The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

JOE

Concerning the House

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.

United States · www.joe.com

The Long Run

FY 2010–2025 · 15 years

LineLatestCAGRTrend
Revenue$389.29M+10.2%
Gross profit$167.22M+57.1%
Operating income$146.23M+69.6%
Net income$77.71M+23.8%
Cash from ops$190.70M+12.1%
Quotation

$68.35

+0.45 (+0.7%)

52w hi$72.44
52w lo$46.54
Vol173.06K
As ofAug 13
The Verdict

Hold

Our score -0.08

Short-0.07
Medium-0.14
Long-0.01

computed 2026-08-13

By the Numbers

The St. Joe Company

Real Estate · Real Estate - Diversified

Market cap$3.89B
Enterprise value$4.31B
Trailing P/E32.09x
Forward P/E621.36x
EV / EBITDA20.37x
P / S (ttm)7.10x
Profit margin22.5%
Return on equity16.2%
Revenue growth+23.0%
Earnings growth+39.2%
Debt / equity71.35
Risk Metrics
Beta vs SPX0.68
Corr SPX0.39
Annual vol28.7%
Annual ret+12.8%
Sharpe0.45
Max DD-33.2%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.25
Sector+0.04
Technical-0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$67.98$69.12$68.25$68.35173.06K
Aug 12$68.31$69.11$67.25$67.90224.20K
Aug 11$66.84$68.63$66.84$68.40185.30K
Aug 10$66.83$67.44$65.40$66.28168.00K
Aug 7$67.62$67.95$67.18$67.35185.60K