Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Simon Property GroupMEX:SPG 70 5-Year Yield-on-Cost % is 6.64 as of Jul. 14, 2026, which is 16% below its 10-year median of 7.93. GuruFocus rates MEX:SPG with a GF Score™ of 70/100 and a GF Value™ of MXN3,199.34 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 873 REITs companies, Simon Property Group ranks worse than 58.76% on this metric.
Simon Property Group's yield on cost for the quarter that ended in Mar. 2026 was 6.64.
The historical rank and industry rank for Simon Property Group's 5-Year Yield-on-Cost % or its related term are showing as below:
MEX:SPG'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.57 Med: 7.93 Max: 29.17
Current: 6.64
During the past 13 years, Simon Property Group's highest Yield on Cost was 29.17. The lowest was 4.57. And the median was 7.93.
MEX:SPG's 5-Year Yield-on-Cost % is ranked worse than 58.76% of 873
companies
in the REITs industry
Industry Median: 7.28
vs MEX:SPG: 6.64
Simon Property Group (MEX:SPG) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Simon Property Group 5-Year Yield-on-Cost % Related Terms
MEX:SPG vs O, KIM, REG: 5-Year Yield-on-Cost % Comparison
For the REIT - Retail subindustry, Simon Property Group's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs REITs Industry
For the REITs industry and Real Estate sector, Simon Property Group's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Simon Property Group's 5-Year Yield-on-Cost % falls into.
Simon Property Group 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Simon Property Group (MEX:SPG) has a 5-Year Yield-on-Cost % of 6.64 as of Jul. 14, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Simon Property Group and its competitors. This is 16% below median its historical median of 7.93. Over the past decade, Simon Property Group's 5-Year Yield-on-Cost % has ranged from 4.57 to 29.17. According to the industry distribution chart, Simon Property Group ranks #513 out of 873 companies in the REITs industry, placing it in the top 58.8%.
Is Simon Property Group's 5-Year Yield-on-Cost % too high?
Simon Property Group's current 5-Year Yield-on-Cost % of 6.64 is 16% below median its 10-year median of 7.93. Over the past 10 years, this metric has ranged from a low of 4.57 to a high of 29.17. The REITs industry median 5-Year Yield-on-Cost % is 7.28. Simon Property Group's value of 6.64 is 8.8% below this industry median. Based on the distribution chart, Simon Property Group ranks #513 out of 873 companies in the REITs industry, which is below the industry midpoint. 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 5-Year Yield-on-Cost % compare to O and KIM?
According to the REITs industry distribution chart, Simon Property Group ranks #513 out of 873 companies for 5-Year Yield-on-Cost %. This places Simon Property Group in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 7.28. Simon Property Group's value of 6.64 is 8.8% below this benchmark. Historically, Simon Property Group's own 5-Year Yield-on-Cost % has ranged from 4.57 to 29.17 over the past decade. While the company's 10-year median is 7.93 vs. the industry median of 7.28, Simon Property Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a REITs company?
The median 5-Year Yield-on-Cost % among REITs companies is 7.28, based on 873 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Simon Property Group's current 5-Year Yield-on-Cost % of 6.64 is 8.8% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Simon Property Group and its competitors. For the REITs industry, the median 5-Year Yield-on-Cost % is 7.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Simon Property Group's current 5-Year Yield-on-Cost % is 6.64, which is 16% below median its own 10-year median of 7.93. 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 MXN3,199.34, compared to a current price of MXN3,890.00 — trading 21.6% above its estimated fair value. The current 5-Year Yield-on-Cost % is 6.64, which is 16% below median its 10-year median of 7.93 and 8.8% below the REITs industry median of 7.28. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Simon Property Group (MEX:SPG), the current 5-Year Yield-on-Cost % is 6.64 as of Jul. 14, 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 MXN3,890.00 is trading 21.6% above its estimated GF Value™ of MXN3,199.34.
GuruFocus considers Simon Property Group to be Modestly Overvalued.
Key valuation signals for MEX:SPG:
5-Year Yield-on-Cost %: 6.64 (16% below median its 10-year median of 7.93)
GF Value™: MXN3,199.34 vs. price of MXN3,890.00 (21.6% above fair value)
Industry Position: 8.8% below the REITs median (#513 of 873)
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 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
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:SPG has been successfully added to your 
