← Russell 3000 cross-section

JOE ST JOE Co

Trailing twelve months to 2026-06-30 · as filed 2026-07-29, not restated
Real Estate

Scale

Market cap
$3.9bn
Revenue TTM
$548m
Net income TTM
$123m
Free cash flow
$212m
Composite score
58.4
Sector rank
#1234

Valuation

P / E
31.7
EV / EBITDA
19.6
EV / sales
7.6
FCF yield
5.44%
Earnings yield vs 10-yr
-1.58pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
22.5%
EBITDA margin
38.6%
ROE
16.1%
ROIC
16.2%
Revenue growth
28.4%

Insider activity, last 90 days

Net open-market
$-33.12m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We believe our present capital structure, liquidity and land provide us with years of opportunities to increase recurring revenue and long-term value for our shareholders. As of June 30, 2026, we had 3,077 residential homesites under contract, which include 1,326 homesites within the Pigeon Creek project, which is structured to include significant variable revenue due to its long-term nature. Excluding the Pigeon Creek project and SouthWood community contracts due to their scale and timing, the remaining 1,104 residential homesites under contract are expected to result in revenue of approximately $109.2 million, plus residuals, at closing of the homesites over the next several years. …ST JOE Co, 10-Q, period ended 2026-06-30, filed 2026-07-29

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