Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 107.08% is 38% above its 5-year average of 77.78%, near the high end of its 5-year range (45.91%–107.08%).
As of the fiscal period ended Tuesday, June 30, 2026. 13.10% above its 12-month average of 94.68%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
107.08%
RETURN ON EQUITY (ROE) AVG TTM
94.68%
RETURN ON EQUITY (ROE) AVG 3Y
86.02%
RETURN ON EQUITY (ROE) AVG 5Y
77.78%
RETURN ON EQUITY (ROE) AVG 10Y
70.07%
RETURN ON EQUITY (ROE) AVG 15Y
56.05%
RETURN ON EQUITY (ROE) AVG 20Y
45.20%
CURRENT VS TTM AVG
+13.10%
CURRENT VS 3Y AVG
+24.48%
CURRENT VS 5Y AVG
+37.66%
CURRENT VS 10Y AVG
+52.81%
CURRENT VS 15Y AVG
+91.02%
CURRENT VS 20Y AVG
+136.88%
SECTOR MEDIAN · REAL ESTATE
7.63%
median of 38 covered companies
CURRENT VS SECTOR MEDIAN
+1304.30%
vs the sector median at left
Simon Property Group, Inc.
Market Cap
$68.71B
Return on Equity (ROE)
107.08%
TTM Avg
94.68%
3Y Avg
86.02%
5Y Avg
77.78%
Market Cap
$70.11B
Return on Equity (ROE)
2.91%
TTM Avg
4.26%
3Y Avg
3.91%
5Y Avg
4.52%
Market Cap
$56.90B
Return on Equity (ROE)
3.34%
TTM Avg
2.45%
3Y Avg
2.65%
5Y Avg
2.60%
Market Cap
$56.24B
Return on Equity (ROE)
22.24%
TTM Avg
20.31%
3Y Avg
26.31%
5Y Avg
23.67%
Market Cap
$81.88B
Return on Equity (ROE)
90.83%
TTM Avg
67.97%
3Y Avg
50.74%
5Y Avg
49.13%
Market Cap
$41.19B
Return on Equity (ROE)
15.49%
TTM Avg
12.27%
3Y Avg
13.60%
5Y Avg
14.42%
Market Cap
$102.74B
Return on Equity (ROE)
10.66%
TTM Avg
7.78%
3Y Avg
7.36%
5Y Avg
6.25%
Market Cap
$34.54B
Return on Equity (ROE)
N/A
TTM Avg
-25.28%
3Y Avg
31.00%
5Y Avg
34.46%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Simon Property Group, Inc. (SPG) | $68.71B | 107.08% | 94.68% | 86.02% | 77.78% |
| Digital Realty Trust, Inc. (DLR)vs › | $70.11B | 2.91% | 4.26% | 3.91% | 4.52% |
| Realty Income Corporation (O)vs › | $56.90B | 3.34% | 2.45% | 2.65% | 2.60% |
| Public Storage (PSA)vs › | $56.24B | 22.24% | 20.31% | 26.31% | 23.67% |
| American Tower Corporation (AMT)vs › | $81.88B | 90.83% | 67.97% | 50.74% | 49.13% |
| Ventas, Inc. (VTR)vs › | $43.71B | 1.82% | 1.38% | 0.46% | 1.10% |
| CBRE Group, Inc. (CBRE)vs › | $41.19B | 15.49% | 12.27% | 13.60% | 14.42% |
| Equinix, Inc. (EQIX)vs › | $102.74B | 10.66% | 7.78% | 7.36% | 6.25% |
| Iron Mountain Incorporated (IRM)vs › | $34.54B | N/A | -25.28% | 31.00% | 34.46% |
| Crown Castle Inc. (CCI)vs › | $33.20B | N/A | 1453.72% | 738.37% | 496.32% |
ROE
107.1%
ROA
12.0%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 107.08% |
| 2026-03-31 | 96.34% |
| 2025-12-31 | 88.61% |
| 2025-09-30 | 95.08% |
| 2025-06-30 | 86.30% |
| 2025-03-31 | 78.79% |
| 2024-12-31 | 80.59% |
| 2024-09-30 | 90.34% |
| 2024-06-30 | 87.28% |
| 2024-03-31 | 82.51% |
| 2023-12-31 | 75.53% |
| 2023-09-30 | 74.83% |
| 2023-06-30 | 75.02% |
| 2023-03-31 | 72.07% |
| 2022-12-31 | 68.17% |
| 2022-09-30 | 65.17% |
| 2022-06-30 | 68.70% |
| 2022-03-31 | 68.51% |
| 2021-12-31 | 66.92% |
| 2021-09-30 | 59.73% |
| 2021-06-30 | 45.91% |
| 2021-03-31 | 36.58% |
| 2020-12-31 | 36.60% |
| 2020-09-30 | 77.09% |
| 2020-06-30 | 86.22% |
| 2020-03-31 | 91.25% |
| 2019-12-31 | 83.18% |
| 2019-09-30 | 86.22% |
| 2019-06-30 | 79.33% |
| 2019-03-31 | 73.70% |
| 2018-12-31 | 74.02% |
| 2018-09-30 | 67.93% |
| 2018-06-30 | 66.92% |
| 2018-03-31 | 59.64% |
| 2017-12-31 | 52.85% |
| 2017-09-30 | 48.07% |
| 2017-06-30 | 47.29% |
| 2017-03-31 | 44.69% |
| 2016-12-31 | 42.66% |
| 2016-09-30 | 43.50% |
| 2016-06-30 | 41.74% |
| 2016-03-31 | 42.40% |
| 2015-12-31 | 44.83% |
| 2015-09-30 | 41.90% |
| 2015-06-30 | 37.64% |
| 2015-03-31 | 32.54% |
| 2014-12-31 | 27.66% |
| 2014-09-30 | 27.58% |
| 2014-06-30 | 27.61% |
| 2014-03-31 | 23.46% |
| 2013-12-31 | 22.56% |
| 2013-09-30 | 21.50% |
| 2013-06-30 | 20.51% |
| 2013-03-31 | 18.34% |
| 2012-12-31 | 24.27% |
| 2012-09-30 | 25.37% |
| 2012-06-30 | 25.25% |
| 2012-03-31 | 24.53% |
| 2011-12-31 | 22.04% |
| 2011-09-30 | 18.96% |
| 2011-06-30 | 17.44% |
| 2011-03-31 | 16.34% |
| 2010-12-31 | 12.77% |
| 2010-09-30 | 10.33% |
| 2010-06-30 | 8.22% |
| 2010-03-31 | 4.76% |
| 2009-12-31 | 6.94% |
| 2009-09-30 | 8.31% |
| 2009-06-30 | 8.88% |
| 2009-03-31 | 15.15% |
| 2008-12-31 | 15.25% |
| 2008-09-30 | 13.17% |
| 2008-06-30 | 14.53% |
| 2008-03-31 | 13.73% |
| 2007-12-31 | 13.79% |
| 2007-09-30 | 15.71% |
| 2007-06-30 | 13.77% |
| 2007-03-31 | 14.02% |
| 2006-12-31 | 14.17% |
| 2006-09-30 | 11.48% |
| 2006-06-30 | 10.81% |
| 2006-03-31 | 12.32% |
| 2005-12-31 | 11.05% |
| 2005-09-30 | 15.38% |
| 2005-06-30 | 12.93% |
| 2005-03-31 | 10.34% |
| 2004-12-31 | 10.51% |
| 2004-09-30 | 17.96% |
| 2004-06-30 | 16.54% |
| 2004-03-31 | 16.16% |
| 2003-12-31 | 16.60% |
| 2003-09-30 | 12.77% |
| 2003-06-30 | 14.13% |
