Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
JOE
HoldThe St. Joe Company · Real Estate · United States · $4.0B · Avg Vol: $13M/d
COMPANY DESCRIPTION
The St. Joe Company is a U.S. real estate development and operating company with significant landholdings in Northwest Florida, focused on master-planned communities, commercial properties, and hospitality assets. The company benefits from its substantial undeveloped land bank, strategic location in a growing region, and integrated approach to community development. Its long-term strategy involves monetizing its land assets through phased development and recurring revenue streams from commercial and hospitality operations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 252.3M | 389.3M | 402.7M | 513.2M | 26.7% | 547.8M |
| EPS | 1.21 | 1.33 | 1.27 | 2.00 | 18.2% | 2.13 |
| Shares | 58.3M | 58.4M | 58.3M | 57.5M | -1.4% | 56.9M |
| Debt | 564.7M | 632.9M | 621.0M | 572.7M | 0.5% | 551.5M |
| Equity | 630.8M | 683.1M | 724.3M | 766.3M | 6.7% | — |
| Op CF | 48.2M | 103.8M | 108.0M | 190.7M | 58.1% | 216.8M |
| Inv CF | -189.8M | -99.1M | -50.4M | -26.2M | — | — |
| Fin CF | 112.5M | 40.8M | -52.1M | -124.3M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of JOE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| JOE | The St. Joe Company(you) | $4.0B | 53 | Hold |
| STRS | Stratus Properties Inc. | $152M | 26 | Sell |
| COLD | Americold Realty Trust, Inc. | $4.3B | 56 | Hold |
| HHH | Howard Hughes Holdings Inc. | $4.0B | 57 | Hold |
| SKT | Tanger Inc. | $4.7B | 51 | Hold |
| DX | Dynex Capital, Inc. | $3.2B | 52 | Hold |
| LXP | LXP Industrial Trust | $3.6B | 49 | Hold |
| SBRA | Sabra Health Care REIT, Inc. | $5.2B | 52 | Hold |
| BNL | Broadstone Net Lease, Inc. | $4.5B | 59 | Hold |
| AKR | Acadia Realty Trust | $3.1B | 50 | Hold |
Peer medians: ROE 4.9% · P/E 24.9x · Gross margin 67.3%