SPG
Simon Property GroupNYSEReal EstateReit - RetailSnapshot 2026-05-08
As of May 8, 2026, SPG has a mixed analyst scoring with a composite score of 9.0 and a medium confidence level of 66.0. The score is influenced by a low risk label of 18.4, a quality score of 78.2, and a momentum score of -29.8. Key drivers include macro factors such as rates, growth, labor, and inflation, with the current analysis being provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.03
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.66 → $1.61 (-2.9% / 30d). 1 raised, 1 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 43% of analysts rate Buy.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 19%; 252d 20%.
Drawdown — Max 1y −12%. Bad day move −2%.
Beta to sector ETF (XLRE) — 0.96 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 67/100, drawdown 77/100, beta 96/100, earnings vol —.
via XLRE
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Richer than its own typical valuation.
P/E over the last 5 years
65 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
SPG Simon Property Group | +9.0 | full | low |
WELL Welltower | +7.9 | expensive | low |
PLD Prologis | +10 | full | low |
EQIX Equinix | +22 | fair | moderate |
AMT American Tower | +18 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If real_estate sector trend rises from +0.00 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-02-02)+4.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-8.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-02-02)-8.0 pts
- If real_estate sector trend falls from +0.00 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
No material events in the last 90 days.
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.