COMPARE · Data as of August 28, 2026
CCS vs JOE
Verdict: Side-by-side breakdown using the Bull Rankings model. CCS scored 67.0, JOE scored 78.0 — JOE leads.
Compare another set
CCS
Century Communities, Inc.
71.2Fin
$69.16 · $2.0B
fundamentals as of
Strength gap
27.6
CCS leads
JOE
The St. Joe Company
43.6Fin
$67.32 · $3.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthJOE+27.4%
- Strongest balance sheetCCS0.66
Side by side · every name on one set of axes
Fundamentals, head-to-head
CCS
JOE
1.8%C+
Yield
0.9%C
-8.9%D
Rev
+27.4%A-
0.66A-
D/E
0.71B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CCS
JOE
465% above
Price vs fair valuelower is cheaper
—
~45%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-80%
1-yr DCF upside
—
-82%
5-yr DCF upside
—
-85%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
CCSCentury Communities, Inc.
Why now
Real Estate - Development · market cap $2.0b. 9% off the 52-week high of $76.00. Revenue -9% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Revenue contracting -9% — the operational turn is not yet visible in the top line. Net margin 3.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
JOEThe St. Joe Company
Why now
Real Estate - Diversified · market cap $3.8b. 8% off the 52-week high of $73.54. Revenue growing +27% — in hypergrowth territory.
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.