COMPARE · Data as of August 28, 2026

JOE vs VTMX

Verdict: Side-by-side breakdown using the Bull Rankings model. JOE scored 78.0, VTMX scored 81.0 — VTMX leads.
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JOE
The St. Joe Company
Real Estate - Diversified · Financial strength
43.6Fin
$67.32 · $3.8B
fundamentals as of
Strength gap
38.7
VTMX leads
VTMX
Corporación Inmobiliaria Vesta, S.A.B. de C.V.
Real Estate - Diversified · Financial strength
82.3Fin
$33.93 · $3.1B
fundamentals as of
  • Fastest growthJOE+27.4%
  • Strongest balance sheetVTMX0.37
THE BULL RANKINGS SCORECARD43.6/ 100 · FIN STRENGTHPEER MEDIANREIT43.6
THE BULL RANKINGS SCORECARD82.3/ 100 · FIN STRENGTHPEER MEDIANREIT82.3
YieldJOE0.9%VTMX2.4%
RevJOE+27.4%VTMX+12.2%
D/EJOE0.71VTMX0.37
JOE
VTMX
0.9%C
Yield
2.4%B
+27.4%A-
Rev
+12.2%B+
0.71B+
D/E
0.37A
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.
JOEThe St. Joe Company
Real Estate - Diversified · $67.32 · beta 1.29
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.
VTMXCorporación Inmobiliaria Vesta, S.A.B. de C.V.
Real Estate - Diversified · $33.93 · beta 0.27
Why now
Real Estate - Diversified · market cap $3.1b. 9% off the 52-week high of $37.41. Revenue growing +12%, comfortably above the S&P median. 4 sell-side analysts publish a mean 1-yr target of $36.90 (implying +9% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
P/S 10.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Generating verdict… typically 5–10 seconds
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