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The St. Joe CompanyNYSE:JOE Rapporto sulle azioni

Cap. di mercato US$3.7b
Prezzo delle azioni
US$63.81
US$120.14
46.9% sottovalutato sconto intrinseco
1Y47.5%
7D0.4%
1D
Valore del portafoglio
Vista

The St. Joe Company

Report azionario NYSE:JOE

Capitalizzazione di mercato: US$3.7b

St. Joe (JOE) Panoramica del titolo

The St. Joe Company, insieme alle sue consociate, opera come società di sviluppo immobiliare, gestione patrimoniale e operativa negli Stati Uniti. Maggiori dettagli

JOE analisi fondamentale
Punteggio fiocco di neve
Valutazione2/6
Crescita futura0/6
Prestazioni passate5/6
Salute finanziaria3/6
Dividendi2/6

JOE Community Fair Values

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Concorrenti di The St. Joe Company

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per St. Joe
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$63.81
Massimo di 52 settimaneUS$73.54
Minimo di 52 settimaneUS$42.65
Beta1.31
Variazione di 1 mese-6.64%
Variazione a 3 mesi-10.78%
Variazione di 1 anno47.54%
Variazione a 3 anni37.52%
Variazione a 5 anni36.43%
Variazione dall'IPO323.05%

Notizie e aggiornamenti recenti

Seeking Alpha Mar 19

Tracking Bruce Berkowitz's Fairholme Portfolio - Q4 2025 Update

Summary Fairholme’s 13F portfolio rose to ~$1.43B, with ~80% concentrated in St. Joe Company, reflecting a high-conviction, long-term bet. Minor new positions were initiated in Progressive, CF Industries, Target, and Natural Resource Partners, signaling exploratory moves. Positions in Bank OZK, Berkshire Hathaway, and W. R. Berkley saw marginal trimming after prior active trading. Enterprise Products Partners remains a core ~12% holding, with a bullish outlook reiterated following previous accumulation at lower prices. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha Mar 19

Tracking Bruce Berkowitz's Fairholme Portfolio - Q4 2025 Update

Summary Fairholme’s 13F portfolio rose to ~$1.43B, with ~80% concentrated in St. Joe Company, reflecting a high-conviction, long-term bet. Minor new positions were initiated in Progressive, CF Industries, Target, and Natural Resource Partners, signaling exploratory moves. Positions in Bank OZK, Berkshire Hathaway, and W. R. Berkley saw marginal trimming after prior active trading. Enterprise Products Partners remains a core ~12% holding, with a bullish outlook reiterated following previous accumulation at lower prices. Read the full article on Seeking Alpha
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...

Rendimenti per gli azionisti

JOEUS Real EstateUS Mercato
7D0.4%-0.2%1.0%
1Y47.5%-8.0%28.7%

Ritorno vs Industria: JOE ha superato il US Real Estate che ha restituito -8 % nell'ultimo anno.

Rendimento vs Mercato: JOE ha superato il mercato US che ha restituito 28.7 % nell'ultimo anno.

Volatilità dei prezzi

Is JOE's price volatile compared to industry and market?
JOE volatility
JOE Average Weekly Movement4.9%
Real Estate Industry Average Movement6.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Prezzo delle azioni stabile: JOE non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di JOE è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19361,019Jorge Gonzalezwww.joe.com

The St. Joe Company, insieme alle sue consociate, opera come società di sviluppo immobiliare, gestione patrimoniale e gestione operativa negli Stati Uniti. Opera attraverso tre segmenti: Residenziale, Ospitalità e Commerciale. Il segmento residenziale si occupa dello sviluppo di comunità in aree residenziali da vendere a costruttori di case e, in misura limitata, a clienti al dettaglio.

The St. Joe Company Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di St. Joe con la sua capitalizzazione di mercato?
JOE statistiche fondamentali
Capitalizzazione di mercatoUS$3.68b
Utili (TTM)US$112.10m
Ricavi(TTM)US$518.09m
32.7x
Rapporto P/E
7.1x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
JOE Conto economico (TTM)
RicaviUS$518.09m
Costo del fatturatoUS$294.79m
Profitto lordoUS$223.31m
Altre speseUS$111.21m
UtiliUS$112.10m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)1.95
Margine lordo43.10%
Margine di profitto netto21.64%
Rapporto debito/patrimonio netto72.2%

Come si è comportato JOE nel lungo periodo?

Vedi performance storica e confronto

Dividendi

1.0%
Rendimento attuale del dividendo
31%
Rapporto di remunerazione
Quando è necessario acquistare JOE per ricevere un dividendo imminente?
St. Joe date dei dividendi
Data di stacco del dividendoJun 09 2026
Data di pagamento dei dividendiJun 25 2026
Giorni fino al dividendo Ex17 days
Giorni prima della data di pagamento dei dividendi33 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 11:40
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The St. Joe Company è coperta da 3 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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