Simon Property Group Inc (SPG)vsUrban Edge Properties (UE)
SPG
Simon Property Group Inc
$181.57
+1.85%
REAL ESTATE · Cap: $57.93B
UE
Urban Edge Properties
$20.18
-0.25%
REAL ESTATE · Cap: $2.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Simon Property Group Inc generates 1249% more annual revenue ($6.36B vs $471.94M). SPG leads profitability with a 72.7% profit margin vs 19.8%. UE appears more attractively valued with a PEG of 6.59. SPG earns a higher WallStSmart Score of 67/100 (B-).
SPG
Strong Buy67
out of 100
Grade: B-
UE
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.6%
Fair Value
$663.16
Current Price
$181.57
$481.59 discount
Margin of Safety
-311.3%
Fair Value
$5.03
Current Price
$20.18
$15.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 104 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 24.7%
Areas to Watch
Trading at 11.4x book value
3.6% earnings growth
Expensive relative to growth rate
Moderate valuation
2.7% revenue growth
ROE of 7.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : UE
The strongest argument for UE centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.8% and operating margin at 24.7%.
Bear Case : SPG
The primary concerns for SPG are Price/Book, EPS Growth, PEG Ratio.
Bear Case : UE
The primary concerns for UE are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
SPG profiles as a mature stock while UE is a value play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.40 — expect wider price swings.
SPG is growing revenue faster at 13.2% — sustainability is the question.
SPG generates stronger free cash flow (982M), providing more financial flexibility.
Bottom Line
SPG scores higher overall (67/100 vs 51/100), backed by strong 72.7% margins and 13.2% revenue growth. Both earn "Strong 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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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