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SPG vs AEP

Comparison between Simon Property Group Inc (SPG, Company) and American Electric Power Company Inc (AEP, Company).

SPG is from the Real Estate sector, while AEP is from the Utilities sector.

5-Year PerformanceSPG has outperformed AEP, delivering a return of +15.9% compared to +12.7%

SPG vs AEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SPG
$69B
Winner
AEP
$70B
Max Drawdown
SPG
80.66%
Winner
AEP
65.39%
Sharpe Ratio
Winner
SPG
1.66
AEP
1.36
5Y Beta
SPG
0.76
Winner
AEP
0.00
Industry
SPG
Reit - Retail
AEP
Utilities - Regulated Electric
P/E Ratio
SPG
29.00
Winner
AEP
17.25
Forward P/E
SPG
31.75
Winner
AEP
20.24
PEG Ratio
SPG
N/A
AEP
0.86
Dividend Yield
Winner
SPG
4.22%
AEP
2.97%
5Y Dividends CAGR
Winner
SPG
15.95%
AEP
10.03%
5Y EPS CAGR
SPG
9.93%
Winner
AEP
11.39%
Debt to Equity
SPG
581.38%
Winner
AEP
155.79%
Free Cash Flow Yield
SPG
5.99%
Winner
AEP
10.07%

SPG vs AEP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPG
+7.00%
AEP
-1.66%
3M
Winner
SPG
+11.98%
AEP
-2.15%
6M
Winner
SPG
+19.76%
AEP
+14.30%
1Y
Winner
SPG
+38.49%
AEP
+30.15%
5Y(CAGR)
Winner
SPG
+15.86%
AEP
+12.68%
10Y(CAGR)
SPG
+5.94%
Winner
AEP
+10.56%
Max(CAGR)
Winner
SPG
+14.48%
AEP
+9.70%

SPG vs AEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPGAEP
2026+18.25%+12.67%
2025+12.10%+29.75%
2024+26.58%+15.37%
2023+29.22%-10.90%
2022-22.17%+10.82%
2021+101.61%+13.04%
2020-36.97%-8.01%
2019-5.06%+33.75%
2018+2.14%+7.08%
2017-1.77%+21.31%
2016-4.49%+11.80%
2015+8.31%-1.00%
2014+33.16%+36.86%
2013-1.99%+11.62%
2012+25.59%+9.64%
2011+31.66%+19.89%
2010+29.85%+8.19%
2009+63.03%+8.02%
2008-34.45%-24.96%
2007-11.70%+12.34%
2006+33.83%+18.72%
2005+24.69%+13.39%
2004+47.10%+16.54%
2003+42.19%+15.63%
2002+23.82%-33.49%
2001+30.04%+0.76%
2000+15.11%+58.03%
1999+3.36%-5.93%

SPG vs AEP Drawdown Comparison

The maximum drawdown for SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 1916 trading sessions.

The maximum drawdown for AEP was -62.74%, occurring on Oct 9, 2002. Recovery took 1351 trading sessions.

The current AEP drawdown is -5.60%.

RankSPGAEP
#1-77.02%
Aug 1, 2016 - Mar 13, 2024
-62.74%
May 24, 2001 - Oct 10, 2006
#2-76.32%
Feb 7, 2007 - Nov 5, 2010
-48.37%
Apr 24, 2007 - Dec 21, 2011
#3-24.30%
Mar 3, 2025 - Sep 11, 2025
-32.91%
Feb 18, 2020 - Mar 28, 2022
#4-22.35%
Apr 1, 2004 - Oct 18, 2004
-29.55%
Sep 12, 2022 - Jul 30, 2024
#5-20.32%
May 21, 2013 - May 1, 2014
-23.66%
Feb 3, 2000 - Apr 24, 2000
#6-18.51%
Jul 26, 2011 - Oct 24, 2011
-20.97%
Apr 27, 2000 - Sep 6, 2000
#7-17.54%
Aug 21, 2001 - Feb 6, 2002
-17.56%
Nov 30, 2017 - Oct 24, 2018
#8-17.35%
Aug 1, 2000 - Jan 22, 2001
-17.06%
Dec 26, 2000 - Feb 22, 2001
#9-16.56%
Aug 3, 2005 - Dec 14, 2005
-16.98%
Jan 26, 2015 - Feb 3, 2016
#10-16.31%
Jun 28, 2002 - Sep 26, 2002
-16.95%
Jul 6, 2016 - May 22, 2017
#11-16.26%
May 5, 2000 - Jul 27, 2000
-16.81%
Apr 30, 2013 - Feb 13, 2014
#12-15.35%
Jan 26, 2015 - Oct 19, 2015
-14.73%
Apr 6, 2022 - Aug 12, 2022
#13-13.83%
Sep 26, 2002 - Mar 17, 2003
-13.11%
Sep 16, 2024 - Feb 19, 2025
#14-13.65%
Dec 3, 1999 - Jan 10, 2000
-11.67%
Mar 1, 2001 - Apr 2, 2001
#15-12.49%
Oct 27, 2015 - Mar 17, 2016
-10.92%
Nov 5, 1999 - Feb 3, 2000

Correlation

Correlation between SPG and AEP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

SPG vs AEP dividend yield comparison.

YearSPGAEP
20262.09%1.48%
20254.62%3.24%
20244.70%3.87%
20235.22%4.15%
20225.87%3.34%
20213.66%3.37%
20207.04%3.41%
20195.57%2.87%
20184.70%3.39%
20174.16%3.25%
20163.66%3.61%
20153.11%3.69%
20149.97%3.34%
20133.06%4.17%
20122.59%4.40%
20112.71%4.48%
20102.61%4.75%
20093.38%4.71%
20088.75%4.93%
20073.87%3.39%
20063.00%3.52%
20053.65%3.83%
20044.02%4.08%
20035.18%5.41%
20026.38%8.78%
20017.09%5.51%
20008.42%5.16%
19992.20%1.87%

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