St Joe Company (JOE)vsStratus Properties Inc (STRS)
JOE
St Joe Company
$61.61
-0.18%
REAL ESTATE · Cap: $3.56B
STRS
Stratus Properties Inc
$30.10
+3.58%
REAL ESTATE · Cap: $151.18M
Smart Verdict
WallStSmart Research — data-driven comparison
St Joe Company generates 1508% more annual revenue ($513.25M vs $31.91M). JOE leads profitability with a 22.5% profit margin vs -25.4%. JOE earns a higher WallStSmart Score of 68/100 (B-).
JOE
Strong Buy68
out of 100
Grade: B-
STRS
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.4%
Fair Value
$93.13
Current Price
$61.61
$31.52 discount
Intrinsic value data unavailable for STRS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.6%
Earnings expanding 59.4% YoY
Keeps 23 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of -4.9% — below average capital efficiency
Revenue declined 44.1%
Earnings declined 74.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : JOE
The strongest argument for JOE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 30.6%. Revenue growth of 23.5% demonstrates continued momentum.
Bull Case : STRS
The strongest argument for STRS centers on Price/Book. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : JOE
The primary concerns for JOE are P/E Ratio, Altman Z-Score.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
JOE profiles as a growth stock while STRS is a turnaround play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.42 — expect wider price swings.
JOE is growing revenue faster at 23.5% — sustainability is the question.
JOE generates stronger free cash flow (44M), providing more financial flexibility.
Bottom Line
JOE scores higher overall (68/100 vs 31/100), backed by strong 22.5% margins and 23.5% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
St Joe Company
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
The St. Joe Company is a real estate development, asset management and operation company in Northwest Florida, USA. The company is headquartered in Panama City Beach, Florida.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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