COMPARE · Data as of August 28, 2026
HHH vs JOE
Verdict: Side-by-side breakdown using the Bull Rankings model. HHH scored 71.0, JOE scored 78.0 — JOE leads.
Compare another set
HHH
Howard Hughes Holdings Inc.
58.6Fin
$64.80 · $3.9B
fundamentals as of
Strength gap
15.0
HHH 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 sheetJOE0.71
Side by side · every name on one set of axes
Fundamentals, head-to-head
HHH
JOE
0.0%C
Yield
0.9%C
-15.8%F
Rev
+27.4%A-
1.35C+
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.
The companies
HHHHoward Hughes Holdings Inc.
Why now
Real Estate - Development · market cap $3.9b. Down 29% from 52-week high of $91.07 — deep drawdown territory. Revenue -16% — in contraction; any catalyst that reverses this triggers re-rating. 3 sell-side analysts publish a mean 1-yr target of $89.67 (implying +38% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent.
Risk
Revenue contracting -16% — the operational turn is not yet visible in the top line. ROE 7% 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
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