JOE vs STRS
ST JOE Co. and Stratus Properties Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | JOE | STRS |
|---|---|---|
| Revenue | $513.2M | $29.9M |
| Net income | $115.6M | $2.8M |
| Gross margin | 43.1% | −23.9% |
| Net margin | 22.6% | 9.4% |
| Return on equity | 15.5% | · |
| Diluted EPS | $1.99 | $1.47 |
| Dividend / share | $0.58 | · |
| Payout ratio | 29.1% | · |
| Free cash flow | $186.6M | · |
| Equity | $766.3M | $204.5M |
| Net debt / equity | 0.34× | · |
| Current ratio | · | · |
| Revenue CAGR 5y | 26.2% | −7.6% |
| Profit CAGR 5y | 20.7% | · |
JOE bills 17.2× the revenue of STRS, and keeps more of each dollar of revenue as profit (22.6% against 9.4%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | JOE | STRS |
|---|---|---|
| FY2025 | $513.2M | $29.9M |
| FY2024 | $402.7M | $54.2M |
| FY2023 | $389.3M | $17.3M |
| FY2022 | $252.3M | $37.5M |
| FY2021 | $267.0M | $28.2M |
| FY2020 | $160.6M | $44.3M |
| FY2019 | $127.1M | $92.2M |
| FY2018 | $110.3M | $25.0M |
| FY2017 | $100.0M | $80.3M |
| FY2016 | $96.9M | $80.3M |
Bottom line
| Fiscal year | JOE | STRS |
|---|---|---|
| FY2025 | $115.6M | $2.8M |
| FY2024 | $74.2M | $-1.9M |
| FY2023 | $77.7M | $-16.5M |
| FY2022 | $70.9M | $89.7M |
| FY2021 | $74.6M | $63.2M |
| FY2020 | $45.2M | $-24.5M |
| FY2019 | $26.8M | $-2.5M |
| FY2018 | $32.4M | $-4.0M |
| FY2017 | $59.6M | $3.9M |
| FY2016 | $15.9M | $-6.0M |
16 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$483,332,000 | JOE |
| FY2024 | +$348,554,000 | JOE |
| FY2023 | +$372,015,000 | JOE |
| FY2022 | +$214,823,000 | JOE |
| FY2021 | +$238,760,000 | JOE |
| FY2020 | +$116,222,000 | JOE |
| FY2019 | +$34,907,000 | JOE |
| FY2018 | +$85,287,000 | JOE |
| FY2017 | +$19,698,000 | JOE |
| FY2016 | +$16,521,000 | JOE |
| FY2015 | +$23,000,000 | JOE |
| FY2014 | +$607,762,000 | JOE |
| FY2013 | +$3,546,000 | JOE |
| FY2012 | +$23,659,000 | JOE |
| FY2011 | +$8,249,000 | JOE |
| FY2010 | +$93,884,000 | JOE |
JOE has reported the higher revenue in every one of these 16 fiscal years. The gap has widened since the earliest year compared.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.
16 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +13.2 pp | JOE |
| FY2024 | +21.5 pp | JOE |
| FY2023 | +114.5 pp | JOE |
| FY2022 | −211.5 pp | STRS |
| FY2021 | −196.4 pp | STRS |
| FY2020 | +83.5 pp | JOE |
| FY2019 | +23.7 pp | JOE |
| FY2018 | +44.6 pp | JOE |
| FY2017 | +54.4 pp | JOE |
| FY2016 | +23.4 pp | JOE |
| FY2015 | −23.7 pp | STRS |
| FY2014 | +38.6 pp | JOE |
| FY2013 | −0.8 pp | STRS |
| FY2012 | +8.0 pp | JOE |
| FY2011 | −223.5 pp | STRS |
| FY2010 | +277.1 pp | JOE |
The higher net margin has changed hands between JOE and STRS over this period.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
STRS's net margin has been more volatile than JOE's over the 16 comparable fiscal years — 117.0 percentage points of standard deviation against 63.6.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between JOE and STRS over these 16 fiscal years — JOE led in 11 and STRS in 5.
16 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
STRS's return on equity has been more volatile than JOE's over the 5 comparable fiscal years — 11.5 percentage points of standard deviation against 3.7.
5 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between JOE and STRS over these 5 fiscal years — JOE led in 4 and STRS in 1.
5 of 18 comparable fiscal years — a year missing data on either side is not counted.