Simon Property (SPG) Return on Invested Capital [ROIC] (2009 - 2026)
Simon Property's Return on Invested Capital [ROIC] came in at 9.59% for Q2 2026, down 1.39 percentage points from 10.98% a year earlier and down 5.97 percentage points from the prior quarter.
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Analysis
Simon Property (SPG) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Simon Property's Return on Invested Capital [ROIC] was 62.66%, down 24.44 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +2.13 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 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).
- The Q2 2026 figure represents the lowest quarterly Return on Invested Capital [ROIC] since Q3 2023.
- Year-over-year, Return on Invested Capital [ROIC] has declined for three consecutive quarters, with an average year-over-year change of +0.25 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q1 2025 (a gain of 3.37 percentage points), and the weakest in Q1 2026 (a drop of 4.18 percentage points).
- Business Quant data shows SPG's Return on Invested Capital [ROIC] at 15.56% (Q1 2026), 17.84% (Q4 2025) and 10.94% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 177.74 Bn | 163.76 Bn | 1.47 Bn | -3.39% |
| 2 | Prologis | 120.05 Bn | 114.00 Bn | - | 4.98% |
| 3 | Simon Property | 74.18 Bn | 70.24 Bn | - | 9.59% |
| 4 | Public Storage | 62.09 Bn | 60.82 Bn | - | 7.86% |
| 5 | Realty Income | 55.76 Bn | 54.03 Bn | - | 3.56% |
| 6 | Ventas | 45.60 Bn | 44.27 Bn | - | 3.05% |
| 7 | Extra Space Storage | 33.58 Bn | 32.49 Bn | 650.96 Mn | 5.30% |
| 8 | Vici Properties | 27.29 Bn | 25.64 Bn | 1.06 Bn | 6.86% |
| 9 | Vivmark Residential | 24.52 Bn | 24.30 Bn | - | 6.19% |
| 10 | Essex Property Trust | 17.52 Bn | 17.27 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.59% |
| 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% |
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_KEYimport 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();