JOE
The St. Joe Company
JOE's fundamentals are strong: its operating margin rose 5 points to 32% and revenue grew 11%. At 34x earnings, it's trading below its usual 39x.
JOE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| N/A | |
| N/A |
JOE's profitability is currently strong, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for real estate companies like JOE.
JOE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 33x | $68.76 | -3.2% |
| Current | 34x | $71.06 | — |
| Fair | 39x | $81.78 | +15% |
| Expensive | 49x | $104 | +47% |
Historical ranges are pointers, not guarantees.
JOE's PE is in its cheap range at 34x.
JOE Forward outlook
There aren't enough analyst estimates for JOE to show an outlook.
JOE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.11 | +17% |
| Q2 2026 | $2.13 | +50% |
| Q1 2026 | $1.93 | +45% |
| Q4 2025 | $1.99 | +57% |
| Q3 2025 | $1.80 | +54% |
| Q2 2025 | $1.42 | +17% |
| Q1 2025 | $1.33 | -4.3% |
| Q4 2024 | $1.27 | -4.5% |
JOE earned $2.11 per share over the past year, up 17% from the year before.
JOE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $156.2M | -3% |
| Q2 2026 | $158.8M | +23% |
| Q1 2026 | $99M | +5.1% |
| Q4 2025 | $128.9M | +24% |
| Q3 2025 | $161.1M | +63% |
| Q2 2025 | $129.1M | +16% |
| Q1 2025 | $94.2M | +7.3% |
| Q4 2024 | $104.3M | +20% |
JOE's revenue is growing: $156M last quarter, down 3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 39% | +6.5 points |
| Q2 2026 | 34% | +5.9 points |
| Q1 2026 | 18% | +0.4 points |
| Q4 2025 | 31% | +5.9 points |
| Q3 2025 | 33% | +11 points |
| Q2 2025 | 29% | -0.6 points |
| Q1 2025 | 18% | -0.2 points |
| Q4 2024 | 25% | +4.7 points |
JOE's operating margin was 39% last quarter, up 6.5 points from the same quarter a year ago.
JOE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $56.8M | -33% |
| Q2 2026 | $43M | +45% |
| Q1 2026 | $40.2M | +45% |
| Q4 2025 | $43.9M | +59% |
| Q3 2025 | $85.2M | +229% |
| Q2 2025 | $29.7M | +38% |
| Q1 2025 | $27.8M | +10% |
| Q4 2024 | $27.6M | +181% |
JOE's free cash flow was $184M over the past year, up 7.9% from the year before. Free cash flow isn't a meaningful measure for real estate companies like JOE.
JOE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -417K shares |
| 1 year | -1.9% | -1.1M shares |
| 3 years | -2.7% | -1.6M shares |
| 5 years | -3.6% | -2.1M shares |
| Available history | -5.4% | -3.2M shares |
JOE has 57M diluted shares, down 1.9% from a year ago, with $81M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $27.5M |
| Q2 2026 | $32.7M |
| Q1 2026 | $5.2M |
| Q4 2025 | $15.2M |
| Q3 2025 | $8.8M |
| Q2 2025 | $10.6M |
| Q1 2025 | $5.7M |
| Q4 2022 | — |
JOE spent $81M buying back its own shares over the past year.
JOE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 2.3x | Moderate |
| Q1 2025 | 2.4x | Moderate |
| Q4 2024 | 2.5x | Moderate |
JOE's net debt is about 1.1 years of its operating earnings (EBITDA), down from 1.5 years a year ago. Net leverage isn't a meaningful measure for real estate companies like JOE.
JOE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 71.2 | Neutral |
JOE's weekly RSI is 63 (neutral) and its Stochastic is 71 (neutral).
JOE PE vs Real Estate Sector
| Metric | JOE | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 24x | 41% above |
| PE % | 25 | 23 | 2 pts above |
JOE is trading at 34x earnings, a 41% premium to the Real Estate sector's median of 24x.
JOE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $67.8 | 4.8% above |
| 20 week MA | $65.9 | 7.9% above |
| 50 week MA | $65.6 | 8.4% above |
| 100 week MA | $57.0 | 25% above |
| 200 week MA | $54.9 | 29% above |
JOE is in an uptrend: it's above all five of its weekly moving averages, and 29% above its 200-week average.
JOE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $19.7 | $47.7 | +142% |
| 2021 | $47.7 | $50.1 | +5% |
| 2022 | $50.1 | $38.6 | -23% |
| 2023 | $38.6 | $60.2 | +56% |
| 2024 | $60.2 | $44.8 | -26% |
| 2025 | $44.8 | $58.8 | +31% |
| 2026 YTD | $58.8 | $71.1 | +21% |
JOE has finished higher in four of the last six years, two of them by more than 50%. It's up 21% so far in 2026.