St. Joe Company (The) (JOE) vs Millrose Properties, Inc. (MRP)

St. Joe Company (The) and Millrose Properties, Inc. are both in the Real Estate sector (Real Estate Diversified and Reit Residential). St. Joe Company (The) and Millrose Properties, Inc. are of similar size ($4.1B and $4.0B). Millrose Properties, Inc. trades at the lower P/E: 8.6× against 33.0×. Millrose Properties, Inc. has the higher net margin (63.2% vs 22.3%) and the lower return on invested capital (4.25% vs 9.09%). Both pay a dividend; Millrose Properties, Inc. yields more (11.8% vs 0.91%). Across the 18 metrics below, St. Joe Company (The) leads on 9 and Millrose Properties, Inc. on 9.

Valuation

Metric JOE MRP
P/E 32.98 8.60
P/S 7.32 5.44
P/B 5.14 0.74
Price to free cash flow 25.24 n/m
EV/EBITDA 19.95 12.23
EV/Sales 8.10 10.57
Earnings yield 3.03% 11.63%
Free cash flow yield 3.96% (26.54%)

Profitability

Metric JOE MRP
Gross margin 46.14% 85.34%
Operating margin 32.04% 85.18%
Net margin 22.33% 63.24%
Free cash flow margin 28.99% (144.38%)
Return on equity 15.71% 8.56%
Return on assets 8.00% 5.12%
Return on invested capital 9.09% 4.25%

Growth

Metric JOE MRP
Revenue growth (TTM) 11.10% —
EPS growth (last fiscal year) 57.48% —
Revenue growth, 5-year CAGR 26.17% —
Net income growth, 5-year CAGR 20.66% —

Health

Metric JOE MRP
Debt to equity 0.70 0.71
Current ratio 1.88 0.12
Net debt to EBITDA 2.26 5.93

Dividend

Metric JOE MRP
Dividend yield 0.91% 11.83%
Payout ratio 0.30 1.02

Size

Metric JOE MRP
Market cap 3.95b 4.09b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack