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St. Joe Company (The) JOE

Real Estate — Real Estate Diversified
Dividend Champion (5y) Cash Flow Champion (3y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
82.31
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 1 1 2 2 — 2 4 — — —
Insider Ownership
4.09%

Capital & Financial Ratios

Market Cap
3,640.00
Revenue
547.84
Net Income
123.71
Free Cash Flow
195.82
Net Debt
432.01
Current Ratio
1.84
Debt/Equity
0.71
P/E ratio
29.83
P/S ratio
6.66
P/B ratio
4.72
Past 5Y EPS Growth
23.29%
This Y EPS Growth
—
Next Y EPS Growth
—
Next 5Y EPS Growth
—
in millions of $

Dividends

Payout Ratio
0.27
Annual Dividend Rate
0.48
Annual Dividend Yield
0.80%
total individual payouts
2026 0.48
—
—
—
2025 0.58
—
—
—
—
2024 0.52
—
—
—
—
2023 0.44
—
—
—
—
2022 0.40
—
—
—
—
2021 0.32
—
—
—
—
2020 0.07
—
2019 ‡‡‡
2018 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 86.07 88.76 129.61 117.32
Receivables — — — —
Inventory — — — —
Other — — — —
86.07 88.76 129.61 117.32
2023 2024 2025 Q'26
Payables 58.57 53.97 48.30 63.69
ST’ Debt — — — —
Other — — — —
58.57 53.97 48.30 63.69
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 99.04 158.83 — —
—
’25 94.20 129.08 161.08 128.89
513.25
’24 87.79 111.61 99.01 104.33
402.74
’23 72.99 128.17 101.39 86.74
389.29
’22 64.87 68.25 57.58 61.62
252.32
’21 41.31 72.24 54.00 99.46
267.00
’20 18.57 36.08 42.04 63.86
160.56
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 42.24 43.94 — —
—
’25 29.02 31.06 86.21 44.40
190.70
’24 27.61 22.82 27.73 29.84
107.99
’23 19.17 33.76 39.36 11.56
103.85
’22 19.81 9.19 1.25 17.96
48.22
’21 9.83 37.37 17.94 46.66
111.80
’20 3.12 9.39 10.04 14.78
37.33
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 34.69 35.49 — —
—
’25 23.51 22.37 85.23 40.41
171.51
’24 13.41 8.90 14.01 21.83
58.15
’23 (24.85) (4.49) 9.86 (16.56)
(36.04)
’22 (33.25) (46.86) (49.47) (81.30)
(210.89)
’21 (15.29) (6.89) (25.00) 5.51
(41.67)
’20 (31.33) (21.97) (19.54) (11.59)
(84.43)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.24 0.71 — —
—
’25 0.30 0.51 0.67 0.52
2.00
’24 0.24 0.42 0.29 0.32
1.27
’23 0.18 0.60 0.33 0.23
1.33
’22 0.23 0.29 0.21 0.48
1.21
’21 0.05 0.41 0.26 0.54
1.27
’20 (0.03) 0.33 0.13 0.34
0.77

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 31.11 38.35 43.50 40.19 — — —
Low Price
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 62.21 65.99 64.69 63.13 — — —
High Price
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 714 978 1,057 1,131 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.35 0.40 0.38 0.45 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 252.32 389.29 402.74 513.25 — — —
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 42.18% 39.38% 41.52% 43.05% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 94.62 100.06 98.35 155.11 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 37.50% 25.70% 24.42% 30.22% — — —
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 70.23 74.05 72.40 115.88 — — —
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 23.90 39.78 47.37 48.35 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.30 6.68 6.90 8.86 — — —
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 1.21 1.33 1.27 2.00 — — —
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.82 1.78 1.85 3.29 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (4.41) (2.40) (0.85) (0.33) — — —
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (3.59) (0.62) 1.00 2.96 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.09 11.98 12.63 13.39 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 58.72 58.31 58.33 57.94 — — —
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 32.40 43.90 35.38 29.69 — — —
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.12 8.81 6.51 6.70 — — —
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.54 4.91 3.56 4.44 — — —
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.42 10.22 7.82 7.56 — — —
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (13.67) (110.37) 54.17 22.64 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.22 103.85 107.99 190.70 — — —
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (259.11) (139.89) (49.85) (19.19) — — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (210.89) (36.04) 58.15 171.51 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (56.62) 27.50 34.79 81.32 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 617.72 631.80 616.24 569.98 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 579.97 545.73 527.48 440.37 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 651.11 698.49 736.74 775.63 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.38% 5.26% 4.85% 7.56% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.12% 4.56% 4.73% 7.52% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.11% 11.52% 10.34% 15.29% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

St. Joe Company (JOE) has engineered a remarkable turnaround, ballooning revenue from $97 million in 2016 to $403 million in 2024—a 316% surge fueled by its vast 500,000+ acres in Northwest Florida, master-planned communities like Watersound, and a pivot to residential, commercial, and hospitality developments. This growth, with a 22% CAGR, rode pandemic-era demand for coastal living, stable net income around $70 million, and EPS climbing to $1.27, while shares outstanding shrank 22% to amplify per-share gains.

Yet, beneath the surface lurk serious cracks: debt has swelled 166% to $616 million, capex remains lumpy (peaking at 60%+ of revenue), free cash flow swings wildly from deep negatives to a fragile $1.00 per share positive in 2024, and gross margins are softening amid cost pressures. Insider selling exceeds $62 million with zero buys, ROE has decelerated to 10.3%, and working capital volatility underscores liquidity risks in a cyclical real estate sector sensitive to rates and hurricanes.

Analysts unanimously signal 73% downside from recent levels, clashing with elevated multiples (6.5x PS, 35x PE) that price in endless Florida migration but ignore FCF inconsistency and leverage traps. For risk-averse investors, this setup screams caution—wait for a valuation reset toward book value before chasing the hype.

Read full commentary →

St. Joe Company (The) (JOE) Latest News

News by impact score

Fine-tune

17 Sep

4 , 4:19 PM
St. Joe Company announces plans for 3,500 additional homes in the Latitude Margaritaville Watersound community. Major residential expansion directly scales core real estate operations and revenue potential.

18 Aug

3 247wallst.com, 10:57 AM
Billionaire Bruce Berkowitz's Fairholme Capital holds 76% of its portfolio in St. Joe Company (JOE) stock. Berkowitz's concentrated stake signals strong investor confidence and may lift near-term market sentiment for JOE.

7 Aug

4 transcript www.fool.com, 8:31 PM
St. Joe (JOE) Q2 2026 earnings call presented quarterly results, operational updates, and management outlook for the Florida real estate developer. Earnings call details directly shape investor views on revenue, guidance, and strategy.

31 Jul

4 , 7:01 PM
St. Joe Co posted record Q2 2026 revenue and executed strategic share buybacks. Record revenue and buybacks indicate major positive shifts in financial performance and investor positioning.

3 transcript www.marketbeat.com, 4:03 PM
St. Joe Company Q2 earnings call covered financial results, real estate project updates, and management outlook on Florida developments and revenue trends. Q2 earnings details supply quarterly metrics that can moderately shift near-term investor sentiment and valuation.

30 Jul

3 transcript app.moby.co, 8:30 AM
St. Joe Company (JOE) Q2 2026 earnings call covered financial results, operational updates, and forward outlook for real estate and related segments. Quarterly earnings data supplies performance metrics that can shift near-term sentiment without altering long-term company direction.

29 Jul

3 , 4:10 PM
St. Joe Company reported second quarter and first half 2026 results and declared a $0.16 per share quarterly dividend. Routine quarterly results and dividend declarations typically produce moderate shifts in valuation and sentiment without transforming long-term trajectory.

20 Jul

4 , 10:25 AM
St. Joe Company (JOE) positions to benefit from land appreciation and population migration. Land appreciation and population migration trends position St. Joe for significant positive effects on future performance.

30 Jun

3 , 5:05 PM
New retailer openings advance next growth phase at Watersound Town Center, expanding St. Joe Company's commercial development. Retail expansion at company project supports moderate gains in operations and revenue.

1 May

4 www.marketbeat.com, 8:05 PM
St. Joe Company (JOE) released Q1 earnings call highlights detailing financial results, operational updates, and future outlook. Q1 earnings highlights cover financial performance, guidance, and strategy shifts that significantly influence stock trajectory and investor sentiment.

4 GuruFocus.com, 3:17 AM
St. Joe Co (JOE) Q1 2026 earnings call highlights revenue growth and strategic initiatives. Q1 2026 earnings call reveals revenue growth and strategic moves boosting financial performance and investor outlook for JOE.

30 Apr

3 app.moby.co, 8:30 AM
St. Joe Company (JOE) released Q1 2026 earnings call summary, detailing financial results, operational updates, and forward guidance. Quarterly earnings summary affects financial performance and investor sentiment but is balanced by annual trends.

29 Apr

3 Business Wire, 4:10 PM
The St. Joe Company reported first quarter 2026 results and declared a quarterly dividend of $0.16 per share. Quarterly earnings reports and dividend declarations moderately influence financial performance and market sentiment.

27 Apr

4 Insider Monkey, 8:46 AM
Praetorian Capital Fund comments on St. Joe Company (JOE), likely highlighting investment thesis or activist stance on the real estate developer's strategy and valuation. Activist fund Praetorian Capital's focus on St. Joe signals potential for major strategic shifts, board changes, or asset monetization efforts influencing future performance.

5 Mar

4 Business Wire, 4:05 PM
The St. Joe Company announces new builder relationship with national home builder PulteGroup. Partnership with PulteGroup enables expanded homebuilding on St. Joe's land holdings, significantly boosting revenue and growth prospects.

4 Mar

4 Simply Wall St., 9:11 AM
St. Joe Company (JOE) reported strong earnings, provided updates on its development pipeline, and announced capital return plans, leading to a reassessment of its valuation. Strong earnings, pipeline advancements, and capital returns represent major strategic enhancements likely to alter JOE's trajectory and boost investor sentiment.

28 Feb

4 www.marketbeat.com, 9:38 AM
St. Joe Company (JOE) released Q4 earnings call highlights detailing financial performance, strategic updates, and outlook. Q4 earnings call highlights disclose financial results and guidance that significantly influence stock performance and investor sentiment.

27 Feb

4 GuruFocus.com, 6:01 PM
St. Joe Company (JOE) reported record growth and strategic expansions in its Q4 2025 earnings call highlights. Record growth and strategic expansions represent major strategic moves likely to significantly boost financial performance and market trajectory.

26 Feb

4 app.moby.co, 8:30 AM
St. Joe Company (JOE) released Q4 2025 earnings call summary highlighting quarterly financial results, operational updates, and future outlook. Q4 earnings call summary details financial performance and strategic guidance that significantly shape investor expectations and stock trajectory.

25 Feb

3 Business Wire, 4:10 PM
St. Joe Company reported fourth quarter and full year 2025 results and declared a quarterly dividend of $0.16 per share. Quarterly and annual financial results directly influence assessments of financial performance and investor sentiment.

17 Feb

4 GuruFocus.comGuruFocus.comGuruFocus.comGuruFocus.comGuruFocus.comGuruFocus.com, 6:00 PM
Bruce Berkowitz, via Fairholme Fund, executed key strategic moves in The St. Joe Company (JOE), increasing its stake to over 30% and positioning for long-term gains in Northwest Florida land development amid rising residential demand. Major investor Bruce Berkowitz's increased stake signals strong confidence, likely boosting investor sentiment and altering St. Joe Company's market trajectory.

16 Feb

3 Insider Monkey, 7:52 AM
Praetorian Capital favors St. Joe Company (JOE), citing strong real estate development prospects, undervalued assets, and strategic positioning in Northwest Florida. Investor endorsement from Praetorian Capital highlights undervaluation and growth potential, likely influencing market sentiment moderately.

11 Feb

3 Business Wire, 4:05 PM
Camp Creek® Inn, operated by St. Joe Company, has achieved a prestigious four-star rating from Forbes Travel Guide, just under three years after its opening. This recognition highlights the inn's exceptional service and quality, positioning it as a notable destination in the hospitality sector. The four-star rating may enhance the inn's reputation and attract more visitors, positively influencing financial performance.

6 Feb

4 GuruFocus.com, 5:04 PM
Fairholme Fund has made strategic moves involving The St. Joe Company, increasing its stake and signaling confidence in the company's growth potential. The fund's investment strategy focuses on long-term value, which aligns with St. Joe's development plans in Florida. Analysts are observing how these changes might influence St. Joe's market position and investor sentiment moving forward. The Fairholme Fund's increased investment indicates significant confidence in St. Joe's future growth and market performance.

19 Jan

4 Simply Wall St., 1:16 PM
St. Joe Company (NYSE: JOE) is gaining attention due to its strategic developments and potential growth opportunities in the real estate market. The company is focusing on expanding its residential and commercial projects in Florida, which could enhance its market position. Analysts are optimistic about its future performance, citing favorable market conditions and the company's strong financial health. Investors are encouraged to consider JOE as a viable option for their portfolios, given its promising outlook. Strategic developments and market expansion efforts are likely to significantly impact the company's future performance.

15 Jan

4 Insider MonkeyInsider Monkey, 2:00 PM
The St. Joe Company (JOE) is positioned for growth due to its strategic land holdings in Florida, particularly in the Panama City area. The company is focusing on residential development and has plans for new projects that could significantly increase its revenue. With a favorable real estate market and increasing demand for housing in the region, JOE's prospects appear promising. Analysts suggest that the company's unique assets and development strategies could lead to substantial long-term gains for investors. Strategic land holdings and development plans are likely to significantly impact future performance and investor sentiment.

20 Dec

4 Simply Wall St.Simply Wall St.Simply Wall St., 8:47 AM
The St. Joe Company (NYSE: JOE) has garnered significant interest from institutional investors, with 87% of its shares owned by these entities. This strong institutional backing indicates confidence in the company's future prospects and market performance. High institutional ownership typically reflects strong investor confidence and can significantly influence market sentiment and company trajectory.

10 Dec

3 Business WireTheStreetGrocery DiveMT NewswiresMT NewswiresOrlando SentinelGuruFocus.comMT Newswires, 4:05 PM
St. Joe Company has announced the commencement of development for a Publix Super Market at the Watersound® West Bay Center. This new supermarket is part of the company's ongoing efforts to enhance the retail offerings in the area, aiming to meet the growing demand from residents and visitors. The development of a new supermarket is expected to moderately influence the company's financial performance and market positioning.

23 Nov

4 Simply Wall St.Simply Wall St.Simply Wall St., 7:25 AM
Investors in St. Joe Company (NYSE: JOE) have experienced significant returns of 81% over the past five years, reflecting the company's strong performance and growth in the real estate sector. The company's strategic developments and market positioning have contributed to this notable increase in shareholder value. The substantial return on investment indicates significant market confidence and potential for continued growth in the company's future performance.

14 Nov

3 GuruFocus.com, 5:02 PM
Bruce Berkowitz's strategic moves have led to a -2.43% impact on The St. Joe Company (JOE). The article analyzes Berkowitz's investment decisions and their implications for the company's future performance and market sentiment. Investors are closely monitoring these developments as they could influence St. Joe's trajectory in the real estate sector. Berkowitz's investment strategies may moderately influence St. Joe's financial performance and market positioning.
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