SPG vs LITE

Comparison between Simon Property Group Inc (SPG, Company) and Lumentum Holdings Inc (LITE, Company).

SPG is from the Real Estate sector, while LITE is from the Technology sector.

5-Year PerformanceLITE has outperformed SPG, delivering a return of +61.2% compared to +16.1%

SPG vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPG(COMPANY)	LITE(COMPANY)
Market Cap	$67B	$68B
Max Drawdown	80.66%	66.89%
Sharpe Ratio	1.29	3.60
5Y Beta	0.80	2.46
Industry	Reit - Retail	Communication Equipment
P/E Ratio	12.50	151.78
Forward P/E	30.21	64.10
PEG Ratio	0.12	0.63
Dividend Yield	4.25%	N/A
5Y Dividends CAGR	22.48%	N/A
5Y EPS CAGR	29.16%	4.88%
Debt to Equity	545.87%	110.37%
Free Cash Flow Yield	6.17%	0.17%
P/S Ratio	12.29	29.52
P/B Ratio	12.67	82.33

Market Cap

SPG

$67B

Winner

LITE

$68B

Max Drawdown

SPG

80.66%

Winner

LITE

66.89%

Sharpe Ratio

SPG

1.29

Winner

LITE

3.60

5Y Beta

Winner

SPG

0.80

LITE

2.46

Industry

SPG

Reit - Retail

LITE

Communication Equipment

P/E Ratio

Winner

SPG

12.50

LITE

151.78

Forward P/E

Winner

SPG

30.21

LITE

64.10

PEG Ratio

Winner

SPG

0.12

LITE

0.63

Dividend Yield

SPG

4.25%

LITE

N/A

5Y Dividends CAGR

SPG

22.48%

LITE

N/A

5Y EPS CAGR

Winner

SPG

29.16%

LITE

4.88%

Debt to Equity

SPG

545.87%

Winner

LITE

110.37%

Free Cash Flow Yield

Winner

SPG

6.17%

LITE

0.17%

P/S Ratio

Winner

SPG

12.29

LITE

29.52

P/B Ratio

Winner

SPG

12.67

LITE

82.33

SPG vs LITE - Historical Returns

Returns include dividend reinvestment.

Period	SPG	LITE
1 month	+4.16%	+0.87%
3 months	+4.00%	+56.60%
6 months	+12.70%	+276.41%
1 year	+30.13%	+1276.48%
5 years(CAGR)	+16.12%	+61.21%
10 years(CAGR)	+4.72%	+43.82%
Max(CAGR)	+14.26%	+41.76%

Winner

SPG

+4.16%

LITE

+0.87%

SPG

+4.00%

Winner

LITE

+56.60%

SPG

+12.70%

Winner

LITE

+276.41%

SPG

+30.13%

Winner

LITE

+1276.48%

5Y(CAGR)

SPG

+16.12%

Winner

LITE

+61.21%

10Y(CAGR)

SPG

+4.72%

Winner

LITE

+43.82%

Max(CAGR)

SPG

+14.26%

Winner

LITE

+41.76%

SPG vs LITE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPG	LITE
2026	+11.12%	+134.08%
2025	+12.10%	+330.60%
2024	+26.58%	+61.32%
2023	+29.22%	-0.61%
2022	-22.17%	-51.30%
2021	+101.61%	+9.36%
2020	-36.97%	+14.63%
2019	-5.06%	+86.19%
2018	+2.14%	-16.23%
2017	-1.77%	+31.10%
2016	-4.49%	+73.09%
2015	+8.31%	+4.11%
2014	+33.16%	N/A
2013	-1.99%	N/A
2012	+25.59%	N/A
2011	+31.66%	N/A
2010	+29.85%	N/A
2009	+63.03%	N/A
2008	-34.45%	N/A
2007	-11.70%	N/A
2006	+33.83%	N/A
2005	+24.69%	N/A
2004	+47.10%	N/A
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 LITE Drawdown Comparison

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

The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.

The current SPG drawdown is -2.62%. The current LITE drawdown is -9.13%.

Rank	SPG	LITE
#1	-77.02% Aug 1, 2016 - Mar 13, 2024	-66.89% Jan 12, 2021 - Jul 29, 2025
#2	-76.32% Feb 7, 2007 - Nov 5, 2010	-48.77% Mar 14, 2018 - Nov 27, 2019
#3	-24.30% Mar 3, 2025 - Sep 11, 2025	-37.31% Jul 24, 2017 - Mar 9, 2018
#4	-22.35% Apr 1, 2004 - Oct 18, 2004	-34.14% Aug 18, 2015 - Dec 16, 2015
#5	-20.32% May 21, 2013 - May 1, 2014	-33.07% Feb 12, 2020 - Aug 3, 2020
#6	-18.51% Jul 26, 2011 - Oct 24, 2011	-28.70% Mar 2, 2026 - Mar 24, 2026
#7	-17.54% Aug 21, 2001 - Feb 6, 2002	-26.49% Aug 4, 2020 - Dec 22, 2020
#8	-17.35% Aug 1, 2000 - Jan 22, 2001	-24.49% Oct 10, 2016 - Feb 8, 2017
#9	-16.56% Aug 3, 2005 - Dec 14, 2005	-21.85% Mar 28, 2017 - May 16, 2017
#10	-16.31% Jun 28, 2002 - Sep 26, 2002	-20.94% Apr 8, 2016 - Jul 22, 2016
#11	-16.26% May 5, 2000 - Jul 27, 2000	-18.41% Jan 6, 2026 - Feb 2, 2026
#12	-15.35% Jan 26, 2015 - Oct 19, 2015	-18.35% Mar 24, 2026 - Apr 2, 2026
#13	-13.83% Sep 26, 2002 - Mar 17, 2003	-17.98% Feb 21, 2017 - Mar 24, 2017
#14	-13.65% Dec 3, 1999 - Jan 10, 2000	-16.62% Dec 30, 2015 - Feb 5, 2016
#15	-12.49% Oct 27, 2015 - Mar 17, 2016	-15.03% Dec 11, 2025 - Dec 22, 2025