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SPG vs VALE

Comparison between Simon Property Group Inc (SPG, Company) and Vale S.A. (VALE, Company).

SPG is from the Real Estate sector, while VALE is from the Basic Materials sector.

5-Year PerformanceSPG has outperformed VALE, delivering a return of +18.8% compared to +2.5%

SPG vs VALE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SPG
$77B
VALE
$76B
Max Drawdown
Winner
SPG
80.66%
VALE
95.10%
Sharpe Ratio
Winner
SPG
1.81
VALE
1.63
5Y Beta
Winner
SPG
0.73
VALE
0.82
Industry
SPG
Reit - Retail
VALE
Other Industrial Metals & Mining
P/E Ratio
SPG
32.11
Winner
VALE
3.32
Forward P/E
SPG
35.59
Winner
VALE
7.94
PEG Ratio
SPG
8.74
Winner
VALE
0.01
Dividend Yield
SPG
3.75%
Winner
VALE
37.30%
5Y Dividends CAGR
Winner
SPG
15.95%
VALE
5.32%
5Y EPS CAGR
SPG
9.93%
VALE
N/A
Debt to Equity
SPG
581.38%
Winner
VALE
0.00%
Free Cash Flow Yield
Winner
SPG
5.41%
VALE
0.00%
P/S Ratio
SPG
11.61
Winner
VALE
0.29
P/B Ratio
SPG
15.93
Winner
VALE
1.72

SPG vs VALE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPG
+2.86%
VALE
+1.07%
3M
Winner
SPG
+14.51%
VALE
-6.92%
6M
Winner
SPG
+22.56%
VALE
-6.29%
1Y
SPG
+46.62%
Winner
VALE
+66.39%
5Y(CAGR)
Winner
SPG
+18.80%
VALE
+2.49%
10Y(CAGR)
SPG
+5.38%
Winner
VALE
+18.34%
Max(CAGR)
Winner
SPG
+14.72%
VALE
+13.74%

SPG vs VALE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPGVALE
2026+27.45%+13.57%
2025+12.10%+60.78%
2024+26.58%-38.21%
2023+29.22%+5.54%
2022-22.17%+34.53%
2021+101.61%-5.31%
2020-36.97%+29.96%
2019-5.06%+0.57%
2018+2.14%+7.41%
2017-1.77%+58.97%
2016-4.49%+143.46%
2015+8.31%-56.72%
2014+33.16%-40.55%
2013-1.99%-25.81%
2012+25.59%+2.05%
2011+31.66%-35.45%
2010+29.85%+16.75%
2009+63.03%+126.85%
2008-34.45%-62.17%
2007-11.70%+129.73%
2006+33.83%+41.37%
2005+24.69%+51.98%
2004+47.10%+46.25%
2003+42.19%+111.37%
2002+23.82%+10.13%
2001+30.04%N/A
2000+15.11%N/A
1999+3.36%N/A

SPG vs VALE Drawdown Comparison

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

The maximum drawdown for VALE was -92.80%, occurring on Jan 25, 2016. Recovery took 3494 trading sessions.

The current SPG drawdown is -3.10%. The current VALE drawdown is -15.49%.

RankSPGVALE
#1-77.02%
Aug 1, 2016 - Mar 13, 2024
-92.80%
May 16, 2008 - Apr 1, 2022
#2-76.32%
Feb 7, 2007 - Nov 5, 2010
-49.74%
Apr 4, 2022 - Jan 21, 2026
#3-24.30%
Mar 3, 2025 - Sep 11, 2025
-32.07%
May 9, 2006 - Dec 5, 2006
#4-22.35%
Apr 1, 2004 - Oct 18, 2004
-32.04%
Jan 5, 2004 - Sep 20, 2004
#5-20.32%
May 21, 2013 - May 1, 2014
-29.62%
Nov 6, 2007 - Apr 16, 2008
#6-18.51%
Jul 26, 2011 - Oct 24, 2011
-28.82%
Feb 24, 2005 - Sep 6, 2005
#7-17.54%
Aug 21, 2001 - Feb 6, 2002
-28.04%
Jul 23, 2007 - Sep 13, 2007
#8-17.35%
Aug 1, 2000 - Jan 22, 2001
-27.50%
May 31, 2002 - Feb 11, 2003
#9-16.56%
Aug 3, 2005 - Dec 14, 2005
-21.16%
Apr 20, 2026 - Jul 8, 2026
#10-16.31%
Jun 28, 2002 - Sep 26, 2002
-19.85%
Feb 25, 2026 - Apr 14, 2026
#11-16.26%
May 5, 2000 - Jul 27, 2000
-17.53%
Jan 31, 2006 - Apr 21, 2006
#12-15.35%
Jan 26, 2015 - Oct 19, 2015
-16.25%
Sep 29, 2005 - Nov 25, 2005
#13-13.83%
Sep 26, 2002 - Mar 17, 2003
-14.15%
Feb 22, 2007 - Mar 21, 2007
#14-13.65%
Dec 3, 1999 - Jan 10, 2000
-13.16%
Oct 5, 2004 - Nov 12, 2004
#15-12.49%
Oct 27, 2015 - Mar 17, 2016
-11.32%
Oct 1, 2007 - Oct 29, 2007

Correlation

Correlation between SPG and VALE is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (1999 - 2026)

SPG vs VALE dividend yield comparison.

YearSPGVALE
20261.94%0.00%
20254.62%7.30%
20244.70%11.41%
20235.22%7.75%
20225.87%8.63%
20213.66%19.70%
20207.04%2.72%
20195.57%2.63%
20184.70%4.16%
20174.16%3.77%
20163.66%1.06%
20153.11%7.48%
20149.97%8.24%
20133.06%4.71%
20122.59%12.44%
20112.71%7.58%
20102.61%2.07%
20093.38%2.32%
20088.75%3.72%
20073.87%1.04%
20063.00%1.77%
20053.65%2.77%
20044.02%1.40%
20035.18%2.63%
20026.38%2.59%
20017.09%0.00%
20008.42%0.00%
19992.20%0.00%

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