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Company Analysis

St. Joe Company (The) JOE

A comprehensive view of key metrics, scores, and financial health for St. Joe Company (The)

Overview of The St. Joe Company

JOE NYQ
Real Estate Real Estate - Diversified Mid Cap
The St. Joe Company (JOE), is a Mid Cap company, in the Real Estate - Diversified industry, last closed at $70.48, about 73.4% overvalued vs fair value, +52.1% 1Y return, placing in the top 10% of its sector.
$70.48
1.56%
As of March 13, 2026
Previous close • Vol 90d: 26.7%
52-Week Range
Market Cap
$4.08B
Enterprise Value
$4.53B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.joe.com
HQ Panama City Beach, FL
Employees 906
Fiscal year Dec 31

Next Events

Dividend Mar 26
Earnings Apr 22 Estimated

Fair Value Snapshot

Bear Base Bull
$17
$19
$21
Current: $70.48 -73% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$513.3M
27.5%%
Gross Profit
$477.5M
185.6%%
Operating Income
$146.3M
53%%
Net Income
$115.6M
55.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
50.2%
Fair

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$91.1M
157.0% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
2/5
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating St. Joe Company (The)'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
70
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Strong
76
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing JOE's balance between Growth (33.7%), Profitability (40.3%), and Safety (26.0%). Growth 34% Safety 26% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

61th percentile vs peers
62
Key Signals
Revenue CAGR 3Y 26.7% 87p Rev Growth YoY 27.5% 62p EPS CAGR 3Y 0.1% 62p TSR 33.4% 92p EPS Growth YoY -4.6% 12p
Strengths
  • Revenue Cagr 3Y in top 20% of peers (26.7%, 87th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
  • Tsr in top 20% of peers (33.4%, 92th percentile)
Risks
  • Eps Growth Yoy in bottom 20% of peers (-4.6%)

Profitability

74th percentile vs peers
74
Key Signals
Strengths
Risks
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Safety

47th percentile vs peers
48
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for St. Joe Company (The).

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$18.77
- - -
-73.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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