Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 2.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.3%

Megatrend and thematic drivers
Megatrends include US Energy Independence, and Energy Transition & Decarbonization. Themes include Domestic Refined Products Supply, Renewable Fuel Production, Show more.

Weak multi-year price returns
2Y Excs Rtn is -41%, 3Y Excs Rtn is -61%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -238 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.8%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 62%

Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 19x

Stock price has recently run up significantly
12M Rtn12 month market price return is 105%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.3%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%

Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.3%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 53%

Key risks
PBF key risks include [1] substantial financial and operational setbacks from disruptions at its relatively few refineries and [2] significant financial exposure to the volatile price of Renewable Identification Numbers (RINs) and stringent regional regulations.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 2.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.3%
1 Megatrend and thematic drivers
Megatrends include US Energy Independence, and Energy Transition & Decarbonization. Themes include Domestic Refined Products Supply, Renewable Fuel Production, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -41%, 3Y Excs Rtn is -61%
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -238 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.8%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 62%
6 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 19x
7 Stock price has recently run up significantly
12M Rtn12 month market price return is 105%
8 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.3%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%
9 Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.3%
10 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 53%
11 Key risks
PBF key risks include [1] substantial financial and operational setbacks from disruptions at its relatively few refineries and [2] significant financial exposure to the volatile price of Renewable Identification Numbers (RINs) and stringent regional regulations.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

PBF Energy (PBF) stock has gained about 20% since 2/28/2026 because of the following key factors:

1. Elevated Refining Margins Driven by Geopolitical Tensions and Supply Constraints.

Global refining margins have experienced significant increases due to supply bottlenecks and ongoing geopolitical tensions. Goldman Sachs forecasts robust refining profits throughout 2026, projecting U.S. diesel margins to potentially reach $50 per barrel in the fourth quarter. This is primarily attributed to a decrease of 4 million barrels per day in global refined petroleum product exports, stemming from refinery outages in the Middle East and Russia. The broader "refining paradox," characterized by a surplus of crude oil but a bottleneck in processing capacity, has created a highly profitable environment for efficient refiners.

2. Successful Restart of Martinez Refinery and Substantial Insurance Recoveries.

PBF Energy's Martinez refinery is making progress toward a full operational restart, with planned rates anticipated by early May 2026. In the first quarter of 2026, the company received an additional $106.5 million in insurance recoveries related to the February 2025 refinery fire, bringing the total recoveries to $1 billion. This operational milestone and the significant financial indemnification contribute positively to the company's outlook.

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Stock Movement Drivers

Fundamental Drivers

The 18.5% change in PBF stock from 2/28/2026 to 6/13/2026 was primarily driven by a 17.7% change in the company's P/S Multiple.
(LTM values as of)22820266132026Change
Stock Price ($)35.3641.8918.5%
Change Contribution By: 
Total Revenues ($ Mil)29,33230,1702.9%
P/S Multiple0.10.217.7%
Shares Outstanding (Mil)115117-2.2%
Cumulative Contribution18.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/13/2026
ReturnCorrelation
PBF18.5% 
Market (SPY)8.4%-42.8%
Sector (XLE)3.6%58.7%

Fundamental Drivers

The 23.3% change in PBF stock from 11/30/2025 to 6/13/2026 was primarily driven by a 22.2% change in the company's P/S Multiple.
(LTM values as of)113020256132026Change
Stock Price ($)33.9841.8923.3%
Change Contribution By: 
Total Revenues ($ Mil)29,54430,1702.1%
P/S Multiple0.10.222.2%
Shares Outstanding (Mil)116117-1.2%
Cumulative Contribution23.3%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/13/2026
ReturnCorrelation
PBF23.3% 
Market (SPY)9.2%-26.0%
Sector (XLE)29.2%61.0%

Fundamental Drivers

The 127.5% change in PBF stock from 5/31/2025 to 6/13/2026 was primarily driven by a 145.0% change in the company's P/S Multiple.
(LTM values as of)53120256132026Change
Stock Price ($)18.4141.89127.5%
Change Contribution By: 
Total Revenues ($ Mil)31,53630,170-4.3%
P/S Multiple0.10.2145.0%
Shares Outstanding (Mil)114117-2.9%
Cumulative Contribution127.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/13/2026
ReturnCorrelation
PBF127.5% 
Market (SPY)27.3%-6.7%
Sector (XLE)45.7%59.5%

Fundamental Drivers

The 25.2% change in PBF stock from 5/31/2023 to 6/13/2026 was primarily driven by a 745.9% change in the company's P/E Multiple.
(LTM values as of)53120236132026Change
Stock Price ($)33.4741.8925.2%
Change Contribution By: 
Total Revenues ($ Mil)46,98430,170-35.8%
Net Income Margin (%)7.0%1.5%-79.0%
P/E Multiple1.311.1745.9%
Shares Outstanding (Mil)1291179.9%
Cumulative Contribution25.2%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/13/2026
ReturnCorrelation
PBF25.2% 
Market (SPY)84.5%21.4%
Sector (XLE)65.7%61.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PBF Return83%217%10%-38%7%54%549%
Peers Return26%71%16%-16%36%55%347%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
PBF Win Rate67%83%50%25%67%67% 
Peers Win Rate53%73%52%38%65%80% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PBF Max Drawdown-60%-40%-35%-59%-54%-27% 
Peers Max Drawdown-32%-31%-26%-41%-31%-16% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MPC, VLO, PSX, DINO, DK. See PBF Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/12/2026 (YTD)

How Low Can It Go

EventPBFS&P 500
2025 US Tariff Shock
  % Loss-40.3%-18.8%
  % Gain to Breakeven67.5%23.1%
  Time to Breakeven70 days79 days
2024 Yen Carry Trade Unwind
  % Loss-11.2%-7.8%
  % Gain to Breakeven12.6%8.5%
  Time to Breakeven462 days18 days
2023 SVB Regional Banking Crisis
  % Loss-25.0%-6.7%
  % Gain to Breakeven33.4%7.1%
  Time to Breakeven36 days31 days
2020 COVID-19 Crash
  % Loss-78.7%-33.7%
  % Gain to Breakeven370.0%50.9%
  Time to Breakeven741 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-44.0%-19.2%
  % Gain to Breakeven78.5%23.8%
  Time to Breakeven1691 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-14.2%-3.7%
  % Gain to Breakeven16.6%3.9%
  Time to Breakeven18 days6 days

Compare to MPC, VLO, PSX, DINO, DK

In The Past

PBF Energy's stock fell -40.3% during the 2025 US Tariff Shock. Such a loss loss requires a 67.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPBFS&P 500
2025 US Tariff Shock
  % Loss-40.3%-18.8%
  % Gain to Breakeven67.5%23.1%
  Time to Breakeven70 days79 days
2023 SVB Regional Banking Crisis
  % Loss-25.0%-6.7%
  % Gain to Breakeven33.4%7.1%
  Time to Breakeven36 days31 days
2020 COVID-19 Crash
  % Loss-78.7%-33.7%
  % Gain to Breakeven370.0%50.9%
  Time to Breakeven741 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-44.0%-19.2%
  % Gain to Breakeven78.5%23.8%
  Time to Breakeven1691 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-28.2%-12.2%
  % Gain to Breakeven39.3%13.9%
  Time to Breakeven58 days62 days
2014-2016 Oil Price Collapse
  % Loss-22.1%-6.8%
  % Gain to Breakeven28.4%7.3%
  Time to Breakeven35 days15 days
2013 Taper Tantrum
  % Loss-27.1%-0.2%
  % Gain to Breakeven37.2%0.2%
  Time to Breakeven77 days1 days

Compare to MPC, VLO, PSX, DINO, DK

In The Past

PBF Energy's stock fell -40.3% during the 2025 US Tariff Shock. Such a loss loss requires a 67.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About PBF Energy (PBF)

PBF Energy Inc., together with its subsidiaries, engages in refining and supplying petroleum products. The company operates in two segments, Refining and Logistics. It produces gasoline, ultra-low-sulfur diesel, heating oil, diesel fuel, jet fuel, lubricants, petrochemicals, and asphalt, as well as unbranded transportation fuels, petrochemical feedstocks, blending components, and other petroleum products. The company sells its products in Northeast, Midwest, Gulf Coast, and West Coast of the United States, as well as in other regions of the United States, Canada, and Mexico. It also offers various rail, truck, and marine terminaling services, as well as pipeline transportation and storage services. As of December 31, 2021, the company owned and operated six oil refineries and related assets. PBF Energy Inc. was founded in 2008 and is based in Parsippany, New Jersey.

AI Analysis | Feedback

PBF Energy is like the refining and logistics operations of a major oil company such as ExxonMobil or Shell, without the oil wells or gas stations.

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  • Gasoline: A refined petroleum product primarily used as fuel in internal combustion engines for vehicles.
  • Ultra-low-sulfur Diesel: A cleaner-burning diesel fuel with significantly reduced sulfur content, primarily for transportation.
  • Heating Oil: A fuel oil utilized for heating purposes in residential and commercial furnaces and boilers.
  • Diesel Fuel: A general term for fuel used in diesel engines, including various grades.
  • Jet Fuel: A type of aviation fuel specifically designed for use in aircraft powered by gas-turbine engines.
  • Lubricants: Substances applied to surfaces in mutual contact to reduce friction and wear between them.
  • Petrochemicals: Chemical products derived from petroleum, serving as raw materials for a wide range of industrial and consumer goods.
  • Asphalt: A viscous, black material derived from petroleum, widely used as a binder in road construction and roofing.
  • Terminaling Services (Rail, Truck, Marine): Services for handling, storing, and transferring petroleum products at terminals via various transportation modes.
  • Pipeline Transportation Services: The service of moving petroleum products through a network of pipelines.
  • Storage Services: Services for holding and warehousing petroleum products and related materials.

AI Analysis | Feedback

PBF Energy (PBF) operates primarily as a business-to-business (B2B) supplier. As a refining and logistics company, it processes crude oil into various petroleum products and sells them in bulk. PBF Energy does not typically sell directly to individual consumers. PBF Energy does not publicly disclose specific names of its major customers. This is common practice in the refining industry due to the commodity nature of their products and competitive dynamics. However, based on the description of its products and services, its customers fall into several categories of other companies: * **Wholesale Distributors and Marketers:** These companies purchase gasoline, diesel, heating oil, and other fuels in large volumes from PBF Energy. They then distribute these products to a wide range of end-users, including independent and branded retail gas stations, commercial and industrial businesses, and residential heating oil customers. * **Other Integrated Oil Companies and Large Retailers:** PBF Energy may supply refined products to other integrated oil companies that have their own retail networks or need to supplement their supply in specific regions. Large independent fuel retailers and travel center operators also fall into this category, purchasing various transportation fuels. * **Industrial and Commercial End-Users:** This category includes direct bulk purchasers of specialized products or fuels for their operations. Examples include: * **Airlines:** Purchasing jet fuel for their aircraft fleets. * **Trucking and Marine Fleets:** Acquiring diesel and marine fuels for their transportation operations. * **Construction Companies:** Purchasing asphalt for infrastructure projects. * **Petrochemical Companies:** Procuring petrochemical feedstocks for further chemical processing. ```html

PBF Energy (PBF) operates primarily as a business-to-business (B2B) supplier. As a refining and logistics company, it processes crude oil into various petroleum products and sells them in bulk. PBF Energy does not typically sell directly to individual consumers.

PBF Energy does not publicly disclose specific names of its major customers. This is common practice in the refining industry due to the commodity nature of their products and competitive dynamics. However, based on the description of its products and services, its customers fall into several categories of other companies:

  • Wholesale Distributors and Marketers: These companies purchase gasoline, diesel, heating oil, and other fuels in large volumes from PBF Energy. They then distribute these products to a wide range of end-users, including independent and branded retail gas stations, commercial and industrial businesses, and residential heating oil customers.
  • Other Integrated Oil Companies and Large Retailers: PBF Energy may supply refined products to other integrated oil companies that have their own retail networks or need to supplement their supply in specific regions. Large independent fuel retailers and travel center operators also fall into this category, purchasing various transportation fuels.
  • Industrial and Commercial End-Users: This category includes direct bulk purchasers of specialized products or fuels for their operations. Examples include:
    • Airlines: Purchasing jet fuel for their aircraft fleets.
    • Trucking and Marine Fleets: Acquiring diesel and marine fuels for their transportation operations.
    • Construction Companies: Purchasing asphalt for infrastructure projects.
    • Petrochemical Companies: Procuring petrochemical feedstocks for further chemical processing.
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Matthew C. Lucey, President and Chief Executive Officer

Matthew C. Lucey serves as PBF's President and Chief Executive Officer since July 2023. He was appointed to the Board of Directors in July 2023. Mr. Lucey joined PBF as Vice President, Finance in April 2008, served as Senior Vice President, Chief Financial Officer from April 2010 to April 2014, and as Executive Vice President from April to December 2014 before becoming President in January 2015. Prior to joining PBF Energy, Mr. Lucey served as a Managing Director of M.E. Zukerman & Co., a New York-based private equity firm specializing in several sectors of the broader energy industry, from 2001 to 2008. While at M.E. Zukerman & Co., he participated in energy investment activities and served on the Management Committee of Penreco, Cortez Pipeline Company, and Venture Coke Company. Previously, Mr. Lucey spent six years in the banking industry.

Joseph Marino, Senior Vice President and Chief Financial Officer

Joseph Marino became PBF Energy's Chief Financial Officer effective October 1, 2025. He joined the company in 2011 and served as Treasurer from 2020 to 2025. Mr. Marino has held various finance and accounting roles during his tenure, including Assistant Controller from 2015 to 2020 and Director of Financial Reporting during the company's initial public offering. Before joining PBF, he was employed at Ernst & Young LLP, where he represented large public and private corporations in the oil and gas industry and other sectors. Mr. Marino is a certified public accountant in New Jersey and New York.

Thomas J. Nimbley, Chairman

Thomas J. Nimbley serves as Chairman of the Board of PBF Energy. He served as PBF's Chief Executive Officer from June 2010 to July 2023 and was appointed to the board of directors in October 2014, becoming Chairman in June 2016. Prior to PBF, he was a Principal for Nimbley Consultants LLC from 2005 to 2010, providing consulting services and assisting in the acquisition of two refineries. He also served as Senior Vice President and Head of Refining for Phillips Petroleum Company and subsequently for ConocoPhillips' domestic refining system. Before joining Phillips, Mr. Nimbley held various positions with Tosco Corporation and its subsidiaries. He was a key executive in the formation and growth of PBF Energy, which was established as a joint venture with partners including Blackstone Group and First Reserve.

Trecia Canty, Senior Vice President, General Counsel, and Secretary

Trecia Canty joined PBF Energy in 2012 and serves as Senior Vice President, General Counsel and Secretary, responsible for the Legal Department and Contracts Administration.

Paul Davis, Senior Vice President, Supply, Trading and Optimization

Paul Davis joined PBF Energy in April 2012. He has been head of PBF's commercial operations related to crude oil and refinery feedstock sourcing since May 2013. He served as Co-Head of Commercial and Senior Vice President, Western Region Commercial Operations from October 2015 to August 2017, and as President, Western Region through April 2022. Mr. Davis now serves as Senior Vice President, Supply, Trading and Optimization. Prior to PBF, Mr. Davis was responsible for Premcor's U.S. Midwest clean products disposition group.

AI Analysis | Feedback

PBF Energy (symbol: PBF) faces several key risks inherent to the petroleum refining and supply industry.
  1. Operational Hazards and Refinery Incidents: The refining industry is inherently susceptible to operational hazards such as fires, explosions, and equipment failures. A significant example is the February 2025 fire at the Martinez refinery, which caused operational disruptions, affected the facility's utilization, and resulted in financial impacts despite insurance payouts. Such incidents can lead to production outages, increased costs, and potential regulatory scrutiny, affecting financial performance and reputation.
  2. Market and Commodity Price Volatility: PBF Energy's profitability is highly sensitive to the cyclical and volatile nature of commodity markets. Fluctuations in crude oil prices, refined product prices, and refining margins (crack spreads) can significantly impact revenues and profitability. Global macroeconomic conditions, shifts in supply and demand, and geopolitical events contribute to this market volatility.
  3. Environmental and Regulatory Risks: The company is subject to stringent and evolving environmental regulations, particularly in regions like California where it operates. Compliance with these regulations, including those related to greenhouse gas emissions and renewable fuel standards (such as Renewable Identification Numbers, or RINs), can result in significant compliance costs and operational constraints. The broader energy transition towards lower-carbon fuels and electric vehicles also poses a long-term risk of reduced demand for refined petroleum products, potentially pressuring utilization and returns.

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The accelerating global adoption of electric vehicles and other alternative transportation technologies, coupled with increasing governmental policies and consumer preferences aimed at transitioning away from fossil fuels, poses a clear emerging threat to PBF Energy's core business of refining and supplying petroleum products for the transportation sector.

AI Analysis | Feedback

PBF Energy operates within several significant addressable markets for its petroleum products across North America, including the United States, Canada, and Mexico. The company's main products include gasoline, diesel fuels (such as ultra-low-sulfur diesel and renewable diesel), jet fuel, petrochemicals, and asphalt.

Gasoline

The North American gasoline market was valued at approximately USD 850.0 billion in 2024, with projections indicating a rise to USD 1,100.0 billion by 2035. The United States is a dominant consumer in this market. The U.S. gasoline and petroleum wholesaling market size was estimated at USD 808.1 billion in 2025 and USD 772.4 billion in 2026. U.S. gasoline demand averaged 8.9 million barrels per day in both 2023 and 2024.

Diesel Fuels (including Ultra-Low-Sulfur Diesel and Renewable Diesel)

The U.S. diesel fuel market is estimated to reach USD 60 billion by 2031. In 2023, U.S. diesel consumption averaged approximately 3.8 million barrels per day. The broader North American diesel as fuel market accounts for 23% of global consumption, with the U.S. contributing 3.8 million barrels per day and Canada nearly 0.8 million barrels per day. The North American diesel market held 46.95% of the global market revenue of USD 259.1 billion in 2025. Additionally, the North America renewable diesel market was valued at USD 4.35 billion in 2024 and is anticipated to grow to USD 7.91 billion by 2033. The North America Renewable Diesel Market size is expected to reach USD 26.3 billion by 2032.

Jet Fuel

North America is a significant market for jet fuel, accounting for approximately 40% of global consumption. The North America commercial aircraft aviation fuel market was valued at USD 43.81 billion in 2025 and is projected to reach USD 67.39 billion by 2035. The North America Aviation Fuel Market was valued at USD 70.07 billion in 2024 and is expected to reach USD 110.65 billion by 2030.

Petrochemicals

The U.S. petrochemical market size was USD 116.9 billion in 2024 and is expected to reach USD 210.7 billion by 2032. In 2022, the U.S. petrochemicals market generated a revenue of USD 102,411.1 million, with projections to reach USD 174,256.5 million by 2030. The North American petrochemicals market generated a revenue of USD 128,616.2 million in 2022 and is expected to reach USD 222,281.9 million by 2030.

Asphalt

The U.S. asphalt market size was USD 32.6 million in 2024 and is expected to reach USD 52.9 million by 2032. In 2025, the asphalt manufacturing industry in the U.S. is projected to reach USD 36.7 billion in revenue. The North American asphalt market size was valued at USD 261.91 million in 2024 and is projected to grow at a CAGR of 5.6% from 2025 to 2032. The North American bitumen market (also known as asphalt) was calculated to be USD 33.60 million in 2024 and is anticipated to be worth USD 42.42 million by 2033.

AI Analysis | Feedback

PBF Energy (PBF) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market dynamics:

  1. Full Restoration and Optimized Operation of the Martinez Refinery: The full restoration and optimized operation of the Martinez refinery, particularly after significant downtime and a fire, is a critical driver for increased capacity and output. The refinery's restart is anticipated to enhance operational efficiency and market competitiveness, directly contributing to higher throughput and revenue.
  2. Growth in Renewable Diesel Production: PBF Energy's equity investment in St. Bernard Renewables (SBR) is poised for continued growth in renewable diesel production. Optimized production levels, coupled with the approval of SBR's provisional application to CARB in March 2024, are expected to improve project economics related to the California market by processing lower-carbon intensity feedstocks.
  3. Improved Operational Efficiency and Favorable Refining Market Conditions: The company's ongoing Refinery Business Improvement (RBI) initiatives aim to maximize operational efficiency and achieve significant cost reductions, with a target of $350 million in cost improvements by 2026. These internal efficiencies, combined with a constructive long-term market outlook for refined products and tight global refining supply, are expected to lead to improved refining margins and increased throughput volumes across PBF Energy's operations.

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Share Repurchases

  • PBF Energy authorized a $500 million share repurchase program on December 12, 2022.
  • The company subsequently increased its share repurchase authorization by $500 million, bringing the total to $1 billion in May 2023, and extended the program until December 2025.
  • In 2023, PBF Energy repurchased over $530 million in shares, contributing to approximately $640 million returned to stockholders through dividends and buybacks. The Board further authorized a $750 million increase in February 2024, raising the total available authorization to over $1 billion.

Share Issuance

  • In March 2025, PBF Holding Company LLC, a subsidiary of PBF Energy, priced $800 million in 9.875% senior notes due 2030 in a private offering. The net proceeds of approximately $777.5 million were intended for repaying outstanding borrowings under its asset-based revolving credit facility and for general corporate purposes.

Outbound Investments

  • PBF Energy established St. Bernard Renewables LLC (SBR) in 2022, a 50-50 joint venture with Eni Sustainable Mobility US Inc., which commenced renewable fuels production in July 2023. This represents a strategic diversification into renewable diesel.
  • In the third quarter of 2025, the company completed the sale of two non-core refined product terminal facilities for $175.4 million.

Capital Expenditures

  • PBF Energy's expected capital expenditures for the full year 2025 were in the range of $750 million to $775 million, excluding costs related to the restoration of the Martinez Refinery, which were covered by insurance.
  • For 2026, the company anticipates capital expenditures of $600 million to $620 million for maintenance and turnarounds, $235 million to $250 million for other capital projects, and $50 million to $55 million for corporate/logistics. The higher capital expenditures for 2026 are primarily driven by increased turnaround activity across its refineries.
  • A significant focus of capital allocation has been the restoration of the Martinez, California refinery following a fire in February 2025, with construction expected to be complete by mid-February 2026 and a sequenced restart to follow. The company received $893.5 million in insurance reimbursements in 2025, largely covering these restoration costs.

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Financials

PBFMPCVLOPSXDINODKMedian
NamePBF Ener.Marathon.Valero E.Phillips.HF Sincl.Delek US  
Mkt Price41.89263.58258.67179.4571.2647.22125.35
Mkt Cap4.977.877.172.112.92.842.5
Rev LTM30,170135,382124,810134,48627,62210,73477,490
Op Inc LTM-2386,4505,8123,8901,6932652,792
FCF LTM-6845,7025,5521191,324464894
FCF 3Y Avg-4416,5785,8152,0891,208661,649
CFO LTM2609,4386,2642,5111,8611,0592,186
CFO 3Y Avg1819,3666,6534,2401,6675162,953

Growth & Margins

PBFMPCVLOPSXDINODKMedian
NamePBF Ener.Marathon.Valero E.Phillips.HF Sincl.Delek US  
Rev Chg LTM-4.3%-1.7%-2.8%-2.4%-1.1%-5.6%-2.6%
Rev Chg 3Y Avg-13.5%-7.9%-10.3%-7.1%-10.1%-17.2%-10.2%
Rev Chg Q11.9%8.5%7.0%6.9%11.8%0.4%7.8%
QoQ Delta Rev Chg LTM2.9%2.0%1.7%1.6%2.8%0.1%1.9%
Op Inc Chg LTM81.5%49.2%151.9%544.0%2,553.6%162.6%157.3%
Op Inc Chg 3Y Avg-53.3%-20.3%9.3%136.8%799.7%-87.5%-5.5%
Op Mgn LTM-0.8%4.8%4.7%2.9%6.1%2.5%3.8%
Op Mgn 3Y Avg-0.2%4.9%4.4%2.6%4.2%-0.1%3.4%
QoQ Delta Op Mgn LTM2.3%0.4%1.1%0.3%2.7%-0.5%0.8%
CFO/Rev LTM0.9%7.0%5.0%1.9%6.7%9.9%5.9%
CFO/Rev 3Y Avg0.4%6.7%5.1%3.0%5.7%4.1%4.6%
FCF/Rev LTM-2.3%4.2%4.4%0.1%4.8%4.3%4.3%
FCF/Rev 3Y Avg-1.5%4.7%4.4%1.5%4.1%0.2%2.8%

Valuation

PBFMPCVLOPSXDINODKMedian
NamePBF Ener.Marathon.Valero E.Phillips.HF Sincl.Delek US  
Mkt Cap4.977.877.172.112.92.842.5
P/S0.20.60.60.50.50.30.5
P/Op Inc-20.612.113.318.57.610.711.4
P/EBIT6.38.512.411.77.28.68.6
P/E11.116.818.317.510.5-55.414.0
P/CFO18.98.212.328.76.92.710.3
Total Yield11.6%7.4%7.3%8.4%12.5%0.4%7.9%
Dividend Yield2.6%1.5%1.8%2.7%2.9%2.2%2.4%
FCF Yield 3Y Avg-17.6%10.3%10.6%3.5%10.9%-14.3%6.9%
D/E0.70.40.10.40.31.10.4
Net D/E0.60.40.10.30.20.90.4

Returns

PBFMPCVLOPSXDINODKMedian
NamePBF Ener.Marathon.Valero E.Phillips.HF Sincl.Delek US  
1M Rtn3.1%6.3%6.2%5.4%3.7%8.1%5.8%
3M Rtn-3.0%17.0%12.7%4.6%28.8%13.8%13.3%
6M Rtn40.0%43.1%55.4%28.8%46.8%39.7%41.6%
12M Rtn104.5%61.7%97.8%51.9%89.2%138.5%93.5%
3Y Rtn15.7%151.1%152.2%107.8%80.6%132.2%120.0%
1M Excs Rtn3.2%6.4%6.6%5.4%2.9%7.8%5.9%
3M Excs Rtn-15.1%4.9%0.7%-7.4%16.7%1.8%1.2%
6M Excs Rtn26.0%31.1%40.7%18.8%36.3%30.4%30.7%
12M Excs Rtn81.3%39.8%74.5%30.1%68.1%116.5%71.3%
3Y Excs Rtn-61.4%71.5%74.3%22.7%0.8%43.6%33.2%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Refining29,29833,07838,28846,78127,202
Logistics384387384369356
Corporate000  
Eliminations-349-349-348-320-304
Total29,33233,11538,32546,83027,253


Operating Income by Segment
$ Mil20252024202320222021
Logistics310199206184195
Refining38-5802,1844,466673
Eliminations000  
Corporate-402-319562-497-271
Total-54-6992,9524,153597


Assets by Segment
$ Mil20252024202320222021
Refining11,46910,94612,59112,58810,753
Corporate9061,0151,02413647
Logistics683782817863901
Eliminations-39-40-44-38-62
Total13,02012,70314,38813,54911,640


Price Behavior

Price Behavior
Market Price$41.89 
Market Cap ($ Bil)4.9 
First Trading Date12/13/2012 
Distance from 52W High-17.7% 
   50 Days200 Days
DMA Price$41.49$35.43
DMA Trendupdown
Distance from DMA1.0%18.2%
 3M1YR
Volatility63.5%64.8%
Downside Capture-257.64-123.95
Upside Capture-160.79-5.22
Correlation (SPY)-53.0%-7.2%
PBF Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta-3.28-3.55-2.38-1.41-0.350.78
Up Beta-5.85-4.10-3.97-2.55-0.550.87
Down Beta-3.21-3.32-0.28-0.330.471.34
Up Capture-171%-154%-109%-62%2%14%
Bmk +ve Days13283667141432
Stock +ve Days10213667140382
Down Capture-363%-653%-476%-288%-258%69%
Bmk -ve Days7132757109318
Stock -ve Days10202757110369

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PBF
PBF105.3%64.6%1.37-
Sector ETF (XLE)37.8%20.6%1.4558.6%
Equity (SPY)24.9%12.3%1.52-7.5%
Gold (GLD)25.5%27.4%0.81-0.8%
Commodities (DBC)30.1%19.0%1.2550.0%
Real Estate (VNQ)13.5%13.5%0.69-9.5%
Bitcoin (BTCUSD)-41.7%42.2%-1.169.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PBF
PBF21.3%60.5%0.56-
Sector ETF (XLE)20.1%26.0%0.7066.8%
Equity (SPY)13.5%17.1%0.6124.2%
Gold (GLD)16.8%18.2%0.757.3%
Commodities (DBC)8.4%19.4%0.3348.0%
Real Estate (VNQ)2.8%18.8%0.0516.7%
Bitcoin (BTCUSD)13.6%54.4%0.449.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PBF
PBF7.5%67.2%0.40-
Sector ETF (XLE)10.0%29.6%0.3867.2%
Equity (SPY)15.3%17.9%0.7338.6%
Gold (GLD)12.5%16.1%0.64-0.4%
Commodities (DBC)6.7%18.0%0.2941.3%
Real Estate (VNQ)5.7%20.7%0.2433.2%
Bitcoin (BTCUSD)60.3%66.8%1.008.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity13.5 Mil
Short Interest: % Change Since 51520263.6%
Average Daily Volume2.7 Mil
Days-to-Cover Short Interest5.0 days
Basic Shares Quantity117.2 Mil
Short % of Basic Shares11.6%

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/30/20260.5%-3.6%-5.0%
2/12/2026-5.9%-5.2%22.6%
10/30/20251.3%3.5%2.5%
7/31/2025-8.2%-7.7%9.4%
5/1/2025-3.0%6.8%12.2%
2/13/2025-12.8%-10.4%-21.1%
10/31/2024-1.1%7.0%10.2%
8/1/2024-3.8%-10.6%-17.6%
...
SUMMARY STATS   
# Positive131316
# Negative11118
Median Positive2.2%6.8%12.5%
Median Negative-3.8%-6.9%-8.3%
Max Positive10.0%23.7%92.9%
Max Negative-12.8%-10.6%-21.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/30/202610-Q
12/31/202502/12/202610-K
09/30/202510/30/202510-Q
06/30/202507/31/202510-Q
03/31/202505/01/202510-Q
12/31/202402/13/202510-K
09/30/202410/31/202410-Q
06/30/202408/01/202410-Q
03/31/202405/02/202410-Q
12/31/202302/15/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/05/202310-Q
12/31/202202/16/202310-K
09/30/202210/27/202210-Q
06/30/202207/28/202210-Q

Recent Forward Guidance

Updated 6/1/2026

Latest: Q1 2026 Earnings Reported 4/30/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Renewable Diesel Production15,00015,50016,000-8.8% LoweredGuidance: 17,000 for Q1 2026
Q2 2026 East Coast Throughput0.28 Mil0.29 Mil0.30 Mil0 Same NewGuidance: 0.29 Mil for Q1 2026
Q2 2026 Mid-continent Throughput0.14 Mil0.15 Mil0.15 Mil7.1% Higher NewGuidance: 0.14 Mil for Q1 2026
Q2 2026 Gulf Coast Throughput0.17 Mil0.18 Mil0.18 Mil0 Same NewGuidance: 0.18 Mil for Q1 2026
Q2 2026 West Coast Throughput0.25 Mil0.26 Mil0.27 Mil13.0% Higher NewGuidance: 0.23 Mil for Q1 2026
Q2 2026 Total Throughput0.85 Mil0.88 Mil0.91 Mil   
2026 RBI Run-rate Cost Improvements 350.00 Mil 0 AffirmedGuidance: 350.00 Mil for 2026

Prior: Q4 2025 Earnings Reported 2/12/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Renewable diesel production16,00017,00018,000   
Q1 2026 East Coast Throughput0.28 Mil0.29 Mil0.30 Mil   
Q1 2026 Mid-continent Throughput0.14 Mil0.14 Mil0.14 Mil   
Q1 2026 Gulf Coast Throughput0.17 Mil0.18 Mil0.18 Mil   
Q1 2026 West Coast Throughput0.22 Mil0.23 Mil0.24 Mil   
2026 Run-rate cost improvements 350.00 Mil 0 AffirmedGuidance: 350.00 Mil for 2026

Insider Activity

Updated 6/9/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Control, Empresarial DE Capitales SA DE CV DirectSell609202643.17100,0004,316,950782,131,964Form
2Control, Empresarial DE Capitales SA DE CV DirectSell604202643.58220,0009,587,050793,881,735Form
3Control, Empresarial DE Capitales SA DE CV DirectSell604202643.5631,0001,350,493803,225,407Form
4Control, Empresarial DE Capitales SA DE CV DirectSell506202645.91220,00010,099,496847,838,825Form
5Control, Empresarial DE Capitales SA DE CV DirectSell506202644.87200,0008,973,310838,497,403Form
Core Cache Last Updated: 6/13/2026