Simon Property Group Stock Z Score

SPG Stock

USD 183.60 0.15 0.08%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Simon Property Piotroski F Score and Simon Property Valuation analysis.

At this time, Simon Property's Change In Working Capital is most likely to increase significantly in the upcoming years. At this time, Simon Property's Income Tax Expense is most likely to increase significantly in the upcoming years. The Simon Property's current Selling General Administrative is estimated to increase to about 73.4 M, while Interest Expense is projected to decrease to roughly 731.8 M.

Simon Property Group Company Z Score Analysis

Simon Property's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Simon Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Simon Property is extremely important. It helps to project a fair market value of Simon Stock properly, considering its historical fundamentals such as Z Score. Since Simon Property's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Simon Property's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Simon Property's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Net Receivables	Good Will	Total Current Assets	Common Stock	Accounts Payable	Long Term Debt	Treasury Stock	Intangible Assets	Short Term Investments	Deferred Long Term Liab	Property Plant Equipment	Net Tangible Assets	Capital Surpluse	Long Term Investments	Short Term Debt	Current Deferred Revenue	Short Long Term Debt	Long Term Debt Total	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.63	0.98	-0.76	0.98	0.58	-0.93	0.65	0.97	0.92	0.93	-0.4	0.19	0.24	0.34	0.77	-0.22	0.53	0.61	-0.34	0.15	0.08	0.29	0.18	-0.07	-0.16	0.1
Total Stockholder Equity	0.63		0.48	-0.12	0.47	0.1	-0.69	0.35	0.53	0.48	0.33	0.39	0.81	-0.28	-0.13	0.41	0.56	-0.1	0.03	0.27	-0.11	0.11	-0.32	-0.09	0.03	0.17	0.11
Net Debt	0.98	0.48		-0.83	1.0	0.63	-0.9	0.62	0.98	0.92	0.97	-0.54	0.04	0.34	0.42	0.78	-0.38	0.6	0.67	-0.46	0.22	0.08	0.38	0.2	-0.1	-0.24	0.1
Retained Earnings	-0.76	-0.12	-0.83		-0.83	-0.66	0.77	-0.56	-0.86	-0.83	-0.88	0.83	0.43	-0.4	-0.49	-0.67	0.73	-0.82	-0.81	0.71	-0.06	-0.02	-0.72	-0.21	-0.2	0.09	0.36
Total Liab	0.98	0.47	1.0	-0.83		0.63	-0.89	0.66	0.98	0.92	0.97	-0.54	0.03	0.33	0.41	0.78	-0.38	0.62	0.68	-0.45	0.19	0.07	0.4	0.23	-0.08	-0.22	0.09
Net Receivables	0.58	0.1	0.63	-0.66	0.63		-0.59	0.56	0.67	0.47	0.58	-0.56	-0.26	0.52	0.55	0.08	-0.36	0.54	0.62	-0.26	0.32	-0.1	0.46	0.26	0.11	-0.22	-0.02
Good Will	-0.93	-0.69	-0.9	0.77	-0.89	-0.59		-0.62	-0.94	-0.88	-0.82	0.35	-0.21	-0.11	-0.2	-0.68	0.17	-0.48	-0.53	0.31	0.03	-0.1	-0.27	-0.1	-0.04	0.03	0.13
Total Current Assets	0.65	0.35	0.62	-0.56	0.66	0.56	-0.62		0.61	0.7	0.63	-0.35	-0.02	0.13	0.17	0.4	-0.17	0.66	0.63	0.01	-0.25	-0.15	0.63	0.33	0.34	0.35	-0.16
Common Stock	0.97	0.53	0.98	-0.86	0.98	0.67	-0.94	0.61		0.91	0.94	-0.54	0.03	0.29	0.41	0.73	-0.35	0.61	0.69	-0.46	0.18	0.05	0.38	0.17	-0.01	-0.19	-0.02
Accounts Payable	0.92	0.48	0.92	-0.83	0.92	0.47	-0.88	0.7	0.91		0.9	-0.53	-0.01	0.17	0.2	0.79	-0.37	0.72	0.73	-0.38	-0.03	0.07	0.5	0.02	0.02	-0.02	-0.12
Long Term Debt	0.93	0.33	0.97	-0.88	0.97	0.58	-0.82	0.63	0.94	0.9		-0.67	-0.12	0.38	0.47	0.83	-0.54	0.69	0.72	-0.56	0.17	0.08	0.53	0.29	-0.01	-0.2	-0.01
Treasury Stock	-0.4	0.39	-0.54	0.83	-0.54	-0.56	0.35	-0.35	-0.54	-0.53	-0.67		0.78	-0.57	-0.53	-0.43	0.93	-0.79	-0.74	0.68	-0.2	0.13	-0.81	-0.22	-0.12	0.26	0.38
Intangible Assets	0.19	0.81	0.04	0.43	0.03	-0.26	-0.21	-0.02	0.03	-0.01	-0.12	0.78		-0.41	-0.38	0.06	0.85	-0.58	-0.47	0.58	-0.06	0.11	-0.72	-0.12	-0.22	0.07	0.43
Short Term Investments	0.24	-0.28	0.34	-0.4	0.33	0.52	-0.11	0.13	0.29	0.17	0.38	-0.57	-0.41		0.78	0.16	-0.51	0.3	0.37	-0.33	0.64	-0.09	0.33	0.15	-0.03	-0.48	0.05
Deferred Long Term Liab	0.34	-0.13	0.42	-0.49	0.41	0.55	-0.2	0.17	0.41	0.2	0.47	-0.53	-0.38	0.78		0.25	-0.45	0.41	0.53	-0.5	0.49	-0.04	0.38	0.24	0.21	-0.23	0.05
Property Plant Equipment	0.77	0.41	0.78	-0.67	0.78	0.08	-0.68	0.4	0.73	0.79	0.83	-0.43	0.06	0.16	0.25		-0.4	0.46	0.45	-0.52	-0.04	0.14	0.33	0.17	-0.01	-0.07	-0.1
Net Tangible Assets	-0.22	0.56	-0.38	0.73	-0.38	-0.36	0.17	-0.17	-0.35	-0.37	-0.54	0.93	0.85	-0.51	-0.45	-0.4		-0.68	-0.56	0.82	-0.09	-0.02	-0.75	-0.24	-0.04	0.23	0.33
Capital Surpluse	0.53	-0.1	0.6	-0.82	0.62	0.54	-0.48	0.66	0.61	0.72	0.69	-0.79	-0.58	0.3	0.41	0.46	-0.68		0.94	-0.5	-0.11	-0.12	0.91	0.05	0.38	0.2	-0.38
Long Term Investments	0.61	0.03	0.67	-0.81	0.68	0.62	-0.53	0.63	0.69	0.73	0.72	-0.74	-0.47	0.37	0.53	0.45	-0.56	0.94		-0.43	0.13	-0.08	0.79	0.05	0.39	0.09	-0.28
Short Term Debt	-0.34	0.27	-0.46	0.71	-0.45	-0.26	0.31	0.01	-0.46	-0.38	-0.56	0.68	0.58	-0.33	-0.5	-0.52	0.82	-0.5	-0.43		-0.09	-0.24	-0.47	-0.26	0.02	0.22	0.15
Current Deferred Revenue	0.15	-0.11	0.22	-0.06	0.19	0.32	0.03	-0.25	0.18	-0.03	0.17	-0.2	-0.06	0.64	0.49	-0.04	-0.09	-0.11	0.13	-0.09		-0.08	-0.23	0.08	-0.39	-0.82	0.47
Short Long Term Debt	0.08	0.11	0.08	-0.02	0.07	-0.1	-0.1	-0.15	0.05	0.07	0.08	0.13	0.11	-0.09	-0.04	0.14	-0.02	-0.12	-0.08	-0.24	-0.08		-0.2	-0.07	-0.05	0.02	0.11
Long Term Debt Total	0.29	-0.32	0.38	-0.72	0.4	0.46	-0.27	0.63	0.38	0.5	0.53	-0.81	-0.72	0.33	0.38	0.33	-0.75	0.91	0.79	-0.47	-0.23	-0.2		0.25	0.52	0.3	-0.54
Cash And Equivalents	0.18	-0.09	0.2	-0.21	0.23	0.26	-0.1	0.33	0.17	0.02	0.29	-0.22	-0.12	0.15	0.24	0.17	-0.24	0.05	0.05	-0.26	0.08	-0.07	0.25		0.13	-0.04	0.06
Net Invested Capital	-0.07	0.03	-0.1	-0.2	-0.08	0.11	-0.04	0.34	-0.01	0.02	-0.01	-0.12	-0.22	-0.03	0.21	-0.01	-0.04	0.38	0.39	0.02	-0.39	-0.05	0.52	0.13		0.75	-0.71
Net Working Capital	-0.16	0.17	-0.24	0.09	-0.22	-0.22	0.03	0.35	-0.19	-0.02	-0.2	0.26	0.07	-0.48	-0.23	-0.07	0.23	0.2	0.09	0.22	-0.82	0.02	0.3	-0.04	0.75		-0.49
Capital Stock	0.1	0.11	0.1	0.36	0.09	-0.02	0.13	-0.16	-0.02	-0.12	-0.01	0.38	0.43	0.05	0.05	-0.1	0.33	-0.38	-0.28	0.15	0.47	0.11	-0.54	0.06	-0.71	-0.49

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Simon Property

Based on the company's disclosures, Simon Property Group has a Z Score of 0.0. This is 100.0% lower than that of the Retail REITs sector and about the same as Real Estate (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Simon Property ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Simon Property's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Simon Property's managers, analysts, and investors.

Environmental

Governance

Social

Simon Property Institutional Holders

Institutional Holdings refers to the ownership stake in Simon Property that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Simon Property's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Simon Property's value.

		Shares
Fmr Inc	2024-09-30	4.3 M
Jpmorgan Chase & Co	2024-06-30	4.1 M
Northern Trust Corp	2024-09-30	3.7 M
T. Rowe Price Associates, Inc.	2024-06-30	3.7 M
Daiwa Securities Group Inc	2024-06-30	3.6 M
Charles Schwab Investment Management Inc	2024-09-30	3.6 M
Amvescap Plc.	2024-06-30	3.5 M
Ubs Asset Mgmt Americas Inc	2024-09-30	3.2 M
Deutsche Bank Ag	2024-06-30	3.2 M
Vanguard Group Inc	2024-09-30	45.5 M
Blackrock Inc	2024-06-30	33.8 M

Simon Fundamentals

	Return On Equity	0.81
	Return On Asset	0.0575
	Profit Margin	0.41 %
	Operating Margin	0.52 %
	Current Valuation	83.46 B
	Shares Outstanding	326.27 M
	Shares Owned By Insiders	0.95 %
	Shares Owned By Institutions	91.37 %
	Number Of Shares Shorted	5.18 M
	Price To Earning	19.91 X
	Price To Book	22.44 X
	Price To Sales	11.68 X
	Revenue	5.66 B
	Gross Profit	4.29 B
	EBITDA	4.07 B
	Net Income	2.28 B
	Cash And Equivalents	621.63 M
	Cash Per Share	1.84 X
	Total Debt	26.52 B
	Debt To Equity	6.23 %
	Current Ratio	0.38 X
	Book Value Per Share	8.19 X
	Cash Flow From Operations	3.93 B
	Short Ratio	4.35 X
	Earnings Per Share	7.52 X
	Price To Earnings To Growth	6.22 X
	Target Price	176.85
	Number Of Employees	2.5 K
	Beta	1.77
	Market Capitalization	68.99 B
	Total Asset	34.28 B
	Retained Earnings	(6.1 B)
	Working Capital	132.36 M
	Current Asset	1.33 B
	Current Liabilities	2.69 B
	Annual Yield	0.05 %
	Five Year Return	5.87 %
	Net Asset	34.28 B
	Last Dividend Paid	7.9

About Simon Property Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Simon Property Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Simon Property using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Simon Property Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Simon Property Group is a strong investment it is important to analyze Simon Property's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Simon Property's future performance. For an informed investment choice regarding Simon Stock, refer to the following important reports:

How To Invest In Simon

Details

Is Simon Stock a good investment?

Details

What is Simon Property's Net Worth?

Details

Largest Retail REITs Companies

View

Largest Equity Real Estate Investment Trusts (REITs) Companies

View

Check out Simon Property Piotroski F Score and Simon Property Valuation analysis.

You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Is Retail REITs space 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

(0.20)

Dividend Share

7.9

Earnings Share

7.52

Revenue Per Share

18.125

Quarterly Revenue Growth

0.049

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.

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Simon Property Group Stock Z Score

Simon Property Group Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Simon Z Score Driver Correlations

Simon Property ESG Sustainability

Simon Property Institutional Holders

Simon Fundamentals

About Simon Property Fundamental Analysis

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