JOE vs MLP vs STRS Stock Comparison

St Joe, Maui Land & Pineapple and Stratus Properties Prices as of Oct 23, 2026 Peers: Industry group
JOE ST JOE Co
$67.62 +2.7% 1M +34.5% 1Y
Market cap
$3.89B
P/E
31.6x
Revenue (TTM)
$547.84M
Div. yield
0.01%
Real Estate Development Real Estate
6 wins
STRS Stratus Properties Inc
$17.75 -2.0% 1M -9.2% 1Y
Market cap
$141.41M
P/E
6.6x
Revenue (TTM)
$28.66M
Div. yield
–
Real Estate Development Real Estate
2 wins

Head to Head

8 decided of 12

St Joe leads on 6 of the 12 questions below (St Joe 6, Stratus Properties 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJOEMLPSTRSLeader
Larger companyMarket capitalisation $3.89B $277.80M $141.41M JOE
Cheaper on earningsLower P/E, profitable companies only 31.6x -60.0x 6.6x STRS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 87.8x — — –
Faster revenue growthRevenue growth, trailing twelve months +28.4% -4.1% -12.4% JOE
More profitableNet margin, trailing twelve months 22.5% -28.6% 75.0% STRS
Better return on capitalReturn on invested capital — — 4.4% –
Less leveragedLower net debt / EBITDA — — 1.8x –
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +34.5% -9.7% -9.2% JOE
Better 5-year returnAnnualised price return, 5 years +7.7%/yr +6.5%/yr -11.2%/yr JOE
Less volatileAnnualised volatility, 1 year 30.0% 35.4% 41.6% JOE
Higher overall scoreMean of the five percentile scores vs peers 70/100 35/100 52/100 JOE

Percentile Scorecard

JOEMLPSTRS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisJOEMLPSTRS
Valuation 55 #18 of 39 11 #35 of 39 45 #22 of 39
Growth 88 #5 of 33 47 #18 of 33 41 #20 of 33
Profitability 93 #3 of 30 24 #23 of 30 35 #20 of 30
Financial Health 60 #16 of 38 57 #17 of 38 70 #12 of 38
Shareholder Returns 54 #7 of 14 – 69 #5 of 14
Overall 70 35 52
  • JOE ranked among 42 companies in Property Developers
  • MLP ranked among 42 companies in Property Developers
  • STRS ranked among 42 companies in Property Developers

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodJOEMLPSTRSSPY
1 month +2.7%-12.5%-2.0% -1.0%
3 months +8.9%-17.0%-10.4% +2.9%
6 months -4.8%-8.4%-41.3% +6.4%
Year to date +13.9%-16.0%-26.6% +11.4%
1 year +34.5%-9.7%-9.2% +13.1%
3 years +36.6%-2.8%-32.1% +79.4%
3 years, per year +11.0%-0.9%-12.1% +21.5%
5 years +45.0%+37.0%-44.7% +67.7%
5 years, per year +7.7%+6.5%-11.2% +10.9%
10 years +271.5%+112.7%-26.8% +255.2%
10 years, per year +14.0%+7.8%-3.1% +13.5%

Risk

MeasureJOEMLPSTRSSPY
Volatility, 1Y 30.0%35.4%41.6% 12.7%
Downside volatility, 1Y 26.5%32.0%43.7% 12.7%
Beta vs S&P 500, 1Y 0.480.290.33 1.00
Return / volatility, 1Y 1.15-0.27-0.22 1.03
Max drawdown, 5Y -48.7%-45.5%-66.2% -25.4%
From 52-week high -7.1%-28.6%-45.1% -2.5%
52-week high $72.79$19.92$32.34 $779.14
52-week low $49.03$14.17$17.61 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleJOEMLPSTRS
P/E now vs peer median 31.4xmedian 7.8x -61.2xmedian 7.8x 6.6xmedian 7.8x
P/S now vs peer median 7.0xmedian 4.9x 17.5xmedian 4.9x 4.9xmedian 4.9x
EV/EBITDA now vs peer median 17.6xmedian 11.2x —median 11.2x 5.6xmedian 11.2x
P/FCF now vs peer median 20.2xmedian 6.4x -34.5xmedian 6.4x -4.0xmedian 6.4x
P/B now vs peer median 5.0xmedian 0.6x 9.1xmedian 0.6x 0.4xmedian 0.6x
PEG now vs peer median 2.31median 0.33 -2.47median 0.33 -0.18median 0.33

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsJOEMLPSTRS
Revenue $547.84M $16.15M $28.66M
Gross profit $241.34M $9.37M -$9.32M
Operating income $165.33M -$5.87M $29.79M
Net income $123.71M -$5.87M $20.07M
Free cash flow $191.24M -$8.19M -$35.66M
EPS (diluted) $2.15 $-0.23 $2.67
Cash & equivalents $117.32M $3.28M $73.54M
Total debt – $25.00M $143.76M
Shares (diluted) 57.17M 20.40M 8.06M
Enterprise value $3.38B $260.34M -$120.85M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricJOEMLPSTRS
P/E 31.4x -61.2x 6.6x
P/FCF 20.2x -34.5x -4.0x
P/Operating cash flow 17.8x 794.5x -4.4x
P/S 7.0x 17.5x 4.9x
P/B 5.0x 9.1x 0.4x
P/Tangible book 5.0x 9.1x 0.4x
EV/EBITDA 17.6x – 5.6x
EV/EBIT 22.6x -49.1x 7.1x
EV/Revenue 6.8x 17.8x 7.4x
EV/FCF 19.5x -35.2x -5.9x
EV/Operating cash flow 17.2x 809.2x -6.6x
PEG (3Y EPS CAGR) 2.31 -2.47 -0.18

Growth

14 metrics
MetricJOEMLPSTRS
Revenue growth (1Y) 28.4% -4.1% -12.4%
Revenue CAGR (3Y) 19.6% 19.4% -10.7%
Gross profit growth (1Y) 38.5% 17.6% -384.3%
Gross profit CAGR (3Y) – 9.0% -57.1%
Operating income growth (1Y) 63.9% 10.5% 415.7%
Operating income CAGR (3Y) 29.8% -21.8% 58.8%
Net income growth (1Y) 52.3% 10.5% 314.4%
Net income CAGR (3Y) 14.2% 18.5% -37.3%
EPS growth (1Y) 51.0% 67.6% 491.8%
EPS CAGR (3Y) 13.6% 24.8% -35.7%
Operating cash flow growth (1Y) 84.3% 78.9% -23.6%
Operating cash flow CAGR (3Y) 44.3% 27.2% 16.8%
Free cash flow growth (1Y) 134.2% -94.9% 30.6%
Free cash flow CAGR (3Y) 47.3% -9.2% 30.4%

Profitability

14 metrics
MetricJOEMLPSTRS
Gross margin 44.1% 58.0% -32.5%
EBITDA margin 38.7% – 133.0%
Operating margin 30.2% -36.3% 103.9%
Pretax margin 30.3% -36.3% 95.7%
Net margin 22.5% -28.6% 75.0%
FCF margin 34.9% -50.7% -124.4%
Operating cash flow margin 39.6% 2.2% -111.6%
Return on equity 16.0% -18.6% 5.8%
Return on assets 8.2% -12.0% 3.7%
Return on invested capital – – 4.4%
Return on capital employed – -13.9% –
Asset turnover 0.4x 0.3x 0.1x
Cash conversion (OCF / net income) 1.8x -0.1x -1.6x
Stock comp / revenue 0.2% – 8.2%

Financial Health

11 metrics
MetricJOEMLPSTRS
Debt / assets – 17.1% 27.0%
Debt / equity – 0.3x 0.4x
Net debt / EBITDA – – 1.8x
Debt / FCF – -1.0x -4.0x
Liabilities / assets 48.8% 37.4% 34.2%
Equity / assets 51.2% 62.6% 65.8%
Interest coverage 5.7x – –
Current ratio – 1.2x –
Quick ratio – 0.8x –
Cash ratio – 0.5x –
Altman Z-score – 6.98 –

Shareholder Returns

7 metrics
MetricJOEMLPSTRS
Dividend yield 0.9% – –
Net buyback yield 1.6% – 2.3%
Shareholder yield 2.6% 0.0% 2.3%
Payout ratio (earnings) 28.8% – –
Payout ratio (FCF) 18.7% – –
Dividend growth (1Y) 9.2% – –
Dividend CAGR (3Y) 15.2% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusJOEMLPSTRS
Forward P/E 87.8xFY2026 – –
EPS, next fiscal year $0.77FY2026 – –
EPS growth, next FY -42.1%FY2026 – –
Revenue, next fiscal year $273.72MFY2026 – –
Revenue growth, next FY -29.7%FY2026 – –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJOEMLPSTRS
Held by institutions 87.6% 23.5% 49.1%
Institutions holding 320 66 55
Change in shares held, QoQ -0.2% +28.9% -6.5%
Institutions buying 160 23 26
Institutions selling 97 26 17
Buyers to sellers 1.65 0.88 1.53

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

JOEMLPSTRS
JOE 1.00 0.21 0.20
MLP 0.21 1.00 0.11
STRS 0.20 0.11 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, JOE, MLP and STRS?

St Joe (JOE) is the largest by market capitalisation: St Joe (JOE) $3.89B, Maui Land & Pineapple (MLP) $277.80M, Stratus Properties (STRS) $141.41M.

Which stock is cheaper, JOE, MLP and STRS?

Stratus Properties (STRS) trades on the lowest price-to-earnings ratio (St Joe (JOE) 31.6x, Maui Land & Pineapple (MLP) -60.0x, Stratus Properties (STRS) 6.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

St Joe (JOE) grew revenue fastest over the trailing twelve months: St Joe (JOE) +28.4%, Maui Land & Pineapple (MLP) -4.1%, Stratus Properties (STRS) -12.4%.

Which company is more profitable?

Stratus Properties (STRS) has the highest net margin (St Joe (JOE) 22.5%, Maui Land & Pineapple (MLP) -28.6%, Stratus Properties (STRS) 75.0%).

Which stock has performed better?

Over the past year St Joe (JOE) returned the most: St Joe (JOE) +34.5%, Maui Land & Pineapple (MLP) -9.7%, Stratus Properties (STRS) -9.2%. Over five years, St Joe (JOE) compounded fastest (St Joe (JOE) +7.7%/yr, Maui Land & Pineapple (MLP) +6.5%/yr, Stratus Properties (STRS) -11.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: St Joe (JOE) 0.01%, Maui Land & Pineapple (MLP) 0.00%, Stratus Properties (STRS) 0.00%. Maui Land & Pineapple (MLP) and Stratus Properties (STRS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, St Joe (JOE) has been the steadiest (St Joe (JOE) 30.0%, Maui Land & Pineapple (MLP) 35.4%, Stratus Properties (STRS) 41.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, JOE, MLP and STRS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, St Joe (JOE) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.