JBTM
JBT Marel Corporation
$105.45
+0.83% 2026-10-20
IndustrialsS&P 600
JBTMSPY
1W
-1.1%
1M
-4.1%
3M
-20.3%
6M
-20.4%
YTD
-29.9%
1Y
-19.8%
Live chart
Loading live chart…
Grades vs sector
Momentum20th pct in sectorD
Momentum
20th pct in sector
12-1 return: -16.0%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth26th pct in sectorD+
Growth
26th pct in sector
Revenue growth (YoY): +4.9%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value80th pct in sectorB+
Value
80th pct in sector
Forward E/P: 8.9% · EBITDA/EV: 9.1%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability23rd pct in sectorD
Profitability
23rd pct in sector
Profit margin: +4.9% · Return on equity: +4.4%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More news2 Reasons to Like JBTM (and 1 Not So Much)
StockStory · Oct 15
3 Industrials Stocks on Our Watchlist
StockStory · Oct 14
Q2 Earnings Roundup: JBT Marel (NYSE:JBTM) And The Rest Of The General Industrial Machinery Segment
StockStory · Oct 13
2 Safe-and-Steady Stocks to Keep an Eye On and 1 We Brush Off
StockStory · Oct 06
Schneider Electric Deal Puts Industrial Software Stocks In Focus
Simply Wall St. · Oct 04
Key stats
Market cap$5.5B
P/E (trailing)29.1
P/E (forward)11.4
52-week range102.97 – 170.19
Revenue growth (YoY, latest qtr)+4.9%
Dividend yield0.38%
Analyst consensusNone (8)
Mean price target$167.06 (+58%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -1 (DCF counts double).
▼DCF (base case)below the price by 35%
▲Forward P/E vs sector11.4x vs median 17.1x
▼Piotroski F-score1/9
•Net debt / EBITDA2.6x
▲Analyst target+58% (8 analysts)
Discounted cash flow
Bear
$24
-77%
growth 12% · disc. 9.9% · term. 2.0%
Base
$69
-35%
growth 19% · disc. 8.9% · term. 2.5%
Bull
$136
+29%
growth 24% · disc. 7.9% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price assumes free cash flow grows about 19% a year for 10 years.
Implied
+19%/yr
FCF, last 3 yrs
n/a
FCF, last 5 yrs
n/a
Revenue, last 3 yrs
+34%/yr
Revenue, last 5 yrs
+17%/yr
Same inputs as the DCF above: trailing free cash flow 0.1B, 8.9% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.94 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Industrials
P/E (trailing)
pricier
sector median 26.4× · 57th pct
29.1×pricier
Forward P/E
cheaper
sector median 17.1× · 16th pct
11.4×cheaper
EV / EBITDA
cheaper
sector median 14.8× · 38th pct
12.5×cheaper
Price / sales
cheaper
sector median 2.1× · 35th pct
1.4×cheaper
Price / book
cheaper
sector median 3.5× · 7th pct
1.2×cheaper
FCF yield
pricier
sector median 4.5% · 17th pct
2.3%pricier
Forward EPS $9.23 vs trailing $3.62 (+155% expected growth). Forward P/E uses analysts' next-12-month estimate.
Backlog (remaining performance obligations)
RPO
$1.5B
as of 2026-06-30
vs a year ago
+7%
YoY
× TTM revenue
0.38×
coverage
Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).
Quality & financial health
Gross margin
6.5%
Operating margin
7.3%
FCF margin
3.2%
Net margin
4.9%
Return on equity
4.3%
Return on invested capital
3.9%
Net debt / EBITDA
2.6×
Current ratio
1.2×
Interest cover
–
Cash conversion (OCF/NI)
0.6×
Piotroski F-score 1/9 · last two fiscal years
✗ Positive net income✗ Positive operating cash flow✗ Return on assets improved✗ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✗ No share dilution✗ Gross margin improved✗ Asset turnover improved
Analysts
Mean target
$167
+58%
Analysts
8
None
Range
$118–$210
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $3.8B | $-50.5M | – |
| 2024 | $1.7B | $85.4M | – |
| 2023 | $1.7B | $582.6M | – |
| 2022 | $1.6B | $137.4M | $142.3M |
| 2021 | $1.9B | $119.1M | $225.7M |
| 2020 | $1.7B | $108.8M | $252.0M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +33.7%.
Earnings
Next report: 2026-11-02 · during market · EPS est 2.10
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-03 | 2.02 | 1.95 | -3.4% |
| 2026-05-04 | 1.48 | 1.58 | +6.8% |
| 2026-02-23 | 1.93 | 1.98 | +2.7% |
| 2025-11-03 | 1.51 | 1.94 | +28.9% |
| 2025-08-04 | 1.28 | 1.49 | +16.4% |
| 2025-05-05 | 0.84 | 0.97 | +15.8% |
| 2025-02-24 | 1.82 | 1.70 | -6.7% |
| 2024-10-22 | 1.41 | 1.50 | +6.8% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $981.0M | +14.9% |
| 2026-03-31 | $936.0M | – |
| 2025-12-31 | $1.0B | – |
| 2025-06-30 | $935.0M | – |
| 2025-03-31 | $854.0M | – |
Analyst actions
Baird
PT $171
2026-09-24 · main
Outperform → OutperformPT $171
Barclays
PT $150
2026-09-08 · init
→ OverweightPT $150
Keybanc
PT $150
2026-08-25 · init
→ OverweightPT $150
Oppenheimer
PT $175
2026-05-21 · init
→ OutperformPT $175
Jefferies
PT $180
2025-12-10 · up
Hold → BuyPT $180
William Blair
2025-08-06 · up
Market Perform → OutperformRecent dividends
2026-08-17: $0.100 · 2026-05-26: $0.100 · 2026-03-09: $0.100 · 2025-12-15: $0.100 · 2025-08-18: $0.100 · 2025-05-27: $0.100 · 2025-03-10: $0.100 · 2024-12-13: $0.100
Stats refreshed 2026-10-20 18:09:08 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.