JBG SMITH Properties (JBGS)vsSBA Communications Corp (SBAC)
JBGS
JBG SMITH Properties
$14.08
-3.10%
REAL ESTATE · Cap: $1.12B
SBAC
SBA Communications Corp
$181.90
-2.36%
REAL ESTATE · Cap: $19.69B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 466% more annual revenue ($2.85B vs $504.51M). SBAC leads profitability with a 35.7% profit margin vs -22.2%. SBAC earns a higher WallStSmart Score of 49/100 (D+).
JBGS
Hold46
out of 100
Grade: D+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.5%
Fair Value
$16.03
Current Price
$14.08
$1.95 premium
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$181.90
$9.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 59.5% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 1.1%
ROE of -9.8% — below average capital efficiency
Negative free cash flow — burning cash
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JBGS
The strongest argument for JBGS centers on Price/Book, EPS Growth.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
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.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
JBGS profiles as a turnaround stock while SBAC is a mature play — different risk/reward profiles.
JBGS carries more volatility with a beta of 1.05 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 46/100), backed by strong 35.7% margins. 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.
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 →SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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