JOE
The St. Joe Company
Real Estate - Diversified
Market Cap$3.73B
5Y Perf.+103.1%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
JOE vs STRW
Revenue, margins, valuation, and 5-year total return — side by side.
STRW
Strawberry Fields REIT LLC
REIT - Healthcare Facilities
Market Cap$170M
5Y Perf.+25.7%
JOE vs STRW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | JOE | STRW |
|---|---|---|
| Industry | Real Estate - Diversified | REIT - Healthcare Facilities |
| Market Cap | $3.73B | $170M |
| Revenue (TTM) | $518M | $145M |
| Net Income (TTM) | $112M | $7M |
| Gross Margin | 92.6% | 81.4% |
| Operating Margin | 28.5% | 54.3% |
| Forward P/E | 260.2x | 19.4x |
| Total Debt | $394M | $672M |
| Cash & Equiv. | $130M | $48M |
JOE vs STRW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
JOE
STRW
| Stock | Sep 22 | May 26 | Return |
|---|---|---|---|
| The St. Joe Company (JOE) | 100 | 203.1 | +103.1% |
| Strawberry Fields R… (STRW) | 100 | 125.7 | +25.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JOE vs STRW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: JOE leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Strawberry Fields REIT LLC is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
JOE
The St. Joe Company
The Real Estate Income Play
JOE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 27.5%, EPS growth 57.5%, 3Y rev CAGR 26.7%
- 301.3% 10Y total return vs STRW's 47.8%
- Lower volatility, beta 0.77, Low D/E 50.8%, current ratio 10.64x
Best for: growth exposure and long-term compounding
STRW
Strawberry Fields REIT LLC
The Real Estate Income Play
STRW is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 2 yrs, beta 0.69, yield 4.4%
- Beta 0.69, yield 4.4%, current ratio 7.37x
- Lower P/E (19.4x vs 260.2x)
Best for: income & stability and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | JOE | 27.5% FFO/revenue growth vs STRW's 17.3% |
| Value | STRW | Lower P/E (19.4x vs 260.2x) |
| Quality / Margins | JOE | 21.6% margin vs STRW's 4.8% |
| Stability / Safety | STRW | Beta 0.69 vs JOE's 0.77 |
| Dividends | JOE | 0.9% yield, 5-year raise streak, vs STRW's 4.4% |
| Momentum (1Y) | JOE | +49.9% vs STRW's +29.7% |
| Efficiency (ROA) | JOE | 7.3% ROA vs STRW's 0.8%, ROIC 9.3% vs 7.2% |
JOE vs STRW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
Segment breakdown not available.
JOE vs STRW — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLSTRWLAGGINGJOE
JOEThe St. Joe Company
1leads
STRWStrawberry Fields REI…
3leads
6 Total Categories
CATEGORYLEADERvs JOEMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
STRW4/6
Valuation MetricsMultiples, price ratios, and targets
STRW6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
JOE9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
STRW2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
STRW leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JOE is the larger business by revenue, generating $518M annually — 3.6x STRW's $145M. JOE is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to STRW's 4.8%. On growth, STRW holds the edge at +34.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | JOEThe St. Joe Compa… | STRWStrawberry Fields… |
|---|---|---|
| RevenueTrailing 12 months | $518M | $145M |
| EBITDAEarnings before interest/tax | $194M | $123M |
| Net IncomeAfter-tax profit | $112M | $7M |
| Free Cash FlowCash after capex | $201M | $88M |
| Gross MarginGross profit ÷ Revenue | +92.6% | +81.4% |
| Operating MarginEBIT ÷ Revenue | +28.5% | +54.3% |
| Net MarginNet income ÷ Revenue | +21.6% | +4.8% |
| FCF MarginFCF ÷ Revenue | +38.8% | +60.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.1% | +34.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -20.0% | +6.7% |
STRW leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
STRW leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 22.7x trailing earnings, STRW trades at a 30% valuation discount to JOE's 32.5x P/E. On an enterprise value basis, STRW's 8.3x EV/EBITDA is more attractive than JOE's 20.6x.
| Metric | JOEThe St. Joe Compa… | STRWStrawberry Fields… |
|---|---|---|
| Market CapShares × price | $3.7B | $170M |
| Enterprise ValueMkt cap + debt − cash | $4.0B | $793M |
| Trailing P/EPrice ÷ TTM EPS | 32.52x | 22.72x |
| Forward P/EPrice ÷ next-FY EPS est. | 260.20x | 19.44x |
| PEG RatioP/E ÷ EPS growth rate | 1.55x | — |
| EV / EBITDAEnterprise value multiple | 20.64x | 8.31x |
| Price / SalesMarket cap ÷ Revenue | 7.28x | 1.45x |
| Price / BookPrice ÷ Book value/share | 4.83x | 1.10x |
| Price / FCFMarket cap ÷ FCF | 20.01x | 4.81x |
STRW leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
JOE leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
JOE delivers a 14.6% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $11 for STRW. JOE carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to STRW's 8.04x. On the Piotroski fundamental quality scale (0–9), JOE scores 9/9 vs STRW's 7/9, reflecting strong financial health.
| Metric | JOEThe St. Joe Compa… | STRWStrawberry Fields… |
|---|---|---|
| ROE (TTM)Return on equity | +14.6% | +11.2% |
| ROA (TTM)Return on assets | +7.3% | +0.8% |
| ROICReturn on invested capital | +9.3% | +7.2% |
| ROCEReturn on capital employed | +9.8% | +9.0% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 7 |
| Debt / EquityFinancial leverage | 0.51x | 8.04x |
| Net DebtTotal debt minus cash | $264M | $623M |
| Cash & Equiv.Liquid assets | $130M | $48M |
| Total DebtShort + long-term debt | $394M | $672M |
| Interest CoverageEBIT ÷ Interest expense | 3.01x | 1.82x |
JOE leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — JOE and STRW each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in STRW five years ago would be worth $14,780 today (with dividends reinvested), compared to $14,290 for JOE. Over the past 12 months, JOE leads with a +49.9% total return vs STRW's +29.7%. The 3-year compound annual growth rate (CAGR) favors STRW at 27.9% vs JOE's 16.8% — a key indicator of consistent wealth creation.
| Metric | JOEThe St. Joe Compa… | STRWStrawberry Fields… |
|---|---|---|
| YTD ReturnYear-to-date | +9.0% | +1.0% |
| 1-Year ReturnPast 12 months | +49.9% | +29.7% |
| 3-Year ReturnCumulative with dividends | +59.3% | +109.3% |
| 5-Year ReturnCumulative with dividends | +42.9% | +47.8% |
| 10-Year ReturnCumulative with dividends | +301.3% | +47.8% |
| CAGR (3Y)Annualised 3-year return | +16.8% | +27.9% |
Evenly matched — JOE and STRW each lead in 3 of 6 comparable metrics.
Risk & Volatility
STRW leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
STRW is the less volatile stock with a 0.69 beta — it tends to amplify market swings less than JOE's 0.77 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. STRW currently trades 92.5% from its 52-week high vs JOE's 88.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | JOEThe St. Joe Compa… | STRWStrawberry Fields… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.77x | 0.69x |
| 52-Week HighHighest price in past year | $73.54 | $14.00 |
| 52-Week LowLowest price in past year | $42.65 | $9.46 |
| % of 52W HighCurrent price vs 52-week peak | +88.5% | +92.5% |
| RSI (14)Momentum oscillator 0–100 | 46.2 | 51.6 |
| Avg Volume (50D)Average daily shares traded | 257K | 23K |
STRW leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — JOE and STRW each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates JOE as "Hold" and STRW as "Buy". For income investors, STRW offers the higher dividend yield at 4.37% vs JOE's 0.90%.
| Metric | JOEThe St. Joe Compa… | STRWStrawberry Fields… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | — | $15.33 |
| # AnalystsCovering analysts | 1 | 2 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +4.4% |
| Dividend StreakConsecutive years of raises | 5 | 2 |
| Dividend / ShareAnnual DPS | $0.58 | $0.57 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.1% | +1.5% |
Evenly matched — JOE and STRW each lead in 1 of 2 comparable metrics.
Key Takeaway
STRW leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). JOE leads in 1 (Profitability & Efficiency). 2 tied.
Best OverallStrawberry Fields REIT LLC (STRW)Leads 3 of 6 categories
Loading custom metrics...
JOE vs STRW: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is JOE or STRW a better buy right now?
For growth investors, The St.
Joe Company (JOE) is the stronger pick with 27. 5% revenue growth year-over-year, versus 17. 3% for Strawberry Fields REIT LLC (STRW). Strawberry Fields REIT LLC (STRW) offers the better valuation at 22. 7x trailing P/E (19. 4x forward), making it the more compelling value choice. Analysts rate Strawberry Fields REIT LLC (STRW) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — JOE or STRW?
On trailing P/E, Strawberry Fields REIT LLC (STRW) is the cheapest at 22.
7x versus The St. Joe Company at 32. 5x. On forward P/E, Strawberry Fields REIT LLC is actually cheaper at 19. 4x.
03Which is the better long-term investment — JOE or STRW?
Over the past 5 years, Strawberry Fields REIT LLC (STRW) delivered a total return of +47.
8%, compared to +42. 9% for The St. Joe Company (JOE). Over 10 years, the gap is even starker: JOE returned +301. 3% versus STRW's +47. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JOE or STRW?
By beta (market sensitivity over 5 years), Strawberry Fields REIT LLC (STRW) is the lower-risk stock at 0.
69β versus The St. Joe Company's 0. 77β — meaning JOE is approximately 12% more volatile than STRW relative to the S&P 500. On balance sheet safety, The St. Joe Company (JOE) carries a lower debt/equity ratio of 51% versus 8% for Strawberry Fields REIT LLC — giving it more financial flexibility in a downturn.
05Which is growing faster — JOE or STRW?
By revenue growth (latest reported year), The St.
Joe Company (JOE) is pulling ahead at 27. 5% versus 17. 3% for Strawberry Fields REIT LLC (STRW). On earnings-per-share growth, the picture is similar: The St. Joe Company grew EPS 57. 5% year-over-year, compared to 46. 2% for Strawberry Fields REIT LLC. Over a 3-year CAGR, JOE leads at 26. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — JOE or STRW?
The St.
Joe Company (JOE) is the more profitable company, earning 22. 5% net margin versus 3. 5% for Strawberry Fields REIT LLC — meaning it keeps 22. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STRW leads at 52. 4% versus 28. 5% for JOE. At the gross margin level — before operating expenses — JOE leads at 93. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is JOE or STRW more undervalued right now?
On forward earnings alone, Strawberry Fields REIT LLC (STRW) trades at 19.
4x forward P/E versus 260. 2x for The St. Joe Company — 240. 8x cheaper on a one-year earnings basis.
08Which pays a better dividend — JOE or STRW?
All stocks in this comparison pay dividends.
Strawberry Fields REIT LLC (STRW) offers the highest yield at 4. 4%, versus 0. 9% for The St. Joe Company (JOE).
09Is JOE or STRW better for a retirement portfolio?
For long-horizon retirement investors, The St.
Joe Company (JOE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 77), 0. 9% yield, +301. 3% 10Y return). Both have compounded well over 10 years (JOE: +301. 3%, STRW: +47. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between JOE and STRW?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(JOE: 5.1% · STRW: 34.8%)Net Margin>
%
(JOE: 21.6% · STRW: 4.8%)P/E Ratio<
x
(JOE: 32.5x · STRW: 22.7x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.