WallStSmart

Kite Realty Group Trust (KRG)vsSimon Property Group Inc (SPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 654% more annual revenue ($6.36B vs $844.37M). SPG leads profitability with a 72.7% profit margin vs 35.4%. KRG appears more attractively valued with a PEG of 3.14. SPG earns a higher WallStSmart Score of 67/100 (B-).

KRG

Buy

61

out of 100

Grade: C+

Growth: 4.0Profit: 7.0Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 0.64

SPG

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 9.0Value: 7.3Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KRGUndervalued (+61.5%)

Margin of Safety

+61.5%

Fair Value

$64.12

Current Price

$24.26

$39.86 discount

UndervaluedFair: $64.12Overvalued
SPGUndervalued (+70.6%)

Margin of Safety

+70.6%

Fair Value

$663.16

Current Price

$181.57

$481.59 discount

UndervaluedFair: $663.16Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRG4 strengths · Avg: 8.5/10
Profit MarginProfitability
35.4%10/10

Keeps 35 of every $100 in revenue as profit

P/E RatioValuation
17.9x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

SPG5 strengths · Avg: 9.4/10
Return on EquityProfitability
104.1%10/10

Every $100 of equity generates 104 in profit

Profit MarginProfitability
72.7%10/10

Keeps 73 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

Market CapQuality
$57.93B9/10

Large-cap with strong market position

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Areas to Watch

KRG3 concerns · Avg: 2.0/10
PEG RatioValuation
3.142/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.8%2/10

Revenue declined 3.8%

Altman Z-ScoreHealth
0.642/10

Distress zone — elevated risk

SPG3 concerns · Avg: 3.3/10
Price/BookValuation
11.4x4/10

Trading at 11.4x book value

EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

PEG RatioValuation
8.742/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : KRG

The strongest argument for KRG centers on Profit Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 35.4% and operating margin at 23.2%.

Bull 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.

Bear Case : KRG

The primary concerns for KRG are PEG Ratio, Revenue Growth, Altman Z-Score.

Bear Case : SPG

The primary concerns for SPG are Price/Book, EPS Growth, PEG Ratio.

Key Dynamics to Monitor

KRG profiles as a declining stock while SPG is a mature 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 61/100), backed by strong 72.7% margins and 13.2% revenue growth. KRG offers better value entry with a 61.5% margin of safety. 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.

Kite Realty Group Trust

REAL ESTATE · REIT - RETAIL · USA

Kite Realty Group Trust is a vertically integrated, full-service real estate investment trust (REIT) that provides communities with convenient and beneficial shopping experiences.

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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