JOE vs STRW vs FCPT vs PINE

For growth investors, The St.

Joe Company (JOE) is the stronger pick with 27. 5% revenue growth year-over-year, versus 9. 7% for Four Corners Property Trust, Inc. (FCPT). 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.

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. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The St. Joe Company wins at 12. 37x versus Four Corners Property Trust, Inc. 's 118. 24x.

Over the past 5 years, Strawberry Fields REIT LLC (STRW) delivered a total return of +47.

8%, compared to +17. 2% for Four Corners Property Trust, Inc. (FCPT). Over 10 years, the gap is even starker: JOE returned +305. 7% versus PINE's +38. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Four Corners Property Trust, Inc.

(FCPT) is the lower-risk stock at 0. 15β versus The St. Joe Company's 0. 74β — meaning JOE is approximately 376% more volatile than FCPT 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.

By revenue growth (latest reported year), The St.

Joe Company (JOE) is pulling ahead at 27. 5% versus 9. 7% for Four Corners Property Trust, Inc. (FCPT). On earnings-per-share growth, the picture is similar: The St. Joe Company grew EPS 57. 5% year-over-year, compared to -257. 1% for Alpine Income Property Trust, Inc.. 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.

Four Corners Property Trust, Inc.

(FCPT) is the more profitable company, earning 38. 2% net margin versus -4. 4% for Alpine Income Property Trust, Inc. — meaning it keeps 38. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FCPT leads at 55. 7% versus 28. 5% for JOE. At the gross margin level — before operating expenses — FCPT leads at 95. 4%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, The St. Joe Company (JOE) is the more undervalued stock at a PEG of 12. 37x versus Four Corners Property Trust, Inc. 's 118. 24x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. 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. Analyst consensus price targets imply the most upside for STRW: 18. 4% to $15. 33.

All stocks in this comparison pay dividends.

Four Corners Property Trust, Inc. (FCPT) offers the highest yield at 5. 5%, versus 0. 2% for Alpine Income Property Trust, Inc. (PINE).

For long-horizon retirement investors, Four Corners Property Trust, Inc.

(FCPT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 15), 5. 5% yield). Both have compounded well over 10 years (FCPT: +97. 5%, PINE: +38. 3%), 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.

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.

In terms of investment character: JOE is a small-cap high-growth stock; STRW is a small-cap high-growth stock; FCPT is a small-cap income-oriented stock; PINE is a small-cap high-growth stock. JOE, STRW, FCPT pay a dividend while PINE does not, making them suitable for different income and tax situations. 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.