Head-To-Head Analysis: SEGRO (OTCMKTS:SEGXF) and JBG SMITH Properties (NYSE:JBGS)

JBG SMITH Properties (NYSE:JBGS) and SEGRO (OTCMKTS:SEGXF) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, valuation, risk, dividends, profitability and analyst recommendations.

Profitability

This table compares JBG SMITH Properties and SEGRO’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
JBG SMITH Properties	-27.89%	-10.61%	-3.08%
SEGRO	N/A	N/A	N/A

Risk & Volatility

JBG SMITH Properties has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500. Comparatively, SEGRO has a beta of 1.23, meaning that its stock price is 23% more volatile than the S&P 500.

Institutional & Insider Ownership

98.5% of JBG SMITH Properties shares are owned by institutional investors. 4.4% of JBG SMITH Properties shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Valuation and Earnings

This table compares JBG SMITH Properties and SEGRO”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
JBG SMITH Properties	$498.60 million	1.69	-$139.06 million	($2.11)	-6.79
SEGRO	$957.24 million	12.15	$726.60 million	N/A	N/A

SEGRO has higher revenue and earnings than JBG SMITH Properties.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for JBG SMITH Properties and SEGRO, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
JBG SMITH Properties	2	0	0	0	1.00
SEGRO	2	4	1	0	1.86

JBG SMITH Properties presently has a consensus price target of $18.50, suggesting a potential upside of 29.20%. Given JBG SMITH Properties’ higher probable upside, equities research analysts clearly believe JBG SMITH Properties is more favorable than SEGRO.

Summary

SEGRO beats JBG SMITH Properties on 9 of the 12 factors compared between the two stocks.

About JBG SMITH Properties

JBG SMITH Properties is a real estate investment trust, which engages in owning, operating, investing in, and developing a portfolio of mixed-use properties. It operates through the following segments: Multifamily, Commercial, and Other. The Multifamily segment refers to the commercial buildings with public areas, retail spaces, and walkable streets. The Commercial segment rents to federal government tenants. The Other segment relates to development assets, corporate entities, land assets for which are the ground lessor and the elimination of inter-segment activity. The company was founded on October 27, 2016, and is headquartered in Bethesda, MD.

About SEGRO

SEGRO is a UK Real Estate Investment Trust (REIT), listed on the London Stock Exchange and Euronext Paris, and is a leading owner, manager and developer of modern warehouses and industrial property. It owns or manages 10.8 million square metres of space (116 million square feet) valued at £20.6 billion serving customers from a wide range of industry sectors. Its properties are located in and around major cities and at key transportation hubs in the UK and in seven other European countries. For over 100 years SEGRO has been creating the space that enables extraordinary things to happen. From modern big box warehouses, used primarily for regional, national and international distribution hubs, to urban warehousing (including data centres) located close to major population centres and business districts, it provides high-quality assets that allow its customers to thrive. A commitment to be a force for societal and environmental good is integral to SEGRO’s purpose and strategy. Its Responsible SEGRO framework focuses on three long-term priorities where the company believes it can make the greatest impact: Championing Low-Carbon Growth, Investing in Local Communities and Environments and Nurturing Talent. Striving for the highest standards of innovation, sustainable business practices and enabling economic and societal prosperity underpins SEGRO’s ambition to be the best property company.