Five Point Holdings, LLC vs ST JOE
ST JOE is the larger business, with $513m of revenue in fiscal 2025 against $110m for Five Point Holdings, LLC (4.7 times as much). ST JOE grew faster (27.4% against -53.8%). Five Point Holdings, LLC kept more of each dollar of sales as profit: a net margin of 64.5% against 22.5%. Five Point Holdings, LLC carries less debt relative to equity (19.1% against 51.7%).
| Latest fiscal year | Five Point Holdings, LLCFPH, 2025 | ST JOEJOE, 2025 |
|---|---|---|
| Revenue | $110m | $513m |
| Revenue growth | -53.8% | 27.4% |
| Net income | $71.0m | $116m |
| Operating margin | — | 28.5% |
| Net margin | 64.5% | 22.5% |
| Return on equity | 3.2% | 15.5% |
| Free cash flow | $105m | $187m |
| Cash | $426m | $130m |
| Total debt | $443m | $396m |
| Debt to equity | 19.1% | 51.7% |
| Dividend per share | — | $0.58 |
| Dividend yield | — | 0.9% |
| Share buybacks | — | $40.3m |
| Employees | 90 | 906 |
| Market value | $321m | $3.86bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 8 (Weak) | 65 (Moderate) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 27 sales |