STRS vs JOE vs TRC Stock Comparison

Stratus Properties, St Joe and Tejon Ranch Prices as of Oct 26, 2026 Peers: Industry group
STRS Stratus Properties Inc
$17.76 -3.2% 1M -13.5% 1Y
Market cap
$140.21M
P/E
6.5x
Revenue (TTM)
$28.66M
Div. yield
–
Real Estate Development Real Estate
4 wins
JOE ST JOE Co
$68.17 +4.3% 1M +33.5% 1Y
Market cap
$3.89B
P/E
31.6x
Revenue (TTM)
$547.84M
Div. yield
0.01%
Real Estate Development Real Estate
6 wins
TRC Tejon Ranch Co
$16.26 -1.0% 1M +0.6% 1Y
Market cap
$442.06M
P/E
73.2x
Revenue (TTM)
$56.84M
Div. yield
–
Real Estate Development Real Estate
1 win

Head to Head

11 decided of 12

St Joe leads on 6 of the 12 questions below (St Joe 6, Stratus Properties 4, Tejon Ranch 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSTRSJOETRCLeader
Larger companyMarket capitalisation $140.21M $3.89B $442.06M JOE
Cheaper on earningsLower P/E, profitable companies only 6.5x 31.6x 73.2x STRS
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 88.5x 95.6x JOE
Faster revenue growthRevenue growth, trailing twelve months -12.4% +28.4% +25.4% JOE
More profitableNet margin, trailing twelve months 75.0% 22.5% 10.6% STRS
Better return on capitalReturn on invested capital 4.4% — 0.0% STRS
Less leveragedLower net debt / EBITDA 1.8x — 12.9x STRS
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -13.5% +33.5% +0.6% JOE
Better 5-year returnAnnualised price return, 5 years -12.1%/yr +7.8%/yr -2.4%/yr JOE
Less volatileAnnualised volatility, 1 year 41.1% 30.0% 21.4% TRC
Higher overall scoreMean of the five percentile scores vs peers 52/100 70/100 57/100 JOE

Percentile Scorecard

STRSJOETRC

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

AxisSTRSJOETRC
Valuation 47 #21 of 39 55 #18 of 39 29 #28 of 39
Growth 41 #20 of 33 88 #5 of 33 69 #11 of 33
Profitability 35 #20 of 30 93 #3 of 30 52 #15 of 30
Financial Health 70 #12 of 38 60 #16 of 38 78 #9 of 38
Shareholder Returns 69 #5 of 14 54 #7 of 14 –
Overall 52 70 57
  • STRS ranked among 42 companies in Property Developers
  • JOE ranked among 42 companies in Property Developers
  • TRC ranked among 42 companies in Property Developers

Price Performance

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

Returns

PeriodSTRSJOETRCSPY
1 month -3.2%+4.3%-1.0% -0.8%
3 months -11.1%+10.0%-7.7% +3.5%
6 months -40.7%-4.4%-19.3% +7.0%
Year to date -26.6%+14.8%+3.1% +12.2%
1 year -13.5%+33.5%+0.6% +13.0%
3 years -29.0%+47.6%+5.9% +86.3%
3 years, per year -10.8%+13.9%+1.9% +23.1%
5 years -47.6%+45.5%-11.4% +68.6%
5 years, per year -12.1%+7.8%-2.4% +11.0%
10 years -26.5%+281.9%-28.1% +258.0%
10 years, per year -3.0%+14.3%-3.2% +13.6%

Risk

MeasureSTRSJOETRCSPY
Volatility, 1Y 41.1%30.0%21.4% 12.7%
Downside volatility, 1Y 43.3%26.6%20.8% 12.7%
Beta vs S&P 500, 1Y 0.350.480.23 1.00
Return / volatility, 1Y -0.331.120.03 1.02
Max drawdown, 5Y -66.2%-48.7%-32.4% -25.4%
From 52-week high -45.1%-6.3%-20.6% -1.8%
52-week high $32.34$72.79$20.48 $779.14
52-week low $17.61$49.03$15.58 $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.

MultipleSTRSJOETRC
P/E now vs peer median 6.6xmedian 7.8x 31.7xmedian 7.8x 72.7xmedian 7.8x
P/S now vs peer median 4.9xmedian 4.9x 7.1xmedian 4.9x 7.7xmedian 4.9x
EV/EBITDA now vs peer median 5.6xmedian 11.2x 17.7xmedian 11.2x 83.2xmedian 11.2x
P/FCF now vs peer median -4.0xmedian 6.4x 20.3xmedian 6.4x -16.9xmedian 6.4x
P/B now vs peer median 0.4xmedian 0.6x 5.0xmedian 0.6x 0.9xmedian 0.6x
PEG now vs peer median -0.18median 0.33 2.33median 0.33 -2.90median 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 monthsSTRSJOETRC
Revenue $28.66M $547.84M $56.84M
Gross profit -$9.32M $241.34M –
Operating income $29.79M $165.33M -$515.00K
Net income $20.07M $123.71M $6.04M
Free cash flow -$35.66M $191.24M -$26.03M
EPS (diluted) $2.67 $2.15 $0.22
Cash & equivalents $73.54M $117.32M $3.87M
Total debt $143.76M – $377.27M
Shares (diluted) 8.06M 57.17M 27.07M
Enterprise value -$122.04M $3.38B $361.68M

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
MetricSTRSJOETRC
P/E 6.6x 31.7x 72.7x
P/FCF -4.0x 20.3x -16.9x
P/Operating cash flow -4.4x 17.9x 35.2x
P/S 4.9x 7.1x 7.7x
P/B 0.4x 5.0x 0.9x
P/Tangible book 0.4x 5.0x 0.9x
EV/EBITDA 5.6x 17.7x 83.2x
EV/EBIT 7.1x 22.8x -1,010x
EV/Revenue 7.4x 6.9x 9.1x
EV/FCF -5.9x 19.7x -20.0x
EV/Operating cash flow -6.6x 17.4x 41.7x
PEG (3Y EPS CAGR) -0.18 2.33 -2.90

Growth

14 metrics
MetricSTRSJOETRC
Revenue growth (1Y) -12.4% 28.4% 25.4%
Revenue CAGR (3Y) -10.7% 19.6% –
Gross profit growth (1Y) -384.3% 38.5% –
Gross profit CAGR (3Y) -57.1% – –
Operating income growth (1Y) 415.7% 63.9% 94.8%
Operating income CAGR (3Y) 58.8% 29.8% -27.1%
Net income growth (1Y) 314.4% 52.3% 1,237%
Net income CAGR (3Y) -37.3% 14.2% -24.8%
EPS growth (1Y) 491.8% 51.0% 1,233%
EPS CAGR (3Y) -35.7% 13.6% -25.1%
Operating cash flow growth (1Y) -23.6% 84.3% -8.4%
Operating cash flow CAGR (3Y) 16.8% 44.3% 21.0%
Free cash flow growth (1Y) 30.6% 134.2% 55.6%
Free cash flow CAGR (3Y) 30.4% 47.3% -24.6%

Profitability

14 metrics
MetricSTRSJOETRC
Gross margin -32.5% 44.1% –
EBITDA margin 133.0% 38.7% 11.0%
Operating margin 103.9% 30.2% -0.9%
Pretax margin 95.7% 30.3% 5.1%
Net margin 75.0% 22.5% 10.6%
FCF margin -124.4% 34.9% -45.8%
Operating cash flow margin -111.6% 39.6% 21.9%
Return on equity 5.8% 16.0% 1.2%
Return on assets 3.7% 8.2% 0.9%
Return on invested capital 4.4% – 0.0%
Return on capital employed – – -0.1%
Asset turnover 0.1x 0.4x 0.1x
Cash conversion (OCF / net income) -1.6x 1.8x 2.1x
Stock comp / revenue 8.2% 0.2% 2.0%

Financial Health

11 metrics
MetricSTRSJOETRC
Debt / assets 27.0% – 15.0%
Debt / equity 0.4x – 0.2x
Net debt / EBITDA 1.8x – 12.9x
Debt / FCF -4.0x – -3.7x
Liabilities / assets 34.2% 48.8% 22.9%
Equity / assets 65.8% 51.2% 77.1%
Interest coverage – 5.7x –
Current ratio – – 2.9x
Quick ratio – – 1.6x
Cash ratio – – 1.4x
Altman Z-score – – 2.17

Shareholder Returns

7 metrics
MetricSTRSJOETRC
Dividend yield – 0.9% –
Net buyback yield 2.3% 1.6% –
Shareholder yield 2.3% 2.5% 0.0%
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.

ConsensusSTRSJOETRC
Forward P/E – 88.5xFY2026 95.6xFY2026
EPS, next fiscal year – $0.77FY2026 $0.17FY2026
EPS growth, next FY – -42.1%FY2026 +1,600.0%FY2026
EPS growth, the year after – – +147.1%
Revenue, next fiscal year – $273.72MFY2026 $57.93MFY2026
Revenue growth, next FY – -29.7%FY2026 +16.8%FY2026
Revenue growth, the year after – – +23.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSTRSJOETRC
Held by institutions 49.1% 87.6% 78.6%
Institutions holding 55 320 127
Change in shares held, QoQ -6.5% -0.2% +1.3%
Institutions buying 26 160 61
Institutions selling 17 97 30
Buyers to sellers 1.53 1.65 2.03

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.

STRSJOETRC
STRS 1.00 0.20 0.17
JOE 0.20 1.00 0.30
TRC 0.17 0.30 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, STRS, JOE and TRC?

St Joe (JOE) is the largest by market capitalisation: Stratus Properties (STRS) $140.21M, St Joe (JOE) $3.89B, Tejon Ranch (TRC) $442.06M.

Which stock is cheaper, STRS, JOE and TRC?

Stratus Properties (STRS) trades on the lowest price-to-earnings ratio (Stratus Properties (STRS) 6.5x, St Joe (JOE) 31.6x, Tejon Ranch (TRC) 73.2x). On next year's consensus earnings, St Joe (JOE) is cheapest (St Joe (JOE) 88.5x, Tejon Ranch (TRC) 95.6x). 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: Stratus Properties (STRS) -12.4%, St Joe (JOE) +28.4%, Tejon Ranch (TRC) +25.4%.

Which company is more profitable?

Stratus Properties (STRS) has the highest net margin (Stratus Properties (STRS) 75.0%, St Joe (JOE) 22.5%, Tejon Ranch (TRC) 10.6%). On return on invested capital, Stratus Properties (STRS) leads (Stratus Properties (STRS) 4.4%, Tejon Ranch (TRC) 0.0%).

Which stock has performed better?

Over the past year St Joe (JOE) returned the most: Stratus Properties (STRS) -13.5%, St Joe (JOE) +33.5%, Tejon Ranch (TRC) +0.6%. Over five years, St Joe (JOE) compounded fastest (Stratus Properties (STRS) -12.1%/yr, St Joe (JOE) +7.8%/yr, Tejon Ranch (TRC) -2.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Stratus Properties (STRS) 0.00%, St Joe (JOE) 0.01%, Tejon Ranch (TRC) 0.00%. Stratus Properties (STRS) and Tejon Ranch (TRC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Tejon Ranch (TRC) has been the steadiest (Stratus Properties (STRS) 41.1%, St Joe (JOE) 30.0%, Tejon Ranch (TRC) 21.4%). Volatility measures how widely the price swings, not the risk of the business.

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

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.