February 16, 2026 a 07:43 pm
SPG: Fundamental Ratio Analysis - Simon Property Group, Inc.
Simon Property Group, Inc. (SPG) is a major real estate investment trust focusing on top-tier properties across multiple continents. The company's strong market presence is reflected in its solid fundamentals and consistent performance, but market volatility poses ongoing challenges. Investors should weigh overall stability against macroeconomic factors in the retail sector.
Fundamental Rating
The fundamentals of Simon Property Group show a strong financial position, driven primarily by high returns on equity and assets. Below is a breakdown of the company's fundamental scores, highlighting both strengths and areas needing improvement.
| Category | Score | Visualization |
|---|---|---|
| Overall | 3 | |
| Discounted Cash Flow | 3 | |
| Return on Equity | 5 | |
| Return on Assets | 5 | |
| Debt to Equity | 1 | |
| Price to Earnings | 3 | |
| Price to Book | 1 |
Historical Rating
By comparing current and historical scores, we can track the stability and growth of Simon Property Group's financial metrics over time.
| Date | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-02-13 | 3 | 3 | 5 | 5 | 1 | 3 | 1 |
| Historical | 0 | 3 | 5 | 5 | 1 | 3 | 1 |
Analyst Price Targets
Analyst evaluations suggest a varied outlook on SPG's future share price, indicating both potential risks and opportunities.
| High | Low | Median | Consensus |
|---|---|---|---|
| 230 | 173 | 190.5 | 194.6 |
Analyst Sentiment
The current sentiment among analysts implies a cautious outlook, with a majority recommending 'hold' and a fair number advocating for 'buy'.
| Recommendation | Count | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 16 | |
| Hold | 19 | |
| Sell | 2 | |
| Strong Sell | 0 |
Conclusion
The Simon Property Group offers a robust financial framework with strong returns on equity and assets, backed by a diversified real estate portfolio. However, its exposure to fluctuating retail market dynamics poses notable risks. While the majority of analysts encourage a 'hold', the potential for growth remains significant amid a favorable real estate climate. Investors should consider the balance of lucrative dividends against the backdrop of economic variables and interest rate trends.