JBT Marel (JBTM) AI Stock Analysis

• Market Cap: $6.55B
• Dividend Yield: 0.16%
• Average Volume (3M): 445.17K
• Price to Earnings (P/E): 40.4
• Beta (1Y): 0.86
• Revenue Growth: 30.24%
• EPS Growth: -107.38%
• Country: US
• Employees: 11,700
• Sector: Industrials
• Sector Strength: 86
• Industry: Industrial - Machinery
• EPS (TTM): 0.97
• Shares Outstanding: 51,968,742
• 10 Day Avg. Volume: 575,258
• 30 Day Avg. Volume: 445,166
• PEG Ratio: 0.02
• Price to Book (P/B): 2.14
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 166.62
• Enterprise Value/Market Cap: 0.51
• Enterprise Value/Revenue: 0.46
• Enterprise Value/Gross Profit: 4.30
• Enterprise Value/Ebitda: 3.88
• 1Y Price Target: $129.00
• Price Target Upside: 2.00% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 4

• Rating: 70 Outperform
• Price Target: $129.00 ▲(2.00%Upside)

JBTM's overall stock score reflects a stable financial foundation and strong cash generation capabilities, bolstered by positive earnings call insights. However, the negative net income and valuation concerns, coupled with tariff uncertainties, weigh down the score.

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.

Financial Performance

JBT Marel reported strong first-quarter results as both revenue and orders were above expectations.

Order Growth

Order momentum continued in first quarter 2025 with record bookings at Marel, led by poultry, implying significant year-over-year growth.

Negative Factors

Acquisition Dilution

Year one dilution from the acquisition of Marel is more adverse than originally feared, at an estimated $0.65 to $1.25.

Guidance Suspension

The decision to suspend full year 2025 guidance appears to stem from an abundance of caution, with JBT Marel citing prolonged periods of macro uncertainty.

Tariff Uncertainty

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, which are designed to improve operational efficiency and product quality for its customers. The company generates revenue from both the initial sale of its machinery and ongoing service contracts, including maintenance and support services. JBT Marel also engages in aftermarket sales, providing spare parts and upgrades to its installed equipment base. Strategic partnerships with key players in the food processing industry and continual investment in research and development further bolster its revenue streams by enabling the company to offer cutting-edge solutions and capture new market opportunities.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.18B	1.72B	1.66B	1.59B	1.40B	1.73B
Gross Profit	778.70M	626.50M	585.70M	529.40M	482.10M	533.70M
EBITDA	114.90M	204.20M	268.70M	212.50M	202.80M	231.20M
Net Income	-110.40M	85.40M	582.60M	137.40M	119.10M	108.80M
Balance Sheet
Total Assets	8.00B	3.41B	2.71B	2.64B	2.14B	1.81B
Cash, Cash Equivalents and Short-Term Investments	101.00M	1.23B	483.30M	71.70M	78.80M	47.50M
Total Debt	21.40M	1.25B	646.40M	977.90M	674.40M	524.90M
Total Liabilities	3.89B	1.87B	1.22B	1.74B	1.39B	1.17B
Stockholders Equity	4.11B	1.54B	1.49B	905.40M	750.20M	637.10M
Cash Flow
Free Cash Flow	209.20M	194.70M	19.10M	50.60M	123.20M	217.70M
Operating Cash Flow	256.60M	232.60M	74.20M	135.20M	174.90M	252.00M
Investing Cash Flow	-1.80B	-41.30M	729.30M	-413.20M	-270.50M	-37.30M
Financing Cash Flow	1.19B	561.80M	-354.10M	270.60M	80.80M	-207.40M

JBT Marel Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 126.47
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

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 126.47 is above the 20-day moving average (MA) of 120.81, above the 50-day MA of 114.89, and above the 200-day MA of 116.21, indicating a bullish trend. The MACD of 1.85 indicates Negative momentum. The RSI at 63.58 is Neutral, neither overbought nor oversold. The STOCH value of 77.66 is Neutral, 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	$8.52B	29.23	17.61%	0.82%	3.89%	8.17%
SPXC	78 Outperform	$8.08B	40.00	15.24%	―	10.78%	30.05%
MWA	74 Outperform	$3.86B	26.93	17.68%	1.09%	10.96%	43.44%
FLS	74 Outperform	$7.06B	25.32	14.00%	1.55%	4.23%	20.40%
JBTM	70 Outperform	$6.55B	40.40	-3.97%	0.16%	30.24%	-107.38%
SXI	69 Neutral	$2.01B	32.84	9.29%	0.77%	2.67%	-18.41%
Sector *	65 Neutral	$10.77B	15.80	5.51%	1.90%	3.03%	-26.66%

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.