Global Protein Demand And Automation Will Drive Future Expansion

Published
09 Feb 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$149.42
6.1% undervalued intrinsic discount
14 Aug
US$140.33
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1Y
57.0%
7D
4.2%

Author's Valuation

US$149.4

6.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Increased 15%

Despite a notable decline in consensus revenue growth forecasts, JBT Marel's consensus analyst price target has been significantly raised, driven by higher anticipated future P/E multiples, with the fair value increasing from $129.40 to $149.42. What's in the News JBT Marel re-established 2025 revenue guidance of $3,675 million to $3,725 million, with an expected GAAP loss per share of $1.90 to $1.20 and a loss margin of 2.7% to 1.7%, aided by a $70 million to $85 million foreign exchange tailwind.

Shared on01 May 25
Fair value Decreased 24%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 6.74%

AnalystConsensusTarget has increased revenue growth from 13.4% to 32.4%, decreased profit margin from 13.8% to 9.2% and increased future PE multiple from 24.4x to 29.8x.