Simon Property Group Inc vs Wayfair Inc — how do they compare? Simon Property Group Inc trades at $220.25 (market cap $71.03B), while Wayfair Inc trades at $103.38 (market cap $14.14B). The key difference: Simon Property Group Inc is far larger — about 5× Wayfair Inc's market cap, and Simon Property Group Inc pays a 4.05% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| SPG | W | |
|---|---|---|
Market Cap | $71.03B | $14.14B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $236.70 | $119.05 |
52-Week Low | $169.22 | $57.40 |
Enterprise Value | $99.48B | $16.47B |
Dividend Yield | 4.05% | — |
Signals from Pluang's Aura AI — not financial advice
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.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
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.
Read more on W →