Simon Property Group Inc vs Wayfair Inc — how do they compare? Simon Property Group Inc trades at $227 (market cap $74.00B), while Wayfair Inc trades at $84.79 (market cap $11.58B). The key difference: Simon Property Group Inc is far larger — about 6.4× Wayfair Inc's market cap, and Simon Property Group Inc pays a 3.86% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| SPG | W | |
|---|---|---|
Market Cap | $74.00B | $11.58B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $228.70 | $119.05 |
52-Week Low | $160.68 | $56.42 |
Enterprise Value | $102.48B | $14.16B |
Dividend Yield | 3.86% | — |
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Wayfair (W) trades at $87.76, down 1.74% on the day, with a neutral technical signal and mixed earnings history. The company reported revenue of $12.46 billion in 2025 but a net loss of $313 million, reflecting a -2.41% net margin. Positive cash flow from operations of $534 million supports ongoing investments in logistics and new physical stores, as highlighted in recent Bloomberg coverage. Analyst consensus is a Moderate Buy with a $93.58 price target, suggesting modest upside from current levels.
The outlook balances growth initiatives like store expansion and AI integration against persistent profitability challenges. Key risks include high debt-to-asset ratio of 95.11% and competitive e-commerce pressures. Near-term catalyst is the Q2 2026 earnings report on August 4, 2026, where beating the $0.93 EPS expectation could drive momentum. Investors should weigh analyst optimism against fundamental headwinds in the housing market.
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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 →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
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