St. Joe Co (JOE)

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. This segment primarily sells developed homesites, completed homes, parcels of entitled or undeveloped land or homesites, and a homesite residual on homebuilder, as well as offers marketing services. Its Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also involved in the planning, development, entitlement, management, and sale of commercial and rural land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products, as well as operates real estate brokerage, title insurance agency and insurance agency business. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.

Symbol
JOE
Exchange
NYSE
Sector
Real Estate
Industry
Real Estate - Diversified
Market cap
$3.77B
52 week range
46.37 - 73.54

Valuation

Share price
$65.85 (close of 2026-09-23)
P/E (TTM)
30.94x
Price to book
4.88x
Price to free cash flow
17.78x
Enterprise value
$4.21B
Book value per share
$13.56

Price performance

PeriodChange
1 day+2.00%
5 days+2.35%
1 month-4.41%
3 months-0.69%
6 months+2.76%
Year to date+10.91%
1 year+31.75%
3 years+17.53%
5 years+55.49%
10 years+247.31%
All time+336.67%

Profitability and growth

Return on equity
14.91%
Return on invested capital
8.78%
Return on assets
7.61%
Gross margin
43.05%
Net margin
22.53%
EBITDA margin
37.74%
Revenue growth
27.44%
Net income growth
55.85%
Free cash flow growth
86.18%

Cash flow and balance sheet

Free cash flow yield (TTM)
5.63%
Net debt to EBITDA
1.80x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
Revenue
$513.25M
Cost of revenue
$367.01M
Gross profit
$220.97M
EBITDA
$193.70M
Net income
$115.63M
Earnings per share
$2.00
Shares outstanding
57.94M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2025-12-31$513.25M$220.97M$115.63M$2.00
2024-12-31$402.74M$167.22M$74.19M$1.27
2023-12-31$389.29M$153.31M$77.71M$1.33
2022-12-31$252.32M$106.42M$70.93M$1.21
2021-12-31$267.00M$94.46M$74.55M$1.27
2020-12-31$160.56M$47.09M$45.20M$0.77
2019-12-31$127.08M$63.00M$26.77M$0.45
2018-12-31$110.28M$58.96M$32.37M$0.52
2017-12-31$100.04M$32.84M$59.58M$0.84
2016-12-31$96.86M$34.67M$15.89M$0.21

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2025-12-3143.05%22.53%14.91%8.78%
2024-12-3141.52%18.42%10.07%5.49%
2023-12-3139.38%19.96%11.13%5.20%
2022-12-3142.18%28.11%10.89%3.15%
2021-12-3135.38%27.92%11.91%8.91%
2020-12-3129.33%28.15%7.96%5.38%
2019-12-3149.57%21.07%5.06%5.00%
2018-12-3153.46%29.35%6.07%7.22%
2017-12-3132.83%59.56%10.05%0.78%
2016-12-3135.79%16.41%2.31%0.31%

Cash and debt by year

Period endCashDebt
2025-12-31$129.61M$391.16M
2024-12-31$88.76M$437.75M
2023-12-31$86.07M$453.64M
2022-12-31$37.75M$385.86M
2021-12-31$70.16M$223.03M
2020-12-31$106.79M$158.91M
2019-12-31$185.72M$92.53M
2018-12-31$195.16M$69.37M
2017-12-31$192.08M$55.63M
2016-12-31$241.11M$55.04M

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$186.64M$1.23M
2024-12-31$100.25M$1.21M
2023-12-31$97.67M$820.00K
2022-12-31$40.87M$364.00K
2021-12-31$107.50M-
2020-12-31$31.64M$45.00K
2019-12-31$21.04M$77.00K
2018-12-31$38.80M$263.00K
2017-12-31$50.70M$76.00K
2016-12-31$9.37M$131.00K

Dividend history

Most recent payment
2026-08-21
Paid in the last twelve months
$0.64
Payment dateDividend per share
2026-08-21$0.16
2026-06-09$0.16
2026-03-09$0.16
2025-11-13$0.16
2025-08-22$0.14
2025-06-10$0.14
2025-03-10$0.14
2024-11-07$0.14

Investor relations

Next earnings report

Next confirmed report
2026-11-04

Past earnings dates

ReportedFiscal periodEPS estimate
2026-07-29Jun/2026-
2026-04-29--
2026-02-25--
2025-10-29--
2025-07-23--
2025-04-23--
2025-02-26--
2024-10-23--

Filings and sources

Company website
joe.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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