JBT Marel (JBTM) AI Stock Analysis

• Market Cap: $7.04B
• Dividend Yield: 0.22%
• Average Volume (3M): 478.59K
• Price to Earnings (P/E): 40.4
• Beta (1Y): 0.87
• Revenue Growth: 30.24%
• EPS Growth: -107.38%
• Country: US
• Employees: 11,700
• Sector: Industrials
• Sector Strength: 93
• Industry: Industrial - Machinery
• EPS (TTM): 0.97
• Shares Outstanding: 51,968,742
• 10 Day Avg. Volume: 486,654
• 30 Day Avg. Volume: 478,586
• PEG Ratio: 0.42
• Price to Book (P/B): 1.74
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 34.27
• Enterprise Value/Market Cap: 1.01
• Enterprise Value/Revenue: 1.46
• Enterprise Value/Gross Profit: 45.05
• Enterprise Value/Ebitda: 13.76
• 1Y Price Target: $120.00
• Price Target Upside: -13.68% Downside
• Rating Consensus: Moderate Sell
• Number of Analyst Covering: 3

• Rating: 74 Outperform
• Price Target: $146.00 ▲(5.02%Upside)

JBT Marel shows strong technical momentum and a solid liquidity position, backed by good cash generation and balance sheet strength. However, negative net income impacts valuation and presents a risk, compounded by uncertainties from tariffs affecting guidance. The company must address these challenges to maintain its positive trajectory.

Positive Factors

Commercial Synergies

JBT Marel is already seeing the early benefits of commercial synergies with early wins driven by bundling of its end-to-end poultry offering.

Order Momentum

Order momentum continued in first quarter 2025 (+12% year-over-year), with record bookings at Marel led by poultry, implying year-over-year growth starting at 19% to roughly $510 million.

Negative Factors

Managerial Challenges

The largest issue is managerial bandwidth against a backdrop of decision paralysis due to ongoing tariff uncertainty.

Tariff Impact

The looming potential of 50% EU tariffs adds another layer of complexity during an already complex integration process.

JBT Marel Business Overview & Revenue Model

Company Description

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It offers value-added processing that includes chilling, mixing/grinding, 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, and packaging solutions to the food, beverage, and health market. In addition, it offers automated guided vehicle systems for material movement in the manufacturing, warehouse, and medical facilities. It serves baby food, bakery and confectionery, citrus processing, fruits and nuts, juices, non-food, pet food, pharmaceutical, plant- based beverages and protein, poultry, meat, and seafood, ready meals, oils, soups, sauces, seasoning and dressings, automotive, building material, tissue, paper, and packaging, hospitals, pharma and life sciences, fast moving consumer goods, manufacturing, warehousing, and other industries. The company markets and sells its products and solutions through direct sales force, independent distributors, sales representatives, and technical service teams. The company was formerly known as John Bean Technologies Corporation and changed its name to JBT Marel Corporation in January 2025. JBT Marel Corporation was incorporated in 1994 and is headquartered in Chicago, Illinois.

How the Company Makes Money

JBT Marel makes money through the sale of its advanced food processing equipment and systems to food manufacturers worldwide. The company generates revenue from the initial sale of machinery and technology solutions, as well as from ongoing maintenance, servicing, and spare parts sales. Additionally, JBT Marel offers customized solutions and upgrades to existing equipment, providing a steady stream of income. Key revenue streams include sales to meat, poultry, and seafood processing companies, with significant contributions from long-term service contracts and aftermarket sales. Strategic partnerships with food producers and continuous investment in research and development further enhance the company's earning potential by driving innovation and customer satisfaction.

JBT Marel Financial Statement Overview

Summary

JBT Marel exhibits a stable financial foundation with strong cash generation capabilities and improved balance sheet strength. However, the recent net loss and declining profit margins highlight the need for operational efficiencies and cost control. The company should focus on reversing the net income trend to sustain long-term growth.

Income Statement

The income statement shows a mixed performance. The revenue growth rate for TTM is strong compared to the previous annual period, but the company posted a negative net income. Gross profit margin remains healthy, yet the net profit margin is concerning due to the significant net loss in the TTM. EBIT and EBITDA margins have decreased, reflecting challenges in maintaining operational efficiency.

Balance Sheet

The balance sheet is relatively robust with a high equity ratio, indicating strong capitalization. Debt levels have been reduced significantly, improving the debt-to-equity ratio favorably. However, the return on equity has been negatively impacted by the net loss, which may be a potential risk if profitability issues persist.

Cash Flow

Cash flow metrics are solid, with a strong operating cash flow to net income ratio indicating effective cash generation from operations. Free cash flow has grown, showing good liquidity management. However, the substantial increase in financing cash flow suggests reliance on external funding, which could indicate potential liquidity concerns in the future if not managed well.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.72B	1.66B	1.59B	1.40B	1.73B
Gross Profit	626.50M	585.70M	529.40M	482.10M	533.70M
EBITDA	204.20M	268.70M	212.50M	202.80M	231.20M
Net Income	85.40M	582.60M	137.40M	119.10M	108.80M
Balance Sheet
Total Assets	3.41B	2.71B	2.64B	2.14B	1.81B
Cash, Cash Equivalents and Short-Term Investments	1.23B	483.30M	71.70M	78.80M	47.50M
Total Debt	1.25B	646.40M	977.90M	674.40M	524.90M
Total Liabilities	1.87B	1.22B	1.74B	1.39B	1.17B
Stockholders Equity	1.54B	1.49B	905.40M	750.20M	637.10M
Cash Flow
Free Cash Flow	194.70M	19.10M	50.60M	123.20M	217.70M
Operating Cash Flow	232.60M	74.20M	135.20M	174.90M	252.00M
Investing Cash Flow	-41.30M	729.30M	-413.20M	-270.50M	-37.30M
Financing Cash Flow	561.80M	-354.10M	270.60M	80.80M	-207.40M

JBT Marel Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 139.02
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JBTM, the sentiment is Positive. The current price of 139.02 is above the 20-day moving average (MA) of 129.38, above the 50-day MA of 122.83, and above the 200-day MA of 119.14, indicating a bullish trend. The MACD of 3.99 indicates Negative momentum. The RSI at 67.73 is Neutral, neither overbought nor oversold. The STOCH value of 93.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JBTM.

JBT Marel Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WTS	79 Outperform	$8.41B	28.85	17.61%	0.72%	3.89%	8.17%
SPXC	77 Outperform	$8.19B	41.80	15.24%	―	10.78%	30.05%
MWA	75 Outperform	$3.88B	27.04	17.68%	1.05%	10.96%	43.44%
JBTM	74 Outperform	$7.04B	40.40	-3.97%	0.22%	30.24%	-107.38%
FLS	74 Outperform	$7.11B	25.49	14.00%	1.53%	4.23%	20.40%
SXI	69 Neutral	$1.97B	32.24	9.29%	0.76%	2.67%	-18.41%
Sector *	65 Neutral	$11.05B	15.76	5.13%	1.92%	3.11%	-24.90%

JBT Marel Corporate Events

JBT Marel Stockholders Approve Key Proposals at Annual Meeting

On May 15, 2025, JBT Marel Corporation held its Annual Meeting of Stockholders where three key proposals were voted on. The stockholders re-elected three directors, approved executive compensation on an advisory basis, and ratified the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the 2025 fiscal year.

The most recent analyst rating on (JBTM) stock is a Sell with a $85.00 price target. To see the full list of analyst forecasts on JBT Marel stock, see the JBTM Stock Forecast page.