Added to YB: 2026-08-05
Pitch date: 2026-05-26
JBTM [bullish]
JBT Marel Corporation
-2.79%
current return
Author Info
No bio for this author
Company Info
JBT Marel Corporation provides technology solutions to food and beverage industry in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$7.4B
Pitch Price
$136.27
Price Target
269.82 (+90%)
Dividend
0.28%
EV/EBITDA
13.58
P/E
38.47
EV/Sales
2.29
Sector
Machinery
Category
value
JBT Marel Corporation - $JBTM
JBTM: Boring, cash-generative food equipment roll-up (sub-10% SAM share) post-Marel deal; protein/GLP-1 tailwinds, low AI risk. Trades near trough 1yr P/E/EV-EBITDA on Iran/oil fears. Q1'26 orders +17%, backlog +14%, deleveraging <2x by YE26 enables offense/M&A. FCF $6/sh 2025→$15/sh 2030 (~20% CAGR). ~20% IRR, 90-100% upside vs 20% downside, 3-4yr.
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