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JBG Smith Properties (JBGS)
NYSE:JBGS
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JBG Smith Properties (JBGS) AI Stock Analysis

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JBGS

JBG Smith Properties

(NYSE:JBGS)

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Neutral 43 (OpenAI - 5.2)
Rating:43Neutral
Price Target:
$11.50
▼(-20.80% Downside)
Action:Reiterated
Date:08/10/26
JBGS scores low primarily due to weak financial performance (ongoing net losses and high leverage) and bearish technicals (price below all major moving averages with negative MACD). The main offset is a relatively high dividend yield and improved free cash flow, but these are not yet matched by sustainable profitability.
Positive Factors
Strategic Market Concentration
Concentration in Washington, D.C. and National Landing gives JBGS durable demand from government, contractors, and large employers. Dense employment centers and local development activity support long-term leasing, rent resilience, and easier lease-up for mixed-use projects.
Negative Factors
Elevated Leverage
High debt-to-equity constrains JBGS's financial flexibility and raises refinancing and interest-rate risk. For a development-heavy REIT, elevated leverage increases vulnerability to construction cost overruns, slower lease-up and cyclical downturns, limiting strategic optionality.
Read all positive and negative factors
Positive Factors
Negative Factors
Strategic Market Concentration
Concentration in Washington, D.C. and National Landing gives JBGS durable demand from government, contractors, and large employers. Dense employment centers and local development activity support long-term leasing, rent resilience, and easier lease-up for mixed-use projects.
Read all positive factors

JBG Smith Properties (JBGS) vs. SPDR S&P 500 ETF (SPY)

JBG Smith Properties Business Overview & Revenue Model

Company Description
JBG SMITH Properties owns, operates, and develops mixed-use properties concentrated in amenity-rich, Metro-served submarkets. The markets are in and around Washington, DC, most notably National Landing, where through our focus on placemaking, we c...
How the Company Makes Money
JBGS generates revenue primarily from (1) rental income from its operating portfolio and (2) development-related activities, with additional contributions from parking, reimbursements, and other property-level income. 1) Rental and property opera...

JBG Smith Properties Financial Statement Overview

Summary
Financials show stabilization but remain pressured. Revenue rebounded sharply and free cash flow turned positive (~$64M TTM), yet profitability is still weak with a deeply negative net margin (~-22%) and slightly negative EBIT. The balance sheet is also a constraint with elevated leverage (debt-to-equity ~2.2x) and negative ROE (~-9%).
Income Statement
38
Negative
Balance Sheet
35
Negative
Cash Flow
52
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue508.41M498.60M547.31M604.20M605.82M634.36M
Gross Profit192.86M-72.11M273.83M313.53M299.12M305.74M
EBITDA62.27M169.83M214.44M214.68M396.54M218.28M
Net Income-151.95M-139.06M-143.53M-79.98M85.37M-79.26M
Balance Sheet
Total Assets4.26B4.39B5.02B5.52B5.90B6.39B
Cash, Cash Equivalents and Short-Term Investments74.80M75.27M145.80M164.77M241.10M264.36M
Total Debt0.002.54B2.62B2.64B2.46B2.68B
Total Liabilities2.69B2.72B2.79B2.83B2.71B2.93B
Stockholders Equity1.07B1.16B1.81B2.22B2.68B2.92B
Cash Flow
Free Cash Flow64.09M-49.02M-88.64M-150.37M-148.70M44.45M
Operating Cash Flow60.51M73.26M129.39M183.37M178.04M217.62M
Investing Cash Flow-6.22M357.31M144.16M-98.18M524.02M-368.74M
Financing Cash Flow-37.18M-510.47M-290.80M-158.82M-730.08M189.88M

JBG Smith Properties Technical Analysis

Technical Analysis Sentiment
Negative
Last Price14.52
Price Trends
50DMA
13.94
Negative
100DMA
14.26
Negative
200DMA
15.35
Negative
Market Momentum
MACD
-0.78
Positive
RSI
34.15
Neutral
STOCH
22.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JBGS, the sentiment is Negative. The current price of 14.52 is above the 20-day moving average (MA) of 13.19, above the 50-day MA of 13.94, and below the 200-day MA of 15.35, indicating a bearish trend. The MACD of -0.78 indicates Positive momentum. The RSI at 34.15 is Neutral, neither overbought nor oversold. The STOCH value of 22.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JBGS.

JBG Smith Properties Risk Analysis

JBG Smith Properties disclosed 33 risk factors in its most recent earnings report. JBG Smith Properties reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

JBG Smith Properties Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
61
Neutral
$1.18B119.240.77%7.14%13.04%-47.32%
60
Neutral
$1.20B-14.61-5.39%0.70%-17.55%
51
Neutral
$804.43M-1.57-18.64%2.54%54.94%
44
Neutral
$143.95M-0.93-40.59%7.41%3.10%-900.13%
43
Neutral
$881.24M-4.40-9.32%4.82%-1.08%-37.72%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JBGS
JBG Smith Properties
11.48
-7.35
-39.03%
HPP
Hudson Pacific Properties
13.90
-4.93
-26.18%
ELME
Elme Communities
1.62
-0.91
-36.07%
PDM
Piedmont Office
9.48
1.77
22.96%
DEA
Easterly Government Properties
24.79
4.51
22.23%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 10, 2026