Loading…
← CockpitCompetitor Analysis › JBGS JBG SMITH PropertiesOpen in the cockpit ↗

JBG SMITH PropertiesJBGSCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts
Momentum strong 62
Mkt cap
$729M
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$9.28M
20-day average traded
P/B
0.68×
price to book
ROE
-12.9%
delivered
Implied ROE
8.0%
what the price asks
Next earnings
109 days
23 Feb 2027
Close · USD$12.44
1D-0.1%
1W+4.7%
1M+12.9%
3M+11.0%
6M-20.1%
YTD-26.9%
1Y-33.7%
ATR %3.5%
Beta0.19
52w lowhigh33.8% off high

What JBG SMITH Properties does

Employees: 596

JBG SMITH Properties at a glance

Size JBG SMITH Properties (JBGS) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $729M, the 2449th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.44 on 6 Nov 2026.

Performance Over six months the shares fell 20.1%, against -8.2% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue fell 1.1% over the last twelve months (peer median +9.0%); the operating margin is 0.4% (peer median 53.1%).

Valuation It trades at 0.68× book value against a peer median of 0.94× (7th cheapest of 21).

Price implies The share price implies a return on equity of about 8.0%; JBG SMITH Properties delivers -12.9%, so the price asks more than the business earns today.

Short interest Short interest is 23.8% of the free float (15 Oct 2026).

Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 93JBGS 81
Six months, rebased to 100: JBG SMITH Properties against the median of its 20 peers (local-currency closes).

JBG SMITH Properties financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$508M$499M$547M$604M$606M
Revenue growth—-9%-9%0%—
Gross profit$129M$118M$140M$192M$180M
EBITDA$187M$184M$214M$243M$239M
Net income-$154M-$141M-$146M-$82.0M$83.5M
Free cash flow-$35.4M-$45.4M$75.9M-$140M-$89.0M
Capital expenditure$103M$122M$218M$334M$327M
Total debt$2.57B$2.55B$2.62B$2.64B$2.46B

Quarterly statements and history in the cockpit →

JBG SMITH Properties competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-30%-20%-10%0%+10%-10%0%+10%J85CLDTSAFE8958BFS01010TSGR-UNPMTSCHLRCQESTRWCTOSVC330590ARFCMWAPZ8975QRI3287JBGS6-month return →1-month return →
Up and to the right = strong over both horizons. JBG SMITH Properties is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%00×20×40×60×J85CLDTSAFE8958BFSSGR-UNPMTSCHLRSTRWSVCARFCMWAPZ3287JBGSReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. JBG SMITH Properties is the large dot.

Capital: ROE delivered against the ROE the price implies

-50%0%50%-50%0%50%J85CLDTSAFEBFSSTRWSVCAPZJBGSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. JBG SMITH Properties is the large dot.

JBG SMITH Properties competitors and peer comparison

How JBG SMITH Properties compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

JBG SMITH Properties against its 20 peers (data as of 6 Nov 2026)
MeasureJBGSPeer medianRank in peer set
1-month return+12.9%-0.2%4th highest of 21
6-month return-20.1%-8.2%4th lowest of 21
Return on equity-12.9%6.8%2nd lowest of 21
Price / book0.68×0.94×7th cheapest of 21
ROE the price implies8.0%7.8%11th least demanding of 21
ROE delivered-12.9%6.8%2nd lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
JBG SMITH Properties JBGSUnited States$729M-20%-1%-13%0.68×8.0%-12.9%
CDL Hospitality Trusts J85.SISingapore$725M-10%+4%-1%0.46×3.9%-1.2%
Chatham Lodging Trust CLDTUnited States$722M+56%-3%2%1.00×10.5%1.6%
Safehold SAFEUnited States$750M-30%+13%5%0.31×6.4%4.8%
Global One Real Estate Investment 8958.TJapan$707M-17%-11%8%0.99×4.9%8.5%
Saul Centers BFSUnited States$705M-19%+9%11%6.38×43.2%11.3%
Millerful No 1 Real Estate Investment Trust 01010T.TWTaiwan$698M0%+4%3%0.93×3.4%n/a
Slate Grocery REIT SGR-UN.TOCanada$763M+8%+2%6%1.12×9.7%6.4%
PennyMac Mortgage Investment Trust PMTUnited States$685M-29%+11%5%0.55×7.3%4.5%
Helios Re Socimi SCHLR.MCSpain$779M0%n/a9%1.43×9.5%n/a
Charter Hall Social Infrastructure REIT CQE.AXAustralia$681M+4%+12%6%0.67×8.3%6.3%
Strawberry Fields REIT STRWUnited States$678M-5%+18%71%20.65×72.4%71.4%
CTO Realty Growth CTOUnited States$783M0%+16%7%1.15×8.9%7.2%
Service Properties Trust SVCUnited States$673M-37%-12%-56%0.17×4.8%-56.3%
LOTTE REIT 330590.KSSouth Korea$792M-16%+13%4%0.95×5.4%3.8%
Arena REIT ARF.AXAustralia$801M-13%+7%10%0.88×9.4%9.6%
Cromwell Property CMW.AXAustralia$662M-13%0%9%0.63×8.2%9.1%
Aspen APZ.AXAustralia$802M+6%+31%13%1.90×15.2%12.6%
Ichigo Office REIT Investment 8975.TJapan$816M-6%-18%7%1.26×5.0%7.4%
Qualitas Real Estate Income Fund Units QRI.AXAustralia$649M-6%+12%7%0.93×6.3%7.1%
Hoshino Resorts REIT 3287.TJapan$831M-11%+44%5%0.90×4.8%5.2%

Questions

Which companies are JBG SMITH Properties's closest peers?
The cockpit's peer set: CDL Hospitality Trusts (J85.SI), Chatham Lodging Trust (CLDT), Safehold (SAFE), Global One Real Estate Investment (8958.T), Saul Centers (BFS), Millerful No 1 Real Estate Investment Trust (01010T.TW), Slate Grocery REIT (SGR-UN.TO), PennyMac Mortgage Investment Trust (PMT).
Is JBG SMITH Properties expensive compared with its peers?
On price / book it trades at 0.68× against a peer median of 0.94×, 7th cheapest of 21 in its peer set. The share price implies a return on equity of about 8.0%; JBG SMITH Properties delivers -12.9%, so the price asks more than the business earns today.
How has JBG SMITH Properties stock performed?
Over six months to 6 Nov 2026 the shares returned -20.1% against -8.2% for the median peer; over one year -33.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.