Added to YB: 2025-05-07
Pitch date: 2025-03-18
JBTM [bullish]
JBT Marel Corporation
+22.78%
current return
Author Info
No bio for this author
Company Info
JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Central and South America.
Market Cap
$7.0B
Pitch Price
$125.92
Price Target
200.00 (+29%)
Dividend
0.30%
EV/EBITDA
24.06
P/E
-57.62
EV/Sales
2.70
Sector
Machinery
Category
special_situation
JBT Marel Corporation - $JBTM
JBTM: Leading food processing equipment maker post-JBT/Marel merger. Best-in-class R&D, op excellence. $150M cost + $75M rev synergies. 50% recurring rev, FCF >100% conversion. Poultry strongest segment (40% of orders, mid-teens margins). PT $160-200 (2-3Y) on $8-10 FCF/sh @ 20x. Catalysts: protein orders inflection, synergies, deleveraging.
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