COMP <GO>
SPG vs WELL // RSI-14 & 200D SMA MOMENTUM
Simon Property Group Inc. (NYSE) VS. Welltower Inc. (NYSE) • 15-METRIC TALLY: SPG 6
— WELL 4
▲ RSI-14 & 200D SMA MOMENTUM LEADER: SPG
LAST: $217.75 (+0.94%) • MKT CAP: $69.80B
rsi-technicals
63.6
LAST: $234.60 (+0.61%) • MKT CAP: $171.06B
rsi-technicals
50.8
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPG VS. WELL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPG | WELL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.50% | 1.90% | +11.60 | SPG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.3x | 95.0x | -70.70 | SPG | /valuation <GO> |
| Free Cash Flow Yield | 5.52% | 1.46% | +4.06 | SPG | /fcf-yield <GO> |
| Operating Margin | 49.90% | 13.50% | +36.40 | SPG | /operating-margins <GO> |
| Net Profit Margin | 38.90% | 11.10% | +27.80 | SPG | /net-margins <GO> |
| Revenue Growth (YoY) | 6.70% | 40.20% | -33.50 | WELL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.10% | -1.10 | WELL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 63.6 | 50.8 | +12.80 | SPG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.14 | -0.10 | WELL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.2x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $69.80B | $171.06B | -$101.26B | WELL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPG REV | WELL REV | SPG GROSS % | WELL GROSS % | SPG FCF | WELL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.36B | $8.45B | — | 23.2% | $3.85B | $2.50B |
| FY 2024 | $5.96B | $6.03B | — | 19.9% | $3.55B | $1.99B |
| FY 2023 | $5.66B | $4.75B | — | — | $3.68B | $1.39B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPG // BETA 1.04
WELL // BETA 1.14