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SPG vs DLR

Comparison between Simon Property Group Inc (SPG, Company) and Digital Realty Trust Inc (DLR, Company).

Both SPG and DLR are from the Real Estate sector.

5-Year PerformanceSPG has outperformed DLR, delivering a return of +16.9% compared to +8.9%

SPG vs DLR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SPG
$66B
Winner
DLR
$66B
Max Drawdown
SPG
80.66%
Winner
DLR
56.80%
Sharpe Ratio
Winner
SPG
1.39
DLR
0.68
5Y Beta
SPG
0.79
Winner
DLR
0.79
Industry
SPG
Reit - Retail
DLR
Reit - Specialty
P/E Ratio
Winner
SPG
27.81
DLR
47.26
Forward P/E
Winner
SPG
30.30
DLR
86.21
PEG Ratio
SPG
8.74
Winner
DLR
0.22
Dividend Yield
Winner
SPG
4.31%
DLR
2.62%
5Y Dividends CAGR
Winner
SPG
22.48%
DLR
1.58%
5Y EPS CAGR
SPG
9.93%
Winner
DLR
16.78%
Debt to Equity
SPG
581.38%
Winner
DLR
0.00%
Free Cash Flow Yield
Winner
SPG
6.25%
DLR
3.83%
P/S Ratio
SPG
11.66
Winner
DLR
10.80
P/B Ratio
SPG
13.52
Winner
DLR
2.89

SPG vs DLR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPG
+0.07%
DLR
-3.50%
3M
SPG
+2.75%
Winner
DLR
+11.31%
6M
SPG
+14.57%
Winner
DLR
+25.40%
1Y
Winner
SPG
+36.00%
DLR
+19.48%
5Y(CAGR)
Winner
SPG
+16.93%
DLR
+8.85%
10Y(CAGR)
SPG
+5.70%
Winner
DLR
+11.34%
Max(CAGR)
SPG
+14.30%
Winner
DLR
+18.36%

SPG vs DLR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPGDLR
2026+12.65%+26.14%
2025+12.10%-9.93%
2024+26.58%+35.24%
2023+29.22%+36.43%
2022-22.17%-40.34%
2021+101.61%+34.73%
2020-36.97%+22.24%
2019-5.06%+20.32%
2018+2.14%-1.97%
2017-1.77%+18.44%
2016-4.49%+33.87%
2015+8.31%+19.92%
2014+33.16%+41.60%
2013-1.99%-24.46%
2012+25.59%+6.61%
2011+31.66%+33.91%
2010+29.85%+6.40%
2009+63.03%+66.23%
2008-34.45%-11.55%
2007-11.70%+14.41%
2006+33.83%+56.33%
2005+24.69%+76.29%
2004+47.10%+13.57%
2003+42.19%N/A
2002+23.82%N/A
2001+30.04%N/A
2000+15.11%N/A
1999+3.36%N/A

SPG vs DLR Drawdown Comparison

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

The maximum drawdown for DLR was -56.80%, occurring on Nov 20, 2008. Recovery took 289 trading sessions.

The current SPG drawdown is -1.28%. The current DLR drawdown is -4.75%.

RankSPGDLR
#1-77.02%
Aug 1, 2016 - Mar 13, 2024
-56.80%
Sep 19, 2008 - Nov 11, 2009
#2-76.32%
Feb 7, 2007 - Nov 5, 2010
-48.47%
Dec 31, 2021 - Jul 16, 2024
#3-24.30%
Mar 3, 2025 - Sep 11, 2025
-41.14%
Jul 17, 2012 - Jan 14, 2015
#4-22.35%
Apr 1, 2004 - Oct 18, 2004
-29.41%
Nov 29, 2024 - Apr 9, 2026
#5-20.32%
May 21, 2013 - May 1, 2014
-26.52%
Oct 31, 2007 - Jun 19, 2008
#6-18.51%
Jul 26, 2011 - Oct 24, 2011
-24.07%
Mar 13, 2020 - Apr 8, 2020
#7-17.54%
Aug 21, 2001 - Feb 6, 2002
-23.03%
Aug 2, 2010 - May 31, 2011
#8-17.35%
Aug 1, 2000 - Jan 22, 2001
-21.48%
May 11, 2007 - Oct 18, 2007
#9-16.56%
Aug 3, 2005 - Dec 14, 2005
-21.17%
Jul 6, 2016 - Apr 10, 2017
#10-16.31%
Jun 28, 2002 - Sep 26, 2002
-21.06%
Sep 11, 2017 - Aug 3, 2018
#11-16.26%
May 5, 2000 - Jul 27, 2000
-20.98%
Apr 20, 2006 - Aug 16, 2006
#12-15.35%
Jan 26, 2015 - Oct 19, 2015
-20.71%
Aug 4, 2020 - Jun 7, 2021
#13-13.83%
Sep 26, 2002 - Mar 17, 2003
-20.51%
Jul 6, 2011 - Oct 24, 2011
#14-13.65%
Dec 3, 1999 - Jan 10, 2000
-16.68%
Aug 28, 2018 - Apr 2, 2019
#15-12.49%
Oct 27, 2015 - Mar 17, 2016
-16.20%
Sep 2, 2021 - Nov 29, 2021

Correlation

Correlation between SPG and DLR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

SPG vs DLR dividend yield comparison.

YearSPGDLR
20261.07%0.63%
20254.62%3.15%
20244.70%2.75%
20235.22%3.63%
20225.87%4.87%
20213.66%2.62%
20207.04%3.21%
20195.57%3.61%
20184.70%3.79%
20174.16%3.27%
20163.66%3.58%
20153.11%4.50%
20149.97%5.01%
20133.06%6.35%
20122.59%4.30%
20112.71%4.08%
20102.61%3.92%
20093.38%2.92%
20088.75%3.84%
20073.87%3.05%
20063.00%3.16%
20053.65%4.40%
20044.02%1.16%
20035.18%0.00%
20026.38%0.00%
20017.09%0.00%
20008.42%0.00%
19992.20%0.00%

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