PBF Share Price Performance
US$34.54
10.61 (44.34%)
8.2% overvalued intrinsic discount
US$31.92
Fair Value
Price US$34.54
AnalystConsensusTarget US$31.92
AnalystHighTarget US$42.00
AnalystLowTarget US$16.00
Fair ValueUS$31.92
Share Pricen/a
PBF Energy Inc. Stock Price
- 3 Narratives written by author
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- 22 Fair Values set on narratives written by author
PBF Community Narratives
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Fair Value US$31.92 8.2% overvalued intrinsic discount
PBF: Refining Margins May Decline As Supply Tightens Into 2026
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Fair Value US$42 17.8% undervalued intrinsic discount
Sustained Global Demand And Renewables Will Transform Refining
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Fair Value US$19 81.8% overvalued intrinsic discount
Accelerating Decarbonization Will Erode US Refining Prospects
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PBF: Refining Margins May Decline As Supply Tightens Into 2026
Key Takeaways Tightening global supply and recent refinery closures enhance PBF's pricing power and boost the value of its U.S. refining assets. Cost savings initiatives, renewable fuel growth, and strong liquidity position support margin expansion, new revenue streams, and long-term shareholder value.Read more
286
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AN
US$31.92
8.2% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
0.66% p.a.
Profit Margin
1.77%
Future PE
8.59x
Price in 2029
US$39.24
Sustained Global Demand And Renewables Will Transform Refining
Key Takeaways Persistent fuel shortages and refinery closures enable premium pricing and higher margins, positioning PBF for outsized revenue and profitability growth over the long term. Underutilized land assets and investments in renewable fuels offer significant opportunities for diversified earnings and structural cost and efficiency advantages.Read more
42
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AN
US$42
17.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8% p.a.
Profit Margin
1.69%
Future PE
9.55x
Price in 2029
US$51.63
Accelerating Decarbonization Will Erode US Refining Prospects
Key Takeaways Accelerating decarbonization, stricter regulations, and aging assets threaten core refining operations, increasing costs and shrinking future revenue opportunities. Limited diversification into renewables leaves the company vulnerable to demand shifts, industry overcapacity, and long-term margin pressure.Read more
14
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US$19
81.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-2.29% p.a.
Profit Margin
14.88%
Future PE
0.68x
Price in 2028
US$24.28
Trending Discussion
Recently Updated Narratives
AN
PBF: Martinez Execution And Crude Trade Shifts Will Shape Balanced Outlook
Fair Value: US$31.92 8.2% overvalued intrinsic discount
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AN
PBF: Martinez Restart Will Unlock West Coast Tightness-Driven Cash Upside
Fair Value: US$42 17.8% undervalued intrinsic discount
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Accelerating Decarbonization Will Erode US Refining Prospects
Fair Value: US$19 81.8% overvalued intrinsic discount
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Snowflake Analysis
PBF Energy Inc. Key Details
About PBF
- Founded
- 2008
- Employees
- 3678
- CEO
- WebsiteView website
PBF Energy Inc., through its subsidiaries, engages in the refining and supplying of petroleum products. It operates through two segments, Refining and Logistics. The company produces gasoline, ultra-low-sulfur diesel, heating oil, jet fuel, lubricants, petrochemicals, and asphalt; diesel fuel; and unbranded transportation fuels, petrochemical feedstocks, blending components, and other petroleum products. It sells its products in the Northeast, Midwest, Gulf Coast, and West Coast of the United States, as well as in other regions of the United States, Canada, Mexico, and internationally. The company is also involved in the provision of various rail, truck, and marine terminaling services; and pipeline transportation and storage services. PBF Energy Inc. was founded in 2008 and is based in Parsippany, New Jersey.
