Skip to main content

LIVE

PBF

PBF Energy Inc.

PBF

NYSE·Energy·Oil & Gas Refining & Marketing·Mkt cap $8.8B

$74.34

-1.31%

P/E

6.51

Mkt Cap

$8.8B

52-Wk Range

$25.62–$77.94

52-Week Range

$25.62 - $77.94

P/E

6.51

Fwd P/E

4.29

Beta

0.10

Div Yield

1.48%

Avg Vol

3.0M

Shares Out

117.5M

Mkt Cap

$8.8B

Price action

Price chart

Up 161.7% over the trailing year

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

1 risk

  • Low volatility (beta 0.1).

Growth

Moderate growth ahead

Recovery in transportation fuel demand and economic activity

Value

Undervalued - trading well below Refining & Marketing peers

Momentum

Hot

+75.5% over 3m

Quality

Thin

Excellent business quality

Dividend

Modest

1.48% yield

Earnings track record

Latest print - beat on both lines

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

Next: Oct 29, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $6.22 vs $4.15 consensus (+49.9% surprise). Revenue of $11.7B vs $9.6B expected (+21.6%). Beat on both top and bottom lines.

EPS beat +49.9%
Rev beat +21.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+49.9%

Revenue trend · last 8Q

-20%

-18%

-14%

-9%

-3%

+12%

+56%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$8.4B

$7.4B

$7.1B

$7.5B

$7.7B

$7.1B

$7.9B

$11.7B

Margins · last 8Q

Gross

9.8%

Operating

10.9%

Profit

7.8%

Wall Street consensus

7 analysts · 14% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

14%

Hold

5

71%

Sell

1

14%

Median Price Target

Latest: UBS · Aug 4, 2026

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.