IRS vs SPG Stock Comparison

Irsa Investments & Representations and Simon Property Prices as of Oct 27, 2026 Peers: Industry group

Head to Head

7 decided of 12

Simon Property leads on 4 of the 12 questions below (Simon Property 4, Irsa Investments & Representations 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIRSSPGLeader
Larger companyMarket capitalisation $1.12B $68.98B SPG
Cheaper on earningsLower P/E, profitable companies only 4.3x 14.7x IRS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 80.8x 30.9x SPG
Faster revenue growthRevenue growth, trailing twelve months — +10.9% –
More profitableNet margin, trailing twelve months — 70.5% –
Better return on capitalReturn on invested capital — 15.6% –
Less leveragedLower net debt / EBITDA — 5.7x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -5.3% +18.1% SPG
Better 5-year returnAnnualised price return, 5 years +21.9%/yr +7.6%/yr IRS
Less volatileAnnualised volatility, 1 year 40.9% 19.2% SPG
Higher overall scoreMean of the five percentile scores vs peers 86/100 56/100 IRS

Percentile Scorecard

IRSSPG

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisIRSSPG
Valuation 97 #5 of 145 22 #113 of 145
Growth – 84 #24 of 141
Profitability – 99 #2 of 134
Financial Health 66 #48 of 138 29 #99 of 138
Shareholder Returns 95 #7 of 131 47 #70 of 131
Overall 86 56
  • IRS ranked among 149 companies in Property REITs
  • SPG ranked among 149 companies in Property REITs

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodIRSSPGSPY
1 month -1.4%+3.6% -0.2%
3 months -6.3%-10.3% +3.9%
6 months +0.1%+4.7% +8.2%
Year to date -12.1%+14.7% +12.9%
1 year -5.3%+18.1% +12.3%
3 years +131.2%+103.1% +87.4%
3 years, per year +32.2%+26.7% +23.3%
5 years +169.4%+44.3% +67.9%
5 years, per year +21.9%+7.6% +10.9%
10 years -30.2%+15.9% +261.1%
10 years, per year -3.5%+1.5% +13.7%

Risk

MeasureIRSSPGSPY
Volatility, 1Y 40.9%19.2% 12.7%
Downside volatility, 1Y 39.3%18.3% 12.7%
Beta vs S&P 500, 1Y 1.180.20 1.00
Return / volatility, 1Y -0.130.94 0.97
Max drawdown, 5Y -37.9%-48.8% -25.4%
From 52-week high -21.0%-10.3% -1.2%
52-week high $18.41$236.69 $779.14
52-week low $13.20$173.35 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleIRSSPG
P/E now vs peer median 4.3xmedian 26.3x 14.7xmedian 26.3x
P/S now vs peer median 2.8xmedian 4.0x 11.0xmedian 4.0x
EV/EBITDA now vs peer median —median 14.4x 20.6xmedian 14.4x
P/FCF now vs peer median 11.4xmedian 23.3x 29.0xmedian 23.3x
P/B now vs peer median 0.8xmedian 1.3x 12.0xmedian 1.3x
PEG now vs peer median —median 1.91 0.49median 1.91

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsIRSSPG
Revenue – $6.65B
Operating income – $3.21B
Net income – $5.45B
Free cash flow – $2.51B
EPS (diluted) – $14.43
Cash & equivalents $76.28M $542.96M
Total debt $3.24B $28.25B
Shares (diluted) 77.90M 324.96M
Enterprise value $67.85M $64.83B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricIRSSPG
P/E 4.3x 14.7x
P/FCF 11.4x 29.0x
P/Operating cash flow – 17.6x
P/S 2.8x 11.0x
P/B 0.8x 12.0x
P/Tangible book 0.8x 12.0x
EV/EBITDA – 20.6x
EV/EBIT – 31.3x
EV/Revenue – 15.1x
EV/FCF – 40.1x
EV/Operating cash flow – 24.3x
PEG (3Y EPS CAGR) – 0.49

Growth

14 metrics
MetricIRSSPG
Revenue growth (1Y) – 10.9%
Revenue CAGR (3Y) – 7.5%
Gross profit growth (1Y) – –
Gross profit CAGR (3Y) – –
Operating income growth (1Y) – 4.0%
Operating income CAGR (3Y) – 6.9%
Net income growth (1Y) – 130.6%
Net income CAGR (3Y) – 30.0%
EPS growth (1Y) – 129.8%
EPS CAGR (3Y) – 29.7%
Operating cash flow growth (1Y) – 7.1%
Operating cash flow CAGR (3Y) – 2.9%
Free cash flow growth (1Y) – -3.4%
Free cash flow CAGR (3Y) – -4.8%

Profitability

14 metrics
MetricIRSSPG
Gross margin – –
EBITDA margin – 73.3%
Operating margin – 48.3%
Pretax margin – 32.9%
Net margin – 70.5%
FCF margin – 37.7%
Operating cash flow margin – 62.3%
Return on equity – 87.0%
Return on assets – 13.6%
Return on invested capital – 15.6%
Return on capital employed – –
Asset turnover – 0.2x
Cash conversion (OCF / net income) – 0.8x
Stock comp / revenue – –

Financial Health

11 metrics
MetricIRSSPG
Debt / assets 37.9% 71.3%
Debt / equity 0.8x 4.7x
Net debt / EBITDA – 5.7x
Debt / FCF – 11.3x
Liabilities / assets 50.1% 84.7%
Equity / assets 49.9% 15.3%
Interest coverage – 3.1x
Current ratio 1.8x –
Quick ratio 1.7x –
Cash ratio 1.3x –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricIRSSPG
Dividend yield 9.8% 4.2%
Net buyback yield – 0.2%
Shareholder yield 9.8% 4.4%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusIRSSPG
Forward P/E 80.8xFY2027 30.9xFY2026
EPS, next fiscal year $0.18FY2027 $6.87FY2026
EPS growth, next FY -50.0%FY2027 -51.5%FY2026
EPS growth, the year after -16.7% +8.4%
Revenue, next fiscal year $436.40MFY2027 $7.17BFY2026
Revenue growth, next FY +0.1%FY2027 +12.8%FY2026
Revenue growth, the year after -1.4% -8.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIRSSPG
Held by institutions 17.2% 93.2%
Institutions holding 68 1,358
Change in shares held, QoQ +8.0% +3.8%
Institutions buying 34 679
Institutions selling 11 463
Buyers to sellers 3.09 1.47

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

IRSSPG
IRS 1.00 0.08
SPG 0.08 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, IRS and SPG?

Simon Property (SPG) is the largest by market capitalisation: Irsa Investments & Representations (IRS) $1.12B, Simon Property (SPG) $68.98B.

Which stock is cheaper, IRS and SPG?

Irsa Investments & Representations (IRS) trades on the lowest price-to-earnings ratio (Irsa Investments & Representations (IRS) 4.3x, Simon Property (SPG) 14.7x). On next year's consensus earnings, Simon Property (SPG) is cheapest (Irsa Investments & Representations (IRS) 80.8x, Simon Property (SPG) 30.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which stock has performed better?

Over the past year Simon Property (SPG) returned the most: Irsa Investments & Representations (IRS) -5.3%, Simon Property (SPG) +18.1%. Over five years, Irsa Investments & Representations (IRS) compounded fastest (Irsa Investments & Representations (IRS) +21.9%/yr, Simon Property (SPG) +7.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Simon Property (SPG) has been the steadiest (Irsa Investments & Representations (IRS) 40.9%, Simon Property (SPG) 19.2%). Volatility measures how widely the price swings, not the risk of the business.

Do IRS and SPG move together?

Their daily returns over the past year have a correlation of 0.08, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, IRS and SPG?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Simon Property (SPG) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.