Simon Property (SPG) Return on Invested Capital [ROIC] (2009 - 2026)
Simon Property's Return on Invested Capital [ROIC] came in at 62.66% for FY2025, down 24.44 percentage points from 87.10% in FY2024.
Analysis
Simon Property (SPG) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
Going back to FY2018, Simon Property's Return on Invested Capital [ROIC] data covers 8 years.
- Return on Invested Capital [ROIC] carries a five-year change of +2.13 percentage points (FY2020 to FY2025).
- The FY2025 figure represents the lowest annual Return on Invested Capital [ROIC] since FY2021.
- Per Business Quant, earlier years put Return on Invested Capital [ROIC] at 87.10% in FY2024 (+12.68 pp), 74.42% in FY2023 (+9.48 pp), 64.94% in FY2022 (+6.49 pp) and 58.46% in FY2021 (-2.07 pp).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 165.27 Bn | 146.76 Bn | 1.39 Bn | -12.89% |
| 2 | Prologis | 123.99 Bn | 119.03 Bn | - | 5.04% |
| 3 | Simon Property | 64.70 Bn | 60.55 Bn | - | 15.56% |
| 4 | Realty Income | 51.63 Bn | 49.85 Bn | - | 5.36% |
| 5 | Public Storage | 50.73 Bn | 49.72 Bn | - | 14.53% |
| 6 | Ventas | 41.41 Bn | 40.10 Bn | - | 3.16% |
| 7 | Extra Space Storage | 28.31 Bn | 28.31 Bn | 642.43 Mn | - |
| 8 | Vici Properties | 25.05 Bn | 23.16 Bn | 1.05 Bn | 7.84% |
| 9 | Vivmark Residential | 22.70 Bn | 22.48 Bn | - | 8.87% |
| 10 | Essex Property Trust | 17.31 Bn | 17.08 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 15.56% |
| Dec 31, 2025 | 17.84% |
| Sep 30, 2025 | 10.94% |
| Jun 30, 2025 | 10.98% |
| Mar 31, 2025 | 19.74% |
| Dec 31, 2024 | 19.11% |
| Sep 30, 2024 | 10.17% |
| Jun 30, 2024 | 9.62% |
| Mar 31, 2024 | 16.37% |
| Dec 31, 2023 | 16.87% |
| Sep 30, 2023 | 9.06% |
| Jun 30, 2023 | 8.98% |
| Mar 31, 2023 | 15.44% |
| Dec 31, 2022 | 15.51% |
| Sep 30, 2022 | 8.41% |
| Jun 30, 2022 | 7.85% |
| Mar 31, 2022 | 13.35% |
| Dec 31, 2021 | 13.06% |
| Sep 30, 2021 | 7.14% |
| Jun 30, 2021 | 6.73% |
API Access
Simon Property Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=SPG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=SPG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();