Company Analysis Simon Property
1. Summary
Advantages
- Dividends (4.64%) are higher than the sector average (3.3%).
- The stock's return over the last year (-5.12%) is higher than the sector average (-17.79%).
- Current debt level 76.48% is below 100% and has decreased over 5 years from 79.03%.
- The company's current efficiency (ROE=79.5%) is higher than the sector average (ROE=1.96%)
Disadvantages
- Price (158.79 $) is higher than fair price (96.61 $)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Simon Property | Real Estate | Index | |
|---|---|---|---|
| 7 days | -2% | -14.8% | -0.1% |
| 90 days | 3.7% | -21.5% | 6.8% |
| 1 year | -5.1% | -17.8% | 10.9% |
SPG vs Sector: Simon Property has outperformed the "Real Estate" sector by 12.67% over the past year.
SPG vs Market: Simon Property has significantly underperformed the market by -16.02% over the past year.
Stable price: SPG is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: SPG with weekly volatility of -0.0985% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (158.79 $) is higher than the fair price (96.61 $).
Price is higher than fair: The current price (158.79 $) is 39.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (23.51) is lower than that of the sector as a whole (72.51).
P/E vs Market: The company's P/E (23.51) is lower than that of the market as a whole (62.08).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (15.48) is higher than that of the sector as a whole (-8.76).
P/BV vs Market: The company's P/BV (15.48) is lower than that of the market as a whole (20.84).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (9.34) is higher than that of the sector as a whole (8.19).
P/S vs Market: The company's P/S indicator (9.34) is lower than that of the market as a whole (16.02).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (18.15) is lower than that of the sector as a whole (153.36).
EV/Ebitda vs Market: The company's EV/Ebitda (18.15) is lower than that of the market as a whole (27.1).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 22.72% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (22.72%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.74%).
5.4. ROE
ROE vs Sector: The company's ROE (79.5%) is higher than that of the sector as a whole (1.96%).
ROE vs Market: The company's ROE (79.5%) is higher than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (7.11%) is higher than that of the sector as a whole (2.97%).
ROA vs Market: The company's ROA (7.11%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (10.1%) is higher than that of the sector as a whole (6.96%).
ROIC vs Market: The company's ROIC (10.1%) is higher than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.64% is higher than the average for the sector '3.3%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.64% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 4.64% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (128.47%) are at an uncomfortable level.
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