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JOE

The St. Joe Company

JOE

NYSE·Real Estate·Real Estate - Diversified·Mkt cap $3.5B

$61.33

-0.15%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$46.37 - $73.54

P/E

31.61

Fwd P/E

245.32

Beta

1.29

Div Yield

1.01%

Avg Vol

248.4K

Shares Out

57.5M

Mkt Cap

$3.5B

Price action

Price chart

Up 25.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Massive land portfolio of 170,000 acres in Northwest Florida providing significant development pipeline and strategic optionality
  • Diversified revenue streams across residential, hospitality, and commercial segments reducing cyclical risk and market dependency
  • Established premium hospitality and leisure assets generating stable recurring revenue and strong brand recognition in the region
  • Strategic location in high-growth Northwest Florida market benefiting from population migration and economic development trends

Bear Case

2 risks

  • Average volatility.
  • Extreme premium - high expectations embedded

Growth

Revenue decline expected

Florida population growth and migration trends driving demand for residential communities and commercial real estate

Value

Extreme premium - high expectations embedded

Momentum

Weak

-5.7% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

1.01% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

Q2 26 RECAP

APR 29, 2026

Earnings recap unavailable for this period.

EPS surprise · last 4Q

0 of 1 beats

Q2 26

Next: Apr 21, 2026

Revenue trend · last 8Q

+20%

+7%

+16%

+63%

+24%

+5%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$111.6M

$99.0M

$104.3M

$94.2M

$129.1M

$161.1M

$128.9M

$99.0M

Margins · last 8Q

Gross

Operating

Profit

14.1%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

vs Industry

How JOE stacks vs Real Estate - Diversified

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.