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SPG Real Estate Latest YouTube: Q2 2026 Published 2026-08-13

Simon Property Group, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Simon Property (SPG) Q2 2026: A 15-Cent EPS Miss, And A 1-Cent Move

Published 2026-08-13

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 2026
2026-08-13
Podcast available
Yes
Current price
$218.29
-2.68 (-1.21%)
Trailing / Forward P/E
15.41x
Forward: 32.62x
Market cap / Volume
Volume:
Revenue / Earnings Growth
19.5%
Earnings: -12.5%
Margins
46.0% op
Gross: 81.4% · Net: 66.6%
Balance sheet
0.27x current
Debt / Equity: 503.5
52-week range / Beta
$172.19 - $238.50
Beta: 1.33
Analyst target
$236.05
Upside: 8.1%
Cash / shareholder return
3.67% FCF yield
Dividend yield: 4.00%

Company context

Industry: REIT - Retail
Country: United States
Employees:
Price to book: 14.69x
Return on equity: 120.5%
Simon Property Group, Inc. 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. Simon Property Group, Inc. was incorporated in 1960 and is based in Indianapolis, Indiana.

Price chart

Market context for SPG

Competitive view

SPG vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Simon Property Group, Inc. latest YouTube video thumbnail YouTube
Simon Property Group, Inc.
SPG
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Prologis Inc latest YouTube video thumbnail YouTube
Prologis Inc
PLD
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Annaly Capital Management latest YouTube video thumbnail YouTube
Annaly Capital Management
NLY
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
SPG
$70.63B
Simon Property Group, Inc.
PLD
$134.76B
Prologis Inc
NLY
$17.46B
Annaly Capital Management
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
SPG
15.4x
Simon Property Group, Inc.
PLD
31.5x
Prologis Inc
NLY
5.6x
Annaly Capital Management
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
SPG
32.6x
Simon Property Group, Inc.
PLD
41.6x
Prologis Inc
NLY
7.5x
Annaly Capital Management
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
SPG
19.5%
Simon Property Group, Inc.
PLD
12.3%
Prologis Inc
NLY
479.4%
Annaly Capital Management
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
SPG
-12.5%
Simon Property Group, Inc.
PLD
85.3%
Prologis Inc
NLY
3426.0%
Annaly Capital Management
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
SPG
46.0%
Simon Property Group, Inc.
PLD
43.0%
Prologis Inc
NLY
91.7%
Annaly Capital Management
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
SPG
81.4%
Simon Property Group, Inc.
PLD
75.5%
Prologis Inc
NLY
98.0%
Annaly Capital Management
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
SPG
66.6%
Simon Property Group, Inc.
PLD
43.6%
Prologis Inc
NLY
90.7%
Annaly Capital Management
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
SPG
120.5%
Simon Property Group, Inc.
PLD
7.7%
Prologis Inc
NLY
19.6%
Annaly Capital Management
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
SPG
3.7%
Simon Property Group, Inc.
PLD
4.0%
Prologis Inc
NLY
Annaly Capital Management
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
SPG
503.50x
Simon Property Group, Inc.
PLD
63.82x
Prologis Inc
NLY
737.54x
Annaly Capital Management
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
SPG
0.27x
Simon Property Group, Inc.
PLD
0.65x
Prologis Inc
NLY
0.56x
Annaly Capital Management
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
SPG
1.33
Simon Property Group, Inc.
PLD
1.32
Prologis Inc
NLY
1.24
Annaly Capital Management
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
SPG
4.0%
Simon Property Group, Inc.
PLD
3.0%
Prologis Inc
NLY
12.2%
Annaly Capital Management
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
SPG
8.1%
Simon Property Group, Inc.
PLD
11.6%
Prologis Inc
NLY
4.6%
Annaly Capital Management

Related research

Non-quarter videos featuring SPG

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-08-13

SPG Stock: Simon Property Q2 2026 Earnings - The EPS Miss That Was Not One

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for SPG

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-13
Published youtube podcast complete
Simon Property (SPG) Q2 2026: A 15-Cent EPS Miss, And A 1-Cent Move
Quarterly earnings-analysis entry for Simon Property Group, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-12
Published youtube podcast complete
SPG Stock: EPS Beats by 5% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Simon Property Group, Inc.. Use the links on the right to open the video or podcast episode.