Inventrust Properties Corp (IVT)vsSimon Property Group Inc (SPG)
IVT
Inventrust Properties Corp
$31.08
-0.77%
REAL ESTATE · Cap: $2.42B
SPG
Simon Property Group Inc
$222.08
+0.16%
REAL ESTATE · Cap: $82.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Simon Property Group Inc generates 2004% more annual revenue ($6.94B vs $329.91M). SPG leads profitability with a 66.6% profit margin vs 8.7%. SPG trades at a lower P/E of 15.4x. SPG earns a higher WallStSmart Score of 57/100 (C).
IVT
Buy55
out of 100
Grade: C-
SPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IVT.
Margin of Safety
-20.1%
Fair Value
$162.10
Current Price
$222.08
$59.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 220.7% YoY
17.0% revenue growth
Every $100 of equity generates 104 in profit
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Attractively priced relative to earnings
19.5% revenue growth
Areas to Watch
ROE of 6.2% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 16.4x book value
Expensive relative to growth rate
Earnings declined 12.5%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IVT
The strongest argument for IVT centers on Price/Book, EPS Growth, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum.
Bull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 66.6% and operating margin at 46.0%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : IVT
The primary concerns for IVT are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 86.2x leaves little room for execution misses.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, EPS Growth. Debt-to-equity of 6.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
SPG carries more volatility with a beta of 1.33 — expect wider price swings.
SPG is growing revenue faster at 19.5% — sustainability is the question.
SPG generates stronger free cash flow (959M), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPG scores higher overall (57/100 vs 55/100), backed by strong 66.6% margins and 19.5% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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