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PBF Energy

PBF Energy Unknown Updated July 21, 2026
$66.02
52W $21.24 – $64.67
52/100
16.9
0.10
Explore PBF Further
📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
-37.6%
Contested
Is PBF Bullish or Bearish?
Mixed. Innellis AI committee rates PBF Energy (PBF) Watch with a composite score of 52/100 , based on 7 analysts with 43% agreement. Last updated July 21, 2026.
Executive Summary
The committee is genuinely divided. Value Analyst sees a compelling case — price-to-book of 0.6x is a discount to asset value. Growth Analyst remains cautious — revenue declining -4.3% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
  • RSI at or above 70 signals overbought conditions — bearish entry bias.
  • Positive MACD histogram signals bullish momentum.
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
Bear Case
  • RSI is overbought at 84.0 — momentum may be exhausted.
  • Lower Highs / Lower Lows structure confirms bearish price action.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 21, 2026
Overall Committee Score
52/100
Agreement
43%
Analysts
7
Conviction
Contested
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 0.6x is a discount to asset value
Growth Analyst bearish
25 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -4.3% YoY -- this is not a growth story right now
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 83 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 63.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2975.52)
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Investment Thesis Evolution

Committee score moved marginally from 51.7 to 51.7.

Comparing 2026-07-20 to 2026-07-21 (1 day apart).

Technical Analysis
RSI (14)
84.0
Overbought
MACD Histogram
1.411
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Bollinger %B
0.91
Inside Bands
Price vs Moving Averages
EMA 9
$58.36 Above
EMA 21
$52.67 Above
EMA 50
$47.35 Above
EMA 200
$39.32 Above
Fundamental Analysis
Valuation
98
Growth
40
Profitability
0
Financial Health
68
Cash Flow
8
Valuation
P/E Ratio 16.9×
P/B Ratio 1.36×
PEG Ratio 0.01
Dividend Yield 0.02%
52W High $64.67
52W Low $21.24
Quality & Growth
ROE -3.0%
ROA -1.2%
Gross Margin 1.1%
Operating Margin 2.8%
Revenue Growth YoY
Debt / Equity 0.65
AI Fundamental Assessment
P/E ratio of 16.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.0%; Return on assets of -0.0%; Net margin of 0.0%; Gross margin of 0.0%; Current ratio of 1.31 (tight short-term liquidity); Debt-to-equity of 0.65; Free cash flow margin of -2.6% (thin cash generation); Free cash flow per share is negative (-5.84); Most recent quarter missed estimates by 23.2%; EPS growth decelerating (+194.2% -> -279.6% QoQ); Analyst estimates falling over recent quarters
Key Risks
  • RSI is overbought at 84.0 — momentum may be exhausted.
  • Lower Highs / Lower Lows structure confirms bearish price action.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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