Feed / JOE

The St. Joe Company

JOE

Real Estate · 63.86 -0.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

The St. Joe Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company-0.0% todayVolume comparison unavailable
Market group0 of 1 activeDiversified Real Estate · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • Interest expense decreased $0.7M in the six months ended June 30, 2026 (and $0.4M in the three months) versus prior periods, primarily due to repayment of project financing and lower interest rates.

Invalidation: The isolated read changes if JOE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Real Estate · Real Estate - Diversified

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Interest expense decreased $0.7M in the six months ended June 30, 2026 (and $0.4M in the three months) versus prior periods, primarily due to repayment of project financing and lower interest rates.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements178
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +27.4% year over year.
  • Operating margin changed +4.8 percentage points in the latest annual period.
  • Net margin changed +4.1 percentage points in the latest annual period.
  • Operating cash flow covered net income at 1.65x in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

63.86
6m-10.0%12m+25.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$267.0M+66.3%$1.27-0.2%
2022-12-31$252.3M-5.5%$1.21-0.3%
2023-12-31$389.3M+54.3%$1.33-0.7%
2024-12-31$402.7M+3.5%$1.27+0.0%
2025-12-31$513.2M+27.4%$1.99-0.7%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 5 filings
During the six months ended June 30, 2025, net cash used in investing activities was $15.9 million, which included capital expenditures for operating property and property and equipment of $14.3 million, primarily for our commercial and hospitality segments a…
10-Q · Jul 29, 2026
Credit and interest ratesnegative · 5 filings
Net cash used 75 Table of Contents in financing activities during the six months ended June 30, 2025, was partially offset by borrowings on debt of $27.8 million related to the refinance of the North Bay Landing Loan.
10-Q · Jul 29, 2026
Legal and regulatory exposuremixed · 4 filings
Legal Proceedings We are subject to a variety of litigation, claims, other disputes and governmental proceedings that arise from time to time in the ordinary course of our business, none of which we believe will have a material adverse effect on our consolida…
10-Q · Jul 29, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

63.86-0.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for JOE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for JOE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind JOE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ROADConstruction Partners, Inc.supplierFeb 25, 2026

Joint Ventures included in Item 15 of this Form 10-K for additional information.

SBUXStarbucks CorporationpartnerFeb 25, 2026

Through separate unconsolidated JVs, other commercial properties that are operated by our JV partners include a 124-room TownePlace Suites by Marriott (Pier Park TPS JV), a 121-room 30 Table of Contents Residence Inn (Pier Park RI JV), a Busy Bee branded fuel…

SBUXStarbucks CorporationdistributorOct 29, 2025

Through separate unconsolidated JVs, other commercial properties that are operated by our JV partners include a 124-room TownePlace Suites by Marriott, a 121-room Residence Inn, a Busy Bee branded fuel station and convenience store , which includes a Starbuck…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

JOE is currently a Leader in the organic co-movement group Diversified Real Estate. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for JOE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.