Simon Property Group Stock Buy Hold or Sell Recommendation
| SPG Stock | USD 142.36 0.37 0.26% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Simon Property Group is 'Strong Hold'. Macroaxis provides Simon Property buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SPG positions. The advice algorithm takes into account all of Simon Property's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Simon Property's buy or sell advice are summarized below:
Real Value 136.56 | Target Price 129.07 | Hype Value 142.31 | Market Value 142.36 | Naive Value 145.88 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Simon Property Group given historical horizon and risk tolerance towards Simon Property. When Macroaxis issues a 'buy' or 'sell' recommendation for Simon Property Group, the advice is generated through an automated system that utilizes algorithms and statistical models.
Simon |
Execute Simon Property Buy or Sell Advice
The Simon recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Simon Property Group. Macroaxis does not own or have any residual interests in Simon Property Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Simon Property's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Simon Property Trading Alerts and Improvement Suggestions
| The company has 26.52 B in debt with debt to equity (D/E) ratio of 6.23, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Simon Property Group has a current ratio of 0.37, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Simon Property until it has trouble settling it off, either with new capital or with free cash flow. So, Simon Property's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Simon Property Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Simon to invest in growth at high rates of return. When we think about Simon Property's use of debt, we should always consider it together with cash and equity. | |
| Over 91.0% of Simon Property shares are owned by institutional investors | |
| Latest headline from aol.com: Going-out-of-business sale begins at another national retail store at Northlake Mall |
Simon Property Returns Distribution Density
The distribution of Simon Property's historical returns is an attempt to chart the uncertainty of Simon Property's future price movements. The chart of the probability distribution of Simon Property daily returns describes the distribution of returns around its average expected value. We use Simon Property Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Simon Property returns is essential to provide solid investment advice for Simon Property.
| Mean Return | 0.04 | Value At Risk | -1.92 | Potential Upside | 1.96 | Standard Deviation | 1.37 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Simon Property historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Simon Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Simon Property is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Simon Property Group backward and forwards among themselves. Simon Property's institutional investor refers to the entity that pools money to purchase Simon Property's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2023-12-31 | 4.6 M | T. Rowe Price Associates, Inc. | 2023-12-31 | 4.5 M | Nuveen Asset Management, Llc | 2023-12-31 | 4.4 M | Jpmorgan Chase & Co | 2023-12-31 | 4.3 M | Northern Trust Corp | 2023-12-31 | 4 M | Charles Schwab Investment Management Inc | 2023-12-31 | 3.5 M | Ubs Asset Mgmt Americas Inc | 2023-12-31 | 2.8 M | Deutsche Bank Ag | 2023-12-31 | 2.7 M | Bank Of New York Mellon Corp | 2023-12-31 | 2.6 M | Vanguard Group Inc | 2023-12-31 | 45.7 M | Blackrock Inc | 2023-12-31 | 33.6 M |
Simon Property Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 155.0M | 342.2M | (477.7M) | 87.7M | 547.4M | 574.7M | |
| Free Cash Flow | 2.9B | 1.8B | 3.1B | 3.1B | 3.1B | 3.3B | |
| Depreciation | 1.4B | 1.4B | 1.3B | 1.3B | 1.3B | 927.6M | |
| Other Non Cash Items | 26.9M | 119.4M | (648.9M) | (126.8M) | 127.4M | 133.8M | |
| Capital Expenditures | 876.0M | 484.1M | 527.9M | 650.0M | 793.3M | 768.1M | |
| Net Income | 2.4B | 1.3B | 2.6B | 2.5B | 2.3B | 1.1B | |
| End Period Cash Flow | 669.4M | 1.0B | 533.9M | 621.6M | 1.2B | 764.6M | |
| Dividends Paid | 2.9B | 1.7B | 2.7B | 2.6B | (2.4B) | (2.3B) | |
| Change To Inventory | 157K | 415.9M | (265.4M) | (63.4M) | 11.8M | 15.5M | |
| Investments | (214.2M) | (3.6B) | (40.6M) | (57.2M) | (1.4B) | (1.3B) | |
| Change Receivables | (157K) | (415.9M) | 265.4M | 63.4M | 72.9M | 76.5M | |
| Net Borrowings | 784.6M | 2.3B | (875.7M) | (272.5M) | (313.3M) | (297.7M) | |
| Change To Netincome | 33.5M | (15.2M) | (271.5M) | (61.2M) | (55.0M) | (52.3M) |
Simon Property Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Simon Property or Diversified REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Simon Property's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Simon stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.09 | |
β | Beta against NYSE Composite | 1.47 | |
σ | Overall volatility | 1.38 | |
Ir | Information ratio | -0.04 |
Simon Property Volatility Alert
Simon Property Group has relatively low volatility with skewness of 0.61 and kurtosis of 1.66. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Simon Property's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Simon Property's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Simon Property Implied Volatility
Simon Property's implied volatility exposes the market's sentiment of Simon Property Group stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Simon Property's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Simon Property stock will not fluctuate a lot when Simon Property's options are near their expiration.
Simon Property Fundamentals Vs Peers
Comparing Simon Property's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Simon Property's direct or indirect competition across all of the common fundamentals between Simon Property and the related equities. This way, we can detect undervalued stocks with similar characteristics as Simon Property or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Simon Property's fundamental indicators could also be used in its relative valuation, which is a method of valuing Simon Property by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Simon Property to competition |
| Fundamentals | Simon Property | Peer Average |
| Return On Equity | 0.7 | -0.31 |
| Return On Asset | 0.0521 | -0.14 |
| Profit Margin | 0.40 % | (1.27) % |
| Operating Margin | 0.52 % | (5.51) % |
| Current Valuation | 72.45 B | 16.62 B |
| Shares Outstanding | 325.77 M | 571.82 M |
| Shares Owned By Insiders | 0.93 % | 10.09 % |
| Shares Owned By Institutions | 91.33 % | 39.21 % |
| Number Of Shares Shorted | 4.78 M | 4.71 M |
| Price To Earning | 19.91 X | 28.72 X |
| Price To Book | 15.82 X | 9.51 X |
| Price To Sales | 9.59 X | 11.42 X |
| Revenue | 5.66 B | 9.43 B |
| Gross Profit | 4.29 B | 27.38 B |
| EBITDA | 4.07 B | 3.9 B |
| Net Income | 2.28 B | 570.98 M |
| Cash And Equivalents | 621.63 M | 2.7 B |
| Cash Per Share | 1.84 X | 5.01 X |
| Total Debt | 26.52 B | 5.32 B |
| Debt To Equity | 6.23 % | 48.70 % |
| Current Ratio | 0.38 X | 2.16 X |
| Book Value Per Share | 9.15 X | 1.93 K |
| Cash Flow From Operations | 3.93 B | 971.22 M |
| Short Ratio | 3.42 X | 4.00 X |
| Earnings Per Share | 6.98 X | 3.12 X |
| Price To Earnings To Growth | 7.60 X | 4.89 X |
| Target Price | 157.4 | |
| Number Of Employees | 2.5 K | 18.84 K |
| Beta | 1.7 | -0.15 |
| Market Capitalization | 53.33 B | 19.03 B |
| Total Asset | 34.28 B | 29.47 B |
| Retained Earnings | (6.1 B) | 9.33 B |
| Working Capital | 132.36 M | 1.48 B |
Note: Acquisition by Allan Hubbard of 367 shares of Simon Property at 143.85 subject to Rule 16b-3 [view details]
Simon Property Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Simon . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Simon Property Buy or Sell Advice
When is the right time to buy or sell Simon Property Group? Buying financial instruments such as Simon Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 25.8B | 25.5B | 26.5B | 17.5B | Total Assets | 33.8B | 33.0B | 34.3B | 24.0B |
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Check out Simon Property Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Complementary Tools for Simon Stock analysis
When running Simon Property's price analysis, check to measure Simon Property's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Simon Property is operating at the current time. Most of Simon Property's value examination focuses on studying past and present price action to predict the probability of Simon Property's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Simon Property's price. Additionally, you may evaluate how the addition of Simon Property to your portfolios can decrease your overall portfolio volatility.
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Is Simon Property's industry 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 0.113 | Dividend Share 7.45 | Earnings Share 6.98 | Revenue Per Share 17.316 | Quarterly Revenue Growth 0.091 |
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.