Compare Simon Property Group Inc (SPG) vs Ulta Beauty Inc (ULTA) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Simon Property Group Inc vs Ulta Beauty Inc — how do they compare? Simon Property Group Inc trades at $227 (market cap $74.00B), while Ulta Beauty Inc trades at $489.47 (market cap $20.98B). The key difference: Simon Property Group Inc is far larger — about 3.5× Ulta Beauty Inc's market cap, and Simon Property Group Inc pays a 3.86% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| SPG | ULTA | |
|---|---|---|
Market Cap | $74.00B | $20.98B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $228.70 | $706.82 |
52-Week Low | $160.68 | $450.75 |
Enterprise Value | $102.48B | $23.06B |
Dividend Yield | 3.86% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
SPG trades at $226.79, down 0.84% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates robust fundamentals with Q1 2026 earnings beating expectations at $1.48 per share versus $1.46 expected, continuing a pattern of earnings outperformance. Revenue growth has accelerated from $5.3B in 2022 to $6.4B in 2025, while net income surged to $4.63B with a remarkable 72.7% profit margin. Recent corporate developments include a $2.25 dividend payment and Euro-denominated note offering.
SPG presents a compelling investment case with strong operational performance and dividend yield exceeding 4%, though current valuation metrics suggest limited upside from analyst consensus targets. Key risks include high leverage with $24.21B long-term debt and sensitivity to interest rate movements. The stock's technical overbought condition near resistance levels warrants caution despite positive earnings momentum and institutional support.
ULTA Beauty trades at $489.47, up 2.06% with a bullish technical signal despite mixed moving averages. The company maintains strong profitability with 39.33% gross margins and 47.45% ROE, though net margins have declined from 12.17% in 2023 to 10.63% in 2025. Recent Q1 2026 earnings beat expectations at $7.74 EPS versus $6.89 expected, while Q4 2025 missed. Analyst consensus remains strongly positive with 26 buy ratings and a $618.29 price target, representing 26% upside potential.
ULTA presents a compelling growth story with international expansion and digital engagement driving long-term potential. However, investors face risks from margin compression, competitive pressures in beauty retail, and volatile cash flow patterns. The stock's current valuation at 18.29x P/E appears reasonable given growth prospects, but requires monitoring of consumer spending trends and execution on strategic initiatives.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Simon Property Group Inc
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 →About Ulta Beauty Inc
With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →
