Simon Property Group (MEX:SPG) 3-Year RORE % : 184.74% (As of Mar. 2026)


MEX:SPG Simon Property Group Inc MEX:SPG
70 GF Score
Price MXN3,529.00
GF Value MXN3,137.68
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Simon Property Group 3-Year RORE %?

Simon Property Group MEX:SPG 70 3-Year RORE % is 184.74 as of Mar. 2026. GuruFocus rates MEX:SPG with a GF Score™ of 70/100 and a GF Value™ of MXN3,137.68 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 841 REITs companies, Simon Property Group ranks better than 91.56% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Simon Property Group's 3-Year RORE % for the quarter that ended in Mar. 2026 was 184.74%.

The industry rank for Simon Property Group's 3-Year RORE % or its related term are showing as below:

MEX:SPG's 3-Year RORE % is ranked better than
91.56% of 841 companies
in the REITs industry
Industry Median: -0.22 vs MEX:SPG: 184.74

Simon Property Group  (MEX:SPG) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Simon Property Group 3-Year RORE % Related Terms


Simon Property Group 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Simon Property Group's 3-Year RORE % 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 3-Year RORE % Chart

Simon Property Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.36 534.11 76.64 -14.19 187.93

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
3-Year RORE % 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 14.05 -7.25 -21.54 187.93 184.74

MEX:SPG vs O, KIM, REG: 3-Year RORE % Comparison

For the REIT - Retail subindustry, Simon Property Group's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Simon Property Group 3-Year RORE % vs REITs Industry

For the REITs industry and Real Estate sector, Simon Property Group's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Simon Property Group's 3-Year RORE % falls into.


MEX:SPG
70GF Score
Simon Property Group Inc MEX:SPG
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Simon Property Group 3-Year RORE % Calculation

Simon Property Group's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 261.171-133.459 )/( 519.569-451.456 )
=127.712/68.113
=187.50 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 184.74 mean?
Simon Property Group (MEX:SPG) has a 3-Year RORE % of 184.74 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Simon Property Group and its competitors. According to the industry distribution chart, Simon Property Group ranks #71 out of 841 companies in the REITs industry, placing it in the top 8.4%.
Is Simon Property Group's 3-Year RORE % too high?
Simon Property Group's current 3-Year RORE % is 184.74. Based on the distribution chart, Simon Property Group ranks #71 out of 841 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Simon Property Group has a GF Score™ of 70/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Simon Property Group's 3-Year RORE % compare to O and KIM?
According to the REITs industry distribution chart, Simon Property Group ranks #71 out of 841 companies for 3-Year RORE %. This places Simon Property Group in the top 8% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a REITs company?
A good 3-Year RORE % depends on the REITs industry context. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Simon Property Group and its competitors. Simon Property Group's current 3-Year RORE % is 184.74. 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?
Based on GuruFocus' analysis, Simon Property Group (MEX:SPG) is currently considered Modestly Overvalued. The stock's GF Value™ is MXN3,137.68, compared to a current price of MXN3,529.00 — trading 12.5% above its estimated fair value. The current 3-Year RORE % is 184.74. Simon Property Group's overall GF Score™ is 70/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Simon Property Group (MEX:SPG), the current 3-Year RORE % is 184.74 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 (MEX:SPG) Overvalued in 2026?

Based on GuruFocus' analysis, Simon Property Group stock appears to be overvalued. The current stock price of MXN3,529.00 is trading 12.5% above its estimated GF Value™ of MXN3,137.68. GuruFocus considers Simon Property Group to be Modestly Overvalued.

Key valuation signals for MEX:SPG:

  • 3-Year RORE %: 184.74
  • GF Value™: MXN3,137.68 vs. price of MXN3,529.00 (12.5% above fair value)
  • GF Score™: 70/100 with 8 warning signs

No single metric tells the full story. See the MEX: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.
70GF Score

Get the complete analysis for MEX:SPG

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

MXN3,529.00
Price
MXN3,137.68
GF Value