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The St. Joe CompanyNYSE:JOE Stock Report

Market Cap US$3.7b
Share Price
US$64.03
US$120.68
46.9% undervalued intrinsic discount
1Y47.9%
7D-0.3%
1D
Portfolio Value
View

The St. Joe Company

NYSE:JOE Stock Report

Market Cap: US$3.7b

St. Joe (JOE) Stock Overview

Operates as a real estate development, asset management, and operating company in the United States. More details

JOE fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance5/6
Financial Health3/6
Dividends2/6

JOE Community Fair Values

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The St. Joe Company Competitors

Price History & Performance

Summary of share price highs, lows and changes for St. Joe
Historical stock prices
Current Share PriceUS$64.03
52 Week HighUS$73.54
52 Week LowUS$42.65
Beta1.31
1 Month Change-6.43%
3 Month Change-10.47%
1 Year Change47.94%
3 Year Change39.44%
5 Year Change36.41%
Change since IPO324.51%

Recent News & 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

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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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...

Shareholder Returns

JOEUS Real EstateUS Market
7D-0.3%-0.8%-0.8%
1Y47.9%-7.2%27.1%

Return vs Industry: JOE exceeded the US Real Estate industry which returned -6.7% over the past year.

Return vs Market: JOE exceeded the US Market which returned 26.7% over the past year.

Price Volatility

Is JOE's price volatile compared to industry and market?
JOE volatility
JOE Average Weekly Movement4.9%
Real Estate Industry Average Movement7.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Stable Share Price: JOE has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: JOE's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19361,019Jorge Gonzalezwww.joe.com

The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment engages in the development of communities into homesites for sale to homebuilders and on a limited basis to retail customers.

The St. Joe Company Fundamentals Summary

How do St. Joe's earnings and revenue compare to its market cap?
JOE fundamental statistics
Market capUS$3.73b
Earnings (TTM)US$112.10m
Revenue (TTM)US$518.09m
32.8x
P/E Ratio
7.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JOE income statement (TTM)
RevenueUS$518.09m
Cost of RevenueUS$294.79m
Gross ProfitUS$223.31m
Other ExpensesUS$111.21m
EarningsUS$112.10m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.95
Gross Margin43.10%
Net Profit Margin21.64%
Debt/Equity Ratio72.2%

How did JOE perform over the long term?

See historical performance and comparison

Dividends

1.0%
Current Dividend Yield
31%
Payout Ratio

Does JOE pay a reliable dividends?

See JOE dividend history and benchmarks
When do you need to buy JOE by to receive an upcoming dividend?
St. Joe dividend dates
Ex Dividend DateJun 09 2026
Dividend Pay DateJun 25 2026
Days until Ex dividend17 days
Days until Dividend pay date33 days

Does JOE pay a reliable dividends?

See JOE dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 13:02
End of Day Share Price 2026/05/21 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The St. Joe Company is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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