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PBF

PBF Energy Inc.

PBF

NYSE·Energy·Oil & Gas Refining & Marketing·Mkt cap $5.7B

$48.08

+0.07%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$21.24 - $52.18

P/E

12.94

Fwd P/E

71.95

Beta

0.12

Div Yield

2.29%

Avg Vol

3.0M

Shares Out

117.5M

Mkt Cap

$5.7B

Price action

Price chart

Up 101.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Six strategically positioned refineries providing geographic diversification and market access across major U.S. regions
  • Integrated logistics infrastructure reducing transportation costs and enabling direct customer supply
  • Established distribution network across Northeast, Midwest, Gulf Coast, and West Coast markets
  • Operational scale and refining capacity supporting competitive production economics

Bear Case

2 risks

  • Low volatility (beta 0.1).
  • Extreme premium - high expectations embedded

Growth

Stable outlook

Recovery in transportation fuel demand and economic activity

Value

Extreme premium - high expectations embedded

Momentum

Strong

+5.8% over 3m

Quality

Thin

Strong fundamentals

Dividend

Solid

2.29% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of -$0.88 vs -$0.79 consensus (-11.4% surprise). Revenue of $7.9B vs $7.3B expected (+7.9%).

EPS miss
Rev beat +7.9%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-11.4%

Next: Apr 29, 2026

Revenue trend · last 8Q

-20%

-18%

-14%

-9%

-3%

+12%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$8.7B

$8.4B

$7.4B

$7.1B

$7.5B

$7.7B

$7.1B

$7.9B

Margins · last 8Q

Gross

6.1%

Operating

5.0%

Profit

2.5%

Wall Street consensus

8 analysts · 13% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

13%

Hold

6

75%

Sell

1

13%

Median Price Target

$48.50

+0.9% vs $48.08

Low $48.00
Median $48.50
High $49.00

Latest: TD Cowen · Jun 29, 2026

2 analysts covering

vs Industry

How PBF stacks vs Oil & Gas Refining & Marketing

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.