Simon Property Group (LIM:SPG) ROCE %: 9.07% (As of Mar. 2026)


LIM:SPG Simon Property Group Inc LIM:SPG
80 GF Score
Price $184.20
GF Value $153.38
! 8 Warning Signs
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What is Simon Property Group ROCE %?

Simon Property Group LIM:SPG 80 ROCE % is 9.07% as of Mar. 2026. GuruFocus rates LIM:SPG with a GF Score™ of 80/100 and a GF Value™ of $153.38. The stock has 8 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Simon Property Group's annualized ROCE % for the quarter that ended in Mar. 2026 was 9.07%.

Simon Property Group  (LIM:SPG) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Simon Property Group ROCE % Related Terms

Simon Property Group ROCE % Historical Data

* Premium members only.

The historical data trend for Simon Property Group's ROCE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Simon Property Group ROCE % Chart

Simon Property Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.54 10.97 11.72 12.23 19.45

Simon Property Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROCE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.57 12.32 12.78 45.60 9.07
LIM:SPG
80GF Score
Simon Property Group Inc LIM:SPG
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Simon Property Group ROCE % Calculation

Simon Property Group's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=6374.743/( ( (32405.691 - 3395.306) + (40606.466 - 4051.543) )/ 2 )
=6374.743/( (29010.385+36554.923)/ 2 )
=6374.743/32782.654
=19.45 %

Simon Property Group's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=3297.052/( ( (40606.466 - 4051.543) + (39639.081 - 3494.573) )/ 2 )
=3297.052/( ( 36554.923 + 36144.508 )/ 2 )
=3297.052/36349.7155
=9.07 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 9.07% mean?
Simon Property Group (LIM:SPG) has a ROCE % of 9.07% as of Mar. 2026.
Is Simon Property Group's ROCE % too high?
Simon Property Group's current ROCE % is 9.07%. The REITs industry median ROCE % is 5.21. Simon Property Group's value of 9.07% is 74.1% above this industry median. Overall, Simon Property Group has a GF Score™ of 80/100, reflecting its overall financial health beyond just this single metric.
How does Simon Property Group's ROCE % compare to O and KIM?
Simon Property Group's ROCE % of 9.07% can be compared against companies in the REITs industry. The industry median ROCE % is 5.21. Simon Property Group's value of 9.07% is 74.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a REITs company?
The median ROCE % among REITs companies is 5.21, based on 757 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Simon Property Group's current ROCE % of 9.07% is 74.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the REITs industry, the median ROCE % is 5.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Simon Property Group's current ROCE % is 9.07%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Simon Property Group stock overvalued right now?
Simon Property Group (LIM:SPG) has a current ROCE % of 9.07%. The stock's GF Value™ is $153.38, compared to a current price of $184.20 — trading 20.1% above its estimated fair value. The current ROCE % is 9.07% and 74.1% above the REITs industry median of 5.21. Simon Property Group's overall GF Score™ is 80/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Simon Property Group (LIM:SPG), the current ROCE % is 9.07% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Simon Property Group (LIM:SPG) Overvalued in 2026?

Based on GuruFocus' analysis, Simon Property Group stock appears to be overvalued. The current stock price of $184.20 is trading 20.1% above its estimated GF Value™ of $153.38.

Key valuation signals for LIM:SPG:

  • ROCE %: 9.07%
  • GF Value™: $153.38 vs. price of $184.20 (20.1% above fair value)
  • GF Score™: 80/100 with 8 warning signs
  • Industry Position: 74.1% above the REITs median

No single metric tells the full story. See the LIM:SPG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Simon Property Group Business Description

Industry Real EstateREITs
Address 225 West Washington Street, Indianapolis, IN, USA, 46204
Simon Property Group is the largest retail real estate investment trust in the United States. Its portfolio includes an interest in 254 properties: 114 traditional malls, 108 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and 12 other retail properties. Simon's portfolio averaged $736 in sales per square foot over the trailing 12 months. The company also owns a 22% interest in Klépierre, a European retail company with investments in shopping centers in 14 countries, and joint-venture interests in 33 premium outlets across 14 countries.
80GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$184.20
Price
$153.38
GF Value