Stratus Properties Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Stratus Properties Inc (STRS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Stratus Properties Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 29M vs 548M combined for tracked competitors (5.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-47.1% annualized vs trailing 12 months), vs decelerating (-27.7%) for its tracked peer group.
- Growth: Stratus Properties Inc generated -24.8% revenue growth year over year in Q1 2026, vs 5.2% for its tracked competitors combined.
- Profitability: Its 356.3% net margin compares with 13.4% for the peer group.
- Scale: Stratus Properties Inc ranks #55 of 88 companies by market capitalization in the Construction Services industry, holding 0.0% of industry market cap.
- Peer revenue share: Stratus Properties Inc accounted for 3.7% of combined revenue among its tracked peer group, down from 5.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.84M compares with $0.48M for the peer group (1.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
STRS Sales vs. its Competitors, Q1 2026
Stratus Properties Inc reported revenue contraction of 24.83 % year on year in Q1 2026, below its competitors' combined revenue growth of 5.15 %.
With a net margin of 356.34 %, Stratus Properties Inc achieved higher profitability than its competitors (13.42 %).
Stratus Properties Inc generated 3.69 % of the combined sales of its peer group, down from 5.08 % a year earlier.
Stratus Properties Inc vs. its Competitors, Q1 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Stratus Properties Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Stratus Properties Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Stratus Properties Inc's competitor groups requires a Commercial License.
For context: the Construction Services industry grew revenue 20.1% year over year, combined, vs -24.8% for Stratus Properties Inc. Stratus Properties Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Stratus Properties Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Stratus Properties Inc | Yes | No | No | No |
| Competitors combined (1) | ||||
| Similar-Size Competitors (9) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) | 12.50 % (1 of 8) | 62.50 % (5 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
STRS Stock Performance relative to its Competitors
STRS Stock Performance relative to Similar-Size Competitors
STRS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | The St Joe Company | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Stratus Properties Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Stratus Properties Inc's Comment on Competition and Industry Peers
In the hotel industry, competition is generally based on quality and consistency of rooms, restaurant and meeting facilities and services, attractiveness of location, price and other factors. Management believes that we compete favorably in these areas. Our W Austin Hotel competes with other hotels and resorts in our geographic market, including facilities owned locally and facilities owned by national and international chains.
In the entertainment industry, we compete with other venues in Austin, Texas, and venues in other markets for artists likely to perform in the Austin, Texas region. Consequently, touring artists have several alternatives to our venue in scheduling tours. Some of our competitors in venue management have a greater number of venues in certain markets and may have greater financial resources in those markets. We differentiate our entertainment businesses by providing a quality live music experience and promoting our entertainment space through KLRUs broadcast of Austin City Limits.
The commercial leasing industry is highly fragmented among individuals, partnerships and public and private entities, with no dominant single entity or person. Although we may compete against large sophisticated owners and operators, owners and operators of any size can provide effective competition for prospective tenants. We compete for tenants primarily on the basis of property location, rent charged, and the design and condition of improvements.
Publicly Traded Peers of Stratus Properties Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Stratus Properties Inc | 145.88 | 28.66 |
| The St Joe Company | 3,772.86 | 547.84 |
| SUBTOTAL | 3,918.73 | 576.50 |
Sources: Stratus Properties Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Stratus Properties Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Stratus Properties Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Stratus Properties Inc | Real estate operations 2.16 % |
| The St Joe Company | Hospitality segment 49.69 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Stratus Properties Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Stratus Properties Inc | 146 | 843,000 | 590,294 |
| The St Joe Company | 3,773 | 484,385 | 109,379 |
| PEERS TOTAL | 3,773 | 484,385 | 109,379 |
Stratus Properties Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 78 companies in Stratus Properties Inc's industry classification, broader than the peer set above. Market cap in millions of $.Stratus Properties Inc ranks #55 of 78 companies by market capitalization in its industry, holding 0.03 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 729, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Quanta Services Inc | 98,226 | 19.31 % |
| 2 | Comfort Systems Usa inc | 58,462 | 11.49 % |
| 3 | D r Horton Inc | 39,456 | 7.76 % |
| 4 | Emcor Group Inc | 34,106 | 6.71 % |
| 5 | Pultegroup Inc | 1,234 | 5.2% |
| 6 | Lennar Corp | 1,234 | 5.2% |
| 7 | Nvr Inc | 1,234 | 5.2% |
| 8 | Jacobs Solutions Inc | 1,234 | 5.2% |
| 9 | Mastec Inc | 1,234 | 5.2% |
| 10 | Sterling Infrastructure Inc | 1,234 | 5.2% |
| 55 | Stratus Properties Inc | 146 | 0.03 % |
Market cap and industry share for the rest of Stratus Properties Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Stratus Properties Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 50 | Concrete Pumping Holdings Inc | 506 | 35.96 % |
| 51 | Orion Group Holdings Inc | 335 | 1.96 % |
| 52 | Matrix Service Co | 272 | -25.61 % |
| 53 | Vanjia Corporation | 210 | - |
| 54 | Energy Services Of America Corp | 1,234 | 12.3% |
| 55 | Stratus Properties Inc | 146 | - |
| 56 | Julong Holding Limited | 1,234 | 12.3% |
| 57 | Amrep Corp | 1,234 | 12.3% |
| 58 | Shimmick Corporation | 1,234 | 12.3% |
| 59 | Nobility Homes Inc | 1,234 | 12.3% |
| 60 | Smith Douglas Homes Corp | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Stratus Properties Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Stratus Properties Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (91 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | -31.75 % | 23.01 % (avg) | -54.8 pp |
| Operating Margin | 103.93 % | industry median | +96.6 pp |
| EBITDA Margin | 119.32 % | 4.12 % (avg) | +115.2 pp |
| Capital Intensity (Capex / Revenue) | 12.77 % | 4.59 % (avg) | +8.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Stratus Properties Inc's Valuation vs Competitive Position
Valuation multiples vs the Construction Services industry average (91 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 11.5x | 28.2x | -16.8x |
| EV / EBITDA | 10.2x | 17.9x | -7.7x |
| P/B | 0.7x | 4.4x | -3.7x |
| Return on Equity | 5.87 % | industry aggregate | -7.89 % |
| Return on Invested Capital | 2.85 % | 6.68 % (avg) | -3.83 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Stratus Properties Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2017 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 0.00 % | -62.51 % | 103.36 % | -53.72 % | 32.80 % | -53.94 % | 213.74 % | -44.79 % |
| Operating Margin | 28.92 % | 4.05 % | -9.90 % | 296.29 % | -20.70 % | -98.12 % | -3.98 % | 36.07 % |
| Return on Invested Capital | 4.63 % | 0.18 % | -0.91 % | 12.54 % | -0.97 % | -1.85 % | -0.23 % | 1.05 % |
| P/E | 62.4x | - | - | 5.2x | 2.1x | - | 95.1x | 16.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Stratus Properties Inc's Strategic Group Map
Every company in Stratus Properties Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Stratus Properties Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Stratus Properties Inc's BCG Growth-Share Matrix
Relative market share (vs Stratus Properties Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Stratus Properties Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 5.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Stratus Properties Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 729 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 12.77 % vs industry average 4.59 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Stratus Properties Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Stratus Properties Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Stratus Properties Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Stratus Properties Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Stratus Properties Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 96.6 points above the industry median.
Weaknesses
- Return on equity 7.9 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-47.1% annualized vs trailing 12 months).
- Low relative market share vs the industry leader (0.00x).
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-27.7% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Stratus Properties Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Stratus Properties Inc | 3.76 | 3.76 | 0.50 |
| The St Joe Company | 0.53 | 0.56 | 0.12 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Stratus Properties Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Stratus Properties Inc | Q1 2026 | -24.8 % | - |
| The St Joe Company | Q2 2026 | +23.0 % | +37.6 % |
| PEERS TOTAL | +21.2 % | +109.4 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Stratus Properties Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Stratus Properties Inc | Q1 2026 | +24.2 % | -99.1 % |
| The St Joe Company | Q2 2026 | +15.9 % | -27.8 % |
Stratus Properties Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Stratus Properties Inc | 3.58% | 2.86% | 5.87% |
| The St Joe Company | 8.14% | 7.29% | 15.99% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Stratus Properties Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Stratus Properties Inc | 6.89 | 5.09 |
| The St Joe Company | 30.85 | 6.89 |
| PEERS AVERAGE | 27.26 | 6.80 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.