What is St. Joe Company's market cap?

St. Joe Company (JOE) has a market capitalization of $3.6B and trades on NYSE.

What is St. Joe Company's revenue and profitability?

St. Joe Company generated $547.8M in trailing twelve-month revenue with net income of $123.0M, representing a net margin of 22.5%. Gross margin stands at 44.1%, with free cash flow of $212.3M. These figures are based on the Q2 2026 filing.

Who are St. Joe Company's competitors?

St. Joe Company's key competitors include Lennar Corporation, D.R. Horton, Inc., Rayonier Inc., and others. These companies compete in similar markets and product categories.

Who does St. Joe Company partner with?

St. Joe Company's notable partners include Minto Communities, Hilton Worldwide Holdings Inc., Marriott International, Inc..

What subsidiaries does St. Joe Company have?

St. Joe Company's subsidiaries include LMWS, LLC.

Where is St. Joe Company headquartered?

St. Joe Company is headquartered in United States of America and employs approximately 769 people. It has been publicly traded since 1990.

St. Joe Company

JOE

St. Joe Company is a diversified real estate development, asset management, and operating company primarily focused on Northwest Florida.

Market cap

$3.57B+20.3%

Revenue$547.8M+28.4%

Net income$123.0M+48.7%

Free cash flow$212.3M+91.1%

EPS (diluted)$2.13+50.0%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q2 2026 report

July 29, 2026

Revenue$158.8M EPS$0.71

Read the full report

Next report

Oct 28, 2026 (in 3 months)

Financials

Q2 2026

Income statement

See full

Revenue$158.8M+23.0%

Gross profit$73.4M+32.6%

Operating income$54.8M+48.2%

Net income$40.5M+37.1%

EPS (diluted)$0.71+39.2%

Balance sheet

See full

Cash & equivalents$117.3M+33.1%

Total debt$2.2M-43.7%

Total equity$764.5M+3.5%

Total assets$1.5B-2.6%

Cash flow

See full

Operating cash flow$43.9M+41.4%

CapEx$977.0K-27.8%

Free cash flow$43.0M+44.6%

Valuation & ratios

Valuation

See full

Market cap$3.57B+20.3%

Enterprise value$3.46B+18.6%

P/E29.1×-7.2×

P/S6.5×-0.5×

Profitability

See full

Gross margin44.1%+3.2pp

Operating margin30.2%+6.5pp

Net margin22.5%+3.1pp

FCF margin38.7%+12.7pp

Returns & leverage

See full

Return on equity16.4%+4.9pp

Debt / equity0×0.0×

Segments

By segment

See full

Hospitality$78.9M+10.9%

Residential Real Estate$52.8M+38.7%

Commercial$21.6M+17.0%

By product

See full

Hospitality$74.2M+8.0%

Real Estate$69.6M+58.8%

Competitors

By market cap

D.R. Horton$42.3B-3.8%

Lennar$21.1B-29.6%

Rayonier$6.6B+79.9%

St. Joe Company$3.6B+19.1%

Forestar Group$1.5B+17.0%

STR

Stratus Properties$156.3M+11.2%

Amrep$120.6M+2.6%

JFB Construction Holdings Class A Common Stock$69.8M+6.4%

By revenue growth

JFB Construction Holdings Class A Common Stock+43.8%

St. Joe Company+28.4%

Stratus Properties-12.4%

Rayonier-29.1%

By net margin

STR

Stratus Properties70.02%+98.6pp

Rayonier68.6%+31.6pp

St. Joe Company22.46%+3.1pp

Amrep19.47%-6.1pp

Forestar Group9.87%-0.7pp

D.R. Horton9.15%-2.3pp

Lennar4.93%-4.3pp

JFB Construction Holdings Class A Common Stock-22.94%-23.1pp

Profile

St. Joe Company is a diversified real estate development, asset management, and operating company primarily focused on Northwest Florida. The company leverages its extensive land holdings to develop residential communities, hospitality assets, and commercial properties designed to generate recurring revenue and long-term enterprise value. Its core value proposition lies in its large-scale entitlements and strategic positioning within the high-growth Florida Panhandle region.

Competitive position

The company holds a dominant land position in Northwest Florida with significant long-term entitlements that create high barriers to entry for competitors.

GeographiesUnited States, Florida

Customer segmentsB2B, B2C, Governmental Agencies

Business modelAsset-heavy, Leasing and Rentals, Land Development and Sales, Service-based

SuppliersRaw Land, Construction Labor, Building Materials, Governmental Entitlements and Permits

CustomersResidential Homebuilders, Commercial Tenants, Hospitality Guests, Timber Product Manufacturers

CountryUnited States of America

Listed1990

Employees769.0

CEOJorge Luis Gonzalez

SectorReal Estate

IndustryReal Estate - Diversified

Websitejoe.com

FilingsSEC EDGAR

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Questions, answered.

What is St. Joe Company's market cap?: St. Joe Company (JOE) has a market capitalization of $3.6B and trades on NYSE.
What is St. Joe Company's revenue and profitability?: St. Joe Company generated $547.8M in trailing twelve-month revenue with net income of $123.0M, representing a net margin of 22.5%. Gross margin stands at 44.1%, with free cash flow of $212.3M. These figures are based on the Q2 2026 filing.
Who are St. Joe Company's competitors?: St. Joe Company's key competitors include Lennar Corporation, D.R. Horton, Inc., Rayonier Inc., and others. These companies compete in similar markets and product categories.
Who does St. Joe Company partner with?: St. Joe Company's notable partners include Minto Communities, Hilton Worldwide Holdings Inc., Marriott International, Inc..
What subsidiaries does St. Joe Company have?: St. Joe Company's subsidiaries include LMWS, LLC.
Where is St. Joe Company headquartered?: St. Joe Company is headquartered in United States of America and employs approximately 769 people. It has been publicly traded since 1990.