Simon Property (SPG) Return on Assets [ROA] (2009 - 2026)
Simon Property (SPG) reported Return on Assets [ROA] of 13.60% for Q1 2026, up 6.31 percentage points from 7.29% a year earlier but down 0.86 percentage points from the prior quarter.
Simon Property (SPG) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Simon Property posted Return on Assets [ROA] of 14.69%, up 6.51 percentage points from FY2024.
- Return on Assets [ROA] has increased for three consecutive years, with a five-year change of +10.82 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at 8.18% in FY2024 (+0.41 pp), 7.78% in FY2023 (+0.43 pp), 7.34% in FY2022 (-0.15 pp) and 7.49% in FY2021 (+3.62 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of 4.90% in Q2 2021 and a high of 14.46% in Q4 2025.
- Year over year, Return on Assets [ROA] gained in five of the last eight quarters, with an average year-over-year change of +1.45 percentage points.
- The high point for year-over-year Return on Assets [ROA] in five years was Q1 2026 (a gain of 6.31 percentage points); the low point was Q2 2025 (a drop of 1.38 percentage points).
- Per Business Quant data, the three quarters before Q1 2026 came in at 14.46% (Q4 2025), 7.76% (Q3 2025) and 7.42% (Q2 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 165.31 Bn | 146.80 Bn | 1.39 Bn | 2.36% |
| 2 | Prologis | 124.18 Bn | 119.22 Bn | - | 4.49% |
| 3 | Simon Property | 64.55 Bn | 60.40 Bn | - | 13.60% |
| 4 | Realty Income | 51.65 Bn | 49.88 Bn | - | 1.74% |
| 5 | Public Storage | 50.71 Bn | 49.70 Bn | - | 10.29% |
| 6 | Ventas | 41.48 Bn | 40.17 Bn | - | 0.95% |
| 7 | Extra Space Storage | 28.27 Bn | 28.27 Bn | 642.43 Mn | 3.41% |
| 8 | Vici Properties | 25.03 Bn | 23.14 Bn | 1.05 Bn | 5.89% |
| 9 | Vivmark Residential | 22.70 Bn | 22.48 Bn | - | 4.41% |
| 10 | Essex Property Trust | 17.31 Bn | 17.07 Bn | - | 3.37% |
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 13.60% |
| Dec 31, 2025 | 14.46% |
| Sep 30, 2025 | 7.76% |
| Jun 30, 2025 | 7.42% |
| Mar 31, 2025 | 7.29% |
| Dec 31, 2024 | 8.31% |
| Sep 30, 2024 | 8.45% |
| Jun 30, 2024 | 8.80% |
| Mar 31, 2024 | 8.65% |
| Dec 31, 2023 | 7.78% |
| Sep 30, 2023 | 7.69% |
| Jun 30, 2023 | 7.48% |
| Mar 31, 2023 | 7.49% |
| Dec 31, 2022 | 7.45% |
| Sep 30, 2022 | 6.84% |
| Jun 30, 2022 | 7.25% |
| Mar 31, 2022 | 7.58% |
| Dec 31, 2021 | 7.59% |
| Sep 30, 2021 | 6.71% |
| Jun 30, 2021 | 4.90% |
Simon Property Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SPG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "SPG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SPG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();