NYSE: SPG - Simon Property

Доходность за полгода: +23.44%
Сектор: Real Estate

График акции Simon Property


О компании

Simon - инвестиционный фонд недвижимости, владеющий первоклассными магазинами, ресторанами, развлекательными заведениями и многофункциональными объектами, а также компания S&P 100 (Simon Property Group, NYSE: SPG). Наши объекты недвижимости в Северной Америке, Европе и Азии ежедневно предоставляют места для встреч миллионов людей и приносят миллиарды ежегодных продаж.


EBITDA 4.69
EV/EBITDA 14.65
IPO date 1993-12-13
ISIN US8288061091
Industry Retail REITs
P/BV 14.3
P/E 21.3
P/S 7.78
Sector Real Estate
Валюта usd
Валюта отчета usd
Выручка 5.76
Див.доход ао 6.66
Дивиденд ао 7.6
Сайт http://www.simon.com
Цена ао 115.9
Число акций ао 0.32681 млрд
Изменение цены за день: +0.3112% (179.96)
Изменение цены за неделю: +2.2% (176.63)
Изменение цены за месяц: -0.1825% (180.85)
Изменение цены за 3 месяца: +9.84% (164.35)
Изменение цены за полгода: +23.44% (146.24)
Изменение цены за год: +24.36% (145.16)
Изменение цены за 3 года: +26.78% (142.39)
Изменение цены за 5 лет: +127.53% (79.34)
Изменение цены за 10 лет: -12.25% (205.73)
Изменение цены с начала года: +25.12% (144.28)

Недооценка

Название Значение Оценка
P/S 8.22 1
P/BV 12.61 1
P/E 17.77 7
EV/EBITDA 17.66 6
Итого: 5.88

Эффективность

Название Значение Оценка
ROA, % 7.63 2
ROE, % 86.57 10
Итого: 7.67

Дивиденды

Название Значение Оценка
Div yield, % 4.92 10
DSI 0.8571 8.57
Итого: 7.41

Долг

Название Значение Оценка
Debt/EBITDA 7.11 0
Итого: 3.4

Импульс роста

Название Значение Оценка
Доходность Revenue, % -1.76 0
Доходность Ebitda, % -13.24 0
Доходность EPS, % 17.42 3
Итого: 1.6

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
1.81% 2.099 III кв. 2024 06.12.2024 09.12.2024 24.12.2024
1.34% 2.05 II кв. 2024 06.09.2024 09.09.2024 24.09.2024
1.31% 2 I кв. 2024 05.06.2024 07.06.2024 24.06.2024
1.37% 1.95 IV кв. 2023 05.03.2024 07.03.2024 22.03.2024
1.64% 1.9 III кв. 2023 05.12.2023 07.12.2023 22.12.2023
1.69% 1.9 II кв. 2023 05.09.2023 07.09.2023 22.09.2023
1.81% 1.85 I кв. 2023 06.06.2023 08.06.2023 23.06.2023
1.45% 1.8 IV кв. 2022 07.03.2023 09.03.2023 24.03.2023
1.52% 1.8 III кв. 2022 06.12.2022 08.12.2022 23.12.2022
1.66% 1.75 II кв. 2022 06.09.2022 08.09.2022 23.09.2022
1.49% 1.7 I кв. 2022 06.06.2022 08.06.2022 23.06.2022
1.27% 1.65 IV кв. 2021 07.03.2022 09.03.2022 24.03.2022
1.12% 1.65 III кв. 2021 07.12.2021 09.12.2021 24.12.2021
1.03% 1.5 II кв. 2021 06.09.2021 08.09.2021 23.09.2021
1.08% 1.3 I кв. 2021 06.04.2021 08.04.2021 23.04.2021
1.13% 1.3 III кв. 2020 21.12.2020 23.12.2020 07.01.2021

Дата сделки Дата раскрытия Инсайдер Тип Цена Объем Количество Доля до, % Доля после, % Документ
01.04.2024 02.04.2024 Aeppel Glyn
Director
Покупка 154.19 27 908 181 0 0 cсылка
01.04.2024 02.04.2024 GLASSCOCK LARRY C
Director
Покупка 154.19 49 495 321 0 0 cсылка
01.04.2024 02.04.2024 HUBBARD ALLAN B
Director
Покупка 154.19 55 046 357 0 0 cсылка
01.04.2024 02.04.2024 Jones Nina P
Director
Покупка 154.19 771 5 0 0 cсылка

Институционалы Объем Доля, %
Vanguard Group Inc 45707505 14.03
Blackrock Inc. 33592080 10.31
Cohen & Steers Inc. 22973119 7.05
State Street Corporation 22737002 6.98
Norges Bank Investment Management 17955562 5.51
Geode Capital Management, LLC 8661529 2.66
Morgan Stanley 5781967 1.77
FMR, LLC 5674596 1.74
Daiwa Securities Group Inc. 4917587 1.51
Legal & General Group PLC 4912834 1.51

ETF Доля, % Доходность за год, % Дивиденды, %
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 2.07 35.50 0.63
iShares Morningstar Mid-Cap Value ETF 1.29 187.49148870319 2.55106
Collaborative Investment Series Trust Trend Aggregation US Fund 1.38 4.03 20.07
FinEx USA UCITS ETF 0.1 54.54
FinEx RUB GLOBAL EQUITY UC ETF 0.03 48.06
FinEx US REIT UCITS ETF USD 3.86 28.88
iShares Environmentally Aware Real Estate ETF 2.81292 14.828308207705 3.86
Invesco Active U.S. Real Estate Fund 3.04318 16.676828533558 3.72558
Schwab US REIT ETF 3.80617 18.172484599589 3.94955
iShares Global REIT ETF 3.1697 14.192139737991 4.23114
iShares U.S. Real Estate ETF 3.91355 17.682433213831 4.09262
Invesco S&P 500® High Dividend Low Volatility ETF 2.28585 24.189646831156 4.55032
iShares Core U.S. REIT ETF 4.34625 21.034146341463 3.9869
iShares Cohen & Steers REIT ETF 4.38608 17.321428571429 3.64692
Dimensional Global Real Estate ETF 3.00577 16.279069767442 2.80
SPDR Dow Jones REIT ETF 4.56337 19.146814404432 3.97443
Fidelity MSCI Real Estate Index ETF 3.4174 17.235901509134 3.67211
JPMorgan BetaBuilders MSCI US REIT ETF 4.32559 20.474214582098 4.00085
SPDR Russell 1000 Yield Focus ETF 0.79331 26.176209808135 3.6546
iShares Morningstar Mid-Cap Value ETF 0.94706 25.43748011454 2.55106
Avantis Real Estate ETF 0.00928 12.685304442256 3.98939
FlexShares Global Quality Real Estate Index Fund 5.24947 19.087092977638 4.01417
Fidelity Stocks for Inflation ETF 1.9752 36.415150611393 1.7325
US Diversified Real Estate ETF 2.63262 24.4094027471 3.83962
First Trust S&P REIT Index Fund 4.17234 24.74893429494 3.98643
WisdomTree Global High Dividend Fund 1.17536 18.276310090948 5.00555
Direxion Daily Real Estate Bull 3x Shares 2.83515 58.048162230672 3.38584
Hoya Capital High Dividend Yield ETF 1.42979 11.179487179487 9.35165
ProShares Ultra Real Estate 3.18423 -90.746819338422 3.63292
First Trust Dorsey Wright Momentum & Dividend ETF 5.30647 39.014845751588 2.99374
Donoghue Forlines Yield Enhanced Real Asset ETF 2.11193 15.393794749403 5.33152
ALPS Active REIT ETF 3.23422 99.587061252581 3.90858
iShares Russell Midcap ETF 0.46268 29.941504557203 1.71565
Vanguard Real Estate ETF 3.09071 16.471711625686 3.66689
SPDR Dow Jones Global Real Estate ETF 3.48357 11.684097690993 4.1185
Dimensional US Real Estate ETF 3.92349 20.330739299611 3.98009
American Conservative Values ETF 0.07728 31.71965733341 1.43825
First Trust Active Factor Large Cap ETF 0.55974 35.695238095238 1.67411
Amplify AI Powered Equity ETF 0.40917 30.980699380386 1.68509
JPMorgan BetaBuilders U.S. Equity ETF 0.1028 32.060975609756 1.42604
Inspire 100 ETF 1.51152 29.662851840396 1.49947
Vanguard Intermediate-Term Bond ETF 0.01 1.6430670585092 3.45
BNY Mellon US Large Cap Core Equity ETF 0.11426 31.990740740741 1.41823
Inspire Global Hope ETF 0.25867 19.751901126198 2.7605
Vanguard Long-Term Bond ETF 0.01 -0.44388958246637 4.89
Vanguard Short-Term Bond ETF 0.01 1.5586116568435 3.02
Global X S&P 500 Catholic Values Custom ETF 0.14839 30.18227305218 1.82969
AXS Change Finance ESG ETF 0.98791 26.91468865843 1.31506
Convergence Long/Short Equity ETF 0.40358 38.084112149533 1.56428
iShares MSCI ACWI Low Carbon Target ETF 0.11211 24.634051907177 2.05381
Proshares Large Cap Core Plus 0.14089 29.052511415525 1.66486
Invesco Zacks Multi-Asset Income ETF 0.98714 18.051558030674 5.46366
Xtrackers Russell US Multifactor ETF 0.11609 31.566701317102 1.63409
Dimensional World ex U.S. Core Equity 2 ETF 0.0022 13.062098501071 3.62488
Dimensional Emerging Markets Core Equity 2 ETF 0.0187 15.961857379768 3.34087
Dimensional Emerging Markets Value ETF 0.02238 17.066115702479 4.19508
Dimensional International Core Equity 2 ETF 0.00464 12.593206296603 3.69996
Dimensional International Small Cap ETF 0.00881 13.318681318681 3.34747
WisdomTree Emerging Markets SmallCap Dividend Fund 0.05015 5.0801582344368 5.00999
SPDR Global Dow ETF 0.8209 21.820806672964 3.27726
WisdomTree US High Dividend Fund 0.33554 26.219818913481 4.06936
Dimensional International Small Cap Value ETF 0.00101 13.61043194784 4.55441
iShares Core Dividend ETF 0.28502 30.616875986908 3.10166
WisdomTree U.S. LargeCap Dividend Fund 0.43735 27.444548578569 2.4447
iShares MSCI KLD 400 Social ETF 0.20484 29.838985954094 1.48375
First Trust Dorsey Wright Momentum & Low Volatility ETF 1.15632 36.72012218404 1.16447
Invesco Russell 1000 Equal Weight ETF 0.15902 24.189418774377 2.1901
Invesco S&P 100 Equal Weight ETF 1.02858 28.410194174757 2.37923
Vanguard ESG U.S. Stock ETF 0.11 32.395678092399 1.26927
iShares MSCI USA Equal Weighted ETF 0.17315 27.495824232301 1.80633
SPDR S&P Emerging Markets Small Cap ETF 0.05465 8.0521335475808 3.03583
First Trust Multi Cap Growth AlphaDEX Fund 0.08934 41.560262822399 1.02425
Fidelity Blue Chip Value ETF 0.42082 18.376630299584 2.3236
Fidelity Momentum Factor ETF 0.23546 41.443916168426 1.17922
Fidelity Dividend ETF for Rising Rates 0.31805 26.697903355578 2.64931
Fidelity High Dividend ETF 1.15064 29.060882425438 3.31978
First Trust Large Cap Core AlphaDEX Fund 0.0917 32.899145783189 1.90065
RiverNorth Patriot ETF 0.24349 29.660107334526 2.28129
Franklin U.S. Large Cap Multifactor Index ETF 0.46241 30.530204259018 1.56519
Franklin Systematic Style Premia ETF 0.23243 6.8729281767956 2.05576
Fidelity New Millennium ETF 0.06554 14.061909010328 1.58241
Schwab Fundamental U.S. Broad Market Index ETF 0.09938 -57.771210013908 2.19075
Schwab Fundamental U.S. Large Company ETF 0.10762 27.149842839951 2.21151
Fidelity Quality Factor ETF 0.23402 29.818768238366 1.5157
First Trust Large Cap Growth AlphaDEX Fund 0.18276 41.204193517361 1.01462
First Trust BuyWrite Income ETF 0.04858 14.093959731544 2.11702
Fidelity Value Factor ETF 0.26065 26.415470494418 1.98801
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.08887 54.896029488361 1.40216
iShares Global Equity Factor ETF 0.0757 22.249395471532 2.38
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.199 29.597746126154 1.78003
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.16587 31.164383561644 1.44147
Gotham Enhanced 500 ETF 0.10752 30.115508276108 1.55253
Goldman Sachs MarketBeta U.S. Equity ETF 0.11282 30.913423351867 1.42124
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.10269 32.996534978682 1.42661
Humankind US Stock ETF 0.02809 18.809430395549 1.99919
Hartford Longevity Economy ETF 0.16983 25.005998560346 1.53371
iShares Morningstar U.S. Equity ETF 0.10131 31.964001274291 1.41244
iShares Morningstar Value ETF 0.19658 25.436111525272 2.17567
iShares Morningstar Mid-Cap ETF 0.47397 29.735078106311 1.7458
IQ Candriam ESG U.S. Large Cap Equity ETF 0.20598 28.932547478716 1.44565
Invesco Real Assets ESG ETF 3.66961 25.083761447398 3.77751
iShares Russell 1000 Value ETF 0.16035 25.937401201391 2.15361
iShares Russell 1000 Growth ETF 0.05031 34.746950073472 0.68889
iShares Russell Mid-Cap Growth ETF 0.49562 37.709752872979 0.69551
iShares Russell Mid-Cap Value ETF 0.45303 27.343679099737 2.03934
iShares Russell 3000 ETF 0.09817 30.952834139099 1.43482
iShares Dow Jones U.S. ETF 0.09644 31.013845466726 1.41797
JPMorgan Carbon Transition U.S. Equity ETF 0.20841 25.534533551555 1.26506
John Hancock Multifactor Large Cap ETF 0.1116 28.849213363974 1.59539
JPMorgan Corporate Bond Research Enhanced ETF 0.08 6.262242562929 4.16
iShares Morningstar Large-Cap ETF 0.10131 257.57492748953 1.41244
iShares Morningstar Large-Cap Value ETF 0.19658 80.329344675526 2.17567
iShares Morningstar Mid-Cap ETF 0.47397 295.29790731213 1.7458
JPMorgan U.S. Momentum Factor ETF 0.39743 39.823163470336 1.11217
JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.40194 25.707760329177 2.40577
JPMorgan Diversified Return Use Equity 0.40903 26.562133164905 2.54778
JPMorgan U.S. Quality Factor ETF 0.28448 29.50652173913 1.54623
JPMorgan U.S. Value Factor ETF US Value Factor Fund 0.3195 25.588522078284 2.57767
Xtrackers MSCI Kokusai Equity ETF 0.08464 26.333488794521 1.971
KFA Value Line Dynamic Dividend Equity Index ETF 0.81722 26.961678832117 3.02389
HCM Defender 500 Index ETF 0.0851 39.682126107348 1.34734
iShares US Equity Factor ETF 0.37609 34.456686109311 1.47335
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.14297 30.615850580515 2.01786
Vanguard Mega Cap ETF 0.07 31.125099309418 1.36938
Vanguard Mega Cap Value ETF 0.15 26.392850351778 2.31659
SPDR S&P 1500 Momentum Tilt ETF 0.12173 38.251249368151 1.12176
WisdomTree U.S. Efficient Core Fund 0.06692 28.705945655098 1.39934
SPDR MSCI ACWI Climate Paris Aligned ETF 0.1412 25.31561461794 1.86415
SPDR MSCI USA Climate Paris Aligned ETF 0.14877 30.733765726342 1.24803
iShares S&P 100 ETF 0.15299 32.890903204921 1.37456
SPDR Russell 1000 Momentum Focus ETF 0.28742 27.709048313845 1.54958
Global X Adaptive U.S. Risk Management ETF 0.11066 19.250228374675 1.41275
Invesco S&P 500 BuyWrite ETF 0.11713 8.3522287228583 1.43995
Invesco MSCI USA ETF 0.1087 31.983307709203 1.43215
Invesco Dorsey Wright Financial Momentum ETF 2.22768 43.10192685694 1.8214
Invesco S&P 500® Downside Hedged ETF 0.06225 15.955770978491 1.44362
Invesco FTSE RAFI US 1000 ETF 0.11727 26.838671411625 2.3733
Pacer Trendpilot US Large Cap ETF 0.11419 29.973544156063 1.44165
Principal Value ETF 0.82314 26.651818856719 2.47282
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.19336 25.700286672538 1.69132
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.09961 22.588674548849 1.44158
FlexShares US Quality Large Cap Index Fund 0.61007 34.829020700637 1.61317
QRAFT AI Enhanced U.S. Large Cap ETF 0.14368 31.155018846182 1.25914
SPDR MSCI World StrategicFactors ETF 0.01665 21.440646130729 2.3827
ALPS REIT Dividend Dogs ETF 2.13598 17.839701235277 8.12873
Columbia Research Enhanced Core ETF 0.29394 33.583489681051 1.60295
ProShares Short Real Estate 3.53 -20.019389238972 4.57
Columbia Research Enhanced Value ETF 0.54797 28.015923103063 2.60097
Hartford Multifactor US Equity ETF 0.06282 28.958733205374 1.92094
Invesco S&P 500® Equal Weight ETF 0.20605 24.723517654897 1.93354
Invesco S&P 500 Revenue ETF 0.03547 26.317070203188 2.08195
Schwab U.S. Broad Market ETF 0.09895 31.504006586479 1.43354
Schwab International Small-Cap Equity ETF 0.02013 10.066046232363 3.20638
Schwab 1-5 Year Corporate Bond ETF 0.02 -48.420720151611 3.48
Schwab 1000 Index ETF 0.10388 31.534799365223 1.42441
Schwab U.S. Large-Cap Value ETF 0.23093 25.391849529781 2.38078
Schwab U.S. Large-Cap ETF 0.10664 31.742508324084 1.42733
Schwab U.S. Aggregate Bond ETF 0 1.1800699300699 3.65
ProShares Short Financials 0.76 186.02194229988 5.21
SPDR MSCI USA Gender Diversity ETF 0.21214 31.203713938322 1.66855
ETC 6 Meridian Mega Cap Equity ETF 2.66972 31.252672082086 2.77117
ProShares UltraShort Financials 0.76 102.15674720094 5.07
FlexShares Credit-Scored US Corporate Bond Index Fund 0.22 3.502399403044 4.56
AAM S&P 500 High Dividend Value ETF 1.93149 26.327325503902 4.1484
SPDR Portfolio Europe ETF 0.00318 8.9403102813568 3.66537
SPDR Portfolio MSCI Global Stock Market ETF 0.13678 22.328279992514 2.19607
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.10197 30.354281645006 1.46083
Direxion Daily S&P 500 Bull 2x Shares 0.09999 63.208342110807 1.4399
Direxion Daily S&P 500 Bull 3X Shares 0.11492 93.552885646857 1.45226
ProShares S&P 500 Ex-Technology ETF 0.16403 26.581047476121 1.82312
ProShares S&P 500 Ex-Health Care ETF 0.12867 -32.287170288914 1.40888
ProShares UltraShort Real Estate 3.53 155.06364139458 4.26
Syntax Stratified LargeCap ETF 0.07136 21.129804445378 1.99305
FlexShares Morningstar US Market Factor Tilt Index Fund 0.06919 29.893496435497 1.69572
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.05343 12.462475271255 3.59676
iShares MSCI Kokusai ETF 0.08408 25.89122322104 1.97357
T. Rowe Price U.S. Equity Research ETF 0.07623 33.316764893844 1.24191
VictoryShares US Value Momentum ETF 0.89603 35.597101769877 2.14027
ProShares UltraPro S&P500 0.0576 93.512851897185 1.43997
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.23165 31.302253569585 1.42468
iShares ESG Advanced MSCI USA ETF 0.27551 39.78324859513 1.23301
American Century U.S. Quality Value ETF 1.69934 26.790131072318 1.8806
Vanguard ESG U.S. Corporate Bond ETF 0.01 3.788748564868 4.08
Vanguard Intermediate-Term Corporate Bond ETF 0.01 2.9882738620603 4.17
Vanguard Long-Term Corporate Bond ETF 0.01 0.889978073004 4.94
US Vegan Climate ETF 0.23959 35.734877479 1.299
SPDR S&P 1500 Value Tilt ETF 0.06006 27.14840508514 2.3833
iShares MSCI USA Value Factor ETF 1.19307 20.501305483029 2.97219
Vanguard Mid-Cap ETF 0.32 28.844321430192 1.65052
Vanguard Mid-Cap Value ETF 0.58 26.316924182537 2.29873
Vanguard Russell 1000 ETF 0.1 31.042915368017 1.43539
Vanguard Russell 1000 Growth ETF 0.05 34.806849860613 0.68737
Vanguard Russell 1000 Value ETF 0.16 25.936599423631 2.15186
Vanguard S&P 500 Growth ETF 0.08 37.319532503247 0.73933
Vanguard S&P 500 Value ETF 0.17 23.316964008205 2.28265
Vanguard ESG International Stock ETF 0 9.456664786614 3.07501
Vanguard FTSE All-World ex-US Small-Cap ETF 0.02 9.3937465915288 3.09932
Vanguard Russell 3000 ETF 0.1 31.87314172448 1.43817
Vanguard Ultra-Short Bond ETF 0.3 0.75050709939148 5.00
Vident U.S. Equity Strategy ETF 0.1327 25.466348382407 1.29773
Vanguard Large Cap ETF 0.11 31.694015213127 1.41978
Affinity World Leaders Equity ETF 0.42652 40.291206166719 2.90255
WisdomTree U.S. Value Fund 0.34824 34.186156019463 1.98112
iShares ESG Screened S&P 500 ETF 0.11584 32.721528076978 1.30173
Global X S&P 500 Covered Call & Growth ETF 0.11942 20.971154550113 1.43973
iShares MSCI ACWI ETF 0.06615 -19.679618719799 2.10908
Columbia U.S. ESG Equity Income ETF 0.09397 -99.180880631677 1.44131
iShares Genomics Immunology and Healthcare ETF 0.10566 -70.077014218009 1.54385
БПИФ Тинькофф США 500 0.03 -13.594470046083



Руководитель Должность Оплата Год рождения
Mr. David E. Simon Chairman, CEO & President 5.56M 1962 (62 года)
Mr. Brian J. McDade Executive VP & CFO 1.56M 1979 (45 лет)
Mr. John Rulli Chief Administrative Officer 1.59M 1956 (68 лет)
Mr. Steven E. Fivel General Counsel & Secretary 1.59M 1961 (63 года)
Mr. Stanley Shashoua Chief Investment Officer N/A 1971 (53 года)
Mr. Adam J. Reuille Senior VP & Chief Accounting Officer 686.98k 1975 (49 лет)
Joseph W. Chiappetta Senior VP of Business Solutions & Chief Technology Officer N/A
Mr. Thomas Ward Senior Vice President of Investor Relations N/A 1969 (55 лет)
Mr. Steven K. Broadwater Senior Vice President of Financial Reporting & Operations 1967 (57 лет)
Lee Sterling Chief Marketing Officer

Адрес: United States, Indianapolis, IN , 225 West Washington Street - открыть в Google картах, открыть Яндекс картах
Сайт: http://www.simon.com