Simon Property Group vs Weyerhaeuser
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KIRA’s take AI analyst
I put Simon Property Group and Weyerhaeuser side by side, using each one’s latest annual report. Here is what stands out:
- Weyerhaeuser is the larger business, with $6.9B of revenue in fiscal 2025 against $6.4B for Simon Property Group.
- Simon Property Group grew revenue faster (6.7%, against −3.1%).
- Simon Property Group kept more of each dollar of sales as operating profit (49.9% operating margin, against 10.6%).
- Simon Property Group earned a higher return on the capital invested in it (10.5%, against 5.1%).
- Investors pay more for each dollar of Weyerhaeuser’s earnings: a P/E of 29.7x 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.
Simon Property Group
SPG
6/8
Revenue growth5-year growthOperating marginNet marginReturn on capitalReturn on equity
Weyerhaeuser
WY
2/8
Net debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | SPG FY25 | WY FY25 |
|---|---|---|
| Size | ||
| Market cap | $68.9B | $14.1B |
| Revenue | $6.4B | $6.9B |
| Free cash flow | $3.2B | — |
| Net income | $5.4B | $324M |
| Growth | ||
| Revenue growth | 6.7% | −3.1% |
| 5-year growth | 6.7% | −1.7% |
| Share count change | 0.1% | −0.7% |
| Profitability | ||
| Gross margin | — | 14.8% |
| Operating margin | 49.9% | 10.6% |
| Net margin | 84.3% | 4.7% |
| FCF margin | 50.3% | — |
| Return on capital | 10.5% | 5.1% |
| Return on equity | 131.6% | 3.4% |
| Balance sheet | ||
| Net debt | $27.6B | $5.1B |
| Net debt / EBITDA | 6.0x | 4.1x |
| Dividends and buybacks | $227M | $766M |
| Valuation & quality | ||
| P/E | 15.0x | 29.7x |
| Piotroski F-score | — | 4 |
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.