Simon Property Group 향후 성장

Future 기준 점검 1/6

Simon Property Group 의 수익은 연간 15% 감소할 것으로 예상되는 반면, 연간 수익은 3.7% 로 증가할 것으로 예상됩니다. EPS는 연간 16.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 111% 로 예상됩니다.

핵심 정보

-15.0%

이익 성장률

-16.88%

EPS 성장률

Retail REITs 이익 성장	-0.9%
매출 성장률	3.7%
향후 자기자본이익률	111.04%
애널리스트 커버리지	Good
마지막 업데이트	11 Mar 2026

최근 향후 성장 업데이트

Recent updates

Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already

Feb 18

Simon Property Group: The Mall Isn't Dead After Strong Earnings And Continued Dividend Increases

Feb 06

SPG: The Common Shares Are Our Preferred Choice, Though They Are No Longer A Bargain

Jan 17

Simon Property Group: Still An Opportunistic Buy For Long-Term Investors

Dec 12

Simon Property Group Is Still Undervalued

Nov 14

Simon Property Group: Inexpensive And Still Increasing The Dividend Yielding Around 5%

Nov 04

Simon Property Group: The Rebirth Of Malls Is Experiential

Oct 24

Simon Property Group: Cheap Dividend Growth

Sep 23

Simon Property Group: Why Momentum Might Be In The Cards

Sep 03

Simon Property Group: Not The Best Investment At This Point

Aug 18

Simon Property Group: Still In My Portfolio But Certainly Not Adding More

Jul 13

Simon Property Group Can Go Higher After Increased Dividend And 2024 Guidance

Jun 07

Simon Property Group Q1 Results: A 'Hold' Due To Its Premium Valuation

May 07

Simon Property: Time To Take Some Profit

Apr 21

I Added Simon Property Group's 5.4% Dividend Yield To My Shopping

Apr 15

Simon Property Group: I'd Be Careful Here Due To Valuation (Rating Downgrade)

Mar 24

Simon Property Group: Strong Fundamentals Make This REIT A Buy And Hold

Mar 18

Simon Property Group: Not Ready To Pull The Trigger

Feb 09

이익 및 매출 성장 예측

NYSE:SPG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	7,027	2,470	N/A	4,639	4
12/31/2027	6,546	2,342	1,185	4,306	9
12/31/2026	6,337	2,234	1,142	4,182	9
12/31/2025	6,365	4,624	3,202	4,137	N/A
9/30/2025	6,155	2,243	3,121	4,018	N/A
6/30/2025	6,034	2,112	3,142	4,021	N/A
3/31/2025	5,994	2,050	3,046	3,869	N/A
12/31/2024	5,964	2,368	3,059	3,815	N/A
9/30/2024	5,909	2,448	3,050	3,766	N/A
6/30/2024	5,839	2,567	3,052	3,809	N/A
3/31/2024	5,751	2,560	3,085	3,875	N/A
12/31/2023	5,659	2,280	3,138	3,931	N/A
9/30/2023	5,531	2,206	3,027	3,826	N/A
6/30/2023	5,436	2,151	3,104	3,832	N/A
3/31/2023	5,346	2,161	3,142	3,803	N/A
12/31/2022	5,291	2,136	3,117	3,767	N/A
9/30/2022	5,216	1,966	3,146	3,719	N/A
6/30/2022	5,196	2,107	3,044	3,652	N/A
3/31/2022	5,171	2,227	2,986	3,554	N/A
12/31/2021	5,115	2,246	3,109	3,637	N/A
9/30/2021	4,920	2,015	3,140	3,648	N/A
6/30/2021	4,684	1,481	3,015	3,390	N/A
3/31/2021	4,490	1,117	2,075	2,461	N/A
12/31/2020	4,602	1,109	1,843	2,327	N/A
9/30/2020	4,960	1,348	1,742	2,391	N/A
6/30/2020	5,314	1,746	1,924	2,735	N/A
3/31/2020	5,648	1,987	2,839	3,712	N/A
12/31/2019	5,671	2,098	2,932	3,808	N/A
9/30/2019	5,635	2,301	N/A	3,848	N/A
6/30/2019	5,607	2,313	N/A	3,802	N/A
3/31/2019	5,598	2,365	N/A	3,745	N/A
12/31/2018	5,645	2,437	N/A	3,751	N/A
9/30/2018	5,594	2,295	N/A	3,626	N/A
6/30/2018	5,611	2,253	N/A	3,621	N/A
3/31/2018	5,587	2,088	N/A	3,652	N/A
12/31/2017	5,527	1,945	N/A	3,594	N/A
9/30/2017	5,539	1,768	N/A	3,559	N/A
6/30/2017	5,492	1,759	N/A	3,488	N/A
3/31/2017	5,444	1,832	N/A	3,438	N/A
12/31/2016	5,435	1,836	N/A	3,373	N/A
9/30/2016	5,388	1,833	N/A	3,339	N/A
6/30/2016	5,351	1,749	N/A	3,235	N/A
3/31/2016	5,387	1,766	N/A	3,070	N/A
12/31/2015	5,258	1,824	N/A	3,025	N/A
9/30/2015	5,174	1,837	N/A	3,017	N/A
6/30/2015	5,089	1,669	N/A	2,943	N/A
3/31/2015	4,922	1,615	N/A	2,744	N/A

애널리스트 향후 성장 전망

수입 대 저축률: SPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -15%).

수익 vs 시장: SPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -15%).

고성장 수익: SPG 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: SPG 의 수익(연간 3.7%)이 US 시장(연간 10.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SPG 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SPG의 자본 수익률은 3년 후 111%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/03/18 18:10
종가	2026/03/18 00:00
수익	2025/12/31
연간 수익	2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 우리의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Simon Property Group, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Jacob Kilstein	Argus Research Company
Richard Hightower	Barclays
William Acheson	Benchmark Company

Simon Property Group 향후 성장

Future 기준 점검 1/6

핵심 정보

최근 향후 성장 업데이트

Simon Provides Earnings Guidance for the Year Ending December 31, 2026

Simon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025

Simon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025

Recent updates

Upcoming dividend of US$2.20 per share

Chief Administrative Officer recently sold US$2.0m worth of stock

Chief Administrative Officer notifies of intention to sell stock

Simon Property Group Announces Resignation of David Simon from Klépierre S.A. Supervisory Board Effective February 19, 2026

Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already

Simon Announces Transformational Redevelopment of the Current Neiman Marcus Space At Copley Place

Simon Property Group, Inc. (NYSE:SPG) announces an Equity Buyback.

Simon Property Group Announces Appointment of Martin J. Cicco to Board of Directors

Fourth quarter dividend of US$2.20 announced

New major risk - Revenue and earnings growth

Simon Provides Earnings Guidance for the Year Ending December 31, 2026

Simon Property Group, Inc. to Report Q4, 2025 Results on Feb 02, 2026

Upcoming dividend of US$2.20 per share

Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) acquired Esplanade Aventura retail center for approximately $130 million.

Independent Director recently bought US$106k worth of stock

Third quarter dividend of US$2.20 announced

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Simon Unveils Plans to Create Sagefield, Curated Blend of Bespoke Retail, Culinary Artistry, and Design Excellence, to South Nashville

Simon Property Group, Inc. Promotes Stanley Shashoua to President of International Real Estate

Simon Property Group, Inc. to Report Q3, 2025 Results on Nov 03, 2025

Upcoming dividend of US$2.15 per share

Second quarter dividend of US$2.15 announced

Simon Announces Key Executive Appointments

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Simon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025

Simon Property Group, Inc. to Report Q2, 2025 Results on Aug 04, 2025

Independent Director recently bought US$83k worth of stock

Simon Property Group, Inc. (NYSE:SPG) acquired Town Center at Boca Raton Mall from Seritage Src Finance LLC for $23.1 million.

Simon Property Group, Inc. (NYSE:SPG) acquired Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC for $15.6 million.

Upcoming dividend of US$2.10 per share

First quarter dividend of US$2.10 announced

First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Simon Property Group, Inc. Declares Quarterly Common Stock Dividend for the Second Quarter of 2025, Payable on June 30, 2025

Simon Property Group: Price Drop Is A Major Opportunity For Long-Term Investors

Simon Property Group, Inc. to Report Q1, 2025 Results on May 12, 2025

Investor sentiment deteriorates as stock falls 16%

Simon Property Group: 5.2% Dividend Yield As U.S. Recession Fears Spike

Simon Property Group, Inc., Annual General Meeting, May 14, 2025

Simon Property Group: Price Drop Creates Opportunity

Now 21% undervalued after recent price drop

Upcoming dividend of US$2.10 per share

Herbert Simon to Retire as Chaiman Emeritus and from Board of Simon Property Group, Inc

Fourth quarter dividend of US$2.10 announced

Simon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025

New major risk - Revenue and earnings growth

Simon Property Group: The Mall Isn't Dead After Strong Earnings And Continued Dividend Increases

Full year 2024 earnings: EPS and revenues exceed analyst expectations

Simon Property Group, Inc. (NYSE:SPG) acquired Design Management S.R.L. from Kering SA (ENXTPA:KER) for approximately €350 million.

SPG: The Common Shares Are Our Preferred Choice, Though They Are No Longer A Bargain

Simon Property Group: Still An Opportunistic Buy For Long-Term Investors

Upcoming dividend of US$2.10 per share

Simon Property Group Is Still Undervalued

Third quarter dividend of US$2.10 announced

Simon Property Group: Inexpensive And Still Increasing The Dividend Yielding Around 5%

Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beat

Simon Property Group: The Rebirth Of Malls Is Experiential

Simon Property Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024

Simon Property Group: Cheap Dividend Growth

Simon Property Group: Why Momentum Might Be In The Cards

Upcoming dividend of US$2.05 per share

Simon Property Group: Not The Best Investment At This Point

Simon Property Group, Inc. announces Quarterly dividend, payable on September 30, 2024

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Simon Property Group: Still In My Portfolio But Certainly Not Adding More

Simon Property Group, Inc. to Report Q2, 2024 Results on Aug 05, 2024

Simon Property Group Can Go Higher After Increased Dividend And 2024 Guidance

Upcoming dividend of US$2.00 per share

First quarter dividend of US$2.00 announced

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Simon Property Group Q1 Results: A 'Hold' Due To Its Premium Valuation

Simon Property: Time To Take Some Profit

I Added Simon Property Group's 5.4% Dividend Yield To My Shopping