Which is better, BXMT or JOE?

On the Buffett-Fit framework, The St. Joe Company (JOE) currently grades higher than BXMT — 66/100 (D grade) vs 56/100 (D). That said, "better" depends on which framework you trust — BXMT wins on none; JOE wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy BXMT or JOE?

This page is an educational comparison, not investment advice. Both BXMT and JOE are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is BXMT better than JOE for value investing?

On the Buffett-style value-investing framework, JOE currently grades higher — 66/100 vs 56/100, a 10-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between BXMT and JOE on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). BXMT currently scores 56/100 (D grade); JOE scores 66/100 (D grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, BXMT or JOE?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. BXMT and JOE are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, BXMT or JOE?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are BXMT and JOE both Real Estate stocks?

Yes — both Blackstone Mortgage Trust, Inc. (BXMT) and The St. Joe Company (JOE) operate in the Real Estate sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this BXMT vs JOE comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Blackstone Mortgage

The St. Joe

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

BXMT

Blackstone Mortgage

Market cap

$3.03B

Sector

Real Estate

JOE

The St. Joe

Market cap

$3.66B

Sector

Real Estate

Overall winner

The St. Joe JOE

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	BXMT	JOE	Winner
Warren Buffett	56D	66D	JOE
Benjamin Graham	40D	77B	JOE
Philip Fisher

Side-by-side metrics

Metric	BXMT	JOE
Market cap	$3.03B	$3.66B
P/E (TTM)	29.9x	32.6x
EV/EBIT	16.9x	27.9x
ROIC (TTM)	4.42%	7.75%
Gross margin	62.56%	92.62%
Net margin	6.75%	21.64%
Revenue CAGR 5y	15.74%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

BXMT leads on

Dividend yield10.27%vs 0.94%+91%
EV/EBIT16.9xvs 27.9x+39%
P/E (TTM)29.9xvs 32.6x+8%

JOE leads on

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Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.