WallStSmart

JBG SMITH Properties (JBGS)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TBB leads profitability with a 0.0% profit margin vs -30.0%. JBGS earns a higher WallStSmart Score of 47/100 (D+).

JBGS

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 3.0Value: 4.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.09

TBB

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JBGSFair Value (-1.3%)

Margin of Safety

-1.3%

Fair Value

$15.91

Current Price

$11.37

$4.54 premium

UndervaluedFair: $15.91Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBGS2 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

EPS GrowthGrowth
59.5%10/10

Earnings expanding 59.5% YoY

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
3.8x10/10

Attractively priced relative to earnings

Market CapQuality
$132.56B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.17B8/10

Generating 5.2B in free cash flow

Areas to Watch

JBGS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

Market CapQuality
$932.94M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

Return on EquityProfitability
-14.3%2/10

ROE of -14.3% — below average capital efficiency

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : JBGS

The strongest argument for JBGS centers on Price/Book, EPS Growth.

Bull Case : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

Bear Case : JBGS

The primary concerns for JBGS are Revenue Growth, Market Cap, Operating Margin. Debt-to-equity of 2.41 is elevated, increasing financial risk.

Bear Case : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

JBGS profiles as a turnaround stock while TBB is a value play — different risk/reward profiles.

JBGS is growing revenue faster at 1.0% — sustainability is the question.

TBB generates stronger free cash flow (5.2B), providing more financial flexibility.

Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JBGS scores higher overall (47/100 vs 25/100). Both earn "Hold" and "Avoid" 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 →

AT&T Inc. 5.35% GLB NTS 66

REAL ESTATE · REIT - RESIDENTIAL · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

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