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.
OPEN
Opendoor Technologies Inc.
There isn't enough reported data to score OPEN yet.
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.
OPEN Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OPEN's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for real estate companies like OPEN.
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.
OPEN PE Valuation
OPEN has no meaningful PE right now: it lost money over the past year.
JOE Forward outlook
There aren't enough analyst estimates for JOE to show an outlook.
OPEN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect OPEN's losses to grow, with revenue growing. However, they disagree widely on these estimates.
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 has the edge over OPEN on earnings quality, reporting a profit while its opponent remains loss making.
OPEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.00 | -$1.56 |
| Q2 2026 | -$1.89 | -$1.46 |
| Q1 2026 | -$1.76 | -$1.24 |
| Q4 2025 | -$1.70 | -$1.14 |
| Q3 2025 | -$0.44 | +$0.09 |
| Q2 2025 | -$0.43 | +$0.15 |
| Q1 2025 | -$0.52 | -$0.10 |
| Q4 2024 | -$0.56 | -$0.14 |
OPEN lost $2.00 per share over the past year, and its loss has widened in each of the last five quarters.
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 has the edge over OPEN on sales, with more consistent year-over-year improvement.
| 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 has the edge over OPEN on profitability, with a higher operating margin.
OPEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +12% |
| Q2 2026 | $883M | -44% |
| Q1 2026 | $720M | -38% |
| Q4 2025 | $736M | -32% |
| Q3 2025 | $915M | -34% |
| Q2 2025 | $1.6B | +3.7% |
| Q1 2025 | $1.2B | -2.4% |
| Q4 2024 | $1.1B | +25% |
OPEN's revenue is recovering but still below its 2022 peak: $1B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -18% | -11 points |
| Q2 2026 | -16% | -16 points |
| Q1 2026 | -22% | -17 points |
| Q4 2025 | -20% | -12 points |
| Q3 2025 | -7.4% | -2.6 points |
| Q2 2025 | -0.8% | +3.9 points |
| Q1 2025 | -4.9% | +2.5 points |
| Q4 2024 | -8.7% | +4.6 points |
OPEN's operating margin was −18% last quarter, down 11 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 has the edge over OPEN on cash generation, producing positive trailing cash flow while its opponent burns cash.
OPEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$836M | -294% |
| Q2 2026 | -$723M | -188% |
| Q1 2026 | -$250M | +$33M |
| Q4 2025 | $67M | +$150M |
| Q3 2025 | $432M | +671% |
| Q2 2025 | $821M | +$1.2B |
| Q1 2025 | -$283M | -$97M |
| Q4 2024 | -$83M | +$468M |
OPEN's free cash flow was −$1.7B over the past year, against $887M the year before. Free cash flow isn't a meaningful measure for real estate companies like OPEN.
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 the edge over OPEN on shareholder dilution, with a more favorable share count trend.
| 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.
OPEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -16.3M shares |
| 1 year | +30% | +220M shares |
| 3 years | +42% | +282M shares |
| 5 years | +61% | +361M shares |
| Available history | +1042% | +866M shares |
OPEN has 949M diluted shares, up 30% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
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.
OPEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2022 | 337.2x | High |
OPEN's net debt is more than 20 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for real estate companies like OPEN.
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).
OPEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 20.6 | Oversold |
| Stochastic | 1.2 | Oversold |
OPEN's weekly RSI is 21 (oversold) and its Stochastic is 1 (oversold).
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.
OPEN PE vs Real Estate Sector
OPEN has no meaningful PE right now: it lost money over the past year.
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 has the edge over OPEN on trend strength, trading above more of its moving averages.
OPEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.97 | 37% below |
| 20 week MA | $3.00 | 59% below |
| 50 week MA | $4.37 | 72% below |
| 100 week MA | $3.74 | 67% below |
| 200 week MA | $3.13 | 60% below |
OPEN is in a downtrend: it's below all five of its weekly moving averages, and 60% below 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 the edge over OPEN on returns for 2026, with the stronger performance.
OPEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $27.4 | +150% |
| 2021 | $27.4 | $14.9 | -46% |
| 2022 | $14.9 | $1.02 | -93% |
| 2023 | $1.02 | $4.48 | +339% |
| 2024 | $4.48 | $1.67 | -63% |
| 2025 | $1.67 | $6.01 | +260% |
| 2026 YTD | $6.01 | $1.24 | -79% |
OPEN's yearly returns have swung widely, from +339% in 2023 to −93% in 2022. It's down 79% so far in 2026.