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Upturn AI SWOT - About
SPG 
Simon Property Group Inc (SPG)
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Upturn Advisory Summary
02/26/2025: SPG (5-star) is a STRONG-BUY. BUY since 12 days. Profits (2.04%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 77.23% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 02/26/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 62.77B USD | Price to earnings Ratio 22.93 | 1Y Target Price 190.89 |
Price to earnings Ratio 22.93 | 1Y Target Price 190.89 | ||
Volume (30-day avg) 1236885 | Beta 1.8 | 52 Weeks Range 132.53 - 187.80 | Updated Date 04/1/2025 |
52 Weeks Range 132.53 - 187.80 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.06% | Basic EPS (TTM) 7.26 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 39.76% | Operating Margin (TTM) 52.82% |
Management Effectiveness
Return on Assets (TTM) 5.8% | Return on Equity (TTM) 74.9% |
Valuation
Trailing PE 22.93 | Forward PE 27.78 | Enterprise Value 78398259200 | Price to Sales(TTM) 10.39 |
Enterprise Value 78398259200 | Price to Sales(TTM) 10.39 | ||
Enterprise Value to Revenue 12.92 | Enterprise Value to EBITDA 15.35 | Shares Outstanding 326270016 | Shares Floating 323707066 |
Shares Outstanding 326270016 | Shares Floating 323707066 | ||
Percent Insiders 0.92 | Percent Institutions 92.14 |
Analyst Ratings
Rating 3.68 | Target Price 186.03 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 12 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Simon Property Group Inc
Company Overview
History and Background
Simon Property Group, Inc. was founded in 1993 as a result of a merger between Simon DeBartolo Group and Corporate Property Investors. It has since grown to become the largest retail real estate company in the US, focusing on shopping malls, Premium Outlets, and The Mills.
Core Business Areas
- Retail Real Estate Ownership: Simon owns, develops, and manages premier shopping, dining, entertainment, and mixed-use destinations. This includes regional malls, outlet centers, and community lifestyle centers.
- Management and Leasing Services: Provides management and leasing services to its owned properties and, in some cases, to third-party properties. This encompasses property operations, marketing, and tenant relations.
- Development and Redevelopment: Engages in development and redevelopment projects to enhance existing properties and create new retail destinations. This includes expansions, renovations, and the addition of new tenants.
Leadership and Structure
David Simon serves as the Chairman, President, and CEO. The company has a board of directors overseeing its operations and strategic direction. It operates through a REIT structure.
Top Products and Market Share
Key Offerings
- Regional Malls: Flagship properties offering a mix of department stores, specialty retailers, and dining options. Simon is the largest operator of regional malls and premium outlets in North America. Competitors include Brookfield Properties Retail and Unibail-Rodamco-Westfield. Market share is not publicly accessible, but estimated to be around 25% of the entire US based Market Share. Key customers are retailers.
- Premium Outlets: Outlet centers featuring high-end and designer brands at discounted prices. Key competitors include Tanger Factory Outlet Centers. Market share is not publicly accessible, but estimated to be around 30% of the Premium Outlets market share. Key customers are retailers and outlet shoppers
- The Mills: A combination of retail, dining, and entertainment with a focus on value-oriented shopping. Key customers are retailers and shoppers
Market Dynamics
Industry Overview
The retail real estate industry is evolving due to e-commerce growth and changing consumer preferences. Landlords are adapting by offering unique shopping, dining, and entertainment experiences. Interest rates and economic conditions significantly impact the industry.
Positioning
Simon Property Group is a leading player in the retail real estate industry, known for its high-quality properties and strong tenant relationships. It benefits from its scale and diversified portfolio but faces challenges from online retailers and evolving consumer behavior.
Total Addressable Market (TAM)
The total addressable market for US retail real estate is estimated to be in the hundreds of billions of dollars. Simon is positioned to capture a significant portion of this market through its premier properties and strategic investments.
Upturn SWOT Analysis
Strengths
- Largest retail REIT in the U.S.
- High-quality properties in prime locations.
- Strong tenant relationships.
- Diversified portfolio across multiple property types.
- Experienced management team.
Weaknesses
- Exposure to the retail sector, which is facing challenges from e-commerce.
- High debt levels.
- Dependence on anchor tenants.
- Vulnerability to economic downturns.
Opportunities
- Repurposing underperforming retail space for alternative uses.
- Expanding into mixed-use developments.
- Leveraging technology to enhance the customer experience.
- Acquiring smaller retail REITs.
- International expansion.
Threats
- Continued growth of e-commerce.
- Rising interest rates.
- Economic recession.
- Changing consumer preferences.
- Increased competition from other retail REITs.
Competitors and Market Share
Key Competitors
- BAM
- URW
- TCO
Competitive Landscape
Simon Property Group has a competitive advantage due to its size, scale, and high-quality properties. However, it faces challenges from online retailers and evolving consumer preferences. Competitors are investing in similar strategies such as mixed-use developments and enhanced customer experiences.
Major Acquisitions
Taubman Centers
- Year: 2020
- Acquisition Price (USD millions): 3400
- Strategic Rationale: Expanded Simon's portfolio of high-quality malls and strengthened its position in the retail real estate industry.
Growth Trajectory and Initiatives
Historical Growth: Simon Property Group has experienced growth through acquisitions and development projects. Its growth has been impacted by economic cycles and retail trends.
Future Projections: Analyst estimates suggest moderate growth for Simon Property Group as it adapts to the evolving retail landscape and explores new opportunities.
Recent Initiatives: Recent initiatives include redeveloping properties, adding mixed-use components, and investing in technology to enhance the customer experience.
Summary
Simon Property Group is a dominant player in the retail real estate sector, leveraging its size and portfolio of high-quality properties. While facing headwinds from e-commerce and changing consumer habits, its strategic initiatives, such as repurposing spaces and mixed-use developments, are crucial for sustained growth. High debt levels and economic vulnerability remain key considerations. Overall, Simon's strong market position and proactive adaptation strategies provide a stable yet evolving platform.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Articles
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market conditions and company performance can 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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