Loading...
Back to narrative

JBTM: New Food-Processing Offerings Will Drive Margin Expansion And Future Upside

Global Protein Demand And Automation Will Drive Future Expansion

JBTM logo
JBTM
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 09 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
26.5%
7D
11.0%

Analysts have modestly raised their price target on JBT Marel, now implying fair value of approximately $155.25 per share. They cite slightly higher long term discount rate assumptions while maintaining robust revenue growth, profit margin, and future valuation expectations.

What's in the News

  • Raised full year 2025 guidance, targeting revenue of $3,760 million to $3,790 million and narrowing GAAP loss per share to a range of $1.05 to $0.75 (company guidance).
  • Launched the Fresh'n Squeeze 1800 Citrus Juicer. This compact countertop system uses whole fruit extraction technology that can boost juice yield by up to 50% per fruit and process up to 50 ounces per minute (product announcement).
  • Positioned the Fresh'n Squeeze 1800 as a space saving, low maintenance option for grocery stores, juice bars, hotels, resorts, and coffee shops. The system enables customizable pulp levels and handles all citrus types without reconfiguration (product announcement).
  • Set to showcase a new CIPure cleaning system, Fresh'n Squeeze Multi Fruit Juicer, pet food solutions, Proseal GT1e Tray Sealer, Trief Hawk Slicer, and a 3D fresh salad line, along with an immersive VR room, at Pack Expo Las Vegas (trade show announcement).

Valuation Changes

  • Fair Value Estimate remains unchanged at approximately $155.25 per share, reflecting stable long term valuation assumptions.
  • The Discount Rate has risen slightly from about 8.94 percent to approximately 8.98 percent, modestly increasing the required return on equity.
  • Revenue Growth is effectively unchanged at around 11.29 percent, indicating consistent long term top line expansion expectations.
  • The Net Profit Margin is effectively unchanged at roughly 15.76 percent, signaling stable long term profitability assumptions.
  • The Future P/E Multiple has risen marginally from about 14.75 times to approximately 14.77 times, indicating a slightly higher implied earnings valuation.

Have other thoughts on JBT Marel?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.