JOE
screen pass · no fair value yet — WATCHThe St. Joe Company·Real Estate
Screens well, but the council hasn't valued it yet.
68/100B
Price at last run$59.10as of Jul 8, 2026
quality large-capFat operating margins29% operating margin — pricing power / a real moat hint.
Generates real cash5.5% free-cash-flow yield — profits you can actually bank.
GrowingRevenue growing ~27%.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.