Estee Lauder Companies Inc vs Simon Property Group Inc — how do they compare? Estee Lauder Companies Inc trades at $88 (market cap $31.76B), while Simon Property Group Inc trades at $219.28 (market cap $71.03B). The key difference: Simon Property Group Inc is far larger — about 2.2× Estee Lauder Companies Inc's market cap, and Simon Property Group Inc pays the higher dividend (4.05%). Which is the better fit depends on your goals.
| EL | SPG | |
|---|---|---|
Market Cap | $31.76B | $71.03B |
Sector | Consumer Staples | Real Estate |
52-Week High | $119.61 | $236.70 |
52-Week Low | $67.23 | $169.22 |
Enterprise Value | $37.93B | $99.48B |
Dividend Yield | 1.59% | 4.05% |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
SPG trades at $220.55, down 1.06% with a bearish technical signal. The REIT shows strong fundamentals with Q2 2026 FFO beating estimates at $3.29 per share and raised full-year guidance. Valuation metrics appear reasonable with P/E of 15.49 and EV/EBITDA of 11.96, while profitability remains robust with 66.57% net margin and 135.7% ROE. Recent news highlights leasing strength and retailer sales growth driving performance.
The outlook remains positive with analyst consensus at Buy (40.54%) and $226.58 price target offering 2.7% upside. Key risks include interest rate sensitivity from $24.21B debt load and retail sector headwinds. Strong cash flow generation and dividend consistency support the investment case for income-focused investors.
Trailing returns across standard periods
Latest headlines on both assets
Estee Lauder is the world leader in the global prestige beauty market, participating across skincare (56% of fiscal 2022 sales), makeup (26%), fragrance (14%), and haircare (4%) categories, with popular brands such as Estee Lauder, Clinique, MAC, La Mer, Jo Malone, Aveda, Bobbi Brown, Too Faced, Origins, Dr. Jart+, and The Ordinary. The firm operates in 150 countries, with 26% of fiscal 2022 revenue stemming from the Americas, 43% from Europe, the Middle East, and Africa, and 31% from Asia-Pacific. The company sells its products through department stores, travel retail, multi-brand specialty beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Read more on EL →Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →