Assessing PBF Energy's Valuation Following Martinez Restart Plans and Renewables Expansion

Simply Wall St.

Oct 18

PBF Energy (PBF) plans to fully restart its Martinez refinery by the end of 2025, following major demolition and repairs. The company is also reporting progress on cost-saving efforts and renewable ...

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The company is also reporting progress on cost-saving efforts and renewable ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-pbf/pbf-energy/news/assessing-pbf-energys-valuation-following-martinez-restart-p\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing PBF Energy's Valuation Following Martinez Restart Plans and Renewables Expansion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing PBF Energy's Valuation Following Martinez Restart Plans and Renewables Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-18 06:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nyse-pbf/pbf-energy/news/assessing-pbf-energys-valuation-following-martinez-restart-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PBF Energy (PBF) plans to fully restart its Martinez refinery by the end of 2025, following major demolition and repairs. The company is also reporting progress on cost-saving efforts and renewable ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-pbf/pbf-energy/news/assessing-pbf-energys-valuation-following-martinez-restart-p\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PBF","symbol_name":"PBF Energy","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nyse-pbf/pbf-energy/news/assessing-pbf-energys-valuation-following-martinez-restart-p","article_id":"2576206057","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/1033000-choice1-main-header/1585186680256"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nyse-pbf/pbf-energy/news/assessing-pbf-energys-valuation-following-martinez-restart-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576206057","pubTimestamp":1760740411,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"PBF Energy (PBF) plans to fully restart its Martinez refinery by the end of 2025, following major demolition and repairs. The company is also reporting progress on cost-saving efforts and renewable diesel production expansion.\nSee our latest analysis for PBF Energy.\nPBF Energy shares have seen some volatility, with a 17.9% gain over the past 90 days but a 1-year total shareholder return of -10.7%. While the recent refinery news has caught some attention, momentum appears to be building again...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"PBF":"PBF Energy","BK4138":"石油与天然气的炼制和营销","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"评估马丁内斯重启计划和可再生能源扩张后PBF Energy的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PBF":1.5},"content_text":"PBF Energy (PBF) plans to fully restart its Martinez refinery by the end of 2025, following major demolition and repairs. The company is also reporting progress on cost-saving efforts and renewable diesel production expansion. See our latest analysis for PBF Energy. PBF Energy shares have seen some volatility, with a 17.9% gain over the past 90 days but a 1-year total shareholder return of -10.7%. While the recent refinery news has caught some attention, momentum appears to be building again as the company sharpens its focus on core operations and renewables. If these kinds of strategic moves have you curious about what else is stirring in the energy sector, it could be a good time to broaden your search and discover fast growing stocks with high insider ownership But with shares still trading below recent analyst price targets and earnings growth outpacing revenue, investors are left to wonder: is there real value on offer here, or is the market fully reflecting PBF's future prospects? AdvertisementMost Popular Narrative: 11.6% Overvalued With PBF Energy’s most followed narrative assigning a fair value of $25.75 per share, the latest closing price of $28.73 sits above that estimate. The narrative highlights how recent margin expansion, cost controls, and tight industry supply collectively shape analyst sentiment on where the stock should trade next.  Net global demand for refined products is expected to exceed net refining capacity additions in the coming years, driven by ongoing population growth and underinvestment in new refining capacity outside North America. This tightening supply backdrop should support strong utilization, pricing power, and higher revenues for efficient U.S. refiners like PBF. Recent and upcoming refinery closures in key markets (California, UK, Europe) are consolidating supply, raising barriers to entry and making PBF's existing domestic assets more valuable in a structurally tighter market. This supports improved crack spreads, driving margin and earnings upside.  Read the complete narrative. Want to know what gives PBF’s valuation muscle during a period of industry turbulence? Behind this price is a daring growth trajectory, powered by a mix of cost savings, asset restarts, and bullish forecasts on profit expansion. Can the company deliver, especially with these ambitious financial targets underpinning the story? Try to uncover which assumptions could make or break this case by diving into the full narrative. Result: Fair Value of $25.75 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, ongoing regulatory scrutiny and heavy reliance on traditional fuel demand remain persistent risks that could quickly challenge even the most bullish outlook. Find out about the key risks to this PBF Energy narrative.  Build Your Own PBF Energy Narrative Keep in mind, if you see things differently or want to dig into the numbers yourself, you can put your own view together in just a few minutes. Do it your way Prefer to form your own view? Our platform makes it easy to explore a stock's fundamentals and create your own narrative in minutes. Looking for More Smart Investing Opportunities? You’re just a few clicks away from stock ideas that could reshape your portfolio and help you spot tomorrow’s winners well before the crowd catches on.  Supercharge your income by targeting robust yields with these 20 dividend stocks with yields > 3%, offering above-average payouts and resilient balance sheets for steady, long-term growth. Tap into next-generation breakthroughs by seeking out market movers in AI through these 24 AI penny stocks and position yourself at the forefront of technological transformation. Catch tomorrow’s bargains now as you scan these 868 undervalued stocks based on cash flows, zeroing in on compelling value plays trading below their intrinsic worth.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}