COMP <GO>
JOE vs TAL // RETURN ON INVESTED CAPITAL (ROIC)
St. Joe Company (NYSE) VS. TAL Education Group (NYSE) • 15-METRIC TALLY: JOE 5
— TAL 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JOE
LAST: $71.80 (+5.39%) • MKT CAP: $4.06B
roic
18.10%
LAST: $10.14 (+0.80%) • MKT CAP: $5.62B
roic
12.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JOE VS. TAL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JOE | TAL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.10% | 55.40% | -12.30 | TAL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.10% | 12.40% | +5.70 | JOE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.2x | 16.5x | +9.70 | TAL | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 9.04% | -4.44 | TAL | /fcf-yield <GO> |
| Operating Margin | 28.50% | 9.20% | +19.30 | JOE | /operating-margins <GO> |
| Net Profit Margin | 22.50% | 17.60% | +4.90 | JOE | /net-margins <GO> |
| Revenue Growth (YoY) | 27.40% | 33.70% | -6.30 | TAL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.83% | 3.40% | -2.57 | TAL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.43 | 4.29 | +0.14 | JOE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | TAL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.7 | 31.7 | +33.00 | JOE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.09 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.5x | 8.9x | +20.60 | TAL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.06B | $5.62B | -$1.57B | TAL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JOE REV | TAL REV | JOE GROSS % | TAL GROSS % | JOE FCF | TAL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $513.2M | $3.01B | 43.1% | 55.4% | $186.6M | $508.3M |
| FY 2024 | $402.7M | $2.25B | 41.5% | 53.3% | $100.2M | $286.2M |
| FY 2023 | $389.3M | $1.49B | — | — | $103.8M | $239.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JOE // BETA —
TAL // BETA 1.09