The St. Joe Company

NYSE:JOE Stok Raporu

Piyasa değeri: US$3.8b

St. Joe Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Şu anda St. Joe için büyüme ve gelir tahmini yapmak üzere yeterli analist kapsamımız yok.

Anahtar bilgiler

n/a

Kazanç büyüme oranı

n/a

EPS büyüme oranı

Real Estate kazanç büyümesi26.7%
Gelir büyüme oranın/a
Gelecekteki özkaynak getirisin/a
Analist kapsamı

None

Son güncellemen/a

Gelecekteki son büyüme güncellemeleri

Güncelleme yok

Recent updates

Analiz Makalesi Jun 18

St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/E

St. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...
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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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

Bu bölümde, yatırımcıların şirketin kâr elde etme kabiliyetini anlamalarına yardımcı olmak için genellikle profesyonel analistlerin fikir birliği tahminlerine dayanan gelir ve kazanç büyüme tahminlerini sunuyoruz. Ancak St. Joe yeterli geçmiş veri sağlamadığından ve analist tahmini olmadığından, gelecekteki kazançları geçmiş verileri ekstrapole ederek veya analist tahminlerini kullanarak güvenilir bir şekilde hesaplanamaz.

SimplyWall St tarafından kapsanan şirketlerin %97'si geçmiş finansal verilere sahip olduğu için bu oldukça nadir bir durumdur.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:JOE - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/2026518112199204N/A
12/31/2025513116187191N/A
9/30/2025489105170176N/A
6/30/202542783111118N/A
3/31/202540978103109N/A
12/31/202440374100108N/A
9/30/2024385688290N/A
6/30/20243887194101N/A
3/31/202440481105112N/A
12/31/20233897898104N/A
9/30/202336493102110N/A
6/30/2023320866572N/A
3/31/2023260684048N/A
12/31/2022252714148N/A
9/30/2022290757277N/A
6/30/2022287788894N/A
3/31/202229185117122N/A
12/31/202126775107112N/A
9/30/2021231627580N/A
6/30/2021219556872N/A
3/31/2021183503944N/A
12/31/2020161453237N/A
9/30/2020139343338N/A
6/30/2020130322531N/A
3/31/2020130232535N/A
12/31/201912727N/A30N/A
9/30/201910118N/A10N/A
6/30/20199218N/A16N/A
3/31/201910634N/A38N/A
12/31/201811032N/A41N/A
9/30/201811671N/A50N/A
6/30/201812671N/A46N/A
3/31/201810656N/A49N/A
12/31/201710060N/A54N/A
9/30/20179724N/A52N/A
6/30/20179021N/A47N/A
3/31/20178912N/A16N/A
12/31/20169716N/A11N/A
9/30/20169811N/A-3N/A
6/30/20169911N/A-4N/A
3/31/20161079N/A26N/A
12/31/2015104-2N/A22N/A
9/30/201598-10N/A44N/A
6/30/201595-13N/A28N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: JOE 'un tahmini kazanç büyümesinin tasarruf oranının ( 3.5% ) üzerinde olup olmadığını belirlemek için yeterli veri yok.

Kazançlar ve Piyasa: JOE 'un kazançlarının US pazarından daha hızlı büyümesinin öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Yüksek Büyüme Kazançları: JOE şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artıp artmayacağını belirlemek için yeterli veri bulunmuyor.

Gelir ve Pazar: JOE şirketinin gelirinin US pazarından daha hızlı büyüyeceğinin tahmin edilip edilmediğini belirlemek için yeterli veri yok.

Yüksek Büyüme Geliri: JOE şirketinin gelirinin yıllık 20% oranından daha hızlı artacağının tahmin edilip edilmediğini belirlemek için yeterli veri yok.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: JOE 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/20 04:53
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

The St. Joe Company 3 Bu analistlerden 0, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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