin | 0.65 | 0.6 |
|
| |||||
| Pretax Profit Margin | 0.25 | 0.42 |
|
| |||||
| Return On Assets | 0.0691 | 0.0658 |
|
| |||||
| Return On Equity | 0.76 | 0.73 |
|
|
For Simon Property profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Simon Property to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Simon Property Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Simon Property's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Simon Property Group over time as well as its relative position and ranking within its peers.
Check out World Market Map. Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Simon Property. If investors know Simon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Simon Property listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.274 | Dividend Share 8.45 | Earnings Share 6.87 | Revenue Per Share | Quarterly Revenue Growth 0.082 |
The market value of Simon Property Group is measured differently than its book value, which is the value of Simon that is recorded on the company's balance sheet. Investors also form their own opinion of Simon Property's value that differs from its market value or its book value, called intrinsic value, which is Simon Property's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simon Property's market value can be influenced by many factors that don't directly affect Simon Property's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simon Property's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simon Property is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simon Property's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Simon Property Group Shares Owned By Insiders vs. Return On Equity Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Simon Property's current stock value. Our valuation model uses many indicators to compare Simon Property value to that of its competitors to determine the firm's financial worth. Simon Property Group is currently regarded as top stock in return on equity category among its peers. It is rated fifth in shares owned by insiders category among its peers making about 2.21 of Shares Owned By Insiders per Return On Equity. At this time, Simon Property's Return On Equity is most likely to increase slightly in the upcoming years. Comparative valuation analysis is a catch-all technique that is used if you cannot value Simon Property by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Simon Shares Owned By Insiders vs. Return On Equity
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Simon Property |
| = | 0.82 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
Simon Property |
| = | 1.83 % |
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Simon Shares Owned By Insiders Comparison
Simon Property is currently under evaluation in shares owned by insiders category among its peers.
Simon Property Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Simon Property, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Simon Property will eventually generate negative long term returns. The profitability progress is the general direction of Simon Property's change in net profit over the period of time. It can combine multiple indicators of Simon Property, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -222 M | -233.1 M | |
| Operating Income | 3.6 B | 1.9 B | |
| Income Before Tax | 3.2 B | 3.3 B | |
| Total Other Income Expense Net | -391.6 M | -411.2 M | |
| Net Income | 3.1 B | 3.3 B | |
| Income Tax Expense | 26.8 M | 28.1 M | |
| Net Income Applicable To Common Shares | 2.7 B | 2.9 B | |
| Net Income From Continuing Ops | 3.1 B | 2.4 B | |
| Non Operating Income Net Other | 745.2 M | 399.5 M | |
| Interest Income | 238.2 M | 274.1 M | |
| Net Interest Income | -815.2 M | -856 M | |
| Change To Netincome | -55 M | -52.3 M | |
| Net Income Per Share | 6.54 | 6.87 | |
| Income Quality | 1.61 | 2.45 | |
| Net Income Per E B T | 0.99 | 0.97 |
Simon Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Simon Property. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Simon Property position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Simon Property's important profitability drivers and their relationship over time.
Simon Property Earnings Estimation Breakdown
The calculation of Simon Property's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Simon Property is estimated to be 1.97 with the future projection ranging from a low of 1.7175 to a high of 1.765. Please be aware that this consensus of annual earnings estimates for Simon Property Group is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
1.72 Lowest | Expected EPS | 1.76 Highest |
Simon Property Earnings Projection Consensus
Suppose the current estimates of Simon Property's value are higher than the current market price of the Simon Property stock. In this case, investors may conclude that Simon Property is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Simon Property's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of December 2025 | Current EPS (TTM) | |
| 21 | 86.28% | 1.6 | 1.97 | 6.87 |
Simon Property Earnings History
Earnings estimate consensus by Simon Property Group analysts from Wall Street is used by the market to judge Simon Property's stock performance. Investors also use these earnings estimates to evaluate and project the stock performance into the future in order to make their investment decisions. However, we recommend analyzing not only Simon Property's upcoming profit reports and earnings-per-share forecasts but also comparing them to our different valuation methods.Simon Property Quarterly Gross Profit |
|
Simon Property Earnings per Share Projection vs Actual
Actual Earning per Share of Simon Property refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Simon Property Group predict the company's earnings will be in the future. The higher the earnings per share of Simon Property, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Simon Property Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Simon Property, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Simon Property should always be considered in relation to other companies to make a more educated investment decision.Simon Quarterly Analyst Estimates and Surprise Metrics
Earnings surprises can significantly impact Simon Property's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2025-11-03 | 2025-09-30 | 1.68 | 1.6 | -0.08 | 4 | ||
2025-08-04 | 2025-06-30 | 1.61 | 1.36 | -0.25 | 15 | ||
2025-05-12 | 2025-03-31 | 1.44 | 1.45 | 0.01 | 0 | ||
2025-02-04 | 2024-12-31 | 1.85 | 1.79 | -0.06 | 3 | ||
2024-11-01 | 2024-09-30 | 1.53 | 1.46 | -0.07 | 4 | ||
2024-08-05 | 2024-06-30 | 1.44 | 1.51 | 0.07 | 4 | ||
2024-05-06 | 2024-03-31 | 1.48 | 0.84 | -0.64 | 43 | ||
2024-02-05 | 2023-12-31 | 1.84 | 1.55 | -0.29 | 15 | ||
2023-10-30 | 2023-09-30 | 1.47 | 1.19 | -0.28 | 19 | ||
2023-08-02 | 2023-06-30 | 1.46 | 1.49 | 0.03 | 2 | ||
2023-05-02 | 2023-03-31 | 1.35 | 1.38 | 0.03 | 2 | ||
2023-02-06 | 2022-12-31 | 1.77 | 1.46 | -0.31 | 17 | ||
2022-11-01 | 2022-09-30 | 1.54 | 1.43 | -0.11 | 7 | ||
2022-08-01 | 2022-06-30 | 1.56 | 1.62 | 0.06 | 3 | ||
2022-05-09 | 2022-03-31 | 1.29 | 1.21 | -0.08 | 6 | ||
2022-02-07 | 2021-12-31 | 1.45 | 1.52 | 0.07 | 4 | ||
2021-11-01 | 2021-09-30 | 1.08 | 1.18 | 0.1 | 9 | ||
2021-08-02 | 2021-06-30 | 1.04 | 1.56 | 0.52 | 50 | ||
2021-05-10 | 2021-03-31 | 1.14 | 1.09 | -0.05 | 4 | ||
2021-02-08 | 2020-12-31 | 1.07 | 0.91 | -0.16 | 14 | ||
2020-11-09 | 2020-09-30 | 0.96 | 0.48 | -0.48 | 50 | ||
2020-08-10 | 2020-06-30 | 0.94 | 0.83 | -0.11 | 11 | ||
2020-05-11 | 2020-03-31 | 1.61 | 1.43 | -0.18 | 11 | ||
2020-02-04 | 2019-12-31 | 1.55 | 1.99 | 0.44 | 28 | ||
2019-10-30 | 2019-09-30 | 1.72 | 1.77 | 0.05 | 2 | ||
2019-07-31 | 2019-06-30 | 1.69 | 1.6 | -0.09 | 5 | ||
2019-04-30 | 2019-03-31 | 1.65 | 1.78 | 0.13 | 7 | ||
2019-02-01 | 2018-12-31 | 1.9 | 1.91 | 0.01 | 0 | ||
2018-10-25 | 2018-09-30 | 1.74 | 1.8 | 0.06 | 3 | ||
2018-07-30 | 2018-06-30 | 1.64 | 1.77 | 0.13 | 7 | ||
2018-04-27 | 2018-03-31 | 1.54 | 1.62 | 0.08 | 5 | ||
2018-01-31 | 2017-12-31 | 1.79 | 1.84 | 0.05 | 2 | ||
2017-10-27 | 2017-09-30 | 1.62 | 1.65 | 0.03 | 1 | ||
2017-08-01 | 2017-06-30 | 1.58 | 1.59 | 0.01 | 0 | ||
2017-04-27 | 2017-03-31 | 1.52 | 1.53 | 0.01 | 0 | ||
2017-01-31 | 2016-12-31 | 1.82 | 1.64 | -0.18 | 9 | ||
2016-10-26 | 2016-09-30 | 1.53 | 1.61 | 0.08 | 5 | ||
2016-07-27 | 2016-06-30 | 1.48 | 1.45 | -0.03 | 2 | ||
2016-04-26 | 2016-03-31 | 1.32 | 1.55 | 0.23 | 17 | ||
2016-01-29 | 2015-12-31 | 1.54 | 1.6 | 0.06 | 3 | ||
2015-10-27 | 2015-09-30 | 1.33 | 1.36 | 0.03 | 2 | ||
2015-07-24 | 2015-06-30 | 1.26 | 1.52 | 0.26 | 20 | ||
2015-04-24 | 2015-03-31 | 1.14 | 1.16 | 0.02 | 1 | ||
2015-01-30 | 2014-12-31 | 1.39 | 1.29 | -0.1 | 7 | ||
2014-10-22 | 2014-09-30 | 0.99 | 1.1 | 0.11 | 11 | ||
2014-07-23 | 2014-06-30 | 0.98 | 1.34 | 0.36 | 36 | ||
2014-04-22 | 2014-03-31 | 1 | 1.1 | 0.1 | 10 | ||
2014-01-31 | 2013-12-31 | 1.23 | 1.23 | 0.0 | 0 | ||
2013-10-25 | 2013-09-30 | 0.94 | 0.97 | 0.03 | 3 | ||
2013-07-29 | 2013-06-30 | 0.87 | 0.75 | -0.12 | 13 | ||
2013-04-26 | 2013-03-31 | 0.79 | 0.85 | 0.06 | 7 | ||
2013-02-04 | 2012-12-31 | 1.02 | 0.94 | -0.08 | 7 | ||
2012-10-25 | 2012-09-30 | 0.78 | 0.85 | 0.07 | 8 | ||
2012-07-24 | 2012-06-30 | 0.71 | 0.71 | 0.0 | 0 | ||
2012-04-27 | 2012-03-31 | 0.67 | 0.51 | -0.16 | 23 | ||
2012-02-03 | 2011-12-31 | 0.91 | 0.81 | -0.1 | 10 | ||
2011-10-25 | 2011-09-30 | 0.69 | 0.66 | -0.03 | 4 | ||
2011-07-26 | 2011-06-30 | 0.59 | 0.7 | 0.11 | 18 | ||
2011-04-29 | 2011-03-31 | 0.52 | 0.61 | 0.09 | 17 | ||
2011-02-04 | 2010-12-31 | 0.78 | 0.76 | -0.02 | 2 | ||
2010-11-01 | 2010-09-30 | 0.5 | 0.62 | 0.12 | 24 | ||
2010-07-30 | 2010-06-30 | 0.47 | 0.52 | 0.05 | 10 | ||
2010-04-30 | 2010-03-31 | 0.33 | 0.51 | 0.18 | 54 | ||
2010-02-05 | 2009-12-31 | 0.52 | 0.32 | -0.2 | 38 | ||
2009-10-30 | 2009-09-30 | 0.35 | 0.38 | 0.03 | 8 | ||
2009-08-04 | 2009-06-30 | 0.33 | 0.35 | 0.02 | 6 | ||
2009-05-01 | 2009-03-31 | 0.25 | 0.44 | 0.19 | 76 | ||
2009-01-30 | 2008-12-31 | 0.83 | 0.61 | -0.22 | 26 | ||
2008-11-03 | 2008-09-30 | 0.5 | 0.48 | -0.02 | 4 | ||
2008-07-28 | 2008-06-30 | 0.41 | 0.39 | -0.02 | 4 | ||
2008-04-29 | 2008-03-31 | 0.13 | 0.37 | 0.24 | 184 | ||
2008-02-01 | 2007-12-31 | 0.63 | 0.49 | -0.14 | 22 | ||
2007-10-29 | 2007-09-30 | 0.42 | 0.71 | 0.29 | 69 | ||
2007-07-30 | 2007-06-30 | 0.41 | 0.26 | -0.15 | 36 | ||
2007-04-27 | 2007-03-31 | 0.34 | 0.42 | 0.08 | 23 | ||
2007-02-02 | 2006-12-31 | 0.56 | 0.88 | 0.32 | 57 | ||
2006-10-30 | 2006-09-30 | 0.3 | 0.41 | 0.11 | 36 | ||
2006-07-31 | 2006-06-30 | 0.26 | 0.35 | 0.09 | 34 | ||
2006-04-28 | 2006-03-31 | 0.22 | 0.4 | 0.18 | 81 | ||
2006-02-06 | 2005-12-31 | 0.58 | 0.5 | -0.08 | 13 | ||
2005-10-27 | 2005-09-30 | 0.17 | 0.33 | 0.16 | 94 | ||
2005-07-28 | 2005-06-30 | 0.23 | 0.26 | 0.03 | 13 | ||
2005-04-28 | 2005-03-31 | 0.14 | 0.21 | 0.07 | 50 | ||
2005-02-10 | 2004-12-31 | 0.75 | 0.53 | -0.22 | 29 | ||
2004-10-27 | 2004-09-30 | 0.32 | 0.34 | 0.02 | 6 | ||
2004-07-29 | 2004-06-30 | 1 | 0.32 | -0.68 | 68 | ||
2004-05-06 | 2004-03-31 | 0.28 | 0.23 | -0.05 | 17 | ||
2004-02-05 | 2003-12-31 | 0.7 | 0.61 | -0.09 | 12 | ||
2003-10-30 | 2003-09-30 | 0.37 | 0.28 | -0.09 | 24 | ||
2003-07-31 | 2003-06-30 | 0.28 | 0.25 | -0.03 | 10 | ||
2003-05-07 | 2003-03-31 | 0.2 | 0.28 | 0.08 | 40 | ||
2003-02-06 | 2002-12-31 | 0.56 | 0.54 | -0.02 | 3 | ||
2002-10-31 | 2002-09-30 | 0.33 | 0.32 | -0.01 | 3 | ||
2002-07-31 | 2002-06-30 | 0.24 | 0.93 | 0.69 | 287 | ||
2002-02-07 | 2001-12-31 | 0.59 | 0.24 | -0.35 | 59 | ||
2001-11-08 | 2001-09-30 | 0.26 | 0.2 | -0.06 | 23 | ||
2001-08-08 | 2001-06-30 | 0.01 | 0.2 | 0.19 | 1900 | ||
2001-05-09 | 2001-03-31 | 0.15 | 0.18 | 0.03 | 20 | ||
2000-05-09 | 2000-03-31 | 0.71 | 0.23 | -0.48 | 67 |
Use Simon Property in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Simon Property position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Simon Property will appreciate offsetting losses from the drop in the long position's value.Simon Property Pair Trading
Simon Property Group Pair Trading Analysis
The ability to find closely correlated positions to Simon Property could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Simon Property when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Simon Property - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Simon Property Group to buy it.
The correlation of Simon Property is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Simon Property moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Simon Property Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Simon Property can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Simon Property position
In addition to having Simon Property in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Marketing Thematic Idea Now
Marketing
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing theme has 35 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Marketing Theme or any other thematic opportunities.
| View All Next | Launch |
Check out World Market Map. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
To fully project Simon Property's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Simon Property Group at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Simon Property's income statement, its balance sheet, and the statement of cash flows.