Retail Opportunity [ROIC] vs Simon Property [SPG] Detailed Stock Comparison

Retail Opportunity Investments Corp.

NASDAQ

Simon Property Group, Inc.

NYSE

TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Retail Opportunity Investments Corp. wins in 5 metrics, Simon Property Group, Inc. wins in 13 metrics, with 0 ties. Simon Property Group, Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric	Retail Opportunity Investments Corp.	Simon Property Group, Inc.	Better
P/E Ratio (TTM)	38.87	14.34	Simon Property Group, Inc.
Price-to-Book Ratio	1.73	12.79	Retail Opportunity Investments Corp.
Debt-to-Equity Ratio	105.04	435.46	Retail Opportunity Investments Corp.
PEG Ratio	60.31	0.04	Simon Property Group, Inc.
EV/EBITDA	17.99	20.29	Retail Opportunity Investments Corp.
Profit Margin (TTM)	17.38%	72.71%	Simon Property Group, Inc.
Operating Margin (TTM)	32.58%	49.72%	Simon Property Group, Inc.
EBITDA Margin (TTM)	32.58%	49.72%	Simon Property Group, Inc.
Return on Equity	4.55%	104.11%	Simon Property Group, Inc.
Return on Assets (TTM)	2.32%	5.44%	Simon Property Group, Inc.
Free Cash Flow (TTM)	N/A	$3.20B	N/A
Dividend Yield	N/A	4.61%	N/A
1-Year Return	-57.19%	39.60%	Simon Property Group, Inc.
Price-to-Sales Ratio (TTM)	6.70	12.16	Retail Opportunity Investments Corp.
Enterprise Value	$3.68B	$95.45B	Simon Property Group, Inc.
EV/Revenue Ratio	10.93	15.00	Retail Opportunity Investments Corp.
Gross Profit Margin (TTM)	70.96%	82.39%	Simon Property Group, Inc.
Revenue per Share (TTM)	$3	$20	Simon Property Group, Inc.
Earnings per Share (Diluted)	$0.45	$14.18	Simon Property Group, Inc.
Beta (Stock Volatility)	1.47	1.40	Simon Property Group, Inc.
Short % of Float	N/A	0.00%	N/A

Retail Opportunity Investments Corp. vs Simon Property Group, Inc. Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock	1D	1W	1M	3M	6M	YTD
Retail Opportunity Investments Corp.	0.00%	N/A	N/A	N/A	N/A	N/A
Simon Property Group, Inc.	-1.54%	4.01%	7.82%	13.91%	17.10%	17.23%

Long-term Returns

Stock	1Y	3Y	5Y	10Y	15Y	20Y
Retail Opportunity Investments Corp.	-57.19%	-65.77%	-61.02%	-29.33%	-20.81%	-20.81%
Simon Property Group, Inc.	39.60%	94.20%	74.77%	6.39%	104.25%	192.64%

Performance & Financial Health Analysis: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Metric	ROIC	SPG
Market Information
Market Cap i	$2.25B	$77.52B
Market Cap Category	Mid cap	Large cap
10 Day Avg. Volume i	1,721,317	1,190,642
90 Day Avg. Volume i	1,575,189	1,600,957
Last Close	$17.49	$215.66
52 Week Range	$11.87 - $17.52	$155.92 - $220.44
% from 52W High	-0.17%	-2.17%
All-Time High	$23.05 (Jul 25, 2016)	$229.10 (Jul 25, 2016)
% from All-Time High	-24.12%	-5.87%
Growth Metrics
Quarterly Revenue Growth	0.02%	0.13%
Quarterly Earnings Growth	2.81%	3.56%
Financial Health
Profit Margin (TTM) i	0.17%	0.73%
Operating Margin (TTM) i	0.33%	0.50%
Return on Equity (TTM) i	0.05%	1.04%
Debt to Equity (MRQ) i	105.04	435.46
Cash & Liquidity
Book Value per Share (MRQ)	$10.09	$15.89
Cash per Share (MRQ)	$0.48	$2.53
Operating Cash Flow (TTM) i	$144.89M	$4.14B
Levered Free Cash Flow (TTM) i	$127.93M	$2.34B
Dividends
Last 12-Month Dividend Yield i	N/A	4.61%
Last 12-Month Dividend i	N/A	$8.65

Valuation & Enterprise Metrics Analysis: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Metric	ROIC (Mar 31, 2025)	SPG (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i	38.87	14.34
Forward P/E i	60.31	29.41
PEG Ratio i	60.31	0.04
Price to Sales (TTM) i	6.70	12.16
Price to Book (MRQ) i	1.73	12.79
Market Capitalization
Market Capitalization i	$2.25B	$77.52B
Enterprise Value i	$3.68B	$95.45B
Enterprise Value Metrics
Enterprise to Revenue i	10.93	15.00
Enterprise to EBITDA i	17.99	20.29
Risk & Other Metrics
Beta i	1.47	1.40
Book Value per Share (MRQ) i	$10.09	$15.89

Financial Statements Comparison: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

Metric	ROIC	SPG (2025)
Revenue/Sales i	N/A	6.36B
Cost of Goods Sold i	N/A	1.15B
COGS % of Revenue i	-	18.1%
Gross Profit i	N/A	5.21B
Gross Margin i	-	81.9%
Research & Development i	N/A	N/A
Operating Income (EBIT) i	N/A	3.18B
Operating Margin i	-	49.9%
EBITDA i	N/A	5.23B
EBITDA Margin i	-	82.2%
Pre-Tax Income i	N/A	5.40B
Pre-Tax Income % of Revenue i	-	84.8%
Income Tax i	N/A	35.79M
Income Tax % of Revenue i	-	0.6%
Net Income (Profit) i	N/A	5.36B
Profit Margin i	-	84.3%

Balance Sheet & Liquidity Metrics

Metric	ROIC	SPG (2025)
Cash & Equivalents i	N/A	823.15M
Total Current Assets i	N/A	2.31B
Total Current Assets % of Revenue i	-	36.4%
Total Current Liabilities i	N/A	4.05B
Total Current Liabilities % of Revenue i	-	63.7%
Long-Term Debt i	N/A	28.83B
Long-Term Debt % of Revenue i	-	453.0%
Total Shareholders Equity i	N/A	6.71B
Retained Earnings i	N/A	-4.61B
Retained Earnings % of Revenue i	-	-72.4%
Property, Plant & Equipment i	N/A	755.93M

Cash Flow Statement Comparison

Metric	ROIC	SPG (2025)
Operating Cash Flow i	N/A	4.00B
Operating Cash Flow % of Revenue i	-	62.9%
Capital Expenditures i	N/A	N/A
Free Cash Flow i	N/A	3.20B
FCF Margin i	-	50.3%
Debt Repayment i	N/A	-3.28B
Common Stock Repurchase i	N/A	-253.35M

Short Interest & Institutional Ownership Analysis

Metric	ROIC	SPG
Shares Short i	N/A	733
Short Ratio i	N/A	0.00
Short % of Float i	N/A	0.00%
Shares Outstanding i	126.90M	325.22M
Float Shares i	124.39M	322.28M
% Held by Insiders i	3.31%	1.83%
% Held by Institutions i	96.68%	93.47%
% Held by Public i	0.01%	4.70%

Dividend Analysis & Yield Comparison: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Metric	ROIC	SPG
Last 12-Month Dividend i	N/A	$8.65
Last 12-Month Dividend Yield i	N/A	4.61%
3-Year Avg Annual Dividend i	N/A	$8.17
3-Year Avg Dividend Yield i	N/A	1.33%
3-Year Total Dividends i	N/A	$24.50
Ex-Dividend Date	N/A	Mar 10, 2026

Retail Opportunity [ROIC] vs Simon Property [SPG] Detailed Stock Comparison

Retail Opportunity Investments Corp.

Simon Property Group, Inc.

TLDR: Quick Comparison Summary

Vital Metrics Comparison

Complete Retail Opportunity Investments Corp. Investment Analysis: Compare with Industry Leaders

Ever Wonder Which Stock is Really the Better Pick?

What You'll Actually Learn (in Plain English)

💰 Which Stock is Cheaper

🏥 Which Company is Healthier

📈 Which Has Been Growing Faster

💵 Which Pays You Better

Retail Opportunity Investments Corp. vs Simon Property Group, Inc. Stock Performance Analysis

Performance Comparison

Short-term Returns

Long-term Returns

Performance & Financial Health Analysis: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Valuation & Enterprise Metrics Analysis: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Financial Statements Comparison: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Financial Metrics

Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

SPG (Annual)

SPG (Quarterly)

Financial Statements Comparison

Income Statement

Balance Sheet & Liquidity Metrics

Cash Flow Statement Comparison

Income Statement

Balance Sheet & Liquidity Metrics

Cash Flow Statement Comparison

Short Interest & Institutional Ownership Analysis

Dividend Analysis & Yield Comparison: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Metric	ROIC	SPG (Dec 31, 2025)
Revenue/Sales i	N/A	1.79B
Cost of Goods Sold i	N/A	315.43M
COGS % of Revenue i	-	17.6%
Gross Profit i	N/A	1.48B
Gross Margin i	-	82.4%
Research & Development i	N/A	N/A
Operating Income (EBIT) i	N/A	890.67M
Operating Margin i	-	49.7%
EBITDA i	N/A	1.55B
EBITDA Margin i	-	86.7%
Pre-Tax Income i	N/A	3.53B
Pre-Tax Income % of Revenue i	-	197.2%
Income Tax i	N/A	-6.80M
Income Tax % of Revenue i	-	-0.4%
Net Income (Profit) i	N/A	3.54B
Profit Margin i	-	197.6%

Metric	ROIC	SPG (Dec 31, 2025)
Operating Cash Flow i	N/A	1.11B
Operating Cash Flow % of Revenue i	-	62.0%
Capital Expenditures i	N/A	N/A
Free Cash Flow i	N/A	948.84M
FCF Margin i	-	53.0%
Debt Repayment i	N/A	-1.09B
Common Stock Repurchase i	N/A	-232.66M

Retail Opportunity [ROIC] vs Simon Property [SPG] Detailed Stock Comparison

Retail Opportunity Investments Corp.

Simon Property Group, Inc.

TLDR: Quick Comparison Summary

Vital Metrics Comparison

Complete Retail Opportunity Investments Corp. Investment Analysis: Compare with Industry Leaders

Ever Wonder Which Stock is Really the Better Pick?

What You'll Actually Learn (in Plain English)

💰 Which Stock is Cheaper

🏥 Which Company is Healthier

📈 Which Has Been Growing Faster

💵 Which Pays You Better

Retail Opportunity Investments Corp. vs Simon Property Group, Inc. Stock Performance Analysis

Performance Comparison

Short-term Returns

Long-term Returns

Performance & Financial Health Analysis: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Valuation & Enterprise Metrics Analysis: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Financial Statements Comparison: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Financial Metrics Quarterly Annual

Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

SPG (Annual)

SPG (Quarterly)

Financial Statements Comparison

Income Statement

Balance Sheet & Liquidity Metrics

Cash Flow Statement Comparison

Income Statement

Balance Sheet & Liquidity Metrics

Cash Flow Statement Comparison

Short Interest & Institutional Ownership Analysis

Dividend Analysis & Yield Comparison: Retail Opportunity Investments Corp. vs Simon Property Group, Inc.

Financial Metrics