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The St. Joe CompanyNYSE:JOE Rapport sur les actions

Capitalisation boursière US$3.7b
Prix de l'action
US$64.87
US$123.09
47.3% sous-évalué décote intrinsèque
1Y40.9%
7D1.9%
1D
Valeur du portefeuille
Voir

The St. Joe Company

NYSE:JOE Rapport sur les actions

Capitalisation boursière : US$3.7b

St. Joe (JOE) Aperçu de l'action

Joe Company et ses filiales exercent des activités de promotion immobilière, de gestion d'actifs et d'exploitation aux États-Unis. Plus de détails

JOE analyse fondamentale
Score flocon de neige
Évaluation2/6
Croissance future0/6
Performances passées5/6
Santé financière3/6
Dividendes2/6

JOE Community Fair Values

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The St. Joe Company Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 St. Joe
Historique des cours de bourse
Prix actuel de l'actionUS$64.87
Plus haut sur 52 semainesUS$73.54
Plus bas sur 52 semainesUS$45.66
Bêta1.29
Variation sur 1 mois-1.26%
Variation sur 3 mois-5.88%
Variation sur 1 an40.93%
Variation sur 3 ans42.67%
Variation sur 5 ans33.34%
Évolution depuis l'introduction en bourse330.08%

Nouvelles et mises à jour récentes

Seeking Alpha May 31

The St. Joe Company: Unattractive Due To Macro Headwinds

Summary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 31

The St. Joe Company: Unattractive Due To Macro Headwinds

Summary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking Alpha
Article d’analyse Jan 04

If EPS Growth Is Important To You, St. Joe (NYSE:JOE) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Nov 11

Earnings Not Telling The Story For The St. Joe Company (NYSE:JOE) After Shares Rise 25%

The St. Joe Company ( NYSE:JOE ) shares have had a really impressive month, gaining 25% after a shaky period...
Article d’analyse Nov 02

St. Joe's (NYSE:JOE) Shareholders Will Receive A Bigger Dividend Than Last Year

The St. Joe Company's ( NYSE:JOE ) dividend will be increasing from last year's payment of the same period to $0.16 on...
Article d’analyse Sep 25

Is St. Joe (NYSE:JOE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Jun 30

Unpleasant Surprises Could Be In Store For The St. Joe Company's (NYSE:JOE) Shares

With a price-to-earnings (or "P/E") ratio of 36.8x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...
Article d’analyse May 17

We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 17

St. Joe: Decades Of Value Creation Ahead

Summary St. Joe offers a unique opportunity to buy Florida land at 5–10 times below market value, aligning with Warren Buffett's investment philosophy. The company's assets in rapidly growing Bay and Walton counties, with favorable climate and low taxes, make it highly attractive. St. Joe's diversified revenue streams from hospitality, residential, and commercial segments show strong growth and potential for future cash flows. Valuing St. Joe conservatively, its assets are worth $5.5 billion, double its current market cap, making it a "Strong Buy" for patient investors. Read the full article on Seeking Alpha
Seeking Alpha Mar 16

St. Joe Has Hidden Value In Discounted Real Estate Portfolio

Summary St. Joe Company’s Bay-Walton Sector Plan covers 110,500 acres, aiming to develop 170,200 residential units and 22 million sq. ft. of commercial space by 2064. Despite a challenging housing market, St. Joe’s land is undervalued, trading at $15,449/acre versus an intrinsic value of $53,543/acre. Hospitality and commercial segments show strong growth, with hotel revenues up 22.3% and commercial leasing revenues up 17.7% in 2024. Long-term prospects are favorable due to demographic trends and planned developments, positioning St. Joe to capitalize on North Florida’s growth. Read the full article on Seeking Alpha
Article d’analyse Feb 22

Risks To Shareholder Returns Are Elevated At These Prices For The St. Joe Company (NYSE:JOE)

With a price-to-earnings (or "P/E") ratio of 39.5x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...
Article d’analyse Jan 30

Is St. Joe (NYSE:JOE) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Jan 15

The St. Joe Company: Silly Mispricing Despite A Dramatic Growth In NAV

Summary JOE's vast land holdings in Florida, especially in rapidly growing counties, offer significant upside potential, driven by population and economic growth. Valuing JOE's land at $57,500 to $92,200 per acre suggests a substantial undervaluation at the current market cap, presenting a compelling investment opportunity. The company's strategy of developing land rather than aggressive buybacks enhances long-term value through increased cash flow and asset appreciation. Short-term price declines due to Bruce Berkowitz's share sales are seen as buying opportunities, with confidence in long-term NAV appreciation. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

The St. Joe Company: Still Not Ready For An Upgrade

Summary Successful investing often involves going against popular opinion; my ‘sell’ rating on The St. Joe Company has been validated by its underperformance compared to the S&P 500. Despite recent financial weaknesses and slightly improved valuations, I maintain a ‘sell’ rating due to the company's high stock price and underwhelming performance. The St. Joe Company has significant growth potential, but recent revenue declines, especially in its Real Estate segment, highlight current challenges. While some segments like Hospitality and Leasing have performed well, overall profitability metrics have declined, making the stock too pricey for a ‘hold’ rating. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

The St. Joe Company: Q3 Was Fine, But An Unexpected Risk Emerges

Summary Q3 earnings were down from the prior year, but generally, St. Joe's is not a company that you need to study closely each quarter. The company is rapidly growing its Hospitality and Leasing businesses, which should be more predictable than its Real Estate sales. The resignation of Bruce Berkovitz raises significant concerns about his future plans as the largest shareholder and made me more cautious on the stock. Read the full article on Seeking Alpha
Article d’analyse Oct 14

We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Aug 26

What The St. Joe Company's (NYSE:JOE) P/E Is Not Telling You

The St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 49.6x might make it look like a strong sell...
Seeking Alpha Jul 18

The St. Joe Company: Incremental Investments Add ~$10/Share At Current Multiples

Summary The St. Joe Company has an extensive runway to deploy capital over several years to come at attractive incremental growth rates. Operating segments have idiosyncratic tailwinds that could add ~$10/share to the stock price following completion of capital investments. The market looks to only be appreciating these facts, with the stock now at >3x EV/IC, my view is that this is sustainable and warrants ~$85/share today. Read the full article on Seeking Alpha
Article d’analyse Jul 17

Should You Be Adding St. Joe (NYSE:JOE) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Jun 29

Does St. Joe (NYSE:JOE) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse May 14

The St. Joe Company (NYSE:JOE) Not Lagging Market On Growth Or Pricing

The St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 41.7x might make it look like a strong sell...
Article d’analyse Mar 13

Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Feb 06

St. Joe Company: A Call Option On Florida, The Fastest-Growing State Since Covid

Summary St. Joe Company owns land in Northwest Florida that's being developed for several uses. While the company is trading at a 43x multiple to its annualized third-quarter earnings per share, growth has been substantial and is set to continue over the long term. Florida's continued population growth forms a critical backstop for the company. Read the full article on Seeking Alpha
Article d’analyse Jan 31

Shareholders Should Be Pleased With The St. Joe Company's (NYSE:JOE) Price

The St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 35.2x might make it look like a strong sell...
Article d’analyse Dec 20

We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Nov 29

We Ran A Stock Scan For Earnings Growth And St. Joe (NYSE:JOE) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Nov 15

The St. Joe Company: Making A Bet On Florida

Summary St. Joe Company is a real estate developer focused on the northwest Florida region, particularly Panama City. JOE owns a variety of properties including residential, hospitality, and business services, and has entitlements to develop more. The company's growth has been impressive in recent years, but it is exposed to risks such as regional market fluctuations and climate-related events. Its long-term history has mixed results as it enjoyed periods of boom and bust in the past. This is basically making a bet on Florida's real estate market. Read the full article on Seeking Alpha
Article d’analyse Sep 10

Here's Why St. Joe (NYSE:JOE) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Aug 30

St. Joe Is Firing On All Cylinders

Summary St. Joe Company's shares have seen a 70% return in less than a year since my last article. The company's residential segment has benefitted from selling more lots at higher prices. The shares are fully valued and there are risks that the company has over earned this year. Read the full article on Seeking Alpha
Article d’analyse Aug 02

Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Jun 20

The St. Joe Company Looks Awfully Pricey Right Now (Rating Downgrade)

Summary The St. Joe Company's recent financial performance has been mixed, with declines in average revenue per homesite sold and overall profits. Shares of the company are expensive on an absolute basis and relative to similar firms, making it a less attractive prospect for investors. The author has downgraded the business from a 'hold' to a 'sell' until either fundamentals improve drastically or shares drop materially. Read the full article on Seeking Alpha
Article d’analyse May 29

St. Joe (NYSE:JOE) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Rendement pour les actionnaires

JOEUS Real EstateUS Marché
7D1.9%1.5%-0.1%
1Y40.9%-11.6%26.3%

Rendement vs Industrie: JOE a dépassé le secteur US Real Estate qui a rapporté -11.6 % au cours de l'année écoulée.

Rendement vs marché: JOE a dépassé le marché US qui a rapporté 26.3 % au cours de l'année écoulée.

Volatilité des prix

Is JOE's price volatile compared to industry and market?
JOE volatility
JOE Average Weekly Movement4.6%
Real Estate Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: JOE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de JOE ( 5% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
19361,019Jorge Gonzalezwww.joe.com

Joe Company, avec ses filiales, est une société de développement immobilier, de gestion d'actifs et d'exploitation aux États-Unis. Elle opère à travers trois segments : Résidentiel, Hospitalité et Commercial. Le secteur résidentiel se consacre au développement de communautés en sites d'habitation destinés à être vendus à des constructeurs de maisons et, dans une moindre mesure, à des clients de détail.

The St. Joe Company Résumé des fondamentaux

Comment les bénéfices et les revenus de St. Joe se comparent-ils à sa capitalisation boursière ?
JOE statistiques fondamentales
Capitalisation boursièreUS$3.73b
Bénéfices(TTM)US$112.10m
Recettes(TTM)US$518.09m
33.2x
Ratio P/E
7.2x
Ratio P/S

Le site JOE est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
JOE compte de résultat (TTM)
RecettesUS$518.09m
Coût des recettesUS$294.79m
Marge bruteUS$223.31m
Autres dépensesUS$111.21m
Les revenusUS$112.10m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)1.95
Marge brute43.10%
Marge bénéficiaire nette21.64%
Ratio dettes/capitaux propres72.2%

Quelles ont été les performances à long terme de JOE?

Voir les performances historiques et les comparaisons

Dividendes

1.0%
Rendement actuel des dividendes
31%
Ratio de distribution

Le site JOE verse-t-il des dividendes fiables ?

Voir JOE l'historique des dividendes et les indices de référence
Quand faut-il acheter JOE pour recevoir un dividende à venir ?
St. Joe dates des dividendes
Date ex-dividendeJun 09 2026
Date de paiement du dividendeJun 25 2026
Jours jusqu'au dividende Ex3 days
Jours jusqu'à la date de paiement du dividende19 days

Le site JOE verse-t-il des dividendes fiables ?

Voir JOE l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/05 00:42
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The St. Joe Company est couverte par 3 analystes. 0 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
James WilsonCitizens JMP Securities, LLC
Sheila McGrathKeefe, Bruyette, & Woods
Buck HorneRaymond James & Associates