Geo Group (The) REIT (GEO) vs St. Joe (JOE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Geo Group (The) REIT (GEO) has outperformed St. Joe (JOE) over the past year, gaining 66.8% versus a gain of 37.0%. Over five years, GEO leads with a +272.6% price change compared with +47.6% for JOE. Geo Group (The) REIT is the larger company by market cap ($4.09 billion vs $3.76 billion), about 1.1 times the size, while St. Joe is growing revenue faster (+27.4% vs +8.6%).
On valuation, Geo Group (The) REIT trades at a lower forward P/E (18.1x vs 600.0x for St. Joe). St. Joe pays a dividend yielding 0.94%, while Geo Group (The) REIT does not currently pay one. St. Joe converts more of its revenue into profit, with a net margin of 22.5% versus 9.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GEO | JOE |
|---|---|---|
| Share price | $31.09 | $66.00 |
| Market cap | $4.09B | $3.76B |
| 1-day change | +0.42% | +1.15% |
| YTD return | +92.06% | +9.90% |
| 1-year return | +66.81% | +36.96% |
| 5-year return | +272.56% | +47.56% |
| P/E ratio (TTM) | 14.60 | 30.99 |
| Forward P/E | 18.10 | 600.00 |
| EPS (TTM) | $2.13 | $2.13 |
| Dividend yield | 0.00% | 0.94% |
| Annual dividend | $0.00 | $0.62 |
| Revenue (latest FY) | $2.63B | $513.25M |
| Revenue growth (YoY) | +8.58% | +27.44% |
| Net income (latest FY) | $254.37M | $115.63M |
| Gross margin | — | 43.05% |
| Operating margin | 9.78% | 28.49% |
| Net margin | 9.67% | 22.53% |
| 52-week high | $33.17 | $73.54 |
| 52-week low | $12.51 | $46.37 |
| Distance from 52-week high | -6.27% | -10.25% |
| Analyst consensus | strong_buy | — |
| Avg. price target upside | +21.42% | — |
| Average volume | 2.18M | 234.92K |
| Shares outstanding | 131.62M | 56.93M |
| Employees | 18,000 | 906 |
| Sector | Consumer Discretionary | Real Estate |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- GEO has outperformed JOE by 29.8 percentage points over the past year.
- St. Joe trades at a higher earnings multiple (31.0x vs 14.6x trailing P/E).
- St. Joe is more profitable, keeping 22.5 cents of every revenue dollar as net income versus 9.7 cents for Geo Group (The) REIT.
- St. Joe grew revenue faster in its latest fiscal year (+27.44% vs +8.58%).
- The two companies sit in different sectors: Geo Group (The) REIT in Consumer Discretionary and St. Joe in Real Estate.
About Geo Group (The) REIT
GEO stock →The GEO Group, Inc. a diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Consumer Discretionary · Homebuilding · 18,000 employees
About St. Joe
JOE stock →The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States.
Real Estate · Homebuilding · 906 employees
GEO vs JOE FAQ
Which is bigger, Geo Group (The) REIT or St. Joe?
Geo Group (The) REIT (GEO) is larger, with a market capitalization of $4.09B compared with $3.76B for St. Joe (JOE).
Which stock has performed better over the past year, GEO or JOE?
GEO returned +66.81% over the past 12 months, compared with +36.96% for JOE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GEO or JOE?
GEO has the lower trailing P/E at 14.6, versus 31.0 for JOE. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Geo Group (The) REIT or St. Joe?
St. Joe pays a dividend yielding 0.94%, while Geo Group (The) REIT does not currently pay a regular dividend.
Are Geo Group (The) REIT and St. Joe in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.