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Owns and develops a large land bank in Florida's Panhandle, building residential, resort and commercial properties.
Owns and develops a large land bank in Florida's Panhandle, building residential, resort and commercial properties.
Earns lumpy income from selling homesites and land to builders and developers, alongside steadier rent and hospitality income from hotels, clubs and commercial buildings it owns. The land came from its past as a paper-company landholder, so each parcel carries a low book cost. Fairholme Capital, the fund firm led by Bruce Berkowitz, has long been its largest shareholder.
Moat: narrow (scale, installed base). Owns a uniquely large, contiguous land bank in a high-growth Florida region others cannot easily assemble.
Headquarters: Panama City Beach, Florida, US · Founded: 1936 · Employees: 1,131
Size St. Joe (JOE) is a United States Real Estate company (Real Estate Development) with a market value of $3.96B, the 1351st largest of 3,117 United States companies the cockpit tracks. Shares closed at $69.97 on 6 Nov 2026.
Performance Over six months the shares gained 6.3%, against -4.9% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 11.1% over the last twelve months (peer median +6.2%); the operating margin is 32.0% (peer median 19.4%).
Backlog Backlog (remaining performance obligations) was $50.2M at 30 Sep 2026, up 10% on a year earlier — 0.1 years of trailing revenue. Backlog detail →
Short interest Short interest is 1.8% of the free float (15 Oct 2026).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $543M | $513M | $403M | $389M | $252M |
| Revenue growth | — | +27% | +3% | +54% | — |
| Gross profit | $205M | $173M | $121M | $115M | $83.5M |
| EBITDA | $220M | $194M | $142M | $130M | $84.3M |
| Net income | $121M | $116M | $74.2M | $77.7M | $70.9M |
| Free cash flow | $184M | $187M | $100M | $97.7M | $40.9M |
| Capital expenditure | $4.35M | $4.06M | $7.75M | $6.18M | $7.35M |
| Total debt | $363M | $394M | $443M | $455M | $387M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| St. Joe JOE | $3.96B | +6% | +11% | 32% | n/a | n/a |
| Howard Hughes HHH | $4.64B | +18% | +32% | 15% | n/a | n/a |
| CTO Realty Growth CTO | $783M | 0% | +16% | 25% | n/a | n/a |
| Forestar FOR | $1.21B | -14% | -2% | 13% | n/a | n/a |
| Tejon Ranch TRC | $460M | -15% | +25% | -1% | n/a | n/a |
| Five Point Holdings LLC FPH | $468M | -14% | -39% | -2% | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JOE | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.2% | +6.0% | 10th highest of 21 |
| 6-month return | +6.3% | -4.9% | 3rd highest of 21 |
| Distance from 52-week high | -4.8% | -21.7% | 3rd highest of 21 |
| Revenue growth (TTM) | +11.1% | +6.2% | 9th highest of 21 |
| Operating margin | 32.0% | 19.4% | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| St. Joe JOE | United States | $3.96B | +6% | +11% | 32% | n/a | n/a | n/a |
| Millrose Properties MRP | United States | $4.00B | -4% | +93% | 85% | n/a | n/a | n/a |
| Allreal ALLN.SW | Switzerland | $3.89B | -8% | +3% | 41% | n/a | n/a | n/a |
| Longfor 0960.HK | Hong Kong | $4.05B | -47% | -42% | 1% | n/a | n/a | n/a |
| C&D International Investment 1908.HK | Hong Kong | $4.11B | -15% | -15% | 7% | n/a | n/a | n/a |
| Shanghai Vital Deeptech 600641.SS | China | $4.20B | +14% | +94% | -27% | n/a | n/a | n/a |
| Seazen 601155.SS | China | $4.23B | -15% | -39% | 14% | n/a | n/a | n/a |
| Hangzhou Binjiang Real Estate 002244.SZ | China | $4.27B | -2% | -35% | 6% | n/a | n/a | n/a |
| Corporacion Inmobiliaria Vesta S.A.B. de C.V. Sponsored ADR VTMX | United States | $3.62B | +6% | +18% | 76% | n/a | n/a | n/a |
| Tokyo Tatemono 8804.T | Japan | $4.37B | -6% | +17% | 22% | n/a | n/a | n/a |
| Meritage Homes MTH | United States | $4.38B | +4% | -15% | 7% | n/a | n/a | n/a |
| LEG Immobilien LEG.DE | Germany | $4.39B | -11% | +1% | 34% | n/a | n/a | n/a |
| Hang Lung Ppt 0101.HK | Hong Kong | $4.40B | -29% | +10% | 53% | n/a | n/a | n/a |
| Kerry Properties 0683.HK | Hong Kong | $3.47B | -26% | -22% | 24% | n/a | n/a | n/a |
| Pandox PNDX-B.ST | Sweden | $3.43B | -1% | +15% | 58% | n/a | n/a | n/a |
| UNITE UTG.L | United Kingdom | $3.41B | +5% | +12% | 46% | n/a | n/a | n/a |
| Howard Hughes HHH | United States | $4.64B | +18% | +32% | 15% | n/a | n/a | n/a |
| Hilton Grand Vacations HGV | United States | $3.33B | -10% | +19% | 17% | n/a | n/a | n/a |
| China World Trade Center 600007.SS | China | $3.31B | +4% | -4% | 42% | n/a | n/a | n/a |
| Cushman & Wakefield CWK | United States | $3.28B | -2% | +10% | 4% | n/a | n/a | n/a |
| Quzhou Xin'an Development 600208.SS | China | $3.25B | -43% | -4% | -17% | n/a | n/a | n/a |
St. Joe reported $50.2M of remaining performance obligations at 30 Sep 2026, up 10% from a year earlier and up 6% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.02.