The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment engages in the development of communities into homesites for sale to homebuilders and on a limited basis to retail customers. This segment primarily sells developed …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 84.6th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Cost Leadership PositionOperating margin at 89.4th percentile with strong OpEx control demonstrates cost leadership.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Where JOE ranks in Real Estate: Services & Developers
St. Joe Company (The) ranks #5 of 71
scored companies in Real Estate: Services & Developers by moat score — the top 7%.
The widest moat in the group is Corporacion Inmobiliaria Vesta, (VTMX)
at 82/100.
Moat scores for companies ranked near JOE in Real Estate: Services & Developers
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 89
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 74
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 92
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 73
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 61
· 15% of the moat score
Scale matters only when it converts into economics.
St. Joe Company (The) (JOE) scores 76 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #5 of 71 scored companies in Real Estate: Services & Developers, the top 7%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 71 companies in Real Estate: Services & Developers. Its strongest defense is Capital Efficiency (92/100) and its weakest is Scale & Market Position (61/100).
How does St. Joe Company (The) compare with other Real Estate: Services & Developers companies?
St. Joe Company (The) ranks #5 of 71 scored companies in Real Estate: Services & Developers by moat score. The widest moat in Real Estate: Services & Developers is Corporacion Inmobiliaria Vesta, (VTMX) at 82/100. The companies ranked closest are FirstService Corporation (FSV) at 77 just above it and FRP Holdings, Inc. (FRPH) at 74 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 71 companies in Real Estate: Services & Developers. The defenses are then weighted to produce the overall score out of 100.
Why is St. Joe Company (The) scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for St. Joe Company (The)?
The Corporate Default template measures 6 defenses, and JOE scores: Pricing Power (70), Cost Advantage (89), Customer Stickiness (74), Capital Efficiency (92), Resilience (73), Scale & Market Position (61). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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