JOE vs STRW vs FCPT vs PINE vs NTST

For growth investors, Strawberry Fields REIT LLC (STRW) is the stronger pick with 32.

4% 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. 1x trailing P/E (19. 9x 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.

1x versus NETSTREIT Corp. at 258. 4x. On forward P/E, Strawberry Fields REIT LLC is actually cheaper at 19. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NETSTREIT Corp. wins at 1. 12x versus Four Corners Property Trust, Inc. 's 116. 82x — a reasonable growth-adjusted valuation.

Over the past 5 years, The St.

Joe Company (JOE) delivered a total return of +51. 5%, compared to +16. 2% for Four Corners Property Trust, Inc. (FCPT). Over 10 years, the gap is even starker: JOE returned +305. 7% versus PINE's +36. 8%. 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), NETSTREIT Corp.

(NTST) is the lower-risk stock at 0. 08β versus The St. Joe Company's 0. 74β — meaning JOE is approximately 813% more volatile than NTST relative to the S&P 500. On balance sheet safety, The St. Joe Company (JOE) carries a lower debt/equity ratio of 51% versus 16% for Strawberry Fields REIT LLC — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Strawberry Fields REIT LLC (STRW) is pulling ahead at 32.

4% versus 9. 7% for Four Corners Property Trust, Inc. (FCPT). On earnings-per-share growth, the picture is similar: NETSTREIT Corp. grew EPS 150. 0% year-over-year, compared to -257. 1% for Alpine Income Property Trust, Inc.. Over a 3-year CAGR, NTST leads at 28. 2% 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 25. 7% for NTST. At the gross margin level — before operating expenses — NTST leads at 99. 9%, 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, NETSTREIT Corp. (NTST) is the more undervalued stock at a PEG of 1. 12x versus Four Corners Property Trust, Inc. 's 116. 82x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Strawberry Fields REIT LLC (STRW) trades at 19. 9x forward P/E versus 263. 2x for The St. Joe Company — 243. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STRW: 18. 4% to $15. 67.

All stocks in this comparison pay dividends.

Four Corners Property Trust, Inc. (FCPT) offers the highest yield at 5. 6%, versus 0. 2% for Alpine Income Property Trust, Inc. (PINE).

For long-horizon retirement investors, NETSTREIT Corp.

(NTST) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 08), 4. 0% yield). Both have compounded well over 10 years (NTST: +42. 4%, PINE: +36. 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.

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; NTST is a small-cap high-growth stock. JOE, STRW, FCPT, NTST 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.