The St. Joe Company
JOE
NYSE·Real Estate·Real Estate - Development·Mkt cap $3.7B
$65.42
▲ +0.57%
P/E
30.57
Mkt Cap
$3.7B
52-Wk Range
$46.37–$73.54
52-Week Range
$46.37 - $73.54
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 31.6% over the trailing year
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
Stable
+2.3% over 3m
Quality
Excellent
Excellent business quality
Dividend
Modest
0.98% yield
Smart-money signal
Who's buying JOE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 29, 2026
Most recent quarter reported revenue of $158.8M (+23% YoY). Reported EPS of $0.71. Gross margin 77.5%.
Reported EPS · last 4Q
0 of 1 beats
Q3 26
—
Revenue trend · last 8Q
—
+20%
+7%
+16%
+63%
+24%
+5%
+23%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$99.0M
$104.3M
$94.2M
$129.1M
$161.1M
$128.9M
$99.0M
$158.8M
Margins · last 8Q
Gross
77.5%
Operating
34.5%
Profit
25.5%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How JOE stacks vs Real Estate - Development
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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