COMP <GO>
O vs SPG // EV/EBITDA & P/E VALUATION
Realty Income Corporation (NYSE) VS. Simon Property Group Inc. (NYSE) • 15-METRIC TALLY: O 4
— SPG 8
▲ EV/EBITDA & P/E VALUATION LEADER: SPG
LAST: $56.93 (-0.47%) • MKT CAP: $54.12B
valuation
44.6x
LAST: $217.75 (+0.94%) • MKT CAP: $69.80B
valuation
24.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (O VS. SPG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | O | SPG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 13.50% | -11.60 | SPG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 44.6x | 24.3x | +20.30 | SPG | /valuation <GO> |
| Free Cash Flow Yield | 6.90% | 5.52% | +1.38 | O | /fcf-yield <GO> |
| Operating Margin | 22.50% | 49.90% | -27.40 | SPG | /operating-margins <GO> |
| Net Profit Margin | 18.40% | 38.90% | -20.50 | SPG | /net-margins <GO> |
| Revenue Growth (YoY) | 9.10% | 6.70% | +2.40 | O | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.40% | 0.00% | +5.40 | O | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | O | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 63.6 | -8.20 | SPG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.04 | -0.07 | SPG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 47.5x | 26.2x | +21.30 | SPG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $54.12B | $69.80B | -$15.67B | SPG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | O REV | SPG REV | O GROSS % | SPG GROSS % | O FCF | SPG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.75B | $6.36B | — | — | $3.74B | $3.85B |
| FY 2024 | $5.27B | $5.96B | — | — | $3.34B | $3.55B |
| FY 2023 | $4.08B | $5.66B | — | — | $2.78B | $3.68B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
O // BETA 0.97
SPG // BETA 1.04