Loading...
JBTM logo

JBT Marel CorporationNYSE:JBTM Stock Report

Market Cap US$6.5b
Share Price
US$125.15
US$182.08
31.3% undervalued intrinsic discount
1Y6.2%
7D0.9%
1D
Portfolio Value
View

JBT Marel Corporation

NYSE:JBTM Stock Report

Market Cap: US$6.5b

JBT Marel (JBTM) Stock Overview

Provides technology solutions to food and beverage industry in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. More details

JBTM fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance1/6
Financial Health5/6
Dividends0/6

JBTM Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

JBT Marel Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for JBT Marel
Historical stock prices
Current Share PriceUS$125.15
52 Week HighUS$170.19
52 Week LowUS$113.67
Beta0.95
1 Month Change-0.21%
3 Month Change-3.05%
1 Year Change6.16%
3 Year Change4.80%
5 Year Change-6.40%
Change since IPO793.93%

Recent News & Updates

Narrative Update Jun 02

JBTM: Food Processing Execution Risk Will Limit Share Repurchase Upside

Analysts have trimmed their average price target on JBT Marel to $165 from $190, reflecting a lower comparable group multiple, even as they highlight the company’s growing role in food processing and its mix of secular growth, high margin recurring revenues, and strong free cash flow generation. Analyst Commentary Recent research highlights a split view on JBT Marel.
Narrative Update May 18

JBTM: 2026 Sector Assumptions And Execution Will Shape Balanced Return Potential

Analysts have raised JBT Marel's price targets to $190 and $202 in recent updates, citing expected sector trends in 2026, changes in valuation, and refreshed models following the Q4 results as key reasons for the higher targets. Analyst Commentary Recent research updates on JBT Marel highlight higher price targets of $190 and $202, tied to refreshed models after Q4 results, sector expectations for 2026, and reassessments of valuation.
Analysis Article May 14

Solid Earnings Reflect JBT Marel's (NYSE:JBTM) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like JBT Marel Corporation's ( NYSE:JBTM...

Recent updates

Narrative Update Jun 02

JBTM: Food Processing Execution Risk Will Limit Share Repurchase Upside

Analysts have trimmed their average price target on JBT Marel to $165 from $190, reflecting a lower comparable group multiple, even as they highlight the company’s growing role in food processing and its mix of secular growth, high margin recurring revenues, and strong free cash flow generation. Analyst Commentary Recent research highlights a split view on JBT Marel.
Narrative Update May 18

JBTM: 2026 Sector Assumptions And Execution Will Shape Balanced Return Potential

Analysts have raised JBT Marel's price targets to $190 and $202 in recent updates, citing expected sector trends in 2026, changes in valuation, and refreshed models following the Q4 results as key reasons for the higher targets. Analyst Commentary Recent research updates on JBT Marel highlight higher price targets of $190 and $202, tied to refreshed models after Q4 results, sector expectations for 2026, and reassessments of valuation.
Analysis Article May 14

Solid Earnings Reflect JBT Marel's (NYSE:JBTM) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like JBT Marel Corporation's ( NYSE:JBTM...
Narrative Update May 02

JBTM: 2026 Sector Tailwinds And Capital Plans Will Support Upside

Narrative Update: JBT Marel Analysts have lifted JBT Marel's implied upside, with recent price targets rising toward the $190 to $202 range. They point to updated models, modest tweaks to growth and margin assumptions, and supportive 2026 sector trends.
Seeking Alpha Apr 26

JBT Marel's Growth Plans Justify An Upgrade

Summary JBT Marel Corporation is upgraded from 'hold' to a soft 'buy' based on ambitious growth and cost-saving targets. JBTM expects organic revenue growth of 5–7% annually through 2028, targeting $4.52 billion in sales and 20% EBITDA margins. Management projects $150 million in annual cost savings by the end of next year, with additional revenue and operational synergies supporting margin expansion. Forward valuation multiples suggest 63–69% upside by 2028, offering potential annualized returns of 17.8–19.2% versus the S&P 500. Read the full article on Seeking Alpha
Narrative Update Apr 18

JBTM: 2026 Sector Tailwinds And Capital Plans Are Expected To Support Upside

Analysts have raised JBT Marel's price target to a range of about $190 to $202, up from prior views around $165 to $169. They cite updated models after Q4 results, supportive 2026 sector trends, and evidence of a valuation gap.
Narrative Update Apr 03

JBTM: Higher 2026 Sector Trends And Capital Plans May Support Upside

Analysts have raised their fair value estimate for JBT Marel from $177.50 to $210.00, citing higher price targets from recent Q4 model updates and 2026 sector trend work, which they view as supportive for the stock. Analyst Commentary Recent Street research has turned more constructive on JBT Marel, with higher price targets tied directly to updated models and sector work.
Narrative Update Mar 20

JBTM: 2026 Sector Setup And Food Tech Hub Will Shape Upside Outlook

Analysts have lifted their JBT Marel price target from $160.25 to about $182, citing updated models after recent Q4 results, positive 2026 sector trends, and a reassessment of the valuation gap relative to peers. Analyst Commentary Bullish Takeaways Bullish analysts see the move in price targets toward the US$190 to US$202 range as a reset that better reflects their updated models after Q4, rather than a stretch valuation.
Narrative Update Mar 06

JBTM: Long Dated 2026 Assumptions Will Pressure Future Share Returns

Analysts have lifted their JBT Marel price target range from about $165 to around $202, citing updated models after Q4 results, positive 2026 sector trends, and a reassessment of valuation that now supports a fair value estimate of roughly $121, a lower discount rate of 8.85%, and a higher future P/E assumption of about 18.7, despite more conservative revenue growth and profit margin inputs. Analyst Commentary The latest research updates on JBT Marel center on refreshed models after Q4 results and a reassessment of what investors may be willing to pay for the stock, with reference targets in a range around $190 to $202 and an implied fair value closer to $121.
Narrative Update Feb 19

JBTM: Lower Future P E Multiple Will Weigh On Share Returns

Analysts have maintained their price target for JBT Marel at $105.41, highlighting slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors supporting this unchanged outlook. What's in the News JBT Marel held an Investor Day event, giving analysts and investors a closer look at the business, capital allocation priorities, and long term financial framework (Key Developments).
Narrative Update Feb 05

JBTM: Projected Margins And P E Reset Will Pressure Share Price

Analysts have maintained their price target for JBT Marel at $105.41. They cite updated assumptions for the discount rate, revenue growth, profit margins and future P/E that keep their valuation view essentially unchanged.
Narrative Update Jan 22

JBTM: Expected 2025 Losses Will Likely Undermine Current Share Price

Analysts have adjusted their price target for JBT Marel to US$105.41, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News JBT Marel plans an Investor Day event, providing management an opportunity to update investors on the business and capital allocation plans (Key Developments).
Narrative Update Jan 08

JBTM: Investor Day And New Food Solutions Will Shape Balanced Future Outlook

Narrative Update on JBT Marel Analysts have lifted their price target on JBT Marel by US$5 to US$160.25, reflecting updated assumptions for slightly higher revenue growth and a higher future P/E multiple, alongside modest adjustments to the discount rate and profit margin outlook. What's in the News JBT Marel plans to host an Investor Day, giving management a platform to update investors on the business, capital allocation, and medium term priorities (Key Developments).
Analysis Article Dec 31

We Think JBT Marel (NYSE:JBTM) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narrative Update Dec 23

JBTM: Higher Profit Margins Will Likely Fail To Justify Current Price

Analysts have raised their price target on JBT Marel from approximately 88 dollars to 105 dollars, citing expectations for stronger long term profitability despite moderating revenue growth and a lower projected valuation multiple. What's in the News Raised 2025 revenue guidance to a range of 3,760 million dollars to 3,790 million dollars, signaling confidence in underlying demand despite moderating growth expectations (Corporate Guidance) Updated 2025 GAAP loss per share outlook to a narrower range of 1.05 dollars to 0.75 dollars, highlighting anticipated margin improvements and cost discipline (Corporate Guidance) Launched the Fresh'n Squeeze 1800 Citrus Juicer, a compact countertop system using the company’s industrial grade whole fruit extraction technology to boost juice yield by up to 50 percent per fruit versus traditional cut and press methods (Product Announcement) Positioned the Fresh'n Squeeze 1800 as a labor saving, space efficient solution for grocery retailers, juice bars, hotels, resorts, and coffee shops, enabling menu diversification and new revenue streams from fresh citrus offerings (Product Announcement) Valuation Changes The fair value estimate has risen significantly from approximately 88.23 dollars to 105.41 dollars per share, reflecting higher expected long term profitability.
Narrative Update Dec 09

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

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.
Narrative Update Nov 25

JBTM: Margin Expansion And New Offerings Will Drive Future Upside

Analysts have raised their price target for JBT Marel to $155.25 from $152.75, citing modest improvements in profit margin projections as the primary driver for this upward adjustment. What's in the News JBT Marel has raised its earnings guidance for the full year 2025, projecting revenue between $3,760 million and $3,790 million and GAAP LPS in the range of $1.05 to $0.75 (Company Guidance).
Narrative Update Nov 07

JBTM: Future Expansion Will Stem From Margin Gains Amid Slower Revenue Growth

Analysts have raised their price target for JBT Marel from $149.42 to $152.75, citing improved profit margin expectations, even as projected revenue growth is expected to moderate. What's in the News JBT Marel raised its earnings guidance for the full year 2025, forecasting revenue between $3,760 million and $3,790 million and GAAP loss per share in the range of $1.05 to $0.75 (Key Developments).
Narrative Update Sep 20

Global Protein Demand And Automation Will Drive Future Expansion

The downward revision of JBT Marel's consensus analyst price target primarily reflects a decline in the anticipated future P/E ratio, with fair value lowered from $162.30 to $149.42. What's in the News JBT Marel is showcasing several innovations at Pack Expo Las Vegas, including the launch of the CIPure Cleaning System, new juicing and pet food technologies, tray sealers, slicers, and a 3D model of a fresh salad line, alongside immersive VR experiences.
Narrative Update Sep 05

Global Protein Demand And Automation Will Drive Future Expansion

The increase in JBT Marel’s consensus analyst price target to $162.30 is primarily driven by a higher forecast valuation multiple (Future P/E), with revenue growth expectations remaining steady. What's in the News JBT Marel re-established full year 2025 earnings guidance, projecting revenue of $3,675 million to $3,725 million, a loss from continuing operations margin of 2.7% to 1.7%, and GAAP loss per share of $1.90 to $1.20.
Narrative Update Aug 07

Global Protein Demand And Automation Will Drive Future Expansion

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.
User avatar
New Narrative Feb 09

Merger With Marel Will Improve Operational Efficiency And Create Synergies

Strong revenue growth and margin expansion driven by recovery in key markets and beneficial restructuring efforts could boost future earnings.
User avatar
New Narrative Sep 09

JBT's Calculated Mergers And Efficiency Gains Promise Robust Revenue And Margin Growth

Strategic expansion and diversification through the proposed merger with Marel promises to enhance market position and drive revenue growth.

Shareholder Returns

JBTMUS MachineryUS Market
7D0.9%1.3%0.8%
1Y6.2%44.3%24.2%

Return vs Industry: JBTM underperformed the US Machinery industry which returned 44.3% over the past year.

Return vs Market: JBTM underperformed the US Market which returned 24.2% over the past year.

Price Volatility

Is JBTM's price volatile compared to industry and market?
JBTM volatility
JBTM Average Weekly Movement6.4%
Machinery Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stable Share Price: JBTM has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: JBTM's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199411,500Brian Deckjbtmarel.com

JBT Marel Corporation provides technology solutions to food and beverage industry in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through Protein Solutions and Prepared Food and Beverage Solutions. It offers value-added processing that includes equipment, solutions, software and services, stunning, slaughtering, scalding/dehairing, chilling, mixing/grinding, separation, injecting, blending, marinating, tumbling, flattening, forming, portioning, coating, cooking, frying, freezing, extracting, pasteurizing, sterilizing, concentrating, high pressure processing, weighing, inspecting, filling, closing, sealing, end of line material handling, labeling, and packaging solutions to the food, beverage, and health market.

JBT Marel Corporation Fundamentals Summary

How do JBT Marel's earnings and revenue compare to its market cap?
JBTM fundamental statistics
Market capUS$6.52b
Earnings (TTM)US$168.30m
Revenue (TTM)US$3.88b
38.7x
P/E Ratio
1.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JBTM income statement (TTM)
RevenueUS$3.88b
Cost of RevenueUS$2.51b
Gross ProfitUS$1.37b
Other ExpensesUS$1.21b
EarningsUS$168.30m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.23
Gross Margin35.41%
Net Profit Margin4.34%
Debt/Equity Ratio41.1%

How did JBTM perform over the long term?

See historical performance and comparison

Dividends

0.3%
Current Dividend Yield
12%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/14 01:14
End of Day Share Price 2026/06/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

JBT Marel Corporation is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mircea DobreBaird
John JoynerBMO Capital Markets Equity Research
Andrew ObinBofA Global Research