Real Estate
The St. Joe Company(JOE)
Live Price
Offline$65.94
+3.88% today
1Y Change
+38.56%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $3.59B
- Revenue Growth
- +27.5%
- EPS Growth
- +57.5%
- Dividend Yield
- 1.0%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The St. Joe Company (JOE) is a Real Estate stock with a market cap of $3.59B and listed on NYSE. The stock last traded around $65.94 and up 38.6% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +27.5%, EPS growth of +57.5%, a dividend yield of 1.0%. What stands out right now is revenue +27.5%, EPS +57.5%, free cash flow +221.5% with operating margin 28.5% and ROIC 89.4%. The dividend is present but secondary, with a yield around 1.0%. Valuation already assumes a fairly strong business story at P/E 32.0 and price/sales 6.9. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines JOE price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Real Estate peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+27.5% vs +11.4% peer median
Operating Margin
Below sector median
+28.5% vs +59.6% peer median
P/E
Above sector median
32.0 vs 19.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 22, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +27.5% and EPS at +57.5%, with operating margin around 28.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +8.9% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 22, 2026 | โ | +1.8% | +1.0% | -4.9% |
2026 Feb 25, 2026 | โ | +1.2% | +4.3% | -10.6% |
2025 Oct 29, 2025 | โ | +11.9% | +21.3% | +23.9% |
Benchmark Edge
JOE vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
JOE
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
JOE Max Drawdown
-17.13%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for JOE and SPY.
Company Overview
The St. Joe Company
New York Stock Exchange
The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in Northwest Florida. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment plans and develops residential communities of various sizes for homebuilders or retail consumers. It primarily sells developed homesites and parcels of entitled or undeveloped land. The Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also plans, develops, entitles, manages, and sells commercial land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products. The company owns 170,000 acres of land in Northwest Florida. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.
- Leadership
- Jorge Luis Gonzalez
- IPO Date
- Mar 23, 1990
- Employees
- 863
- Street Address
- 130 Richard Jackson Boulevard
- Mailing
- Panama City Beach, FL, 32407
- Region
- Panama City Beach, FL, US
- Reporting Currency
- USD
- Investor Line
- 850 231 6400
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 32.0
- EV/EBITDA
- 18.3
- Price/Sales
- 6.9
- Price/Book
- 4.7
Growth
- Revenue
- +27.5%
- EPS
- +57.5%
- Free Cash Flow
- +221.5%
Profitability
- Gross Margin
- 92.6%
- Operating Margin
- 28.5%
- Net Margin
- 21.6%
- ROE
- 14.8%
- ROIC
- 89.4%
Balance Sheet
- Debt/Equity
- 0.50
- Current Ratio
- 2.20
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.