Curbline Properties Corp. (CURB) AI Stock Analysis
CURB AI stock analysis summary
AI ResearchCurbline Properties Corp. (CURB) is a self-managed retail REIT owning convenience shopping centers along suburban corridors. The company expanded revenue from $52.3M in FY2021 to $182.9M in FY2025, delivering a 4-year revenue CAGR of 36.7%. However, its valuation remains high at a trailing P/E of 94.7x, while quarterly earnings dropped 38.6% year-over-year.
- Market cap
- $3.05B
- Revenue (TTM)
- $224.1M
- P/E
- 94.7x fwd 50.5x
- 1Y return
- 19.0% S&P 500 16.8%
- Avg. target
- $33.17 25.1% vs last close
Bull case
- Revenue grew at a 36.7% CAGR from FY2021 to FY2025, reaching $182.9M.
- Free cash flow grew to $124.6M in FY2025, comfortably exceeding capital expenditures of $17.4M.
- The consensus analyst price target of $33.17 indicates 25.1% upside from the recent close of $26.52.
Bear case
- The stock trades at an elevated trailing P/E of 94.7x, well above the peer median of 21.6x.
- The dividend payout ratio is stretched at 132.1%, exceeding current net earnings.
- Quarterly earnings fell 38.6% year-over-year in the period ending June 30, 2026.
What Curbline Properties does
Curbline Properties Corp. is an owner and manager of convenience shopping centers positioned on the curbline of well-trafficked intersections and major vehicular corridors in suburban, high household income communities. The company is structured as a self-managed real estate investment trust (REIT) and is publicly traded on the NYSE. Curbline Properties Corp. was incorporated on October 25th, 2023 in Maryland and maintains its headquarters in New York.
Growth and profitability
Curbline Properties generated $182.9M in revenue in FY2025, up 51.3% from $120.9M in FY2024, continuing an expansion from $52.3M in FY2021 that reflects a 4-year CAGR of 36.7%. Net income climbed to $39.8M in FY2025 with a net margin of 21.8%, recovering from $10.3M and an 8.5% net margin in FY2024. Over that period, operating margin compressed from 44.4% in FY2021 to 16.7% in FY2025. In the trailing twelve months ended June 30, 2026, revenue stood at $224.1M with EPS of $0.28. While quarterly revenue expanded 52.9% year-over-year in the latest quarter, quarterly earnings declined 38.6%.
Balance sheet and cash flow
As of June 30, 2026, Curbline Properties held $154.7M in cash and short-term investments against total debt of $674.8M, resulting in net debt of $520.0M. The company maintains shareholders' equity of $2.09B, a debt-to-equity ratio of 0.32, and a current ratio of 2.58 across $2.84B in total assets. During FY2025, operating cash flow and free cash flow each reached $124.6M. Capital expenditures used $17.4M, while cash dividends paid totaled $77.4M.
Valuation and performance
At $26.52 per share, Curbline Properties carries a market capitalization of $3.05B and an enterprise value of $3.68B. Its trailing P/E of 94.7x and forward P/E of 50.5x stand above the median of its US-listed Real Estate peers at 21.6x and 23.5x, respectively. The company also trades at an EV/EBITDA of 24.6x compared to the peer median of 14.7x, and a price-to-sales of 13.6x versus 3.7x. Over the past year, CURB delivered a 19.0% return, outperforming the S&P 500's 16.8% return.
CURB dividend
CURB offers a forward annual dividend of $0.68 per share, representing a 2.56% dividend yield. The company has paid dividends for 3 consecutive years on a quarterly frequency, with the most recent ex-dividend date on September 29, 2026. The trailing payout ratio stands elevated at 132.1%.
What analysts expect
Wall Street coverage consists of 5 Strong Buy, 2 Buy, and 3 Hold ratings, with no Sell recommendations. The mean price target of $33.17 implies 25.1% upside over the last close of $26.52. For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.27 on revenue of $254.2M. Curbline Properties beat EPS estimates in 2 of the past 4 quarters, and its next earnings release is scheduled for October 22, 2026.
Key risks and what to watch
- Operating margin declined from 44.4% in FY2021 to 16.7% in FY2025, reflecting pressure on operating profitability.
- Net debt stands at $520.0M against $154.7M in cash and short-term investments.
- Short interest is elevated, with short percent of float standing at 26.0%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this CURB AI stock analysis
This page is an AI-written research summary of Curbline Properties Corp. (CURB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: CURB income statement, CURB balance sheet, CURB key metrics, CURB analyst forecast, CURB chart. See the CURB stock overview for the latest quote and news.
CURB AI stock analysis FAQ
What is Curbline Properties Corp.'s primary business?
Curbline Properties Corp. is a self-managed real estate investment trust that owns and manages convenience shopping centers located along high-traffic corridors in suburban, high-income communities.
What dividend does CURB pay?
CURB pays a quarterly dividend totaling $0.68 annually, which represents a 2.56% yield. Its payout ratio currently stands at 132.1%.
How fast has Curbline Properties grown its revenue?
The company increased revenue from $52.3M in FY2021 to $182.9M in FY2025, representing a 4-year compound annual growth rate of 36.7%.
When does CURB report its next quarterly earnings?
The company's next earnings report is scheduled for October 22, 2026.