WallStSmart

Simon Property Group Inc (SPG)vsUrban Edge Properties (UE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 1231% more annual revenue ($6.36B vs $478.29M). SPG leads profitability with a 72.7% profit margin vs 22.6%. SPG appears more attractively valued with a PEG of 4.58. SPG earns a higher WallStSmart Score of 67/100 (B-).

SPG

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 4.0Quality: 4.5
Piotroski: 4/9

UE

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 5.3Quality: 6.3
Piotroski: 6/9Altman Z: 0.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SPGSignificantly Overvalued (-18.2%)

Margin of Safety

-18.2%

Fair Value

$164.74

Current Price

$202.12

$37.38 premium

UndervaluedFair: $164.74Overvalued
UEUndervalued (+20.4%)

Margin of Safety

+20.4%

Fair Value

$26.00

Current Price

$21.61

$4.39 discount

UndervaluedFair: $26.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SPG6 strengths · Avg: 9.5/10
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%

EPS GrowthGrowth
358.1%10/10

Earnings expanding 358.1% YoY

Market CapQuality
$76.66B9/10

Large-cap with strong market position

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

UE4 strengths · Avg: 9.3/10
Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

EPS GrowthGrowth
175.5%10/10

Earnings expanding 175.5% YoY

Profit MarginProfitability
22.6%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

SPG2 concerns · Avg: 3.0/10
Price/BookValuation
12.7x4/10

Trading at 12.7x book value

PEG RatioValuation
4.582/10

Expensive relative to growth rate

UE3 concerns · Avg: 2.7/10
P/E RatioValuation
25.9x4/10

Moderate valuation

PEG RatioValuation
6.592/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.822/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : UE

The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.

Bear Case : SPG

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

Bear Case : UE

The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

SPG carries more volatility with a beta of 1.36 — 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.

Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SPG scores higher overall (67/100 vs 64/100), backed by strong 72.7% margins and 13.2% revenue growth. UE offers better value entry with a 20.4% 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.

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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