Empire State Realty Trust Inc (ESRT)vsJBG SMITH Properties (JBGS)
ESRT
Empire State Realty Trust Inc
$5.27
+0.19%
REAL ESTATE · Cap: $1.77B
JBGS
JBG SMITH Properties
$14.89
+0.20%
REAL ESTATE · Cap: $894.31M
Smart Verdict
WallStSmart Research — data-driven comparison
Empire State Realty Trust Inc generates 54% more annual revenue ($776.71M vs $504.51M). ESRT leads profitability with a 5.1% profit margin vs -22.2%. JBGS earns a higher WallStSmart Score of 49/100 (D+).
ESRT
Hold46
out of 100
Grade: D+
JBGS
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.9%
Fair Value
$13.25
Current Price
$5.27
$7.98 discount
Margin of Safety
+0.3%
Fair Value
$16.16
Current Price
$14.89
$1.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 59.5% YoY
Areas to Watch
Moderate valuation
4.9% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
Smaller company, higher risk/reward
Operating margin of 1.1%
ROE of -9.8% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ESRT
The strongest argument for ESRT centers on Price/Book.
Bull Case : JBGS
The strongest argument for JBGS centers on Price/Book, EPS Growth.
Bear Case : ESRT
The primary concerns for ESRT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.21 is elevated, increasing financial risk.
Bear Case : JBGS
The primary concerns for JBGS are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 2.26 is elevated, increasing financial risk.
Key Dynamics to Monitor
ESRT profiles as a value stock while JBGS is a turnaround play — different risk/reward profiles.
ESRT carries more volatility with a beta of 1.36 — expect wider price swings.
JBGS is growing revenue faster at 5.9% — sustainability is the question.
ESRT generates stronger free cash flow (51M), providing more financial flexibility.
Bottom Line
JBGS scores higher overall (49/100 vs 46/100). ESRT offers better value entry with a 51.9% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Empire State Realty Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
Empire State Realty Trust, Inc. (NYSE: ESRT), a major real estate investment trust (REIT), owns, manages, operates, acquires and repositions offices and retail properties in Manhattan and the New York metropolitan area, including the Empire State Building, the?
Visit Website →JBG SMITH Properties
REAL ESTATE · REIT - DIVERSIFIED · USA
JBG SMITH is an S&P 400 company that owns, operates, invests, and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC.
Visit Website →Compare with Other REIT - DIVERSIFIED Stocks
Want to dig deeper into these stocks?