Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
JBGS
STRONG SELLJBG SMITH Properties · Real Estate · United States · $1.1B · Avg Vol: $8M/d
COMPANY DESCRIPTION
JBG SMITH Properties is a leading real estate investment trust (REIT) focused on the ownership, operation, acquisition, and development of high-quality, transit-oriented office, multifamily, and retail properties. The company holds a dominant position in the dynamic Washington, D.C. metropolitan area, particularly within the National Landing submarket, benefiting significantly from strategic corporate anchors like Amazon's HQ2. Its portfolio is strategically concentrated in high-growth urban corridors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 605.8M | 604.2M | 547.3M | 498.6M | -6.3% | 504.5M | 522.4M | 543.7M | 4.4% |
| EPS | 0.70 | -0.78 | -1.65 | -2.09 | — | -1.85 | — | — | — |
| Shares | 114.0M | 94.3M | 84.5M | 59.5M | -47.8% | 58.3M | — | — | — |
| Debt | 2.4B | 2.6B | 2.6B | 2.5B | 1.3% | 2.6B | — | — | — |
| Equity | 2.7B | 2.2B | 1.8B | 1.2B | -24.4% | — | — | — | — |
| Op CF | 178.0M | 183.4M | 129.4M | 73.3M | -25.6% | 63.7M | — | — | — |
| Inv CF | 524.0M | -98.2M | 144.2M | 357.3M | — | — | — | — | — |
| Fin CF | -730.1M | -158.8M | -290.8M | -510.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of JBGS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| JBGS | JBG SMITH Properties(you) | $1.1B | 19 | STRONG SELL |
| ESRT | Empire State Realty Trust, Inc. | $1.7B | 37 | HOLD |
| GNL-PA | Global Net Lease, Inc. | $1.5B | 43 | HOLD |
| SAFE | Safehold Inc. | $1.2B | 54 | HOLD |
| FVR | FrontView REIT, Inc. | $617M | 47 | HOLD |
| AAT | American Assets Trust, Inc. | $1.9B | 61 | HOLD |
| NXDT | NexPoint Diversified Real Estate Trust | $281M | 50 | HOLD |
| OLP | One Liberty Properties, Inc. | $548M | 66 | BUY |
| CTO | CTO Realty Growth, Inc. | $743M | 75 | BUY |
| AHRT | AH REALTY TRUST INC | $684M | 75 | BUY |
Peer medians: ROE 5.0% · P/E 26.5x · Gross margin 67.4%