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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash-to-Debt 1.79
JOE's Cash-to-Debt is ranked higher than
72% of the 1652 Companies
in the Global Real Estate - General industry.

( Industry Median: 0.35 vs. JOE: 1.79 )
Ranked among companies with meaningful Cash-to-Debt only.
JOE' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.02  Med: 1.47 Max: No Debt
Current: 1.79
Equity-to-Asset 0.63
JOE's Equity-to-Asset is ranked higher than
75% of the 1591 Companies
in the Global Real Estate - General industry.

( Industry Median: 0.46 vs. JOE: 0.63 )
Ranked among companies with meaningful Equity-to-Asset only.
JOE' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.29  Med: 0.6 Max: 0.86
Current: 0.63
0.29
0.86
Debt-to-Equity 0.36
JOE's Debt-to-Equity is ranked higher than
74% of the 1318 Companies
in the Global Real Estate - General industry.

( Industry Median: 0.75 vs. JOE: 0.36 )
Ranked among companies with meaningful Debt-to-Equity only.
JOE' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.02  Med: 0.08 Max: 1.45
Current: 0.36
0.02
1.45
Debt-to-EBITDA 4.49
JOE's Debt-to-EBITDA is ranked higher than
56% of the 1267 Companies
in the Global Real Estate - General industry.

( Industry Median: 5.29 vs. JOE: 4.49 )
Ranked among companies with meaningful Debt-to-EBITDA only.
JOE' s Debt-to-EBITDA Range Over the Past 10 Years
Min: -1.65  Med: 1.13 Max: 11.67
Current: 4.49
-1.65
11.67
Interest Coverage 0.04
JOE's Interest Coverage is ranked lower than
99% of the 1486 Companies
in the Global Real Estate - General industry.

( Industry Median: 10.94 vs. JOE: 0.04 )
Ranked among companies with meaningful Interest Coverage only.
JOE' s Interest Coverage Range Over the Past 10 Years
Min: 0.04  Med: 0.76 Max: 59.62
Current: 0.04
0.04
59.62
Piotroski F-Score: 6
Altman Z-Score: 2.71
Beneish M-Score: -2.45
WACC vs ROIC
6.35%
0.10%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating Margin % 0.54
JOE's Operating Margin % is ranked lower than
81% of the 1622 Companies
in the Global Real Estate - General industry.

( Industry Median: 18.08 vs. JOE: 0.54 )
Ranked among companies with meaningful Operating Margin % only.
JOE' s Operating Margin % Range Over the Past 10 Years
Min: -266.24  Med: -2.66 Max: 73.13
Current: 0.54
-266.24
73.13
Net Margin % 22.96
JOE's Net Margin % is ranked higher than
66% of the 1625 Companies
in the Global Real Estate - General industry.

( Industry Median: 12.18 vs. JOE: 22.96 )
Ranked among companies with meaningful Net Margin % only.
JOE' s Net Margin % Range Over the Past 10 Years
Min: -227.33  Med: 1.07 Max: 57.91
Current: 22.96
-227.33
57.91
ROE % 3.14
JOE's ROE % is ranked lower than
65% of the 1635 Companies
in the Global Real Estate - General industry.

( Industry Median: 6.67 vs. JOE: 3.14 )
Ranked among companies with meaningful ROE % only.
JOE' s ROE % Range Over the Past 10 Years
Min: -46.66  Med: 0.35 Max: 53.15
Current: 3.14
-46.66
53.15
ROA % 2.04
JOE's ROA % is ranked lower than
57% of the 1682 Companies
in the Global Real Estate - General industry.

( Industry Median: 2.67 vs. JOE: 2.04 )
Ranked among companies with meaningful ROA % only.
JOE' s ROA % Range Over the Past 10 Years
Min: -38.56  Med: 0.31 Max: 41.21
Current: 2.04
-38.56
41.21
ROC (Joel Greenblatt) % 470.31
JOE's ROC (Joel Greenblatt) % is ranked higher than
89% of the 1633 Companies
in the Global Real Estate - General industry.

( Industry Median: 15.20 vs. JOE: 470.31 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
JOE' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -2732.13  Med: 61.64 Max: 4908.43
Current: 470.31
-2732.13
4908.43
3-Year Revenue Growth Rate -3.30
JOE's 3-Year Revenue Growth Rate is ranked lower than
65% of the 1440 Companies
in the Global Real Estate - General industry.

( Industry Median: 3.30 vs. JOE: -3.30 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
JOE' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -40.2  Med: -3.2 Max: 69
Current: -3.3
-40.2
69
3-Year EBITDA Growth Rate 51.20
JOE's 3-Year EBITDA Growth Rate is ranked higher than
90% of the 1271 Companies
in the Global Real Estate - General industry.

( Industry Median: 3.90 vs. JOE: 51.20 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
JOE' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -28.5  Med: 2.95 Max: 107.9
Current: 51.2
-28.5
107.9
3-Year EPS without NRI Growth Rate 61.30
JOE's 3-Year EPS without NRI Growth Rate is ranked higher than
90% of the 1229 Companies
in the Global Real Estate - General industry.

( Industry Median: 3.30 vs. JOE: 61.30 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
JOE' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -47.2  Med: 0 Max: 111.2
Current: 61.3
-47.2
111.2
GuruFocus has detected 5 Warning Signs with The St. Joe Co JOE.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» JOE's 30-Y Financials

Financials (Next Earnings Date: 2017-11-03)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2016

JOE Guru Trades in Q3 2016

Chuck Royce 282,000 sh (unchged)
Fairholme Fund 23,136,502 sh (unchged)
Bruce Berkowitz 24,445,297 sh (-0.02%)
Charles Brandes 1,712,656 sh (-1.67%)
Mario Gabelli 1,111,917 sh (-2.50%)
Jim Simons 143,800 sh (-7.46%)
» More
Q4 2016

JOE Guru Trades in Q4 2016

Charles Brandes 1,750,409 sh (+2.20%)
Chuck Royce 282,000 sh (unchged)
Fairholme Fund 23,136,502 sh (unchged)
Bruce Berkowitz 24,429,257 sh (-0.07%)
Jim Simons 143,600 sh (-0.14%)
Mario Gabelli 1,086,517 sh (-2.28%)
» More
Q1 2017

JOE Guru Trades in Q1 2017

Charles Brandes 1,859,213 sh (+6.22%)
Chuck Royce 282,000 sh (unchged)
Fairholme Fund 23,136,502 sh (unchged)
Bruce Berkowitz 24,401,157 sh (-0.12%)
Jim Simons 141,500 sh (-1.46%)
Mario Gabelli 1,067,017 sh (-1.79%)
» More
Q2 2017

JOE Guru Trades in Q2 2017

Charles Brandes 2,034,434 sh (+9.42%)
Bruce Berkowitz 25,484,557 sh (+4.44%)
Mario Gabelli 1,109,217 sh (+3.95%)
Chuck Royce 282,000 sh (unchged)
Fairholme Fund 23,136,502 sh (unchged)
Jim Simons Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with JOE

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Bruce Berkowitz 2017-09-21 Add 1.80%0.88%Premium Member Access $18.15 $ 18.150%27,002,485
Bruce Berkowitz 2017-08-23 Add 4.14%2%Premium Member Access $19 $ 18.15-4%26,524,885
Bruce Berkowitz 2017-07-14 Reduce -0.05%0.02%Premium Member Access $18.55 $ 18.15-2%25,471,485
Bruce Berkowitz 2017-06-30 Add 4.44%2.07%$16.75 - $19.55 $ 18.153%25,484,557
Charles Brandes 2017-06-30 Add 9.42%0.05%$16.75 - $19.55 $ 18.153%2,034,434
Mario Gabelli 2017-06-30 Add 3.95%$16.75 - $19.55 $ 18.153%1,109,217
Bruce Berkowitz 2017-05-25 Add 2.99%1.22%Premium Member Access $17.5 $ 18.154%25,128,057
Bruce Berkowitz 2017-04-14 Reduce -0.01%0.01%Premium Member Access $16.95 $ 18.157%24,398,057
Bruce Berkowitz 2017-03-31 Reduce -0.12%0.05%$16.35 - $19.05 $ 18.156%24,401,157
Charles Brandes 2017-03-31 Add 6.22%0.03%$16.35 - $19.05 $ 18.156%1,859,213
Mario Gabelli 2017-03-31 Reduce -1.79%$16.35 - $19.05 $ 18.156%1,067,017
Bruce Berkowitz 2016-12-31 Reduce -0.07%0.02%$16.55 - $21.5 $ 18.15-5%24,429,257
Charles Brandes 2016-12-31 Add 2.20%0.01%$16.55 - $21.5 $ 18.15-5%1,750,409
Mario Gabelli 2016-12-31 Reduce -2.28%$16.55 - $21.5 $ 18.15-5%1,086,517
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Business Description

Industry: Real Estate Services » Real Estate - General    NAICS: 237210    SIC: 6552
Compare:SAU:4310, WAR:GTC, SZSE:000558, HKSE:00163, PHS:STR, SGX:B61, XKLS:5148, HKSE:00034, BKK:SPALI, HAM:GWK3, SHSE:600136, SHSE:600736, BSP:EZTC3, HKSE:00715, HKSE:01098, HKSE:00035, SGX:5UX, HKSE:00996, LSE:62UM, BOM:503100 » details
Traded in other countries:JOE.Germany,
Headquarter Location:USA
The St. Joe Co is a real estate company. It operates residential real estate and commercial real estate properties and resorts.

St. Joe is one of Florida's largest landowners, with about 573,000 owned acres, of which 70% is located within 15 miles of the Gulf of Mexico. oldings are concentrated in Walton, Bay, Gulf, Franklin, and Leon counties, in the northwest corner of the state. It also owns a few thousand acres in other counties. It has secured entitlement for development on roughly 30,600 of these acres, to include about 16,300 residential units and 10.3 million square feet of commercial space. Several thousand of its entitled acres won't be developed for decades.

Guru Investment Theses on The St. Joe Co

Bruce Berkowitz Comments on St. Joe - Aug 08, 2017

St. Joe (NYSE:JOE) owns 120,000 contiguous acres with entitlements to build homes and grow jobs for generations to come – at near zero land costs. CEO Jorge Gonzalez and team are making investments that will add value to this land with projects generating recurring revenue. It is my belief that GKN Aerospace may be just the first of many high-tech companies that will move to Northwest Florida. Great jobs build strong communities with top-notch education and healthcare.

If you are considering any type of corporate relocation or expansion, please call Jorge at (850) 544-3177 to find out why one of the largest global aerospace companies chose St. Joe to build their first facility in Florida.



From Bruce Berkowitz (Trades, Portfolio)'s mid-year 2017 shareholder letter.

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Bruce Berkowitz Comments on St. Joe - Jul 11, 2017

Daniel Schmerin: Bruce, I’d like to return to The St. Joe Company (NYSE:JOE) (“St. Joe”) and wrap up. You recently said that if you could only invest in one of our positions, St. Joe would be it. A shareholder asks a slightly different question: If you had no investment positions at all, what is the first investment you would put money into today? Would it still be St. Joe?

Bruce Berkowitz (Trades, Portfolio): Yes, it would.

Daniel Schmerin: So what is happening at St. Joe these days that gives you cause for optimism and what is the timeline for meaningful profitability?

Bruce Berkowitz (Trades, Portfolio): I should give everyone a taste of the new activities starting at St. Joe in Northwest Florida. St. Joe is increasing jobs in the area by helping to create global high-tech manufacturing facilities. St. Joe signed its first global high-tech company, GKN plc (“GKN”), an automotive and aerospace components company. Hopefully they will open up before the end of this year. St. Joe is increasing primary home choices for the first time, building apartments to rent as well as townhomes and condominiums to increase density. Of course, there is also the further expansion of retail and village spaces that go along with more jobs and more homes.

St. Joe is trying to increase the quality of education, looking to build new schools and very much focused on the “STEM” areas: sciences, technology, engineering, and mathematics. They are in talks to expand the healthcare system in the area. They’re working hard on a very large biomedical engineering project. Of course, they’re also looking to continue to increase tourism. I believe that Northwest Florida Beaches International Airport has crossed a million legs. I know airlines are exploring additional routes. For the first time they’re starting the process of looking to build new hotels and a new convention center. They’re also finalizing plans for a very large national sports facility.

I’m sure people haven’t heard of Triumph Gulf Coast. Triumph Gulf Coast is a nonprofit corporation that was created by the Florida legislature to distribute about a billion and a half dollars of funds for economic damages in the State of Florida that resulted from the 2010 Deepwater Horizon oil spill.

Florida’s Governor Rick Scott executed the Triumph legislation earlier this month, and it is now in effect. Triumph Gulf Coast attempts to establish, hold, invest, and administer this trust of a billion and a half dollars for the economic recovery, diversification, and enhancement of eight Northwest Florida counties that were disproportionately affected by the spill.

St. Joe owns property in five of the eight counties, with significant ownership in three of the counties – Bay, Gulf, and Walton counties.

I mentioned GKN. We’re constructing a 137,000 square foot building at Venture Crossings, which is proceeding well and should be completed later this year. St. Joe is constructing the building and leasing it to GKN. GKN has started the hiring process, and we expect them to create 170 aerospace manufacturing jobs with a median annual salary of about $65,000. We also expect another 400 to 500 jobs to be created from the knock-on, secondary effects associated with this new facility.

I mentioned apartments. St. Joe is constructing 240 units in a joint venture with HomeCorp near Pier Park. It is expected to commence in the third or fourth quarter of this year. St. Joe will be the majority owner of the JV and owns most of the land surrounding this project.

We expect many more starts to come, so I tell everyone to stay tuned.

Daniel Schmerin: Here’s an interesting one we received. Given that the Intergovernmental Panel on Climate Change expects that the oceans will rise between 11 and 38 inches by 2100, can you please discuss how much, if any, of St. Joe’s highly desirable real estate properties would be at risk?

Bruce Berkowitz (Trades, Portfolio): The coastline in Northwest Florida typically has higher elevations than other parts of Florida. For example, the gulf front at our Watercolor Inn has an elevation of 13 feet. Pier Park North commercial center has an elevation of 30 feet. Watersound Origin, one of our growing communities, has an average elevation of 35 feet. And our high-tech manufacturing area at Venture Crossings is adjacent to the airport with elevations ranging between 50 and 60 feet above sea level.

St. Joe is going to be A-OK, at least for the next few hundred years. I think those of us living in Miami have a lot more to worry about.

Daniel Schmerin: For the last several years, shares of St. Joe have underperformed the market and its peer groups. What action do you anticipate the company will take to highlight the value for investors of its cash and property, and when? And what actions will the company take to potentially increase capital allocation for shareholders, whether in the form of dividends or accelerated buybacks, especially given the strength of St. Joe’s balance sheet?

Bruce Berkowitz (Trades, Portfolio): I’m happy to report the company is executing on its plans. It’s focused on recurring revenues, executing joint ventures to maintain low fixed cost structures, working hard to diversify the regional economy. We’ve been very lucky and fortunate to have great support from the state and local officials, be it from Governor Rick Scott, Commissioner Adam Putnam, and many others who believe there’s a bright future for Northwest Florida. I’m quite excited.

And in terms of capital allocation, more capital will be directed toward new programs and projects. But St. Joe will still have significant excess liquidity, and shareholders could see substantial amounts of capital used to continue repurchasing shares if the price is right.

Daniel Schmerin: Another shareholder asked, “Are there accommodations for us small fry investors to go down to St. Joe and get a tour of the facilities and the region itself?” How would you recommend people go down and tour this area? And is Joe doing enough to promote itself?

Bruce Berkowitz (Trades, Portfolio): All of our shareholders are welcome at St. Joe. Feel free to call St. Joe and arrange a visit. Tell them I encouraged the visit. Shareholders who visit will be pleasantly surprised and it’s going to get easier and easier to get to the area, because every year, we expect more direct flights into Northwest Florida Beaches International Airport. And we’re hoping to see flights from the New York area in the not-too-distant future.

St. Joe is moving faster and faster on all fronts. However, they are still exercising prudence. Every project must be profitable from day one. Every project must add value to all other current or future projects. St. Joe has at least 30 years of organic growth ahead. People at St. Joe want to make sure that they achieve this tremendous growth with minimum risk to the company and communities. It’s my belief that the company is now ready for whatever may come.




From Bruce Berkowitz (Trades, Portfolio)'s June 29, 2017, public conference call transcript.

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Bruce Berkowitz Comments on St. Joe - Jan 31, 2017

To outperform in sports, you must go to where the ball will be – not where it already is. The same is true of investing and our investment in St. Joe (NYSE:JOE). Northwest Florida Beaches International Airport, the newest U.S. international airport, is approaching 1,000,000 “travel legs” per year. Becca Hardin, President of the Bay Economic Development Alliance, which helps bring business to the airport and surrounding area, recently commented: “We’ve got a couple of really hot prospects that are looking at some sites in VentureCrossings … We think 2017 is going to be the year that some of these projects come into fruition and we will be able to announce them.”7 Joe is growing and has the assets and entitlements to meet multi-generational demand for affordable housing, commercial facilities, healthcare, education, and transportation. See for yourself at www.venturecrossings.com and www.watersound.com – you’ll get the idea. As St. Joe’s Chairman, I cordially invite you to visit the beginning of Florida’s newest metropolis.



From Bruce Berkowitz (Trades, Portfolio)'s Fairholme Fund (Trades, Portfolio) annual shareholder letter 2016.

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Bruce Berkowitz Comments on St. Joe - Aug 02, 2016

St. Joe (NYSE:JOE) is accelerating development plans to meet growing demand for commercial and residential properties in Northwest Florida. The company’s joint venture commercial development project at Pier Park North is now 93% leased, with four new tenants recently added to the rent roll. VentureCrossings, an industrial and technology park adjacent to the Northwest Florida Beaches International Airport, is generating interest. The WaterSound Origins residential project will surpass 270 homes in the next year, with more residential and commercial development expected. The company is evaluating opportunities to (i) dispose of additional non-core assets, (ii) build a portfolio of income-producing commercial properties, and (iii) further reduce operating expenses – all positive trends. We remain optimistic about St. Joe’s current trajectory and owned land – a good hedge against rising inflation.


From Bruce Berkowitz (Trades, Portfolio)'s first-half 2016 letter to shareholders.

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Bruce Berkowitz Comments on St. Joe Company - May 20, 2016

Daniel Schmerin: Let’s move on to the St. Joe Company (NYSE:JOE). Some market participants have interpreted the recent registration statement filed by St. Joe to mean that your view on the company has soured. What’s the truth?

Bruce Berkowitz (Trades, Portfolio): My view on St. Joe has not soured. The company’s regulatory filing was routine. It happened previously in April 2013. It has no bearing on our investment outlook.

The company last year received entitlements spanning 110,000 acres of nearly contiguous land on Florida’s Emerald Coast. The company now has the ability to develop 22 million square feet of retail, commercial, and industrial facilities, along with 170,000 residential units. There is huge potential at St Joe.

Daniel Schmerin: So let’s drill down on that a little bit and discuss your perspective regarding St. Joe. Particularly, what has been accomplished since you’ve been actively involved?

Bruce Berkowitz (Trades, Portfolio): Dan, I started with four objectives. Stop the bleeding – that is, eliminate excessive corporate spending and other fixed expenses at St Joe. Strengthen the balance sheet is number two, to create huge liquidity to be able to weather any environment. The third objective was to focus the company on core projects that can really move the performance needle. Fourth is helping the company create the underlying conditions for maximum optionality and long-term success. I believe these objectives have been accomplished.

Over the last few years, St. Joe has sold some of its non-core assets. More recently, the company appointed a new CEO, Jorge Gonzalez.

The company is now focusing on creating partnerships with the best, most experienced companies that can help increase the value of St. Joe’s land – whether it’s the entitlements, the deepwater port, the short-line railroad, the new international airport, the hotel, or the golf and resort properties, there’s a whole lot at St. Joe. And I have to tell our shareholders, for those who think St. Joe is just forestry land far away from civilization, you need to come down and visit St. Joe and take a look for yourself.

Daniel Schmerin: Do you need to remain Chairman of the Board for the company to succeed going forward?

Bruce Berkowitz (Trades, Portfolio): The short answer is no. The company is now entering a new phase, transitioning from what I consider defense to offense. While I am happy to continue serving, there may well be others who can bring different expertise that will be accretive for St. Joe’s next chapter.

From Bruce Berkowitz (Trades, Portfolio)'s Feb. 23, 2016, Fairholme Fund (Trades, Portfolio) conference call.

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Bruce Berkowitz Comments on St. Joe Company - Feb 03, 2016

The St. Joe Company (“St. Joe”) (NYSE:JOE) comprises 12.8% of Fund assets. Today, St. Joe stands well capitalized and focused on future developments in Florida’s Bay and Walton Counties. The company is entitled to develop 170,000 residential units and 22 million square feet of retail, commercial, and industrial facilities on 110,500 acres of nearly contiguous land on the “Emerald Coast.” We believe that the intrinsic value of St. Joe’s current entitlements and other assets is substantially higher than its recent market price, and were pleased that the company repurchased almost 17 million shares of its common stock (over 18% of the outstanding public float) at $18 per share in 2015.

From Bruce Berkowitz (Trades, Portfolio)'s 2015 Annual Letter for the Fairholme Fund.

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David Einhorn Comments on St. Joe Company - Nov 19, 2015

St. Joe Company (NYSE:JOE), shorted at $36.90, covered at $17.17: After being short for almost 10 years, we decided to declare victory and move on, even though the shares remain somewhat overvalued.

From David Einhorn (Trades, Portfolio)'s third quarter 2015 Greenlight Capital shareholder commentary.

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Top Ranked Articles about The St. Joe Co

Bruce Berkowitz Comments on St. Joe Guru stock highlight
St. Joe (NYSE:JOE) owns 120,000 contiguous acres with entitlements to build homes and grow jobs for generations to come – at near zero land costs. CEO Jorge Gonzalez and team are making investments that will add value to this land with projects generating recurring revenue. It is my belief that GKN Aerospace may be just the first of many high-tech companies that will move to Northwest Florida. Great jobs build strong communities with top-notch education and healthcare.

If you are considering any type of corporate relocation or expansion, please call Jorge at (850) 544-3177 to find out why one of the largest global aerospace companies chose St. Joe to build their first facility in Florida. Read more...
Berkowitz Raises Stake in St. Joe Guru's holding exceeds 36% of company's shares
Bruce Berkowitz (Trades, Portfolio), founder and managing member of the Fairholme Fund (Trades, Portfolio), raised his stake in The St. Joe Co. (NYSE:JOE), a Florida-based land development company, by 1.37% on July 14 with the purchase of 343,428 shares for $18.55 per share. The purchase had a 0.61% impact on the portfolio. Read more...
Bruce Berkowitz Comments on St. Joe Guru stock highlight
Daniel Schmerin: Bruce, I’d like to return to The St. Joe Company (NYSE:JOE) (“St. Joe”) and wrap up. You recently said that if you could only invest in one of our positions, St. Joe would be it. A shareholder asks a slightly different question: If you had no investment positions at all, what is the first investment you would put money into today? Would it still be St. Joe?

Bruce Berkowitz (Trades, Portfolio): Yes, it would.

Daniel Schmerin: So what is happening at St. Joe these days that gives you cause for optimism and what is the timeline for meaningful profitability?

Bruce Berkowitz Read more...
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Bruce Berkowitz Invests in Shopping Malls Fairholme leader expands retail holdings
Bruce Berkowitz (Trades, Portfolio)’s Fairholme Capital Management introduced one new stock into its portfolio in the first quarter, Washington Prime Group Inc. (NYSE:WPG). Read more...
Bruce Berkowitz Comments on St. Joe Guru stock highlight
To outperform in sports, you must go to where the ball will be – not where it already is. The same is true of investing and our investment in St. Joe (NYSE:JOE). Northwest Florida Beaches International Airport, the newest U.S. international airport, is approaching 1,000,000 “travel legs” per year. Becca Hardin, President of the Bay Economic Development Alliance, which helps bring business to the airport and surrounding area, recently commented: “We’ve got a couple of really hot prospects that are looking at some sites in VentureCrossings … We think 2017 is going to be the year that some of these projects come into fruition and we will be able to announce them.”7 Joe is growing and has the assets and entitlements to meet multi-generational demand for affordable housing, commercial facilities, healthcare, education, and transportation. See for yourself at www.venturecrossings.com and www.watersound.com – you’ll get the idea. As St. Joe’s Chairman, I cordially invite you to visit the beginning of Florida’s newest metropolis. Read more...

Ratios

vs
industry
vs
history
PE Ratio 64.82
JOE's PE Ratio is ranked lower than
91% of the 1308 Companies
in the Global Real Estate - General industry.

( Industry Median: 12.44 vs. JOE: 64.82 )
Ranked among companies with meaningful PE Ratio only.
JOE' s PE Ratio Range Over the Past 10 Years
Min: 3.67  Med: 81.1 Max: 995.26
Current: 64.82
3.67
995.26
PE Ratio without NRI 64.82
JOE's PE Ratio without NRI is ranked lower than
91% of the 1308 Companies
in the Global Real Estate - General industry.

( Industry Median: 12.41 vs. JOE: 64.82 )
Ranked among companies with meaningful PE Ratio without NRI only.
JOE' s PE Ratio without NRI Range Over the Past 10 Years
Min: 3.67  Med: 117.33 Max: 995.26
Current: 64.82
3.67
995.26
Price-to-Owner-Earnings 20.84
JOE's Price-to-Owner-Earnings is ranked lower than
70% of the 783 Companies
in the Global Real Estate - General industry.

( Industry Median: 11.98 vs. JOE: 20.84 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
JOE' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 3.07  Med: 54.44 Max: 1292.61
Current: 20.84
3.07
1292.61
PB Ratio 2.04
JOE's PB Ratio is ranked lower than
80% of the 1629 Companies
in the Global Real Estate - General industry.

( Industry Median: 1.10 vs. JOE: 2.04 )
Ranked among companies with meaningful PB Ratio only.
JOE' s PB Ratio Range Over the Past 10 Years
Min: 1.36  Med: 2.61 Max: 9.58
Current: 2.04
1.36
9.58
PS Ratio 14.90
JOE's PS Ratio is ranked lower than
87% of the 1572 Companies
in the Global Real Estate - General industry.

( Industry Median: 3.06 vs. JOE: 14.90 )
Ranked among companies with meaningful PS Ratio only.
JOE' s PS Ratio Range Over the Past 10 Years
Min: 2.12  Med: 13.56 Max: 25.9
Current: 14.9
2.12
25.9
Price-to-Free-Cash-Flow 43.32
JOE's Price-to-Free-Cash-Flow is ranked lower than
81% of the 554 Companies
in the Global Real Estate - General industry.

( Industry Median: 14.91 vs. JOE: 43.32 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
JOE' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 4.54  Med: 59.26 Max: 18200
Current: 43.32
4.54
18200
Price-to-Operating-Cash-Flow 27.92
JOE's Price-to-Operating-Cash-Flow is ranked lower than
77% of the 781 Companies
in the Global Real Estate - General industry.

( Industry Median: 12.66 vs. JOE: 27.92 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
JOE' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 4.51  Med: 55.18 Max: 910
Current: 27.92
4.51
910
EV-to-EBIT 24.05
JOE's EV-to-EBIT is ranked lower than
75% of the 1387 Companies
in the Global Real Estate - General industry.

( Industry Median: 13.04 vs. JOE: 24.05 )
Ranked among companies with meaningful EV-to-EBIT only.
JOE' s EV-to-EBIT Range Over the Past 10 Years
Min: -850.8  Med: 26.9 Max: 4775
Current: 24.05
-850.8
4775
EV-to-EBITDA 20.25
JOE's EV-to-EBITDA is ranked lower than
73% of the 1410 Companies
in the Global Real Estate - General industry.

( Industry Median: 12.31 vs. JOE: 20.25 )
Ranked among companies with meaningful EV-to-EBITDA only.
JOE' s EV-to-EBITDA Range Over the Past 10 Years
Min: -73.9  Med: 31.7 Max: 533.1
Current: 20.25
-73.9
533.1
EV-to-Revenue 11.67
JOE's EV-to-Revenue is ranked lower than
76% of the 1605 Companies
in the Global Real Estate - General industry.

( Industry Median: 4.99 vs. JOE: 11.67 )
Ranked among companies with meaningful EV-to-Revenue only.
JOE' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.5  Med: 11.9 Max: 24.6
Current: 11.67
1.5
24.6
Current Ratio 6.89
JOE's Current Ratio is ranked higher than
90% of the 1558 Companies
in the Global Real Estate - General industry.

( Industry Median: 1.81 vs. JOE: 6.89 )
Ranked among companies with meaningful Current Ratio only.
JOE' s Current Ratio Range Over the Past 10 Years
Min: 0.43  Med: 2.82 Max: 14.86
Current: 6.89
0.43
14.86
Quick Ratio 6.89
JOE's Quick Ratio is ranked higher than
92% of the 1558 Companies
in the Global Real Estate - General industry.

( Industry Median: 1.19 vs. JOE: 6.89 )
Ranked among companies with meaningful Quick Ratio only.
JOE' s Quick Ratio Range Over the Past 10 Years
Min: 0.43  Med: 2.34 Max: 14.86
Current: 6.89
0.43
14.86
Days Sales Outstanding 11.15
JOE's Days Sales Outstanding is ranked higher than
65% of the 1096 Companies
in the Global Real Estate - General industry.

( Industry Median: 24.95 vs. JOE: 11.15 )
Ranked among companies with meaningful Days Sales Outstanding only.
JOE' s Days Sales Outstanding Range Over the Past 10 Years
Min: 7.34  Med: 12.04 Max: 70.79
Current: 11.15
7.34
70.79
Days Payable 78.43
JOE's Days Payable is ranked higher than
53% of the 903 Companies
in the Global Real Estate - General industry.

( Industry Median: 69.48 vs. JOE: 78.43 )
Ranked among companies with meaningful Days Payable only.
JOE' s Days Payable Range Over the Past 10 Years
Min: 14.06  Med: 54.91 Max: 157
Current: 78.43
14.06
157

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio 7.00
JOE's 3-Year Average Share Buyback Ratio is ranked higher than
97% of the 924 Companies
in the Global Real Estate - General industry.

( Industry Median: -4.20 vs. JOE: 7.00 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
JOE' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -7.5  Med: 0.05 Max: 7
Current: 7
-7.5
7

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 37.05
JOE's Price-to-Net-Cash is ranked lower than
91% of the 151 Companies
in the Global Real Estate - General industry.

( Industry Median: 5.95 vs. JOE: 37.05 )
Ranked among companies with meaningful Price-to-Net-Cash only.
JOE' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 3.92  Med: 29.17 Max: 437
Current: 37.05
3.92
437
Price-to-Net-Current-Asset-Value 34.25
JOE's Price-to-Net-Current-Asset-Value is ranked lower than
94% of the 672 Companies
in the Global Real Estate - General industry.

( Industry Median: 2.86 vs. JOE: 34.25 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
JOE' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 3.82  Med: 27.03 Max: 286.2
Current: 34.25
3.82
286.2
Price-to-Tangible-Book 2.04
JOE's Price-to-Tangible-Book is ranked lower than
77% of the 1602 Companies
in the Global Real Estate - General industry.

( Industry Median: 1.14 vs. JOE: 2.04 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
JOE' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.7  Med: 2.16 Max: 15.01
Current: 2.04
0.7
15.01
Price-to-Intrinsic-Value-Projected-FCF 1.16
JOE's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
56% of the 701 Companies
in the Global Real Estate - General industry.

( Industry Median: 1.41 vs. JOE: 1.16 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
JOE' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.95  Med: 2.53 Max: 88.46
Current: 1.16
0.95
88.46
Price-to-Median-PS-Value 1.10
JOE's Price-to-Median-PS-Value is ranked lower than
57% of the 1277 Companies
in the Global Real Estate - General industry.

( Industry Median: 1.07 vs. JOE: 1.10 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
JOE' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.07  Med: 0.42 Max: 1.69
Current: 1.1
0.07
1.69
Price-to-Graham-Number 2.42
JOE's Price-to-Graham-Number is ranked lower than
90% of the 1132 Companies
in the Global Real Estate - General industry.

( Industry Median: 0.79 vs. JOE: 2.42 )
Ranked among companies with meaningful Price-to-Graham-Number only.
JOE' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.57  Med: 2.17 Max: 8.75
Current: 2.42
0.57
8.75
Earnings Yield (Greenblatt) % 4.16
JOE's Earnings Yield (Greenblatt) % is ranked lower than
63% of the 1672 Companies
in the Global Real Estate - General industry.

( Industry Median: 6.08 vs. JOE: 4.16 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
JOE' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -31.3  Med: 0.4 Max: 49.6
Current: 4.16
-31.3
49.6
Forward Rate of Return (Yacktman) % -24.57
JOE's Forward Rate of Return (Yacktman) % is ranked lower than
88% of the 801 Companies
in the Global Real Estate - General industry.

( Industry Median: 7.50 vs. JOE: -24.57 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
JOE' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -25.1  Med: -1 Max: 5.4
Current: -24.57
-25.1
5.4

More Statistics

Revenue (TTM) (Mil) $89.52
EPS (TTM) $ 0.28
Beta0.67
Short Percentage of Float20.37%
52-Week Range $16.30 - 21.90
Shares Outstanding (Mil)66.69

Piotroski F-Score Details

Piotroski F-Score: 66
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAY
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyN
Higher Asset Turnover yoyY

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