Host Hotels & Resorts vs Simon Property Group
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Host Hotels & Resorts and Simon Property Group side by side, using each one’s latest annual report. Here is what stands out:
- Simon Property Group is the larger business, with $6.4B of revenue in fiscal 2025 against $6.1B for Host Hotels & Resorts.
- Host Hotels & Resorts grew revenue faster (7.6%, against 6.7%).
- Simon Property Group kept more of each dollar of sales as operating profit (49.9% operating margin, against 14.0%).
- Simon Property Group earned a higher return on the capital invested in it (10.5%, against 7.4%).
- Investors pay more for each dollar of Host Hotels & Resorts’s earnings: a P/E of 16.8x against 15.0x for Simon Property Group.
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Host Hotels & Resorts
HST
4/8
Revenue growth5-year growthNet debt / EBITDAShare count change
Simon Property Group
SPG
4/8
Operating marginNet marginReturn on capitalReturn on equity
Side by side
Best in the row
| Latest fiscal year | HST FY25 | SPG FY25 |
|---|---|---|
| Size | ||
| Market cap | $17.2B | $68.9B |
| Revenue | $6.1B | $6.4B |
| Free cash flow | — | $3.2B |
| Net income | $765M | $5.4B |
| Growth | ||
| Revenue growth | 7.6% | 6.7% |
| 5-year growth | 30.4% | 6.7% |
| Share count change | −1.4% | 0.1% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 14.0% | 49.9% |
| Net margin | 12.5% | 84.3% |
| FCF margin | — | 50.3% |
| Return on capital | 7.4% | 10.5% |
| Return on equity | 11.6% | 131.6% |
| Balance sheet | ||
| Net debt | $4.3B | $27.6B |
| Net debt / EBITDA | 2.6x | 6.0x |
| Dividends and buybacks | $828M | $227M |
| Valuation & quality | ||
| P/E | 16.8x | 15.0x |
| Piotroski F-score | — | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.