EPR Properties (NYSE:EPR) & Simon Property Group (NYSE:SPG) Head-To-Head Comparison

Simon Property Group (NYSE:SPG) and EPR Properties (NYSE:EPR) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, risk, profitability, dividends and earnings.

Analyst Ratings

This is a breakdown of current ratings and price targets for Simon Property Group and EPR Properties, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Simon Property Group	0	5	4	0	2.44
EPR Properties	1	3	3	1	2.50

Simon Property Group presently has a consensus target price of $179.44, indicating a potential upside of 12.12%. EPR Properties has a consensus target price of $56.43, indicating a potential downside of 3.52%. Given Simon Property Group’s higher possible upside, analysts clearly believe Simon Property Group is more favorable than EPR Properties.

Earnings & Valuation

This table compares Simon Property Group and EPR Properties”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Simon Property Group	$5.96 billion	8.76	$2.37 billion	$6.28	25.49
EPR Properties	$698.07 million	6.37	$146.07 million	$1.63	35.88

Simon Property Group has higher revenue and earnings than EPR Properties. Simon Property Group is trading at a lower price-to-earnings ratio than EPR Properties, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Simon Property Group and EPR Properties’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Simon Property Group	35.98%	67.32%	6.56%
EPR Properties	21.13%	6.30%	2.65%

Risk and Volatility

Simon Property Group has a beta of 1.47, suggesting that its stock price is 47% more volatile than the S&P 500. Comparatively, EPR Properties has a beta of 1.27, suggesting that its stock price is 27% more volatile than the S&P 500.

Institutional and Insider Ownership

93.0% of Simon Property Group shares are held by institutional investors. Comparatively, 74.7% of EPR Properties shares are held by institutional investors. 8.6% of Simon Property Group shares are held by insiders. Comparatively, 2.3% of EPR Properties shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Dividends

Simon Property Group pays an annual dividend of $8.40 per share and has a dividend yield of 5.2%. EPR Properties pays an annual dividend of $3.54 per share and has a dividend yield of 6.1%. Simon Property Group pays out 133.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. EPR Properties pays out 217.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Simon Property Group has raised its dividend for 4 consecutive years and EPR Properties has raised its dividend for 1 consecutive years.

Summary

Simon Property Group beats EPR Properties on 14 of the 18 factors compared between the two stocks.

About Simon Property Group

Simon Property Group, Inc. (NYSE:SPG) is a self-administered and self-managed real estate investment trust (REIT). Simon Property Group, L.P., or the Operating Partnership, is our majority-owned partnership subsidiary that owns all of our real estate properties and other assets. In this package, the terms Simon, we, our, or the Company refer to Simon Property Group, Inc., the Operating Partnership, and its subsidiaries. We own, develop and manage premier shopping, dining, entertainment and mixed-use destinations, which consist primarily of malls, Premium Outlets, The Mills, and International Properties. At June 30, 2024, we owned or had an interest in 230 properties comprising 183 million square feet in North America, Asia and Europe. We also owned an 84% interest in The Taubman Realty Group, or TRG, which owns 22 regional, super-regional, and outlet malls in the U.S. and Asia. Additionally, at June 30, 2024, we had a 22.4% ownership interest in Klépierre, a publicly traded, Paris-based real estate company, which owns shopping centers in 14 European countries.

About EPR Properties

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.4 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.