Event-Driven Stocks

SIMON PROPERTY GROUP L P

Real Estate · Real Estate Investment Trusts · IN · SEC filings ↗ · Compare ⊕

Signs● 4 good● 1 warningdetails ↓

Financials

SEC XBRL · annual
 FY15FY14FY13FY12FY11FY10
Revenue$1.22B$1.16B$4.54B$4.26B$4.31B$3.96B
Operating income$599.2M$561.0M$2.19B$2.01B$1.94B$1.75B
Net income$632.4M$401.1M$1.55B$1.72B$1.25B$753.5M
Total assets$30.65B$29.53B$33.32B$32.59B$26.22B$24.86B
Total liabilities$25.41B$23.56B$26.31B$25.52B$20.40B$19.14B
Equity$5.22B$5.95B$6.82B$6.89B$5.54B$5.63B
EPS (diluted)——$0.91$2.18$3.48$2.10
Shares out.00000350.3M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2015
Operating margin
49.3%
Net margin
52.0%
Return on equity
12.1%
Return on assets
2.1%
Return on capital (ROCE)
—
Liabilities / assets
82.9%
Debt / equity
4.87×
Book value / share
—
Revenue growth (YoY)
5.1%
Net income growth (YoY)
57.7%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2015
Accruals / assets
−7.8%clean
Piotroski F-Score
7/8strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 1 warning● 4 good
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
2 acquisitions0 disposalsnet +28.2M shares · last 2
InsiderDateTypeSharesPrice
Simon Property Group Inc /De/10% ownerOct 12, 2021Conversion99,014—
Simon Property Group Inc /De/10% ownerMar 30, 2007J28.1M$25.25

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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